Meritage Portfolio Management New Holdings in Q3 2025

Meritage Portfolio Management

  • $1.47 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CTSH
Cognizant Technology Solutions Corp

Technology
189K
New
$66.67 - $80.98 $12.6M - $15.3M
189K $12.7M
TWLO
Twilio Inc

Communication Services
76.3K
New
$92.44 - $132.7 $7.05M - $10.1M
76.3K $7.64M
CARG
Car Gurus, Inc.

Communication Services
145K
New
$29.11 - $37.85 $4.23M - $5.5M
145K $5.41M
MGA
Magna International Inc

Consumer Cyclical
74.9K
New
$40.03 - $47.38 $3M - $3.55M
74.9K $3.55M
LEA
Lear Corp

Consumer Cyclical
32.5K
New
$92.93 - $112.75 $3.02M - $3.66M
32.5K $3.27M
POR
Portland General Electric CO

Utilities
70.1K
New
$39.73 - $44.0 $2.79M - $3.09M
70.1K $3.09M
CFG
Citizens Financial Group Inc

Financial Services
58K
New
$46.1 - $53.65 $2.67M - $3.11M
58K $3.08M
INFY
Infosys LTD

Technology
165K
New
$15.98 - $18.96 $2.64M - $3.13M
165K $2.69M
SLB
Schlumberger Limited

Energy
73.6K
New
$32.37 - $37.31 $2.38M - $2.75M
73.6K $2.53M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
53.8K
New
$45.54 - $48.43 $2.45M - $2.61M
53.8K $2.51M
IWN
Ishares Russell2000 Val ETF

ETFs
2.75K
New
$157.1 - $178.94 $432K - $492K
2.75K $486K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
5.11K
New
$64.58 - $69.94 $330K - $358K
5.11K $354K
PBI
Pitney Bowes Inc

Industrials
27.6K
New
$10.92 - $12.79 $302K - $354K
27.6K $315K
BK
Bank Of New York Mellon Corp

Financial Services
2.12K
New
$90.65 - $109.75 $192K - $233K
2.12K $230K
INTC
Intel Corp

Technology
6.81K
New
$19.31 - $35.5 $131K - $242K
6.81K $228K
EXC
Exelon Corp

Utilities
4.58K
New
$42.73 - $45.54 $196K - $209K
4.58K $206K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
346
New
$567.09 - $607.37 $196K - $210K
346 $206K
Blackrock Inc.
176
New
N/A
176 $0
Aptiv PLC
60.9K
New
N/A
60.9K $0
Activity Summary
Buys All Purchases 64 New Holdings 20 Increased Positions 44 Sells All Sells 226 Reductions 226 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Meritage Portfolio Management Portfolio

Follow Meritage Portfolio Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meritage Portfolio Management, based on Form 13F filings with the SEC.

News

Stay updated on Meritage Portfolio Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email