MERITAGE PORTFOLIO MANAGEMENT - Portfolio overview

MERITAGE PORTFOLIO MANAGEMENT has 343 reported holdings in this dataset, with the latest filing dated 2026-01-27.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 5.78%
2. GOOGL - ALPHABET INC CL A, 5.73%
3. MSFT - MICROSOFT CORP, 4.42%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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