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Asset Manager ← All Institutions

MERITAGE PORTFOLIO MANAGEMENT

Q1 2026 · Filed 2026-01-27
Market Value
$0
-100.0%
Holdings
312
-26
New Purchases
0
Added To
0
Closed
312
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 60 $0 0%
Large Cap 156 $0 0%
Mid Cap 75 $0 0%
Small Cap 17 $0 0%
Micro Cap 4 $0 0%

Portfolio Analytics

Avg Market Cap
$207.5B
Median Market Cap
$36.9B
Avg P/E
28.4
Median P/E
21.3
Avg Dividend Yield
0.02%
Avg Beta
0.86
# Stocks
253
# ETFs / Funds
59

Top Holdings (312 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MTDR —% -$4M -88,130 -100.0% SOLD
2 AME —% -$14M -66,604 -100.0% SOLD
3 ESTC —% -$372K -4,931 -100.0% SOLD
4 ABT —% -$620K -4,950 -100.0% SOLD
5 T —% -$494K -19,891 -100.0% SOLD
6 APAM —% -$4M -104,939 -100.0% SOLD
7 GLW —% -$4M -47,614 -100.0% SOLD
8 ATEN —% -$353K -19,977 -100.0% SOLD
9 BRK-A —% -$2M -2 -100.0% SOLD
10 DIS —% -$291K -2,560 -100.0% SOLD
11 CVX —% -$654K -4,288 -100.0% SOLD
12 TMHC —% -$397K -6,750 -100.0% SOLD
13 RNG —% -$466K -16,133 -100.0% SOLD
14 ABBV —% -$9M -37,798 -100.0% SOLD
15 BKH —% -$3M -41,683 -100.0% SOLD
16 BMY —% -$5M -91,145 -100.0% SOLD
17 XOM —% -$7M -54,340 -100.0% SOLD
18 CTRE —% -$6M -164,064 -100.0% SOLD
19 CFG —% -$3M -57,476 -100.0% SOLD
20 NEE —% -$437K -5,449 -100.0% SOLD
21 BN —% -$632K -13,780 -100.0% SOLD
22 CBZ —% -$207K -4,110 -100.0% SOLD
23 ANET —% -$9M -65,524 -100.0% SOLD
24 BNL —% -$248K -14,298 -100.0% SOLD
25 VOYA —% -$700K -9,398 -100.0% SOLD
26 CRM —% -$370K -1,396 -100.0% SOLD
27 TWLO —% -$11M -75,081 -100.0% SOLD
28 AFL —% -$6M -58,897 -100.0% SOLD
29 POR —% -$3M -69,619 -100.0% SOLD
30 AYI —% -$9M -25,733 -100.0% SOLD
31 WPP —% -$238K -10,615 -100.0% SOLD
32 ASB —% -$370K -14,372 -100.0% SOLD
33 GS —% -$12M -13,356 -100.0% SOLD
34 HD —% -$1M -4,058 -100.0% SOLD
35 WSM —% -$13M -73,323 -100.0% SOLD
36 AXP —% -$336K -909 -100.0% SOLD
37 EIX —% -$250K -4,164 -100.0% SOLD
38 RHHBY —% -$4M -84,784 -100.0% SOLD
39 ALSN —% -$2M -15,871 -100.0% SOLD
40 CMC —% -$344K -4,975 -100.0% SOLD
41 ETSY —% -$12M -225,283 -100.0% SOLD
42 YELP —% -$251K -8,247 -100.0% SOLD
43 FNB —% -$6M -345,478 -100.0% SOLD
44 GIL —% -$415K -6,642 -100.0% SOLD
45 AIT —% -$578K -2,252 -100.0% SOLD
46 BTI —% -$5M -94,693 -100.0% SOLD
47 EOG —% -$10M -98,339 -100.0% SOLD
48 MO —% -$272K -4,726 -100.0% SOLD
49 PBH —% -$499K -8,083 -100.0% SOLD
50 VMI —% -$5M -12,977 -100.0% SOLD
51 PBI —% -$247K -23,343 -100.0% SOLD
52 GFF —% -$5M -61,207 -100.0% SOLD
53 FHI —% -$971K -18,645 -100.0% SOLD
54 LADR —% -$3M -257,373 -100.0% SOLD
55 KO —% -$6M -79,902 -100.0% SOLD
56 VZ —% -$293K -7,190 -100.0% SOLD
57 TPR —% -$6M -45,468 -100.0% SOLD
58 LOW —% -$220K -913 -100.0% SOLD
59 SHEL —% -$4M -60,243 -100.0% SOLD
60 SPGI —% -$558K -1,067 -100.0% SOLD
61 WEC —% -$377K -3,573 -100.0% SOLD
62 VLTO —% -$282K -2,828 -100.0% SOLD
63 MLI —% -$2M -15,526 -100.0% SOLD
64 EME —% -$3M -4,298 -100.0% SOLD
65 MGY —% -$1M -58,956 -100.0% SOLD
66 IBM —% -$8M -27,262 -100.0% SOLD
67 WAL —% -$389K -4,622 -100.0% SOLD
68 MET —% -$288K -3,647 -100.0% SOLD
69 NOMD —% -$6M -445,889 -100.0% SOLD
70 INFY —% -$3M -167,372 -100.0% SOLD
71 MTG —% -$414K -14,173 -100.0% SOLD
72 WPC —% -$5M -73,770 -100.0% SOLD
73 NNN —% -$4M -109,186 -100.0% SOLD
74 ETR —% -$9M -96,528 -100.0% SOLD
75 ABEV —% -$4M -1,670,089 -100.0% SOLD
76 MCO —% -$10M -19,679 -100.0% SOLD
77 AGX —% -$1M -3,252 -100.0% SOLD
78 PM —% -$4M -24,593 -100.0% SOLD
79 LMT —% -$3M -5,577 -100.0% SOLD
80 CNO —% -$471K -11,091 -100.0% SOLD
81 SYK —% -$612K -1,740 -100.0% SOLD
82 FHN —% -$10M -423,143 -100.0% SOLD
83 CAT —% -$454K -792 -100.0% SOLD
84 GTY —% -$4M -141,628 -100.0% SOLD
85 JPM —% -$17M -52,137 -100.0% SOLD
86 BAC —% -$230K -4,178 -100.0% SOLD
87 MGA —% -$4M -74,204 -100.0% SOLD
88 HMN —% -$3M -59,364 -100.0% SOLD
89 RIO —% -$3M -33,195 -100.0% SOLD
90 PEG —% -$5M -57,535 -100.0% SOLD
91 PG —% -$7M -51,376 -100.0% SOLD
92 SLB —% -$4M -107,157 -100.0% SOLD
93 TRP —% -$3M -59,964 -100.0% SOLD
94 V —% -$311K -887 -100.0% SOLD
95 NI —% -$382K -9,151 -100.0% SOLD
96 CMI —% -$5M -10,459 -100.0% SOLD
97 CNM —% -$797K -15,339 -100.0% SOLD
98 TMO —% -$799K -1,379 -100.0% SOLD
99 CRBG —% -$230K -7,634 -100.0% SOLD
100 PLD —% -$4M -27,889 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
RHHBY —%
AME —%
ESTC —%
ABT —%
T —%
APAM —%
GLW —%
ATEN —%
BRK-A —%
DIS —%
CVX —%
TMHC —%
ALSN —%
MTDR —%
BKH —%
View SEC EDGAR Filings for MERITAGE PORTFOLIO MANAGEMENT →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms