Stock Taper 
MERITAGE PORTFOLIO MANAGEMENT
Latest 13F filing data - Q4 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Broadcom Inc. | AVGO | 195.33K | $67.6M |
 TIM S.A. | TIMB | 186.73K | $3.63M |
 Cognizant Technology Solutions Corporation | CTSH | 185.85K | $15.43M |
 Infosys Limited | INFY | 167.37K | $2.98M |
 CareTrust REIT, Inc. | CTRE | 164.06K | $5.93M |
 PayPal Holdings, Inc. | PYPL | 158.01K | $9.22M |
 Open Text Corporation | OTEX | 154.16K | $5.02M |
 CarGurus, Inc. | CARG | 150.61K | $5.78M |
 Amazon.com, Inc. | AMZN | 146.94K | $33.92M |
 O'Reilly Automotive, Inc. | ORLY | 146.04K | $13.32M |
 BP p.l.c. | BP | 145.04K | $5.04M |
 Getty Realty Corp. | GTY | 141.63K | $3.88M |
 Microsoft Corporation | MSFT | 141.42K | $68.4M |
 UGI Corporation | UGI | 136.2K | $5.1M |
 Alibaba Group Holding Limited | BABA | 131.87K | $19.33M |
 U.S. Bancorp | USB | 127.99K | $6.83M |
 Millicom International Cellular S.A. | TIGO | 124.67K | $6.91M |
 Qfin Holdings, Inc. | QFIN | 118.97K | $2.29M |
 Baidu, Inc. | BIDU | 117.86K | $15.4M |
 Wells Fargo & Company | WFC | 116.62K | $10.87M |