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Meritage Portfolio Management
Meritage Portfolio Management is a SEC-registered investment adviser based in Overland Park, Kansas. Established in 1992, the firm provides discretionary and non-discretionary portfolio management services for individuals (including high-net-worth individuals), charitable organizations, government entities, and other institutions. With 18 employees, Meritage manages assets primarily for United States persons, emphasizing direct service and fiduciary responsibility.
Investment Strategy
Meritage Portfolio Management employs a fundamentals-based investment approach, constructing diversified equity and fixed income portfolios tailored to the unique risk profiles and objectives of each client. Its strategy focuses on high-conviction, long-term investments with an emphasis on capital preservation, risk management, and consistent outperformance relative to benchmarks. The firm manages both discretionary and non-discretionary accounts and aims to balance growth with stability for a diverse client base.
Latest 13F Filing Activity
Meritage Portfolio Management filed their most recent 13F report on Jun 30, 2025 disclosing 313 equity positions with a total 13F market value of $2B. The fund increased holdings in Broadcom LTD, Schwab Us Large-cap Growth Etf, Microsoft Corp. among other positions. Meritage Portfolio Management reduced exposure to Veralto Corp., Apple Inc., Informatica Corp. among others.
Top Holdings
Equity Positions (313)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.42% | $85.6M | 172,159 | $98.07 | $497.41 | +$17.7M |
A AAPL | APPLE INC | 5.30% | $83.8M | 408,343 | $36.97 | $205.17 | -$11.3M |
A AVGO | BROADCOM LTD | 4.37% | $69.0M | 250,392 | $50.93 | $275.65 | +$25.2M |
| ALPHABET INC CL A | 3.99% | $63.1M | 357,914 | $73.14 | $176.23 | +$4.3M | |
N NVDA | NVIDIA CORP | 3.19% | $50.4M | 319,052 | $101.55 | $157.99 | +$8.5M |
Industry Allocation
Investment Team (6)
| Name | Role | Location | |
|---|---|---|---|
J Jim Klein | Principal, Sr. Portfolio Manager | Overland Park, KS , United States | |
L Leonard Mitchell | CFA, Principal, Sr. Portfolio Manager | Overland Park, KS , United States | |
 | President and Chief Investment Officer | Kansas City, MO , United States | |
P Philip Cole | Senior Client Portfolio Manager | Kansas City, MO , United States | |
 | Client Portfolio Manager | Kansas City, MO , United States | |
 | Senior Portfolio Manager | Kansas City, MO , United States |
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