Meketa Investment Group Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Meketa Investment Group Inc. reported 33 stock positions worth $74.2 million. Its top holding was Apollo Global Management (APO) at 7.3% of the portfolio, followed by Carlyle (CG, 7.3%) and Blackstone (BX, 7.0%). Compared with Q4 2024, it added to 30 and reduced 2. The biggest buy was Carlyle (CG, shares +162%) and the biggest sale Vanguard Dividend Apprec ETF (VIG, shares −36%).
- Most Recent 13F
- Q4 2025
- Location
- WESTWOOD, MA
- CIK
- 0000310436
- Portfolio Value
- $74.2M (Q1 2025)
- SEC Filing
- 0001993399-25-000003 ↗ filed May 14, 2025
Holdings Value
Holdings 33 stocks · $74.2M
| APO Apollo Global Management Inc. | 7.28% | 39,497 | $5.4M | Add +110.8% |
| CG The Carlyle Group Inc. | 7.27% | 123,854 | $5.4M | Add +161.6% |
| BX Blackstone Inc. | 7.02% | 37,309 | $5.2M | Add +129.6% |
| ARES Ares Management Corp. Class A | 6.71% | 33,976 | $5.0M | Add +133.1% |
| KKR KKR & Co. Inc. | 6.69% | 42,959 | $5.0M | Add +139.3% |
| BAM Brookfield Asset Mgmt-A | 5.87% | 89,994 | $4.4M | Add +105.7% |
| HLNE Hamilton Lane Inc. Class A | 4.56% | 22,770 | $3.4M | Add +154.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.16% | 10,828 | $3.1M | Add +95.9% |
| STEP Stepstone Group Inc. Class A | 3.76% | 53,454 | $2.8M | Add +123.7% |
| OWL Blue Owl Capital Inc. | 3.73% | 138,027 | $2.8M | Add +96.8% |
| TPG TPG Inc. | 3.32% | 51,919 | $2.5M | Add +127.3% |
| AMT American Tower Corp. | 3.04% | 10,390 | $2.3M | Add +120.4% |
| BN Brookfield Corp. | 3.00% | 42,468 | $2.2M | Add +122.8% |
| CCI Crown Castle Inc. | 2.86% | 20,389 | $2.1M | Add +127.5% |
| NEE Nextera Energy Inc. | 2.56% | 26,775 | $1.9M | Add +114.0% |
| ATO Atmos Energy Corp. | 2.46% | 11,802 | $1.8M | Add +65.7% |
| UNP Union Pacific Corp. | 2.44% | 7,655 | $1.8M | Add +93.5% |
| D Dominion Energy Inc. | 2.37% | 31,446 | $1.8M | Add +84.9% |
| AWK American Water Works Co. Inc. | 2.37% | 11,945 | $1.8M | Add +112.5% |
| SBAC SBA Communications Corp. | 2.26% | 7,613 | $1.7M | Add +98.3% |
| SO The Southern Co. | 2.17% | 17,511 | $1.6M | Add +87.8% |
| SRE Sempra | 1.95% | 20,311 | $1.4M | Add +84.6% |
| BIP Brookfield Infrastructure Pa | 1.80% | 87,506 | $1.3M | Add +95.6% |
| VIG Vanguard Dividend Apprec ETF | 1.25% | 9,002 | $931K | Reduce -35.9% |
| WMB Williams Cos Inc. | 1.24% | 15,400 | $920K | Add +55.7% |
| LNG Cheniere Energy Inc. | 1.19% | 3,833 | $887K | Add +66.8% |
| CSX CSX Corp. | 1.18% | 29,668 | $873K | Add +116.0% |
| VONG Vanguard Russell 1000 Growth | 1.12% | 17,284 | $835K | Reduce -17.2% |
| KMI Kinder Morgan Inc. | 1.07% | 27,911 | $796K | Add +60.1% |
| OKE Oneok Inc. | 1.05% | 7,890 | $783K | Add +77.0% |
| GNR State Street SPDR S&P Global | 0.93% | 25,352 | $693K | Add +94.9% |
| NSC Norfolk Southern Corp. | 0.90% | 2,826 | $669K | Add +84.0% |
| IGF iShares Global Infrastructur | 0.40% | 5,456 | $298K | No change |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
| CG The Carlyle Group Inc. | Add +161.6% | 7.27% | +1.91 |
| HLNE Hamilton Lane Inc. Class A | Add +154.2% | 4.56% | +1.59 |
| AMT American Tower Corp. | Add +120.4% | 3.04% | +1.11 |
| CCI Crown Castle Inc. | Add +127.5% | 2.86% | +1.04 |
| ARES Ares Management Corp. Class A | Add +133.1% | 6.71% | +0.93 |
| AWK American Water Works Co. Inc. | Add +112.5% | 2.37% | +0.80 |
| BX Blackstone Inc. | Add +129.6% | 7.02% | +0.74 |
| KKR KKR & Co. Inc. | Add +139.3% | 6.69% | +0.74 |
| STEP Stepstone Group Inc. Class A | Add +123.7% | 3.76% | +0.66 |
| BAM Brookfield Asset Mgmt-A | Add +105.7% | 5.87% | +0.56 |
| NEE Nextera Energy Inc. | Add +114.0% | 2.56% | +0.55 |
| BN Brookfield Corp. | Add +122.8% | 3.00% | +0.54 |
| SBAC SBA Communications Corp. | Add +98.3% | 2.26% | +0.50 |
| SO The Southern Co. | Add +87.8% | 2.17% | +0.45 |
| UNP Union Pacific Corp. | Add +93.5% | 2.44% | +0.41 |
| APO Apollo Global Management Inc. | Add +110.8% | 7.28% | +0.35 |
| D Dominion Energy Inc. | Add +84.9% | 2.37% | +0.32 |
| ATO Atmos Energy Corp. | Add +65.7% | 2.46% | +0.23 |
| CSX CSX Corp. | Add +116.0% | 1.18% | +0.18 |
| TPG TPG Inc. | Add +127.3% | 3.32% | +0.10 |
| NSC Norfolk Southern Corp. | Add +84.0% | 0.90% | +0.09 |
| LNG Cheniere Energy Inc. | Add +66.8% | 1.19% | +0.09 |
| OWL Blue Owl Capital Inc. | Add +96.8% | 3.73% | +0.07 |
| OKE Oneok Inc. | Add +77.0% | 1.05% | +0.05 |
| WMB Williams Cos Inc. | Add +55.7% | 1.24% | +0.04 |
| KMI Kinder Morgan Inc. | Add +60.1% | 1.07% | +0.00 |
| SRE Sempra | Add +84.6% | 1.95% | −0.21 |
| GNR State Street SPDR S&P Global | Add +94.9% | 0.93% | −0.52 |
| BIP Brookfield Infrastructure Pa | Add +95.6% | 1.80% | −1.39 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +95.9% | 4.16% | −3.10 |