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Holdings (Monthly) Guide ↗

Dynamic Allocation Fund

· Meeder Funds
Monthly Holdings $595M AUM 35 positions Period Jun 2026 Filed Aug 5, 2026 EDGAR ↗ ← All Funds
All 93 New 69 Added 35 Reduced 104 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Mastercard Inc 57636Q104 Sep 2023 18,031 -3,003 $9.3M -11.9% 1.57% EC
2 Micron Technology Inc 595112103 Sep 2023 6,473 -2,017 $7.5M +160.5% 1.26% EC
3 Meta Platforms Inc 30303M102 Sep 2023 12,088 -1,931 $6.8M -15.1% 1.15% EC
4 Applied Materials Inc 038222105 Sep 2023 8,952 -399 $6.5M +102.5% 1.10% EC
5 Johnson & Johnson 478160104 Sep 2023 23,434 -6,539 $6.0M -18.8% 1.01% EC
6 Berkshire Hathaway Inc 084670702 Sep 2023 11,793 -2,755 $5.9M -15.4% 1.00% EC
7 Cisco Systems Inc 17275R102 Mar 2026 29,115 -1,800 $3.4M +42.6% 0.58% EC
8 Jack Henry & Associates Inc 426281101 Mar 2026 19,236 -1,010 $2.6M -17.2% 0.45% EC
9 Caterpillar Inc 149123101 Mar 2026 2,393 -3,893 $2.5M -42.8% 0.43% EC
10 Lockheed Martin Corp 539830109 Mar 2026 4,575 -102 $2.3M -17.5% 0.39% EC
11 QUALCOMM Inc 747525103 Sep 2023 12,213 -12,965 $2.3M -30.4% 0.38% EC
12 Northrop Grumman Corp 666807102 Mar 2026 4,055 -64 $2.1M -26.5% 0.35% EC
13 Cummins Inc 231021106 Mar 2026 2,635 -486 $1.9M +11.9% 0.32% EC
14 Ralph Lauren Corp 751212101 Mar 2026 4,243 -2,969 $1.7M -31.3% 0.29% EC
15 Rockwell Automation Inc 773903109 Mar 2026 3,232 -972 $1.6M +6.1% 0.27% EC
16 Natera Inc 632307104 Mar 2026 4,833 -838 $1.3M +15.7% 0.22% EC
17 iShares 20+ Year Treasury Bond 464287432 Mar 2026 14,584 -7,251 $1.3M -33.4% 0.21%
18 Alphabet Inc 02079K305 Mar 2026 3,236 -3,073 $1.2M -36.3% 0.20% EC
19 Equifax Inc 294429105 Mar 2026 6,943 -4,443 $1.1M -46.3% 0.19% EC
20 Elevance Health Inc 036752103 Sep 2023 2,535 -1,137 $980K -8.8% 0.17% EC
21 Mueller Industries Inc 624756102 Mar 2026 4,067 -780 $500K -6.9% 0.08% EC
22 General Dynamics Corp 369550108 Mar 2026 1,139 -20,072 $403K -94.5% 0.07% EC
23 Alcoa Corp 013872106 Mar 2026 7,101 -695 $370K -28.4% 0.06% EC
24 American Electric Power Co Inc 025537101 Mar 2026 2,589 -8,804 $354K -76.3% 0.06% EC
25 Boyd Gaming Corp 103304101 Mar 2026 3,814 -15,736 $337K -79.0% 0.06% EC
26 Corning Inc 219350105 Mar 2026 1,195 -5,849 $305K -68.1% 0.05% EC
27 Morningstar Inc 617700109 Mar 2026 1,838 -7,879 $287K -82.5% 0.05% EC
28 Teradyne Inc 880770102 Sep 2023 564 -378 $273K -2.3% 0.05% EC
29 Amphenol Corp 032095101 Mar 2026 887 -13,009 $156K -91.1% 0.03% EC
30 Universal Health Services Inc 913903100 Mar 2026 892 -1,618 $133K -70.5% 0.02% EC
31 Devon Energy Corp 25179M103 Sep 2023 2,018 -1,819 $83K -56.8% 0.01% EC
32 Chevron Corp 166764100 Sep 2023 325 -21,718 $54K -98.8% 0.01% EC
33 Acuity Inc 00508Y102 Mar 2026 89 -662 $34K -84.1% 0.01% EC
34 HCA Healthcare Inc 40412C101 Mar 2026 56 -931 $22K -95.3% 0.00% EC
35 Brinker International Inc 109641100 Mar 2026 72 -1,116 $12K -92.9% 0.00% EC