Institutions / Meritage Portfolio Management
Meritage Portfolio Management
CIK 881432 · Institution · as of Dec 31, 2025
Portfolio value
$1.51B
Positions
322
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 322 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $89.32M | 5.9% |
| Alphabet Inc. | $88.62M | 5.9% |
| Microsoft Corp | $68.40M | 4.5% |
| Broadcom Inc. | $67.60M | 4.5% |
| NVIDIA Corp | $54.78M | 3.6% |
| Amazon.com Inc | $33.92M | 2.3% |
| HSBC Holdings PLCHSBC | $23.26M | 1.5% |
| Kla Corp | $20.83M | 1.4% |
| Alibaba Group Holding LtdBABA | $19.33M | 1.3% |
| Booking Holdings Inc | $17.72M | 1.2% |
| JPMorgan Chase & Co | $16.80M | 1.1% |
| Regeneron Pharmaceuticals, Inc. | $15.89M | 1.1% |
| Asml Holding NV | $15.66M | 1.0% |
| Meta Platforms Inc | $15.60M | 1.0% |
| Johnson & Johnson | $15.48M | 1.0% |
| Mastercard Inc | $15.43M | 1.0% |
| Cognizant Technology Solutions Corp | $15.43M | 1.0% |
| Baidu, Inc.BIDU | $15.40M | 1.0% |
| AMETEK Inc | $13.67M | 0.9% |
| O Reilly Automotive Inc | $13.32M | 0.9% |
| iShares S&P 500 Index | $13.15M | 0.9% |
| Williams Sonoma Inc | $13.09M | 0.9% |
| Exelixis, Inc. | $12.68M | 0.8% |
| Etsy Inc | $12.49M | 0.8% |
| iShares Russell 1000 Growth | $12.34M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.