13F Filings History of MERITAGE PORTFOLIO MANAGEMENT

Latest 13F report
Q4 2025 - 27 Jan 2026
Value $
$1,506,772,272
Signature - Title
Bryon R Gilbert - Director of Operations & Technology
Location
Overland Park, KS
Summary
This page shows a list of all the recent 13F filings made by MERITAGE PORTFOLIO MANAGEMENT. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MERITAGE PORTFOLIO MANAGEMENT reported 318 stock holdings with total value $1,506,772,272 as of Q4 2025. Top holdings included AAPL, GOOGL, MSFT, AVGO, and NVDA.

Notify me when MERITAGE PORTFOLIO MANAGEMENT files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 318 $1,506,772,272 +$86,797,150 -$116,808,957 -$30,011,807 AAPL, GOOGL, MSFT, AVGO, NVDA 13F-HR 27 Jan 2026, 16:13
Q3 2025 326 $1,501,490,448 +$78,153,150 -$309,646,415 -$231,493,265 AAPL, MSFT, GOOGL, AVGO, NVDA 13F-HR 27 Oct 2025, 17:44
Q2 2025 324 $1,579,862,005 +$130,643,504 -$181,394,876 -$50,751,372 MSFT, AAPL, AVGO, GOOGL, NVDA 13F-HR 25 Jul 2025, 11:49
Q1 2025 318 $1,508,034,375 +$90,710,312 -$146,084,326 -$55,374,014 AAPL, MSFT, GOOGL, AVGO, NVDA 13F-HR 28 Apr 2025, 16:12
Q4 2024 324 $1,611,475,519 +$114,057,649 -$148,167,754 -$34,110,105 AAPL, MSFT, GOOGL, AVGO, NVDA 13F-HR 27 Jan 2025, 12:38
Q3 2024 330 $1,632,519,000 +$177,722,837 -$143,587,564 +$34,135,273 AAPL, MSFT, GOOGL, AVGO, AMZN 13F-HR 04 Nov 2024, 11:42
Q2 2024 328 $1,584,104,000 +$116,519,051 -$133,198,271 -$16,679,220 AAPL, MSFT, GOOGL, AVGO, AMZN 13F-HR 08 Aug 2024, 17:43
Q1 2024 337 $1,570,752,000 +$208,917,731 -$263,692,951 -$54,775,220 AAPL, MSFT, GOOGL, AVGO, AMZN 13F-HR 29 Apr 2024, 16:53
Q4 2023 333 $1,516,615,000 +$175,925,180 -$136,155,369 +$39,769,811 AAPL, MSFT, GOOGL, AVGO, NVO 13F-HR 02 Feb 2024, 11:05
Q3 2023 326 $1,354,197,000 +$96,311,856 -$102,354,987 -$6,043,131 AAPL, MSFT, GOOGL, AVGO, LNG 13F-HR 30 Oct 2023, 15:32
Q2 2023 340 $1,412,552,000 +$153,106,994 -$151,174,186 +$1,932,808 AAPL, MSFT, GOOGL, FTNT, AVGO 13F-HR 31 Jul 2023, 16:16
Q1 2023 314 $1,335,795,000 +$163,403,949 -$192,950,146 -$29,546,197 AAPL, MSFT, GOOGL, SPYV, FTNT 13F-HR 25 Apr 2023, 10:48
Q4 2022 311 $1,278,053,000 +$160,181,783 -$175,634,569 -$15,452,786 AAPL, MSFT, GOOGL, LNG, FTNT 13F-HR 01 Feb 2023, 15:52
Q3 2022 302 $1,207,283,000 +$272,577,835 -$249,861,073 +$22,716,762 AAPL, MSFT, GOOGL, LNG, IGSB 13F-HR 25 Oct 2022, 16:43
Q2 2022 304 $1,288,864,000 +$196,276,042 -$237,258,062 -$40,982,020 AAPL, MSFT, GOOGL, IGSB, AMZN 13F-HR 25 Jul 2022, 11:34
Q1 2022 334 $1,615,603,000 +$376,397,687 -$425,755,582 -$49,357,895 AAPL, MSFT, GOOGL, AMZN, IGSB 13F-HR 25 Apr 2022, 12:05
Q4 2021 334 $1,763,457,000 +$154,782,509 -$187,890,352 -$33,107,843 AAPL, MSFT, AMZN, GOOGL, IGSB 13F-HR 28 Jan 2022, 14:45
Q3 2021 314 $1,666,456,000 +$214,989,968 -$225,563,951 -$10,573,983 AAPL, MSFT, AMZN, IGSB, GOOGL 13F-HR 26 Oct 2021, 15:13
Q2 2021 299 $1,658,883,000 +$197,691,140 -$152,504,784 +$45,186,356 AAPL, MSFT, AMZN, GOOGL, IGSB 13F-HR 26 Jul 2021, 13:34
Q1 2021 284 $1,500,794,000 +$215,044,508 -$200,961,699 +$14,082,809 AAPL, MSFT, AMZN, GOOGL, GNRC 13F-HR 27 Apr 2021, 10:32
Q4 2020 252 $1,361,362,000 +$217,055,845 -$103,436,287 +$113,619,558 AAPL, MSFT, AMZN, GOOGL, MU 13F-HR 03 Feb 2021, 12:37
Q3 2020 224 $1,118,726,000 +$210,577,041 -$149,502,300 +$61,074,741 AAPL, MSFT, AMZN, GOOGL, GNRC 13F-HR 26 Oct 2020, 11:52
Q2 2020 207 $1,040,349,000 +$247,815,538 -$89,008,575 +$158,806,963 AAPL, MSFT, AMZN, GOOGL, BBY 13F-HR 27 Jul 2020, 13:38
Q1 2020 184 $736,612,000 +$97,313,831 -$351,053,934 -$253,740,103 MSFT, AAPL, GOOGL, AMZN, ZBRA 13F-HR 27 Apr 2020, 10:33
Q4 2019 232 $1,137,014,000 +$128,951,639 -$142,486,402 -$13,534,763 AAPL, MSFT, GOOGL, AMZN, MA 13F-HR 27 Jan 2020, 10:12
Q3 2019 229 $1,053,880,000 +$282,687,605 -$229,039,081 +$53,648,524 AAPL, MSFT, GOOGL, AMZN, IWF 13F-HR 25 Oct 2019, 15:24
Q2 2019 220 $981,978,000 +$158,018,836 -$190,795,349 -$32,776,513 AAPL, MSFT, AMZN, IWD, GOOGL 13F-HR 30 Jul 2019, 10:53
Q1 2019 181 $986,794,000 +$190,705,004 -$180,979,208 +$9,725,796 AAPL, MSFT, AMZN, ZBRA, GOOGL 13F-HR 25 Apr 2019, 09:14
Q4 2018 173 $876,420,000 +$200,688,467 -$295,892,121 -$95,203,654 VTV, AAPL, MSFT, AMZN, VUG 13F-HR 25 Jan 2019, 12:08
Q3 2018 198 $1,091,693,000 +$151,592,242 -$164,587,366 -$12,995,124 AAPL, MA, AMZN, MSFT, GOOGL 13F-HR 30 Oct 2018, 16:48
Q2 2018 204 $1,027,067,000 +$178,912,893 -$221,822,674 -$42,909,781 AAPL, MA, AMZN, MSFT, HD 13F-HR 25 Jul 2018, 14:44
Q1 2018 198 $1,035,612,000 +$178,504,170 -$177,890,407 +$613,763 AAPL, MA, AMZN, MSFT, GOOGL 13F-HR 26 Apr 2018, 12:06
Q4 2017 196 $1,043,879,000 +$160,619,597 -$184,611,554 -$23,991,957 AAPL, MA, GOOGL, MSFT, THO 13F-HR 29 Jan 2018, 13:31
Q3 2017 200 $1,019,610,000 +$139,815,537 -$146,497,404 -$6,681,867 AAPL, MA, GOOGL, SEB, MSFT 13F-HR 16 Oct 2017, 14:58
Q2 2017 198 $972,556,000 +$119,786,430 -$131,486,974 -$11,700,544 AAPL, GOOGL, SEB, MSFT, HD 13F-HR 25 Jul 2017, 14:00
Q1 2017 191 $953,454,000 +$175,562,393 -$180,645,132 -$5,082,739 AAPL, AMZN, SEB, GOOGL, IWF 13F-HR 25 Apr 2017, 09:38
Q4 2016 183 $915,825,000 +$147,479,084 -$179,665,796 -$32,186,712 AAPL, SEB, NVDA, GOOGL, IWD 13F-HR 24 Jan 2017, 13:37
Q3 2016 179 $911,455,000 +$112,681,525 -$120,420,049 -$7,738,524 IWD, AAPL, GOOGL, NVDA, AMZN 13F-HR 08 Nov 2016, 12:27
Q2 2016 191 $889,620,000 +$117,427,013 -$131,026,208 -$13,599,195 IWD, AAPL, NVDA, XLP, HD 13F-HR 20 Jul 2016, 13:29
Q1 2016 175 $884,252,000 +$149,300,880 -$179,249,686 -$29,948,806 IWD, AAPL, HD, XLP, SEB 13F-HR 21 Apr 2016, 09:43
Q4 2015 196 $888,721,000 +$159,865,388 -$166,602,350 -$6,736,962 AAPL, HD, GOOGL, SEB, GILD 13F-HR 03 Feb 2016, 09:53
Q3 2015 198 $862,560,000 +$163,846,994 -$190,551,018 -$26,704,024 AAPL, SEB, HD, XLU, GOOGL 13F-HR 21 Oct 2015, 09:28
Q2 2015 206 $953,213,000 +$138,555,546 -$170,191,400 -$31,635,854 AAPL, SEB, DHR, JNJ, ETR 13F-HR 22 Jul 2015, 11:51
Q1 2015 209 $996,001,000 +$155,445,716 -$119,629,952 +$35,815,764 SEB, AAPL, XLU, DHR, JNJ 13F-HR 28 Apr 2015, 10:48
Q4 2014 211 $940,682,000 +$154,391,383 -$134,688,438 +$19,702,945 SEB, AAPL, XLU, ETR, LLY 13F-HR 29 Jan 2015, 10:05
Q3 2014 205 $878,089,000 +$133,637,267 -$157,955,942 -$24,318,675 AAPL, SEB, XLU, IWD, LLY 13F-HR 28 Oct 2014, 12:13
Q2 2014 204 $918,349,000 +$157,359,176 -$87,758,202 +$69,600,974 IWD, SEB, XLU, MCK, DHR 13F-HR 28 Jul 2014, 11:15
Q1 2014 198 $833,844,000 +$154,335,616 -$131,079,119 +$23,256,497 AAPL, MCK, GOOGL, XLU, DHR 13F-HR 29 Apr 2014, 09:33
Q4 2013 197 $807,677,000 $0 $0 $0 IWD, XOM, GOOGL, DHR, MCK 13F-HR 31 Jan 2014, 11:05