Meritage Portfolio Management Portfolio Holdings
Meritage Portfolio Management
- $1.47 Billion
- Q3 2025
Meritage Portfolio Management has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.47 Billion distributed in 329 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $85.2M, Microsoft Corp with a value of $74.7M, Alphabet Inc. with a value of $70.2M, Broadcom Inc. with a value of $66.3M, and Nvidia Corp with a value of $55.8M.
Examining the 13F form we can see an decrease of $81.7M in the current position value, from $1.55B to 1.47B.
Below you can find more details about Meritage Portfolio Management portfolio as well as his latest detailed transactions.
Portfolio value
$1.47 Billion
Technology: $441 Million
Financial Services: $210 Million
Consumer Cyclical: $157 Million
Communication Services: $147 Million
ETFs: $146 Million
Healthcare: $90 Million
Industrials: $69.4 Million
Energy: $52.4 Million
Other: $160 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 329
- Current Value $1.47 Billion
- Prior Value $1.55 Billion
- Filing
- Period Q3 2025
- Filing Date October 27, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 20 stocks
- Additional Purchases 44 stocks
- Sold out of 0 stocks
- Reduced holdings in 226 stocks