MERITAGE PORTFOLIO MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CTSH | 189K | $12.70M |
 | TIMB | 185K | $4.13M |
 | SGMO | 177K | $119.19K |
 | CTRE | 171K | $5.95M |
 | PYPL | 167K | $11.19M |
 | INFY | 165K | $2.69M |
 | AMZN | 150K | $32.88M |
 | OSPN | 148K | $2.36M |
 | BP | 148K | $5.10M |
 | CARG | 145K | $5.41M |
 | MSFT | 144K | $74.67M |
 | UGI | 141K | $4.68M |
 | FTNT | 139K | $11.67M |
 | BABA | 135K | $24.22M |
 | OTEX | 131K | $4.91M |
 | USB | 129K | $6.26M |
 | TIGO | 129K | $6.24M |
 | EEFT | 124K | $10.92M |
 | WFC | 121K | $10.11M |
 | BIDU | 120K | $15.84M |
Cognizant Technology Solutions Corporation
CTSH
Shares Held
189K
Value
$12.70M
TIM S.A.
TIMB
Shares Held
185K
Value
$4.13M
Sangamo Therapeutics, Inc.
SGMO
Shares Held
177K
Value
$119.19K
CareTrust REIT, Inc.
CTRE
Shares Held
171K
Value
$5.95M
PayPal Holdings, Inc.
PYPL
Shares Held
167K
Value
$11.19M
Infosys Limited
INFY
Shares Held
165K
Value
$2.69M
Amazon.com, Inc.
AMZN
Shares Held
150K
Value
$32.88M
OneSpan Inc.
OSPN
Shares Held
148K
Value
$2.36M
BP p.l.c.
BP
Shares Held
148K
Value
$5.10M
CarGurus, Inc.
CARG
Shares Held
145K
Value
$5.41M
Microsoft Corporation
MSFT
Shares Held
144K
Value
$74.67M
UGI Corporation
UGI
Shares Held
141K
Value
$4.68M
Fortinet, Inc.
FTNT
Shares Held
139K
Value
$11.67M
Alibaba Group Holding Limited
BABA
Shares Held
135K
Value
$24.22M
Open Text Corporation
OTEX
Shares Held
131K
Value
$4.91M
U.S. Bancorp
USB
Shares Held
129K
Value
$6.26M
Millicom International Cellular S.A.
TIGO
Shares Held
129K
Value
$6.24M
Euronet Worldwide, Inc.
EEFT
Shares Held
124K
Value
$10.92M
Wells Fargo & Company
WFC
Shares Held
121K
Value
$10.11M
Baidu, Inc.
BIDU
Shares Held
120K
Value
$15.84M