
Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
606,220 | -23,965 | $82,882 |
AAPL | 606,220 | -23,965 | $82,882 |
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255,757 | -11,472 | $65,686 |
MSFT | 255,757 | -11,472 | $65,686 |
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22,122 | -1,149 | $48,210 |
GOOGL | 22,122 | -1,149 | $48,210 |
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634,151 | -64,811 | $32,056 |
IGSB | 634,151 | -64,811 | $32,056 |
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255,750 | +236,266 | $27,163 |
AMZN | 255,750 | +236,266 | $27,163 |
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414,389 | +327,379 | $23,446 |
FTNT | 414,389 | +327,379 | $23,446 |
![]() |
216,041 | -10,649 | $18,752 |
REMX | 216,041 | -10,649 | $18,752 |
![]() |
73,231 | -3,515 | $18,566 |
DHR | 73,231 | -3,515 | $18,566 |
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143,174 | -7,078 | $15,733 |
AME | 143,174 | -7,078 | $15,733 |
![]() |
95,172 | -6,441 | $15,346 |
FB | 95,172 | -6,441 | $15,346 |
![]() |
35,640 | +13,972 | $15,324 |
LMT | 35,640 | +13,972 | $15,324 |
![]() |
163,447 | +79,916 | $14,911 |
BX | 163,447 | +79,916 | $14,911 |
![]() |
274,326 | +128,131 | $14,342 |
SPYG | 274,326 | +128,131 | $14,342 |
![]() |
258,322 | -61,160 | $13,544 |
PFE | 258,322 | -61,160 | $13,544 |
![]() |
147,505 | -7,385 | $13,525 |
PRFT | 147,505 | -7,385 | $13,525 |
![]() |
26,470 | -1,298 | $12,859 |
AVGO | 26,470 | -1,298 | $12,859 |
![]() |
33,078 | -1,636 | $12,109 |
ADBE | 33,078 | -1,636 | $12,109 |
![]() |
108,178 | -23,364 | $11,418 |
GVI | 108,178 | -23,364 | $11,418 |
![]() |
23,599 | -1,119 | $11,310 |
COST | 23,599 | -1,119 | $11,310 |
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33,178 | -1,679 | $11,183 |
SPGI | 33,178 | -1,679 | $11,183 |
![]() |
51,141 | -2,578 | $11,003 |
HSY | 51,141 | -2,578 | $11,003 |
![]() |
197,135 | -5,547 | $11,000 |
SCHP | 197,135 | -5,547 | $11,000 |
![]() |
290,325 | -19,702 | $10,690 |
SPYV | 290,325 | -19,702 | $10,690 |
![]() |
58,994 | +714 | $10,472 |
JNJ | 58,994 | +714 | $10,472 |
![]() |
21,299 | -1,052 | $9,998 |
CHE | 21,299 | -1,052 | $9,998 |
![]() |
366,626 | +5,560 | $9,947 |
PPL | 366,626 | +5,560 | $9,947 |
![]() |
127,076 | +1,855 | $9,353 |
XLB | 127,076 | +1,855 | $9,353 |
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449,136 | -23,970 | $9,351 |
EXEL | 449,136 | -23,970 | $9,351 |
![]() |
173,056 | +2,918 | $9,110 |
TTE | 173,056 | +2,918 | $9,110 |
![]() |
129,082 | +1,920 | $9,053 |
XLU | 129,082 | +1,920 | $9,053 |
![]() |
28,179 | -35,296 | $8,991 |
KLAC | 28,179 | -35,296 | $8,991 |
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41,900 | -1,971 | $8,936 |
UNP | 41,900 | -1,971 | $8,936 |
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16,939 | +298 | $8,700 |
UNH | 16,939 | +298 | $8,700 |
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26,619 | +459 | $8,683 |
MCK | 26,619 | +459 | $8,683 |
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27,521 | +20,733 | $8,682 |
MA | 27,521 | +20,733 | $8,682 |
![]() |
$8,654 | ||
BRK.B | 24,207 | +307 | $6,609 |
BRK.A | 5 | UNCH | $2,045 |
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243,830 | -11,512 | $8,641 |
AMH | 243,830 | -11,512 | $8,641 |
![]() |
130,555 | -6,373 | $8,511 |
BBY | 130,555 | -6,373 | $8,511 |
![]() |
80,400 | -9,862 | $8,415 |
SUB | 80,400 | -9,862 | $8,415 |
![]() |
60,338 | -2,942 | $8,318 |
KEYS | 60,338 | -2,942 | $8,318 |
![]() |
55,322 | +55,322 | $8,300 |
CDNS | 55,322 | +55,322 | $8,300 |
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48,195 | -2,762 | $8,284 |
ZTS | 48,195 | -2,762 | $8,284 |
![]() |
168,975 | -8,306 | $7,734 |
PNR | 168,975 | -8,306 | $7,734 |
![]() |
15,993 | +147 | $7,654 |
NOC | 15,993 | +147 | $7,654 |
![]() |
33,410 | +326 | $7,307 |
IWF | 33,410 | +326 | $7,307 |
![]() |
256,946 | +3,720 | $7,284 |
BP | 256,946 | +3,720 | $7,284 |
![]() |
208,272 | +208,272 | $7,269 |
APA | 208,272 | +208,272 | $7,269 |
![]() |
29,310 | +29,310 | $7,131 |
AMGN | 29,310 | +29,310 | $7,131 |
![]() |
50,269 | +628 | $7,112 |
ABC | 50,269 | +628 | $7,112 |
![]() |
135,637 | -8,066 | $7,098 |
KRC | 135,637 | -8,066 | $7,098 |
See Full List: All Stocks Held By Meritage Portfolio Management
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Meritage Portfolio Management
![]() At 06/30/2022: $1,288,864 At 03/31/2022: $1,615,603 Meritage Portfolio Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Meritage Portfolio Management 13F filings. Link to 13F filings: SEC filings |