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Home > Institutional Investor > Meritage Portfolio Management > Profile

Instuitional Investor - Meritage Portfolio Management

Fund Profile
Filing Period:
Fund Name: Meritage Portfolio Management
Portfolio Value $1,611,475,519
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 435,930 $109,165,589 6.77%
2.
Microsoft Corp
 MSFT 185,126 $78,030,544 4.84%
3.
Alphabet Inc.
 GOOGL 390,385 $73,899,938 4.58%
4.
Broadcom Inc.
 AVGO 267,358 $61,984,251 3.84%
5.
Nvidia Corp
 NVDA 287,811 $38,650,179 2.39%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)