MEKETA INVESTMENT GROUP INC /ADV
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Nov 2026 | $9,992,100,000 | Pension and profit sharing plans (68%) |
| Apr 2025 to Mar 2026 | $11,410,000,000 | Pension and profit sharing plans (75%) |
| Apr 2024 to Mar 2025 | $9,725,000,000 | Pension and profit sharing plans (80%) |
| May 2023 to Mar 2024 | $8,642,000,000 | Pension and profit sharing plans (81%) |
| Apr 2023 | $8,642,000,000 | Pension and profit sharing plans (81%) |
| Nov 2022 to Mar 2023 | $11,320,439,000 | Pension and profit sharing plans (85%) |
Portfolio style
Measured from the filed 13F common-share book for Dec 31, 2025, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 97.1%; sector active share 70.8% against the combined 13F book's sector weights.
Over time 5 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
28 tracked positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025Portfolio Trend
Sector Breakdown
As of Dec 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 43.8% | $12,968,339 |
| Utilities | 26.4% | $7,798,170 |
| Real Estate | 11.8% | $3,482,633 |
| Industrials | 9.3% | $2,745,003 |
| Energy | 7.9% | $2,347,991 |
| Unclassified | 0.8% | $246,421 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BN | BROOKFIELD Corp | +4,859 | 14,577 | $668,938 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IGF | iShares Global Infrastructure ETF | −295 | 4,016 | $246,421 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CG |
Carlyle Group Inc.
Financial Services
|
Held | 28,398 | $1,678,605 | 5.67% | |
| APO |
Apollo Global Management, Inc.
Financial Services
|
Held | 11,034 | $1,597,281 | 5.40% | |
| NEE |
Nextera Energy Inc
Utilities
|
Held | 19,809 | $1,590,266 | 5.37% | |
| BX |
Blackstone Inc.
Financial Services
|
Held | 10,267 | $1,582,555 | 5.35% | |
| KKR |
KKR & Co. Inc.
Financial Services
|
Held | 11,521 | $1,468,697 | 4.96% | |
| UNP |
Union Pacific Corp
Industrials
|
Held | 6,333 | $1,464,949 | 4.95% | |
| ARES |
Ares Management Corp
Financial Services
|
Held | 8,931 | $1,443,517 | 4.88% | |
| SRE |
Sempra
Utilities
|
Held | 16,069 | $1,418,732 | 4.79% | |
| ATO |
Atmos Energy Corp
Utilities
|
Held | 8,156 | $1,367,190 | 4.62% | |
| D |
Dominion Energy, Inc
Utilities
|
Held | 21,944 | $1,285,698 | 4.35% | |
| AMT |
American Tower Corp
Real Estate
|
Held | 7,109 | $1,248,127 | 4.22% | |
| CCI |
Crown Castle Inc.
Real Estate
|
Held | 13,277 | $1,179,926 | 3.99% | |
| BAM |
Brookfield Asset Management Ltd.
Financial Services
|
Held | 22,505 | $1,179,036 | 3.98% | |
| AWK |
American Water Works Company, Inc.
Utilities
|
Held | 8,232 | $1,074,276 | 3.63% | |
| SO |
Southern Co
Utilities
|
Held | 12,179 | $1,062,008 | 3.59% | |
| SBAC |
Sba Communications Corp
Real Estate
|
Held | 5,452 | $1,054,580 | 3.56% | |
| TPG |
TPG Inc.
Financial Services
|
Held | 14,980 | $956,323 | 3.23% | |
| STEP |
StepStone Group Inc.
Financial Services
|
Held | 14,363 | $921,673 | 3.11% | |
| HLNE |
Hamilton Lane INC
Financial Services
|
Held | 6,235 | $837,422 | 2.83% | |
| CSX |
Csx Corp
Industrials
|
Held | 20,394 | $739,282 | 2.50% | |
| WMB |
Williams Companies, Inc.
Energy
|
Held | 11,463 | $689,040 | 2.33% | |
| BN |
BROOKFIELD Corp
Financial Services
|
Added | 14,577 | $668,938 | 2.26% | |
| OWL |
Blue Owl Capital Inc.
Financial Services
|
Held | 42,456 | $634,292 | 2.14% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
Held | 20,665 | $568,080 | 1.92% | |
| OKE |
Oneok Inc
Energy
|
Held | 7,693 | $565,435 | 1.91% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Held | 1,873 | $540,772 | 1.83% | |
| LNG |
Cheniere Energy, Inc.
Energy
|
Held | 2,703 | $525,436 | 1.78% | |
| IGF |
iShares Global Infrastructure ETF
|
Reduced | 4,016 | $246,421 | 0.83% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.