Meritage Portfolio Management Portfolio Holdings
Meritage Portfolio Management
- $1.47 Billion
- Q1 2025
Meritage Portfolio Management has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.47 Billion distributed in 322 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $95M, Microsoft Corp with a value of $68M, Alphabet Inc. with a value of $58.8M, Broadcom Inc. with a value of $43.8M, and Nvidia Corp with a value of $41.9M.
Examining the 13F form we can see an decrease of $87.2M in the current position value, from $1.56B to 1.47B.
Below you can find more details about Meritage Portfolio Management portfolio as well as his latest detailed transactions.
Portfolio value
$1.47 Billion
Technology: $434 Million
Financial Services: $198 Million
Consumer Cyclical: $166 Million
ETFs: $134 Million
Healthcare: $133 Million
Communication Services: $108 Million
Industrials: $68.6 Million
Energy: $65.3 Million
Other: $164 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 322
- Current Value $1.47 Billion
- Prior Value $1.56 Billion
- Filing
- Period Q1 2025
- Filing Date April 28, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 22 stocks
- Additional Purchases 68 stocks
- Sold out of 0 stocks
- Reduced holdings in 189 stocks