MERITAGE PORTFOLIO MANAGEMENT 13F Holdings

CIK 0000881432 · OVERLAND PARK, KS

As of Sep 30, 2025, MERITAGE PORTFOLIO MANAGEMENT reported 329 positions worth .5B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology334,667$85.2M5.86%
MICROSOFT CORPMSFTTechnology144,156$74.7M5.14%
ALPHABET INCGOOGLEquity288,751$70.2M4.83%
BROADCOM INCAVGOTechnology200,874$66.3M4.56%
NVIDIA CORPNVDATechnology299,283$55.8M3.84%
AMAZON.COM INCAMZNEquity149,734$32.9M2.26%
ALIBABA GROUP HOLDING LTDBABAConsumer Cyclical135,484$24.2M1.67%
HSBC HOLDINGS PLCHSBCFinancial Services299,509$21.3M1.46%
KLA CORPKLACTechnology17,509 8.9M1.30%
BOOKING HOLDINGS INCBKNGIndustrials3,375 8.2M1.25%
META PLATFORMS INCMETACommunication Services24,040 7.7M1.21%
JPMORGAN CHASE & COJPMFinancial Services53,824 7.0M1.17%
BAIDU INCBIDUCommunication Services120,203 5.8M1.09%
MASTERCARD INCMAFinancial Services27,602 5.7M1.08%
ETSY INCETSYConsumer Cyclical232,447 5.4M1.06%
WILLIAMS SONOMA INCWSMConsumer Cyclical74,983 4.7M1.01%
ASML HOLDING NVASMLTechnology14,913 4.4M0.99%
ARISTA NETWORKS INCANETTechnology97,729 4.2M0.98%
JOHNSON & JOHNSONJNJHealthcare76,756 4.2M0.98%
CHENIERE ENERGY INCLNGEnergy55,984 3.2M0.90%
ISHARES CORE S&P 500 ETFIVV—19,533 3.1M0.90%
AMETEK INCAMEIndustrials67,949 2.8M0.88%
COGNIZANT TECHNOLOGY SOLUTIONS CORPCTSHTechnology189,420 2.7M0.87%
EXELIXIS INCEXELHealthcare295,426 2.2M0.84%
ISHARES RUSSELL 1000 GROWTH ETFIWF—25,849 2.1M0.83%