StockDriftsStockDriftsTop 50 Meritage Portfolio Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.93% | 328.5K | $89.3M | -1.83%(-6.12K) | $75.27(+253.96%) | 2025-12-31 | |
| GOOGL | ALPHABET INC CL A | 5.88% | 283.1K | $88.6M | -1.95%(-5.63K) | $79.76(+322.69%) | 2025-12-31 | |
| MSFT | MICROSOFT CORP | 4.54% | 141.4K | $68.4M | -1.90%(-2.73K) | $171.91(+139.20%) | 2025-12-31 | |
| AVGO | BROADCOM LTD | 4.49% | 195.3K | $67.6M | -2.76%(-5.54K) | $54.38(+629.53%) | 2025-12-31 | |
| NVDA | NVIDIA CORP | 3.64% | 293.7K | $54.8M | -1.86%(-5.58K) | $101.58(+95.78%) | 2025-12-31 | |
| AMZN | AMAZON INC | 2.25% | 146.9K | $33.9M | -1.87%(-2.80K) | $132.52(+87.53%) | 2025-12-31 | |
| HSBC | HSBC HOLDINGS PLC | 1.54% | 295.7K | $23.3M | -1.27%(-3.81K) | $34.42(+164.18%) | 2025-12-31 | |
| KLAC | KLA CORPORATION | 1.38% | 17.1K | $20.8M | -2.10%(-367) | $194.88(+797.03%) | 2025-12-31 | |
| BABA | ALIBABA GROUP HOLDING LTD ADR | 1.28% | 131.9K | $19.3M | -2.67%(-3.61K) | $74.94(+77.86%) | 2025-12-31 | |
| BKNG | BOOKING HOLDINGS INC | 1.18% | 3.3K | $17.7M | -1.99%(-67) | $83.13(+123.36%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +25.82% | +99.19% | +12.49% | +80.15% |
| Top 20 Holdings Unweighted | +19.80% | +71.92% | +9.22% | +55.40% |
Meritage Portfolio Management reports $1.51B in US-listed equity holdings across 323 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.9%), GOOGL (5.9%) and MSFT (4.5%). The top 20 holdings account for 42.23% of reported assets. Its disclosed equity book has returned +99.19% on a three-year cumulative basis. Figures reflect the Q4 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Meritage Portfolio Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 881432). View Meritage Portfolio Management’s 13F filings on SEC