MERITAGE PORTFOLIO MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DHR | 1K | $235.73K |
 | ELV | 1K | $377.08K |
 | ZBRA | 1K | $324.80K |
 | UTHR | 941 | $394.48K |
 | V | 936 | $319.48K |
 | AXP | 909 | $301.93K |
 | SPGI | 855 | $416.14K |
 | CHTR | 818 | $225.04K |
 | CAT | 792 | $377.90K |
 | MCK | 642 | $495.97K |
 | IDXX | 635 | $405.69K |
 | LMT | 531 | $265.08K |
 | TSLA | 483 | $214.80K |
 | GWW | 297 | $283.03K |
 | NFLX | 202 | $242.18K |
 | BLK | 176 | $205.19K |
 | MELI | 121 | $282.77K |
 | BRK-A | 2 | $1.51M |
Danaher Corporation
DHR
Shares Held
1K
Value
$235.73K
Elevance Health Inc.
ELV
Shares Held
1K
Value
$377.08K
Zebra Technologies Corporation
ZBRA
Shares Held
1K
Value
$324.80K
United Therapeutics Corporation
UTHR
Shares Held
941
Value
$394.48K
Visa Inc.
V
Shares Held
936
Value
$319.48K
American Express Company
AXP
Shares Held
909
Value
$301.93K
S&P Global Inc.
SPGI
Shares Held
855
Value
$416.14K
Charter Communications, Inc.
CHTR
Shares Held
818
Value
$225.04K
Caterpillar Inc.
CAT
Shares Held
792
Value
$377.90K
McKesson Corporation
MCK
Shares Held
642
Value
$495.97K
IDEXX Laboratories, Inc.
IDXX
Shares Held
635
Value
$405.69K
Lockheed Martin Corporation
LMT
Shares Held
531
Value
$265.08K
Tesla, Inc.
TSLA
Shares Held
483
Value
$214.80K
W.W. Grainger, Inc.
GWW
Shares Held
297
Value
$283.03K
Netflix, Inc.
NFLX
Shares Held
202
Value
$242.18K
BlackRock, Inc.
BLK
Shares Held
176
Value
$205.19K
MercadoLibre, Inc.
MELI
Shares Held
121
Value
$282.77K
Berkshire Hathaway Inc.
BRK-A
Shares Held
2
Value
$1.51M