Meritage Portfolio Management New Holdings in Q1 2025

Meritage Portfolio Management

  • $1.47 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PSA
Public Storage

Real Estate
22.6K
New
$288.99 - $313.98 $6.54M - $7.11M
22.6K $6.78M
HALO
Halozyme Therapeutics, Inc.

Healthcare
102K
New
$47.74 - $65.16 $4.85M - $6.62M
102K $6.49M
UGI
Ugi Corp

Utilities
157K
New
$28.0 - $34.16 $4.38M - $5.35M
157K $5.18M
GFF
Griffon Corp

Industrials
70.1K
New
$68.06 - $80.91 $4.77M - $5.67M
70.1K $5.01M
BNPQY
Bnp Paribas Spons Adr

Financial Services
88.4K
New
$30.19 - $44.16 $2.67M - $3.9M
88.4K $3.69M
NHI
National Health Investors Inc

Real Estate
43.7K
New
$65.79 - $76.06 $2.88M - $3.33M
43.7K $3.23M
OSPN
One Span Inc.

Technology
154K
New
$15.25 - $20.23 $2.35M - $3.12M
154K $2.35M
GTX
Garrett Motion Inc.

Consumer Cyclical
261K
New
$8.18 - $9.99 $2.13M - $2.6M
261K $2.18M
SON
Sonoco Products CO

Consumer Cyclical
45.1K
New
$44.71 - $49.22 $2.02M - $2.22M
45.1K $2.13M
RCI
Rogers Communications Inc

Communication Services
66.9K
New
$26.73 - $31.05 $1.79M - $2.08M
66.9K $1.79M
ADEA
Adeia Inc.

Technology
46.6K
New
$12.48 - $17.23 $582K - $803K
46.6K $616K
SLM
Slm Corp

Financial Services
16.3K
New
$26.95 - $32.54 $440K - $531K
16.3K $479K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
23.7K
New
$18.36 - $20.51 $436K - $487K
23.7K $469K
SCHA
Schwab Strategic Tr Us Small C

ETFs
19.5K
New
$23.16 - $27.04 $451K - $527K
19.5K $456K
ZION
Zions Bancorporation, National Association

Financial Services
8.25K
New
$47.0 - $59.03 $388K - $487K
8.25K $411K
LQDT
Liquidity Services Inc

Consumer Cyclical
12.7K
New
$29.26 - $37.61 $373K - $479K
12.7K $395K
REZI
Resideo Technologies, Inc.

Industrials
20.2K
New
$16.92 - $23.77 $342K - $480K
20.2K $357K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
4.56K
New
$61.23 - $63.33 $279K - $289K
4.56K $286K
AGQ
Pro Shares Trust Ii

ETFs
5.34K
New
$35.25 - $47.69 $188K - $255K
5.34K $246K
EXC
Exelon Corp

Utilities
4.6K
New
$37.3 - $46.08 $172K - $212K
4.6K $211K
LCID
Lucid Group, Inc.

Consumer Cyclical
19.8K
New
$2.03 - $3.48 $40.1K - $68.8K
19.8K $47K
Activity Summary
Buys All Purchases 90 New Holdings 22 Increased Positions 68 Sells All Sells 189 Reductions 189 Sold out 0 Options Calls 0 Puts 0
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