MERITAGE PORTFOLIO MANAGEMENT
All 13F Filings
- Location
- Overland Park, KS
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,506,772
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/27/2026 | 322 | 1,506,772 | 13F-HR | MERITAGE PORTFOLIO MANAGEMENT |
| Q3 2025 | 10/28/2025 | 328 | 1,501,490 | 13F-HR | MERITAGE PORTFOLIO MANAGEMENT |
| Q2 2025 | 7/25/2025 | 326 | 1,579,862 | 13F-HR | MERITAGE PORTFOLIO MANAGEMENT |
| Q2 2014 | 7/28/2014 | 204 | 918,349 | 13F-HR | MERITAGE PORTFOLIO MANAGEMENT |
| Q1 2014 | 4/29/2014 | 198 | 833,844 | 13F-HR | MERITAGE PORTFOLIO MANAGEMENT |
| Q4 2013 | 1/31/2014 | 197 | 807,677 | 13F-HR | MERITAGE PORTFOLIO MANAGEMENT |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.507 M | 100.0% | 5.292 K | 0 | 5.292 K |
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Fund Snapshot
Q4 2025
Latest filed
1/27/2026
Total value ($000)
1,506,772
Holdings
322
QoQ value change ($000)
5,282
(0.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.