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Holdings (Monthly) Guide ↗

Balanced Fund

· Meeder Funds
Monthly Holdings $448M AUM 173 positions Period Mar 2026 Filed Apr 24, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 Meeder Government Money Market MDFXX Mar 2026 104,267,536 $104.3M 23.36%
2 Baird Core Plus Bond Fund 057071870 Sep 2023 2,542,026 $25.9M 5.80% EC
3 Fidelity Total Bond Fund 31617L798 Mar 2026 2,708,565 $25.9M 5.80%
4 Fidelity Advisor Capital & Inc 315806802 Mar 2026 1,684,986 $19.8M 4.43%
5 Apple Inc 037833100 Sep 2023 67,051 $17.0M 3.81% EC
6 NVIDIA Corp 67066G104 Sep 2023 94,957 $16.6M 3.71% EC
7 Alphabet Inc 02079K107 Sep 2023 50,166 $14.4M 3.22% EC
8 Dodge & Cox Income Fund 256210105 Mar 2026 1,084,308 $13.8M 3.09%
9 Microsoft Corp 594918104 Sep 2023 36,992 $13.7M 3.07% EC
10 State Street SPDR Bloomberg Hi 78468R622 Sep 2023 136,519 $13.1M 2.93% EC
11 iShares 20+ Year Treasury Bond 464287432 Mar 2026 141,623 $12.3M 2.75%
12 Berkshire Hathaway Inc 084670702 Sep 2023 16,192 $7.8M 1.74% EC
13 Mastercard Inc 57636Q104 Sep 2023 14,754 $7.4M 1.65% EC
14 General Dynamics Corp 369550108 Mar 2026 18,474 $6.3M 1.42% EC
15 Johnson & Johnson 478160104 Sep 2023 22,107 $5.4M 1.21% EC
16 Meta Platforms Inc 30303M102 Sep 2023 7,842 $4.5M 1.01% EC
17 Eli Lilly & Co 532457108 Sep 2023 4,763 $4.4M 0.98% EC
18 Bank of New York Mellon Corp/T 064058100 Mar 2026 33,572 $4.0M 0.89% EC
19 Broadcom Inc 11135F101 Sep 2023 12,430 $3.8M 0.86% EC
20 Amgen Inc 031162100 Mar 2026 9,961 $3.5M 0.79% EC
21 TJX Cos Inc/The 872540109 Sep 2023 21,261 $3.4M 0.76% EC
22 Jack Henry & Associates Inc 426281101 Mar 2026 21,392 $3.4M 0.76% EC
23 Chevron Corp 166764100 Sep 2023 16,189 $3.3M 0.75% EC
24 Gilead Sciences Inc 375558103 Mar 2026 23,504 $3.3M 0.73% EC
25 Exxon Mobil Corp 30231G102 Sep 2023 17,391 $3.0M 0.66% EC
26 iShares 7-10 Year Treasury Bon 464287440 Mar 2026 27,853 $2.7M 0.60%
27 Frost Total Return Bond Fund 359246857 Sep 2023 276,828 $2.7M 0.59% EC
28 AbbVie Inc 00287Y109 Mar 2026 12,080 $2.6M 0.59% EC
29 Amazon.com Inc 023135106 Sep 2023 12,189 $2.5M 0.57% EC
30 Texas Instruments Inc 882508104 Sep 2023 12,663 $2.5M 0.55% EC
31 FedEx Corp 31428X106 Mar 2026 6,646 $2.4M 0.53% EC
32 GE Vernova Inc 36828A101 Mar 2026 2,566 $2.2M 0.50% EC
33 Applied Materials Inc 038222105 Sep 2023 6,328 $2.2M 0.48% EC
34 Allstate Corp/The 020002101 Mar 2026 9,838 $2.0M 0.46% EC
35 Trane Technologies PLC G8994E103 Sep 2023 4,833 $2.0M 0.45% EC
36 Cisco Systems Inc 17275R102 Mar 2026 25,354 $2.0M 0.44% EC
37 Micron Technology Inc 595112103 Sep 2023 5,460 $1.8M 0.41% EC
38 Boyd Gaming Corp 103304101 Mar 2026 21,574 $1.8M 0.40% EC
39 Newmont Corp 651639106 Mar 2026 16,353 $1.8M 0.40% EC
40 Ralph Lauren Corp 751212101 Mar 2026 5,135 $1.8M 0.40% EC
41 Casey's General Stores Inc 147528103 Mar 2026 2,369 $1.7M 0.39% EC
42 United Airlines Holdings Inc 910047109 Sep 2023 18,651 $1.7M 0.38% EC
43 Rockwell Automation Inc 773903109 Mar 2026 4,780 $1.7M 0.38% EC
44 Merck & Co Inc 58933Y105 Sep 2023 13,519 $1.6M 0.36% EC
45 Delta Air Lines Inc 247361702 Mar 2026 23,952 $1.6M 0.36% EC
46 Analog Devices Inc 032654105 Sep 2023 4,903 $1.6M 0.35% EC
47 Northrop Grumman Corp 666807102 Mar 2026 2,282 $1.6M 0.35% EC
48 Tapestry Inc 876030107 Mar 2026 10,866 $1.5M 0.34% EC
49 Lam Research Corp 512807306 Mar 2026 7,024 $1.5M 0.34% EC
50 TD SYNNEX Corp 87162W100 Mar 2026 8,346 $1.4M 0.32% EC
51 Morningstar Inc 617700109 Mar 2026 8,248 $1.4M 0.31% EC
52 Eaton Vance Emerging Markets D 27827V105 Mar 2026 166,033 $1.4M 0.31%
53 Motorola Solutions Inc 620076307 Mar 2026 3,035 $1.3M 0.30% EC
54 Customers Bancorp Inc 23204G100 Mar 2026 18,071 $1.3M 0.28% EC
55 Allegion plc G0176J109 Sep 2023 7,815 $1.1M 0.25% EC
56 Amphenol Corp 032095101 Mar 2026 8,970 $1.1M 0.25% EC
57 Ally Financial Inc 02005N100 Mar 2026 28,727 $1.1M 0.25% EC
58 Corning Inc 219350105 Mar 2026 8,260 $1.1M 0.25% EC
59 McKesson Corp 58155Q103 Sep 2023 1,297 $1.1M 0.25% EC
60 Cheniere Energy Inc 16411R208 Sep 2023 3,920 $1.1M 0.25% EC
61 TechnipFMC PLC G87110105 Mar 2026 15,523 $1.1M 0.24% EC
62 Oracle Corp 68389X105 Mar 2026 7,163 $1.1M 0.24% EC
63 Zoetis Inc 98978V103 Sep 2023 8,897 $1.1M 0.24% EC
64 Photronics Inc 719405102 Mar 2026 23,136 $935K 0.21% EC
65 Devon Energy Corp 25179M103 Sep 2023 17,988 $905K 0.20% EC
66 Elevance Health Inc 036752103 Sep 2023 3,078 $901K 0.20% EC
67 Diamondback Energy Inc 25278X109 Sep 2023 4,486 $887K 0.20% EC
68 State Street Corp 857477103 Mar 2026 7,002 $886K 0.20% EC
69 Johnson Controls International G51502105 Sep 2023 6,293 $824K 0.18% EC
70 Intercontinental Exchange Inc 45866F104 Mar 2026 5,090 $801K 0.18% EC
71 Omnicom Group Inc 681919106 Mar 2026 10,610 $799K 0.18% EC
72 CVS Health Corp 126650100 Sep 2023 10,905 $783K 0.18% EC
73 Comfort Systems USA Inc 199908104 Mar 2026 555 $765K 0.17% EC
74 Western Digital Corp 958102105 Mar 2026 2,664 $721K 0.16% EC
75 EOG Resources Inc 26875P101 Sep 2023 4,877 $705K 0.16% EC
76 Freeport-McMoRan Inc 35671D857 Mar 2026 11,767 $692K 0.15% EC
77 Synchrony Financial 87165B103 Mar 2026 10,160 $691K 0.15% EC
78 Ameriprise Financial Inc 03076C106 Mar 2026 1,539 $684K 0.15% EC
79 Comcast Corp 20030N101 Sep 2023 23,273 $668K 0.15% EC
80 Regeneron Pharmaceuticals Inc 75886F107 Mar 2026 847 $654K 0.15% EC
81 Lockheed Martin Corp 539830109 Mar 2026 1,074 $649K 0.15% EC
82 Skyworks Solutions Inc 83088M102 Sep 2023 11,650 $624K 0.14% EC
83 HCA Healthcare Inc 40412C101 Sep 2023 1,249 $591K 0.13% EC
84 Netflix Inc 64110L106 Mar 2026 6,083 $585K 0.13% EC
85 QUALCOMM Inc 747525103 Sep 2023 4,435 $571K 0.13% EC
86 Mueller Industries Inc 624756102 Mar 2026 5,049 $559K 0.13% EC
87 Ubiquiti Inc 90353W103 Mar 2026 673 $532K 0.12% EC
88 Dollar General Corp 256677105 Mar 2026 4,285 $509K 0.11% EC
89 Jackson Financial Inc 46817M107 Mar 2026 4,793 $507K 0.11% EC
90 UnitedHealth Group Inc 91324P102 Sep 2023 1,848 $500K 0.11% EC
91 Phinia Inc 71880K101 Mar 2026 7,297 $499K 0.11% EC
92 IDEX Corp 45167R104 Mar 2026 2,437 $462K 0.10% EC
93 Hut 8 Corp 44812J104 Mar 2026 9,712 $456K 0.10% EC
94 AECOM 00766T100 Sep 2023 5,217 $443K 0.10% EC
95 Natera Inc 632307104 Mar 2026 2,121 $424K 0.10% EC
96 Huntington Ingalls Industries 446413106 Mar 2026 1,095 $416K 0.09% EC
97 Avnet Inc 053807103 Mar 2026 6,143 $379K 0.08% EC
98 Equifax Inc 294429105 Mar 2026 2,077 $374K 0.08% EC
99 Anglogold Ashanti Plc G0378L100 Mar 2026 3,822 $372K 0.08% EC
100 Charter Communications Inc 16119P108 Sep 2023 1,640 $354K 0.08% EC
101 Cal-Maine Foods Inc 128030202 Mar 2026 4,440 $351K 0.08% EC
102 EverQuote Inc 30041R108 Mar 2026 21,880 $337K 0.08% EC
103 O'Reilly Automotive Inc 67103H107 Sep 2023 3,611 $333K 0.07% EC
104 Caterpillar Inc 149123101 Mar 2026 461 $327K 0.07% EC
105 ScanSource Inc 806037107 Mar 2026 8,952 $325K 0.07% EC
106 BorgWarner Inc 099724106 Sep 2023 5,957 $323K 0.07% EC
107 Southwest Airlines Co 844741108 Mar 2026 8,301 $312K 0.07% EC
108 Eversource Energy 30040W108 Mar 2026 4,227 $293K 0.07% EC
109 SSR Mining Inc 784730103 Mar 2026 9,843 $289K 0.06% EC
110 V2X Inc 92242T101 Mar 2026 4,194 $287K 0.06% EC
111 Viasat Inc 92552V100 Mar 2026 6,062 $278K 0.06% EC
112 Stewart Information Services C 860372101 Sep 2023 4,329 $267K 0.06% EC
113 ConocoPhillips 20825C104 Sep 2023 1,879 $248K 0.06% EC
114 Arch Capital Group Ltd G0450A105 Mar 2026 2,440 $234K 0.05% EC
115 Southern Copper Corp 84265V105 Mar 2026 1,348 $232K 0.05% EC
116 Calix Inc 13100M509 Mar 2026 4,510 $221K 0.05% EC
117 CRH PLC G25508105 Mar 2026 1,962 $206K 0.05% EC
118 Amkor Technology Inc 031652100 Mar 2026 4,184 $188K 0.04% EC
119 Lincoln Electric Holdings Inc 533900106 Mar 2026 756 $188K 0.04% EC
120 Everpure Inc 74624M102 Mar 2026 3,008 $178K 0.04% EC
121 Coeur Mining Inc 192108504 Mar 2026 9,298 $175K 0.04% EC
122 Valmont Industries Inc 920253101 Sep 2023 435 $174K 0.04% EC
123 Cigna Group/The 125523100 Sep 2023 637 $170K 0.04% EC
124 First American Financial Corp 31847R102 Sep 2023 2,758 $166K 0.04% EC
125 TTM Technologies Inc 87305R109 Mar 2026 1,669 $163K 0.04% EC
126 Graco Inc 384109104 Sep 2023 1,861 $158K 0.04% EC
127 Ovintiv Inc 69047Q102 Sep 2023 2,633 $156K 0.04% EC
128 New York Times Co/The 650111107 Mar 2026 1,797 $150K 0.03% EC
129 United Parcel Service Inc 911312106 Mar 2026 1,514 $149K 0.03% EC
130 Bristol-Myers Squibb Co 110122108 Mar 2026 2,448 $148K 0.03% EC
131 Champion Homes Inc 830830105 Sep 2023 1,887 $140K 0.03% EC
132 Dropbox Inc 26210C104 Mar 2026 6,008 $137K 0.03% EC
133 Weatherford International PLC G48833118 Mar 2026 1,439 $136K 0.03% EC
134 Ciena Corp 171779309 Mar 2026 332 $129K 0.03% EC
135 Deckers Outdoor Corp 243537107 Mar 2026 1,271 $127K 0.03% EC
136 IDT Corp 448947507 Sep 2023 2,454 $120K 0.03% EC
137 Teradata Corp 88076W103 Mar 2026 4,640 $119K 0.03% EC
138 Target Corp 87612E106 Sep 2023 961 $116K 0.03% EC
139 Generac Holdings Inc 368736104 Mar 2026 586 $114K 0.03% EC
140 Targa Resources Corp 87612G101 Sep 2023 399 $100K 0.02% EC
141 Clear Secure Inc 18467V109 Mar 2026 1,923 $93K 0.02% EC
142 Sandisk Corp/DE 80004C200 Mar 2026 117 $74K 0.02% EC
143 Encore Capital Group Inc 292554102 Mar 2026 1,030 $72K 0.02% EC
144 Blue Bird Corp 095306106 Mar 2026 1,245 $71K 0.02% EC
145 QuinStreet Inc 74874Q100 Mar 2026 5,644 $68K 0.02% EC
146 IBM 459200101 Mar 2026 279 $68K 0.02% EC
147 Kaiser Aluminum Corp 483007704 Mar 2026 536 $65K 0.01% EC
148 Visteon Corp 92839U206 Mar 2026 670 $61K 0.01% EC
149 Tutor Perini Corp 901109108 Mar 2026 776 $60K 0.01% EC
150 Phillips 66 718546104 Sep 2023 311 $57K 0.01% EC
151 Abercrombie & Fitch Co 002896207 Mar 2026 561 $51K 0.01% EC
152 Edison International 281020107 Mar 2026 626 $46K 0.01% EC
153 PROG Holdings Inc 74319R101 Mar 2026 1,589 $46K 0.01% EC
154 Essent Group Ltd G3198U102 Sep 2023 645 $38K 0.01% EC
155 NetScout Systems Inc 64115T104 Mar 2026 967 $31K 0.01% EC
156 MongoDB Inc 60937P106 Mar 2026 114 $28K 0.01% EC
157 Strattec Security Corp 863111100 Mar 2026 351 $27K 0.01% EC
158 Argan Inc 04010E109 Sep 2023 46 $25K 0.01% EC
159 ONE Gas Inc 68235P108 Mar 2026 271 $23K 0.01% EC
160 EMCOR Group Inc 29084Q100 Sep 2023 31 $23K 0.01% EC
161 Vistance Networks Inc 20337X109 Mar 2026 1,217 $22K 0.00% EC
162 Westamerica BanCorp 957090103 Mar 2026 362 $19K 0.00% EC
163 Teradyne Inc 880770102 Sep 2023 54 $16K 0.00% EC
164 Mitek Systems Inc 606710200 Mar 2026 1,071 $14K 0.00% EC
165 CareDx Inc 14167L103 Mar 2026 730 $13K 0.00% EC
166 Sensata Technologies Holding P G8060N102 Mar 2026 350 $12K 0.00% EC
167 American Public Education Inc 02913V103 Mar 2026 176 $10K 0.00% EC
168 J Jill Inc 46620W201 Mar 2026 643 $7K 0.00% EC
169 Russell 2000 Futures RTYM6 Mar 2026 56 $-19392 -0.00% DE
170 S&P Mid Cap Futures FAM6 Mar 2026 -7 $-45112 -0.01% DE
171 S&P 500 Mini Futures ESM6 Mar 2026 -88 $-53608 -0.01% DE
172 Mini MSCI Emg Mkt MESM6 Mar 2026 141 $-384806 -0.09% DE
173 Mini MSCI EAFE MFSM6 Mar 2026 259 $-569849 -0.13% DE