Meritage Portfolio Management Portfolio Holdings
Meritage Portfolio Management
- $1.45 Billion
- Q4 2025
Meritage Portfolio Management has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.45 Billion distributed in 323 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $87.9M, Alphabet Inc. with a value of $78.3M, Microsoft Corp with a value of $71.8M, Broadcom Inc. with a value of $66.9M, and Nvidia Corp with a value of $54.8M.
Examining the 13F form we can see an decrease of $23.3M in the current position value, from $1.47B to 1.45B.
Below you can find more details about Meritage Portfolio Management portfolio as well as his latest detailed transactions.
Portfolio value
$1.45 Billion
Technology: $424 Million
Financial Services: $201 Million
ETFs: $149 Million
Consumer Cyclical: $147 Million
Communication Services: $138 Million
Healthcare: $101 Million
Industrials: $79.7 Million
Energy: $62.4 Million
Other: $147 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 323
- Current Value $1.45 Billion
- Prior Value $1.47 Billion
- Filing
- Period Q4 2025
- Filing Date January 27, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 19 stocks
- Additional Purchases 60 stocks
- Sold out of 0 stocks
- Reduced holdings in 210 stocks