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.
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 |
G GOOGL | 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 |