Stock Taper

MERITAGE PORTFOLIO MANAGEMENT

Latest 13F filing data - Q4 2025

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Berkshire Hathaway Inc.BRK-A2$1.51M
W.W. Grainger, Inc.GWW293$295.65K
Tesla, Inc.TSLA453$203.72K
McKesson CorporationMCK614$503.66K
IDEXX Laboratories, Inc.IDXX635$429.6K
United Therapeutics CorporationUTHR769$374.69K
Caterpillar Inc.CAT792$453.71K
Visa Inc.V887$310.95K
American Express CompanyAXP909$336.29K
Lowe's Companies, Inc.LOW913$220.18K
Applied Materials, Inc.AMAT1.03K$264.19K
Zebra Technologies CorporationZBRA1.06K$257.39K
S&P Global Inc.SPGI1.07K$557.6K
Elevance Health Inc.ELV1.09K$382.1K
RTX CorporationRTX1.1K$201.92K
Steel Dynamics, Inc.STLD1.21K$204.36K
The Boeing CompanyBA1.25K$272.49K
General Dynamics CorporationGD1.3K$437.32K
CME Group Inc.CME1.3K$355K
Constellation Energy CorporationCEG1.37K$485.04K