MERITAGE PORTFOLIO MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AYI | 27K | $9.15M |
 | VRTX | 26K | $10.16M |
 | PM | 25K | $4.09M |
 | RS | 25K | $7.04M |
 | ATEN | 24K | $442.24K |
 | ADSK | 24K | $7.72M |
 | META | 24K | $17.65M |
 | CORT | 23K | $1.95M |
 | FTDR | 22K | $1.46M |
 | WMT | 21K | $2.17M |
 | REGN | 21K | $11.77M |
 | FHI | 21K | $1.07M |
 | PSA | 20K | $5.88M |
 | ADBE | 20K | $7.17M |
 | VRTS | 20K | $3.71M |
 | PLD | 19K | $2.19M |
 | BRK-B | 18K | $9.16M |
 | SNA | 18K | $6.28M |
 | ALSN | 18K | $1.52M |
 | KLAC | 18K | $18.89M |
Acuity Brands, Inc.
AYI
Shares Held
27K
Value
$9.15M
Vertex Pharmaceuticals Incorporated
VRTX
Shares Held
26K
Value
$10.16M
Philip Morris International Inc.
PM
Shares Held
25K
Value
$4.09M
Reliance Steel & Aluminum Co.
RS
Shares Held
25K
Value
$7.04M
A10 Networks, Inc.
ATEN
Shares Held
24K
Value
$442.24K
Autodesk, Inc.
ADSK
Shares Held
24K
Value
$7.72M
Meta Platforms, Inc.
META
Shares Held
24K
Value
$17.65M
Corcept Therapeutics Incorporated
CORT
Shares Held
23K
Value
$1.95M
Frontdoor, Inc.
FTDR
Shares Held
22K
Value
$1.46M
Walmart Inc.
WMT
Shares Held
21K
Value
$2.17M
Regeneron Pharmaceuticals, Inc.
REGN
Shares Held
21K
Value
$11.77M
Federated Hermes, Inc.
FHI
Shares Held
21K
Value
$1.07M
Public Storage
PSA
Shares Held
20K
Value
$5.88M
Adobe Inc.
ADBE
Shares Held
20K
Value
$7.17M
Virtus Investment Partners, Inc.
VRTS
Shares Held
20K
Value
$3.71M
Prologis, Inc.
PLD
Shares Held
19K
Value
$2.19M
Berkshire Hathaway Inc.
BRK-B
Shares Held
18K
Value
$9.16M
Snap-on Incorporated
SNA
Shares Held
18K
Value
$6.28M
Allison Transmission Holdings, Inc.
ALSN
Shares Held
18K
Value
$1.52M
KLA Corporation
KLAC
Shares Held
18K
Value
$18.89M