Meritage Portfolio Management Portfolio Holdings
Meritage Portfolio Management
- $1.55 Billion
- Q2 2025
Meritage Portfolio Management has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.55 Billion distributed in 327 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $85.6M, Apple Inc. with a value of $83.8M, Broadcom Inc. with a value of $69M, Alphabet Inc. with a value of $63.1M, and Nvidia Corp with a value of $50.4M.
Examining the 13F form we can see an increase of $80.4M in the current position value, from $1.47B to 1.55B.
Below you can find more details about Meritage Portfolio Management portfolio as well as his latest detailed transactions.
Portfolio value
$1.55 Billion
Technology: $467 Million
Financial Services: $213 Million
ETFs: $167 Million
Consumer Cyclical: $159 Million
Communication Services: $135 Million
Healthcare: $105 Million
Industrials: $77 Million
Consumer Defensive: $60.9 Million
Other: $169 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 327
- Current Value $1.55 Billion
- Prior Value $1.47 Billion
- Filing
- Period Q2 2025
- Filing Date July 25, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 30 stocks
- Additional Purchases 75 stocks
- Sold out of 0 stocks
- Reduced holdings in 181 stocks