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Meeder Advisory Services, Inc.
Bob Meeder · Investment Advisor · Quant/Systematic
Meeder Advisory Services, Inc., a subsidiary of Meeder Investment Management, is a Dublin, Ohio-based investment firm with roots dating back to 1974. The firm operates as an investment strategist and sub-adviser, providing a wide array of investment and retirement portfolios to financial advisors, retail clients, and institutional investors. Meeder is recognized for its specialized focus on quantitative investment analysis and multi-disciplined strategies designed to navigate various market environments. Over its history, the institution has expanded its reach through mutual funds, separately managed accounts, and private wealth management solutions, emphasizing the protection of capital alongside capital growth.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +17.1% |
| YTD return | +12.4% |
| Sharpe ratio | 2.81 |
| Win rate | 46% |
| AUM | $0.8B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.8B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.meederinvestment.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 17.9% | +17.1% |
| AAPL | Apple Inc | 15.2% | +28.8% |
| GOOGL | Alphabet Inc Class A | 11.0% | +32.2% |
| MSFT | Microsoft Corporation | 10.4% | -0.6% |
| AMZN | Amazon.com Inc | 7.1% | +11.4% |
| AVGO | Broadcom Inc | 5.3% | +5.2% |
| META | Meta Platforms Inc. | 3.8% | -4.3% |
| JPM | JPMorgan Chase & Co | 3.6% | +13.0% |
| MU | Micron Technology Inc | 3.3% | +64.3% |
| LLY | Eli Lilly and Company | 2.9% | +27.1% |
| TSLA | Tesla Inc | 2.5% | -16.3% |
| XOM | Exxon Mobil Corp | 2.3% | +35.8% |
| BRK-A | Berkshire Hathaway Inc | 2.2% | +5.6% |
| JNJ | Johnson & Johnson | 2.1% | +35.4% |
| AMD | Advanced Micro Devices Inc | 2.1% | +51.7% |
| V | Visa Inc. Class A | 1.9% | +6.3% |
| ABBV | AbbVie Inc | 1.6% | -0.5% |
| CAT | Caterpillar Inc | 1.6% | -5.6% |
| WMT | Walmart Inc. Common Stock | 1.6% | -0.5% |
| LRCX | Lam Research Corp | 1.6% | -2.4% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 7, 2026 | SELL | JPM | 3.6% → 3.6% |
| Sep 7, 2026 | BUY | TSLA | 2.4% → 2.5% |
| Sep 7, 2026 | SELL | AMZN | 7.4% → 7.1% |
| Sep 7, 2026 | BUY | BRK-A | 2.2% → 2.2% |
| Sep 7, 2026 | BUY | AMD | 2.1% → 2.1% |
Investment Style Analysis
Meeder Advisory Services, Inc. is widely recognized for employing a Quant/Systematic strategy. As of Sep 18, 2026, the firm oversees approximately $0.8B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Consumer Electronics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 7, Meeder Advisory Services, Inc. made a significant move by reducing the position in JPM. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Meeder's investment philosophy is built upon a 'weight of evidence' approach that combines multiple disciplines, including technical trend factors, fundamental valuation metrics, and macroeconomic indicators. The firm utilizes proprietary, highly quantitative, and rules-based models to eliminate emotional biases from the decision-making process. This multi-factor strategy allows Meeder to identify favorable risk-reward opportunities across diverse market cycles. By maintaining a holistic view of the market and employing tactical asset allocation, the firm seeks to deliver consistent long-term performance while prioritizing downside risk management and capital preservation.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Meeder Advisory Services, Inc..
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Frequently asked questions
How is the simulated portfolio for Meeder Advisory Services, Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Meeder Advisory Services, Inc.'s largest holding?
As of the latest filing, Meeder Advisory Services, Inc.'s top position is NVIDIA Corporation (NVDA), representing 17.9% of the portfolio. This reflects a high-conviction bet by the institution.
What is Meeder Advisory Services, Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +17.1% with a win rate of 46%. Notably, the portfolio maintains a Sharpe Ratio of 2.81, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Meeder Advisory Services, Inc. primarily invest in?
Meeder Advisory Services, Inc. has a strong preference for the Semiconductors sector, which makes up 28.5% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is Meeder Advisory Services, Inc.'s portfolio concentrated or diversified?
Meeder Advisory Services, Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 44.1% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Meeder Advisory Services, Inc. performed in 2026?
Our AI-simulated model portfolio for Meeder Advisory Services, Inc. tracks a Year-to-Date (YTD) return of +12.4%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Bob Meeder manage Meeder Advisory Services, Inc. directly?
Yes, Bob Meeder serves as the key portfolio manager for Meeder Advisory Services, Inc., overseeing the investment strategy and final capital allocation decisions.