MI

MEKETA INVESTMENT GROUP INC /ADV

13F
MEKETA INVESTMENT GROUP INC /ADV
Last update 2025-05-14 33 Stocks (0 new)
Value $74.00 Mil Turnover 52 %
Countries:
Top Holdings: APO(7.28%)CG(7.27%)BX(7.02%)ARES(6.71%)KKR(6.69%)
Summary Stock Picks Current Portfolio
MEKETA INVESTMENT GROUP INC /A... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
APO
Apollo Global Management Inc
39,497
5,408.7
+110.85%
7.280
+3.83%
0.010
+20.57%
-7.35%
86,890.0
Asset Management
CG
The Carlyle Group Inc
123,854
5,398.8
+161.59%
7.270
+4.49%
0.030
+67.44%
+22.17%
21,962.7
Asset Management
BX
Blackstone Inc
37,309
5,215.1
+129.55%
7.020
+3.96%
0.000
+36.12%
+1.12%
131,278.3
Asset Management
ARES
Ares Management Corp
33,976
4,981.2
+133.06%
6.710
+3.83%
0.020
+24.63%
+3.56%
39,472.0
Asset Management
KKR
KKR & Co Inc
42,959
4,966.5
+139.33%
6.690
+3.89%
0.000
+38.54%
+0.17%
131,587.9
Asset Management
BAM
Brookfield Asset Management Ltd
89,994
4,360.2
+105.70%
5.870
+3.02%
0.010
+24.02%
+16.69%
99,877.1
Asset Management
HLNE
Hamilton Lane Inc
22,770
3,385.2
+154.16%
4.560
+2.77%
0.050
+8.16%
+5.64%
6,423.0
Asset Management
SPY
SPDR S&P 500 ETF Trust
10,828
3,091.8
+95.91%
4.160
+2.04%
0.000
+18.61%
+8.69%
653,326.3
 
STEP
StepStone Group Inc
53,454
2,791.9
+123.73%
3.760
+2.08%
0.070
+27.76%
+6.99%
4,726.2
Asset Management
OWL
Blue Owl Capital Inc
138,027
2,766.1
+96.81%
3.730
+1.83%
0.020
+16.25%
-11.02%
12,707.0
Asset Management

MEKETA INVESTMENT GROUP INC /ADV's Historical Top Holdings Breakdowns

MEKETA INVESTMENT GROUP INC /ADV's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CG
The Carlyle Group Inc
2025-03-31
Add
Add
+4.49%
●
40.03 ($49.59) 56.96
$60.87
22.75%
Add 161.59%
123,854
76,507
BX
Blackstone Inc
2025-03-31
Add
Add
+3.96%
●
136.53 ($162.31) 186.74
$171.75
5.82%
Add 129.55%
37,309
21,056
KKR
KKR & Co Inc
2025-03-31
Add
Add
+3.89%
●
108.17 ($137.58) 167.07
$147.75
7.39%
Add 139.33%
42,959
25,009
APO
Apollo Global Management Inc
2025-03-31
Add
Add
+3.83%
●
126.01 ($153.77) 172.06
$152.25
-0.99%
Add 110.85%
39,497
20,765
ARES
Ares Management Corp
2025-03-31
Add
Add
+3.83%
●
140.19 ($172.79) 198.22
$180.68
4.57%
Add 133.06%
33,976
19,398
BAM
Brookfield Asset Management Ltd
2025-03-31
Add
Add
+3.02%
●
45.62 ($54.51) 61.36
$62.25
14.20%
Add 105.7%
89,994
46,243
HLNE
Hamilton Lane Inc
2025-03-31
Add
Add
+2.77%
●
137.87 ($152.4) 170.18
$155.24
1.86%
Add 154.16%
22,770
13,811
VIG
Vanguard Dividend Appreciation FTF
2025-03-31
Reduce
Reduce
-2.22%
●
190.34 ($198.85) 205.23
$208.01
4.61%
Reduce -35.94%
9,002
-5,050
STEP
StepStone Group Inc
2025-03-31
Add
Add
+2.08%
●
47.81 ($58.83) 64.82
$60.97
3.63%
Add 123.73%
53,454
29,562
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Add
Add
+2.04%
●
551.42 ($587.78) 612.93
$633.20
7.73%
Add 95.91%
10,828
5,301

MEKETA INVESTMENT GROUP INC /ADV Total Holding History ($B)

To

MEKETA INVESTMENT GROUP INC /ADV's Asset Allocation

To

MEKETA INVESTMENT GROUP INC /ADV Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

MEKETA INVESTMENT GROUP INC /ADV's Hypothetical Growth since 2025-03-31

MEKETA INVESTMENT GROUP INC /ADV's Yearly Returns

Year Portfolio % % Excess Gain %

MEKETA INVESTMENT GROUP INC /ADV's Holdings Heat Map

Size field:

MEKETA INVESTMENT GROUP INC /ADV's Holdings Bubble Chart

MEKETA INVESTMENT GROUP INC /ADV News

  • 1

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