Meritage Portfolio Management New Holdings in Q2 2025

Meritage Portfolio Management

  • $1.55 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BIDU
Baidu, Inc.

Communication Services
153K
New
$76.86 - $92.5 $11.7M - $14.1M
153K $13.1M
NOMD
Nomad Foods LTD

Consumer Defensive
388K
New
$16.89 - $20.13 $6.56M - $7.82M
388K $6.6M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
11.5K
New
$483.07 - $625.6 $5.53M - $7.17M
11.5K $6.01M
TIGO
Millicom International Cellular Sa

Communication Services
142K
New
$26.95 - $38.28 $3.83M - $5.44M
142K $5.32M
PNC
Pnc Financial Services Group, Inc.

Financial Services
26.8K
New
$149.76 - $186.42 $4.01M - $4.99M
26.8K $4.99M
USB
Us Bancorp \De\

Financial Services
103K
New
$36.4 - $45.76 $3.75M - $4.71M
103K $4.66M
NJR
New Jersey Resources Corp

Utilities
96.6K
New
$44.23 - $49.97 $4.27M - $4.83M
96.6K $4.33M
IDV
Ishares Tr

ETFs
124K
New
$27.79 - $34.84 $3.45M - $4.33M
124K $4.28M
PRU
Prudential Financial Inc

Financial Services
30.3K
New
$95.12 - $112.71 $2.88M - $3.41M
30.3K $3.25M
HMN
Horace Mann Educators Corp

Financial Services
60.8K
New
$38.84 - $43.99 $2.36M - $2.67M
60.8K $2.61M
ITUB
Itau Unibanco Holding S.A.

Financial Services
324K
New
$5.24 - $6.81 $1.7M - $2.21M
324K $2.2M
GIC
Global Industrial CO

Industrials
78.8K
New
$21.07 - $27.56 $1.66M - $2.17M
78.8K $2.13M
PLD
Prologis, Inc.

Real Estate
19.5K
New
$89.76 - $112.34 $1.75M - $2.19M
19.5K $2.05M
RNG
Ring Central, Inc.

Technology
24.6K
New
$21.51 - $28.36 $529K - $697K
24.6K $696K
MTCH
Match Group, Inc.

Communication Services
22.4K
New
$27.03 - $31.93 $606K - $716K
22.4K $692K
ESTC
Elastic N.V.

Technology
8.19K
New
$73.36 - $94.17 $601K - $772K
8.19K $690K
HURN
Huron Consulting Group Inc.

Industrials
4.44K
New
$132.14 - $153.61 $586K - $682K
4.44K $610K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
16K
New
$28.81 - $34.65 $462K - $556K
16K $490K
ASB
Associated Banc Corp

Financial Services
19.2K
New
$18.91 - $24.56 $364K - $473K
19.2K $469K
MTLS
Materialise Nv

Technology
81.2K
New
$4.16 - $5.89 $338K - $478K
81.2K $458K
PLTR
Palantir Technologies Inc.

Technology
1.93K
New
$74.01 - $144.25 $143K - $278K
1.93K $263K
AMAT
Applied Materials Inc

Technology
1.31K
New
$126.95 - $183.52 $166K - $240K
1.31K $239K
NFLX
Netflix Inc

Communication Services
170
New
$855.86 - $1339.13 $145K - $228K
170 $227K
CAT
Caterpillar Inc

Industrials
578
New
$273.94 - $388.21 $158K - $224K
578 $224K
EMR
Emerson Electric CO

Industrials
1.62K
New
$94.15 - $133.33 $152K - $215K
1.62K $215K
BAC
Bank Of America Corp

Financial Services
4.45K
New
$34.39 - $47.46 $153K - $211K
4.45K $210K
TSLA
Tesla, Inc.

Consumer Cyclical
637
New
$221.86 - $362.89 $141K - $231K
637 $202K
VIG
Vanguard Dividend Appreciation

ETFs
988
New
N/A
988 $179K
Grid Battery Metals Inc
20K
New
N/A
20K $0
Activity Summary
Buys All Purchases 105 New Holdings 30 Increased Positions 75 Sells All Sells 181 Reductions 181 Sold out 0 Options Calls 0 Puts 0
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