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Holdings (Monthly) Guide ↗

Balanced Fund

· Meeder Funds
Monthly Holdings $494M AUM 33 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 Meeder Government Money Market MDFXX Mar 2026 86,816,502 -17,451,034 $86.8M -16.7% 17.72%
2 Alphabet Inc 02079K107 Sep 2023 46,030 -4,136 $16.3M +13.0% 3.32% EC
3 iShares 20+ Year Treasury Bond 464287432 Mar 2026 82,440 -59,183 $7.1M -42.0% 1.45%
4 Mastercard Inc 57636Q104 Sep 2023 12,647 -2,107 $6.5M -11.9% 1.33% EC
5 Micron Technology Inc 595112103 Sep 2023 4,416 -1,044 $5.1M +176.3% 1.04% EC
6 Eli Lilly & Co 532457108 Sep 2023 3,980 -783 $4.8M +9.0% 0.97% EC
7 Applied Materials Inc 038222105 Sep 2023 5,821 -507 $4.2M +94.6% 0.86% EC
8 Berkshire Hathaway Inc 084670702 Sep 2023 8,402 -7,790 $4.2M -45.8% 0.86% EC
9 Johnson & Johnson 478160104 Sep 2023 14,698 -7,409 $3.7M -30.9% 0.76% EC
10 Gilead Sciences Inc 375558103 Mar 2026 19,455 -4,049 $2.5M -25.0% 0.50% EC
11 Cisco Systems Inc 17275R102 Mar 2026 20,049 -5,305 $2.4M +19.7% 0.48% EC
12 Texas Instruments Inc 882508104 Sep 2023 7,310 -5,353 $2.2M -11.4% 0.44% EC
13 Jack Henry & Associates Inc 426281101 Mar 2026 13,512 -7,880 $1.9M -44.9% 0.38% EC
14 Delta Air Lines Inc 247361702 Mar 2026 19,640 -4,312 $1.8M +15.5% 0.38% EC
15 Casey's General Stores Inc 147528103 Mar 2026 2,257 -112 $1.8M +4.0% 0.37% EC
16 Western Digital Corp 958102105 Mar 2026 2,593 -71 $1.7M +129.8% 0.34% EC
17 Tapestry Inc 876030107 Mar 2026 9,957 -909 $1.5M -4.9% 0.30% EC
18 Amazon.com Inc 023135106 Sep 2023 5,054 -7,135 $1.2M -52.5% 0.25% EC
19 Merck & Co Inc 58933Y105 Sep 2023 8,492 -5,027 $1.1M -32.9% 0.22% EC
20 Ralph Lauren Corp 751212101 Mar 2026 2,683 -2,452 $1.1M -39.0% 0.22% EC
21 Rockwell Automation Inc 773903109 Mar 2026 1,539 -3,241 $762K -55.6% 0.16% EC
22 Oracle Corp 68389X105 Mar 2026 4,856 -2,307 $712K -32.5% 0.15% EC
23 Elevance Health Inc 036752103 Sep 2023 1,804 -1,274 $698K -22.6% 0.14% EC
24 CVS Health Corp 126650100 Sep 2023 6,743 -4,162 $698K -10.9% 0.14% EC
25 SSR Mining Inc 784730103 Mar 2026 9,496 -347 $269K -7.2% 0.05% EC
26 Mueller Industries Inc 624756102 Mar 2026 2,057 -2,992 $253K -54.8% 0.05% EC
27 Morningstar Inc 617700109 Mar 2026 1,251 -6,997 $195K -86.0% 0.04% EC
28 General Dynamics Corp 369550108 Mar 2026 442 -18,032 $157K -97.5% 0.03% EC
29 Corning Inc 219350105 Mar 2026 558 -7,702 $143K -87.3% 0.03% EC
30 Coeur Mining Inc 192108504 Mar 2026 7,580 -1,718 $124K -29.1% 0.03% EC
31 Boyd Gaming Corp 103304101 Mar 2026 1,070 -20,504 $95K -94.7% 0.02% EC
32 Devon Energy Corp 25179M103 Sep 2023 1,292 -16,696 $53K -94.1% 0.01% EC
33 Amphenol Corp 032095101 Mar 2026 259 -8,711 $46K -96.0% 0.01% EC