Instuitional Investor - Meritage Portfolio Management

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Apple Inc.	AAPL	328,546	$89,318,564	5.93%
2.	Alphabet Inc.	GOOGL	283,124	$88,617,812	5.88%
3.	Microsoft Corp	MSFT	141,424	$68,395,687	4.54%
4.	Broadcom Inc.	AVGO	195,333	$67,604,751	4.49%
5.	Nvidia Corp	NVDA	293,708	$54,776,559	3.64%