CIK 881432
MERITAGE PORTFOLIO MANAGEMENT
Institutional 13F holdings & portfolio
Holdings
322
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 322
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AAPL | APPLE INC | 329K | $1M+ | SH |
| GOOGL | ALPHABET INC CL A | 283K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 141K | $1M+ | SH |
| AVGO | BROADCOM LTD | 195K | $1M+ | SH |
| NVDA | NVIDIA CORP | 294K | $1M+ | SH |
| AMZN | AMAZON INC | 147K | $1M+ | SH |
| HSBC | HSBC HOLDINGS PLC | 296K | $1M+ | SH |
| KLAC | KLA CORPORATION | 17K | $1M+ | SH |
| BABA | ALIBABA GROUP HOLDING LTD ADR | 132K | $1M+ | SH |
| BKNG | BOOKING HOLDINGS INC | 3K | $1M+ | SH |
| JPM | JP MORGAN CHASE & CO | 52K | $1M+ | SH |
| REGN | REGENERON PHARMACEUTICALS | 21K | $1M+ | SH |
| ASML | ASML HOLDING NV | 15K | $1M+ | SH |
| META | META PLATFORMS INC | 24K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 75K | $1M+ | SH |
| MA | MASTERCARD INC | 27K | $1M+ | SH |
| CTSH | COGNIZANT TECH SOLUTIONS CL A | 186K | $1M+ | SH |
| BIDU | BAIDU INC | 118K | $1M+ | SH |
| AME | AMETEK INC | 67K | $1M+ | SH |
| ORLY | O'REILLY AUTOMOTIVE INC | 146K | $1M+ | SH |
| IVV | ISHARES S&P 500 INDEX | 19K | $1M+ | SH |
| WSM | WILLIAMS-SONOMA INC | 73K | $1M+ | SH |
| EXEL | EXELIXIS INC. | 289K | $1M+ | SH |
| ETSY | ETSY INC. | 225K | $1M+ | SH |
| IWF | ISHARES RUSSELL 1000 GROWTH | 26K | $1M+ | SH |
| SPYV | SPDR S&P 500 VALUE ETF | 213K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 13K | $1M+ | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 25K | $1M+ | SH |
| WFC | WELLS FARGO COMPANY | 117K | $1M+ | SH |
| TWLO | TWILIO | 75K | $1M+ | SH |
| LNG | CHENIERE ENERGY INC | 55K | $1M+ | SH |
| SPYG | SPDR S&P 500 GROWTH ETF | 98K | $1M+ | SH |
| EOG | EOG RESOURCES INC | 98K | $1M+ | SH |
| FHN | FIRST HORIZON NATIONAL CORP | 423K | $1M+ | SH |
| MCO | MOODYS CORP | 20K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC CL B | 19K | $1M+ | SH |
| AYI | ACUITY INC | 26K | $1M+ | SH |
| PYPL | PAYPAL HOLDINGS INC | 158K | $1M+ | SH |
| IGSB | ISHARES SHORT-TERM CORPORATE B | 174K | $1M+ | SH |
| CDNS | CADENCE DESIGN SYSTEMS INC | 29K | $1M+ | SH |
| SIEGY | SIEMENS A G SPONSORED ADR | 64K | $1M+ | SH |
| ETR | ENTERGY CORP | 97K | $1M+ | SH |
| ABBV | ABBVIE INC | 38K | $1M+ | SH |
| ANET | ARISTA NETWORKS | 66K | $1M+ | SH |
| EBAY | EBAY INC | 96K | $1M+ | SH |
| IBM | INTL BUSINESS MACHINES | 27K | $1M+ | SH |
| XLU | UTILITIES SELECT SECTOR SPDR | 181K | $1M+ | SH |
| FTNT | FORTINET INC. | 94K | $1M+ | SH |
| — | PING AN INSURANCE GROUP | 444K | $1M+ | SH |
| PG | PROCTER & GAMBLE CO | 51K | $1M+ | SH |