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Holdings (Monthly) Guide ↗

Balanced Fund

· Meeder Funds
Monthly Holdings $494M AUM 112 positions Period Jun 2026 Filed Aug 10, 2026 EDGAR ↗ ← All Funds
All 112 New 41 Added 33 Reduced 66 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 PGIM Total Return Bond Fund 74440B884 Jun 2026 962,128 NEW $11.6M 2.36%
2 Guggenheim Total Return Bond F 40168W525 Jun 2026 487,148 NEW $11.6M 2.36% EC
3 Simon Property Group Inc 828806109 Jun 2026 18,616 NEW $4.2M 0.85%
4 Visa Inc 92826C839 Jun 2026 9,939 NEW $3.4M 0.70% EC
5 Travelers Cos Inc/The 89417E109 Jun 2026 6,978 NEW $2.3M 0.47% EC
6 Xylem Inc/NY 98419M100 Jun 2026 15,177 NEW $1.8M 0.37% EC
7 Intel Corp 458140100 Jun 2026 12,255 NEW $1.7M 0.35% EC
8 Advanced Micro Devices Inc 007903107 Jun 2026 2,612 NEW $1.5M 0.31% EC
9 WW Grainger Inc 384802104 Jun 2026 1,028 NEW $1.4M 0.29% EC
10 Ross Stores Inc 778296103 Jun 2026 5,862 NEW $1.2M 0.25% EC
11 Costco Wholesale Corp 22160K105 Jun 2026 1,190 NEW $1.1M 0.23% EC
12 Copart Inc 217204106 Jun 2026 39,462 NEW $1.1M 0.23% EC
13 Cummins Inc 231021106 Jun 2026 1,544 NEW $1.1M 0.22% EC
14 Royal Caribbean Cruises Ltd V7780T103 Jun 2026 3,462 NEW $1.1M 0.22% EC
15 Matador Resources Co 576485205 Jun 2026 21,941 NEW $1.1M 0.22% EC
16 Kroger Co/The 501044101 Jun 2026 18,011 NEW $1.0M 0.20% EC
17 CF Industries Holdings Inc 125269100 Jun 2026 8,510 NEW $921K 0.19% EC
18 KLA Corp 482480100 Jun 2026 2,996 NEW $904K 0.18% EC
19 Expedia Group Inc 30212P303 Jun 2026 3,494 NEW $894K 0.18% EC
20 S&P 500 Index SPX 2608 Jun 2026 45 NEW $849K 0.17% DE
21 HubSpot Inc 443573100 Jun 2026 4,635 NEW $846K 0.17% EC
22 PACCAR Inc 693718108 Jun 2026 6,490 NEW $780K 0.16% EC
23 Toast Inc 888787108 Jun 2026 27,133 NEW $755K 0.15% EC
24 Lululemon Athletica Inc 550021109 Jun 2026 6,189 NEW $707K 0.14% EC
25 Royal Gold Inc 780287108 Jun 2026 3,414 NEW $681K 0.14% EC
26 EnerSys 29275Y102 Jun 2026 2,901 NEW $678K 0.14% EC
27 Zebra Technologies Corp 989207105 Jun 2026 2,566 NEW $676K 0.14% EC
28 Tyson Foods Inc 902494103 Jun 2026 11,472 NEW $657K 0.13% EC
29 NetApp Inc 64110D104 Jun 2026 4,060 NEW $628K 0.13% EC
30 Dell Technologies Inc 24703L202 Jun 2026 1,449 NEW $625K 0.13% EC
31 West Pharmaceutical Services I 955306105 Jun 2026 1,729 NEW $621K 0.13% EC
32 CDW Corp/DE 12514G108 Jun 2026 4,412 NEW $621K 0.13% EC
33 United Therapeutics Corp 91307C102 Jun 2026 1,121 NEW $607K 0.12% EC
34 Consolidated Edison Inc 209115104 Jun 2026 5,466 NEW $605K 0.12% EC
35 Murphy USA Inc 626755102 Jun 2026 1,119 NEW $603K 0.12% EC
36 United Rentals Inc 911363109 Jun 2026 508 NEW $576K 0.12% EC
37 Marzetti Company/The 513847103 Jun 2026 4,933 NEW $563K 0.11% EC
38 Fortinet Inc 34959E109 Jun 2026 3,608 NEW $554K 0.11% EC
39 Northern Trust Corp 665859104 Jun 2026 3,141 NEW $546K 0.11% EC
40 Marvell Technology Inc 573874104 Jun 2026 1,801 NEW $536K 0.11% EC
41 Encompass Health Corp 29261A100 Jun 2026 5,187 NEW $524K 0.11% EC
42 Lear Corp 521865204 Jun 2026 3,905 NEW $524K 0.11% EC
43 Agilent Technologies Inc 00846U101 Jun 2026 3,930 NEW $522K 0.11% EC
44 AT&T Inc 00206R102 Jun 2026 24,178 NEW $500K 0.10% EC
45 Universal Display Corp 91347P105 Jun 2026 5,617 NEW $486K 0.10% EC
46 HCI Group Inc 40416E103 Jun 2026 2,759 NEW $484K 0.10% EC
47 Moelis & Co 60786M105 Jun 2026 7,150 NEW $468K 0.10% EC
48 Nabors Industries Ltd G6359F137 Jun 2026 5,392 NEW $453K 0.09% EC
49 YETI Holdings Inc 98585X104 Jun 2026 8,398 NEW $416K 0.08% EC
50 Cousins Properties Inc 222795502 Jun 2026 13,103 NEW $393K 0.08%
51 Gulfport Energy Corp 402635502 Jun 2026 2,072 NEW $352K 0.07% EC
52 Fluor Corp 343412102 Jun 2026 6,451 NEW $338K 0.07% EC
53 Credo Technology Group Holding G25457105 Jun 2026 1,194 NEW $325K 0.07% EC
54 SkyWest Inc 830879102 Jun 2026 3,214 NEW $319K 0.07% EC
55 MYR Group Inc 55405W104 Jun 2026 618 NEW $309K 0.06% EC
56 Strategic Education Inc 86272C103 Jun 2026 3,885 NEW $298K 0.06% EC
57 American Electric Power Co Inc 025537101 Jun 2026 2,089 NEW $286K 0.06% EC
58 APA Corp 03743Q108 Jun 2026 8,765 NEW $285K 0.06% EC
59 Best Buy Co Inc 086516101 Jun 2026 3,650 NEW $277K 0.06% EC
60 Archer-Daniels-Midland Co 039483102 Jun 2026 3,212 NEW $245K 0.05% EC
61 Russell 2000 Futures RTYU6 Jun 2026 85 NEW $239K 0.05% DE
62 Independent Bank Corp 453836108 Jun 2026 2,814 NEW $236K 0.05% EC
63 Centene Corp 15135B101 Jun 2026 3,494 NEW $224K 0.05% EC
64 Hewlett Packard Enterprise Co 42824C109 Jun 2026 4,926 NEW $222K 0.05% EC
65 Alcoa Corp 013872106 Jun 2026 3,742 NEW $195K 0.04% EC
66 Sturm Ruger & Co Inc 864159108 Jun 2026 4,925 NEW $186K 0.04% EC
67 Red Rock Resorts Inc 75700L108 Jun 2026 2,785 NEW $181K 0.04% EC
68 Innodata Inc 457642205 Jun 2026 2,154 NEW $163K 0.03% EC
69 BrightSpring Health Services I 10950A106 Jun 2026 1,918 NEW $134K 0.03% EC
70 CME Group Inc 12572Q105 Jun 2026 596 NEW $132K 0.03% EC
71 Par Pacific Holdings Inc 69888T207 Jun 2026 2,235 NEW $125K 0.03% EC
72 Garmin Ltd H2906T109 Jun 2026 466 NEW $111K 0.02% EC
73 XPEL Inc 98379L100 Jun 2026 1,981 NEW $98K 0.02% EC
74 Bloom Energy Corp 093712107 Jun 2026 316 NEW $96K 0.02% EC
75 Caris Life Sciences Inc 142152107 Jun 2026 5,294 NEW $94K 0.02% EC
76 Novocure Ltd G6674U108 Jun 2026 6,084 NEW $92K 0.02% EC
77 Victoria's Secret & Co 926400102 Jun 2026 1,082 NEW $90K 0.02% EC
78 Phoenix Education Partners Inc 718968100 Jun 2026 2,613 NEW $86K 0.02% EC
79 Remitly Global Inc 75960P104 Jun 2026 3,740 NEW $84K 0.02% EC
80 PBF Energy Inc 69318G106 Jun 2026 1,797 NEW $82K 0.02% EC
81 Atkore Inc 047649108 Jun 2026 975 NEW $74K 0.02% EC
82 Garrett Motion Inc 366505105 Jun 2026 1,815 NEW $66K 0.01% EC
83 Fiserv Inc 337738108 Jun 2026 1,328 NEW $65K 0.01% EC
84 White Mountains Insurance Grou G9618E107 Jun 2026 26 NEW $54K 0.01% EC
85 CBL & Associates Properties In 124830878 Jun 2026 963 NEW $51K 0.01%
86 HP Inc 40434L105 Jun 2026 2,312 NEW $51K 0.01% EC
87 S&T Bancorp Inc 783859101 Jun 2026 1,020 NEW $50K 0.01% EC
88 Bandwidth Inc 05988J103 Jun 2026 771 NEW $49K 0.01% EC
89 Everus Construction Group Inc 300426103 Jun 2026 271 NEW $45K 0.01% EC
90 Jabil Inc 466313103 Jun 2026 116 NEW $45K 0.01% EC
91 Alnylam Pharmaceuticals Inc 02043Q107 Jun 2026 131 NEW $39K 0.01% EC
92 NuScale Power Corp 67079K100 Jun 2026 3,620 NEW $36K 0.01% EC
93 Archrock Inc 03957W106 Jun 2026 883 NEW $36K 0.01% EC
94 Capri Holdings Ltd G1890L107 Jun 2026 1,827 NEW $34K 0.01% EC
95 Universal Health Services Inc 913903100 Jun 2026 227 NEW $34K 0.01% EC
96 LendingTree Inc 52603B107 Jun 2026 644 NEW $29K 0.01% EC
97 Life Time Group Holdings Inc 53190C102 Jun 2026 500 NEW $20K 0.00% EC
98 Antero Resources Corp 03674X106 Jun 2026 515 NEW $18K 0.00% EC
99 Consolidated Water Co Ltd G23773107 Jun 2026 609 NEW $18K 0.00% EC
100 Hanover Insurance Group Inc/Th 410867105 Jun 2026 67 NEW $14K 0.00% EC
101 Versigent PLC G9600F104 Jun 2026 329 NEW $14K 0.00% EC
102 Brinker International Inc 109641100 Jun 2026 78 NEW $13K 0.00% EC
103 Matson Inc 57686G105 Jun 2026 67 NEW $13K 0.00% EC
104 Mercury General Corp 589400100 Jun 2026 107 NEW $11K 0.00% EC
105 Diversified Energy Co 25520W107 Jun 2026 586 NEW $8K 0.00% EC
106 Acuity Inc 00508Y102 Jun 2026 21 NEW $8K 0.00% EC
107 Forum Energy Technologies Inc 34984V209 Jun 2026 149 NEW $7K 0.00% EC
108 S&P Mid Cap Futures FAU6 Jun 2026 -13 NEW $-58538 -0.01% DE
109 S&P 500 Index SPX 2608 Jun 2026 -45 NEW $-125325 -0.03% DE
110 Mini MSCI Emg Mkt MESU6 Jun 2026 171 NEW $-149460 -0.03% DE
111 S&P 500 Mini Futures ESU6 Jun 2026 76 NEW $-302108 -0.06% DE
112 Mini MSCI EAFE MFSU6 Jun 2026 265 NEW $-374388 -0.08% DE