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

MERITAGE PORTFOLIO MANAGEMENT

MERITAGE PORTFOLIO's holding co. based in Greenwich, CT — $1.5B in tracked AUM across 323 positions as of Q4 2025.

MP
MERITAGE PORTFOLIO·Greenwich, CT·Holding Co.
CIK 0000881432 · last filed Dec 31, 2025
Total AUM
$1.5B
▲ 18.5%
vs prior
Holdings
323
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
Top sector
Tech
16% weight
concentration
AI Analysis · Q4 2025 · Q4 2025

MERITAGE PORTFOLIO MANAGEMENT filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#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

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