13F Insight
DOSSIER · 13F-HR · Q4 2025

MERITAGE PORTFOLIO MANAGEMENT

$1.5B in tracked AUM across 323 positions as of Q4 2025.

MP
CIK 0000881432 · last filed Dec 31, 2025
Total AUM
$1.5B
as of Q4 2025
Holdings
323
+322 QoQ
positions
Whale Score
46
46
tracked
Activity
322
+322 new, −0 sold
changes this Q
AI Analysis · Q4 2025

MERITAGE PORTFOLIO MANAGEMENT filed its latest 13F-HR for Q4 2025. 322 position changes this quarter — 322 new, 0 exited, 0 added, 0 trimmed.

Quarter at a glance — Q4 2025

322 material changes this filing.

NEW
AAPLAPPLE INC
+329K sh
+$89M
5.9%
NEW
GOOGLALPHABET INC CL A
+283K sh
+$89M
5.9%
NEW
MSFTMICROSOFT CORP
+141K sh
+$68M
4.5%
NEW
AVGOBROADCOM LTD
+195K sh
+$68M
4.5%
NEW
NVDANVIDIA CORP
+294K sh
+$55M
3.6%
NEW
AMZNAMAZON INC
+147K sh
+$34M
2.3%
NEW
HSBCHSBC HOLDINGS PLC
+296K sh
+$23M
1.5%

Top 10 holdings

By portfolio weight as of Q4 2025. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$89M329K5.9%02
GOOGL
ALPHABET INC CL A
$89M283K5.9%03
MSFT
MICROSOFT CORP
$68M141K4.5%04
AVGO
BROADCOM LTD
$68M195K4.5%05
NVDA
NVIDIA CORP
$55M294K3.6%06
AMZN
AMAZON INC
$34M147K2.3%07
HSBC
HSBC HOLDINGS PLC
$23M296K1.5%08
KLAC
KLA CORPORATION
$21M17K1.4%09
BABA
ALIBABA GROUP HOLDING LTD ADR
$19M132K1.3%10
BKNG
BOOKING HOLDINGS INC
$18M3K1.2%

Filing history

2025Q4Dec 31
$1.5B▲ 0.3%
323 positionsView →2025Q3Sep 30
$1.5B▼ 5.0%
329 positionsLocked2025Q2Jun 30
$1.6B▲ 4.8%
327 positionsLocked2025Q1Mar 31
$1.5B▼ 6.4%
322 positionsLocked2024Q4Dec 31
$1.6B▼ 1.3%
329 positionsLocked2024Q3Sep 30
$1.6B▲ 3.1%
337 positionsLocked2024Q2Jun 30
$1.6B▲ 0.9%
335 positionsLocked2024Q1Mar 31
$1.6B▲ 3.6%
345 positionsLocked2023Q4Dec 31
$1.5B▲ 12.0%
340 positionsLocked2023Q3Sep 30
$1.4B▼ 4.1%
332 positionsLocked2023Q2Jun 30
$1.4B▲ 5.7%
345 positionsLocked2023Q1Mar 31
$1.3B▲ 104418.0%
318 positionsLocked
Showing 12 of 100