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MERITAGE PORTFOLIO MANAGEMENT — 13F Holdings & Portfolio

CIK 881432 · latest 13F-HR filed 2026-01-27

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MERITAGE PORTFOLIO MANAGEMENT manages $1.51B in 13F-reported U.S. long-equity assets across 323 reported positions as of its 2025-12-31 13F-HR filing. Its largest disclosed positions are AAPL (5.93%), GOOGL (5.88%), MSFT (4.54%). Quarter over quarter (versus its 2025-09-30 filing) the fund opened 19 new positions and exited 25; 86 existing positions rose in reported value and 110 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$1.51B

Long-equity book

Holdings
323

Distinct positions

Period
2025-12-31

Filed 2026-01-27

Q/Q Activity
+19 / −25 / ↑86 / ↓110

vs 2025-09-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q4 25
AAPL5.9% · -2%GOOGL5.9% · -2%MSFT4.5% · -2%AVGO4.5% · -3%NVDA3.6% · -2%AMZN2.3% · -2%HSBC1.5% · -1%KLAC1.4% · -2%BABA1.3% · -3%BKNG1.2% · -2%JPM1.1% · -3%REGN1.1% · -2%ASML1.0% · -2%META1.0% · -2%JNJ1.0% · -3%MA1.0% · -2%CTSH1.0% · -2%BIDU1.0% · -2%AME0.9% · -2%ORLY0.9% · +89%IVV0.9% · -2%WSM0.9% · -2%EXEL0.8% · -2%ETSY0.8% · -3%IWF0.8% · +1%SPYV0.8% · -2%GS0.8% · -3%VRTX0.8% · -2%WFC0.7% · -3%TWLO0.7% · -2%LNG0.7% · -2%SPYG0.7% · -3%EOG0.7% · +55%FHN0.7% · -4%MCO0.7% · newBRK.B0.6% · +4%AYI0.6% · -3%PYPL0.6% · -5%IGSB0.6% · +3%CDNS0.6% · -2%SMMNY0.6% · -3%ETR0.6% · -3%ABBV0.6% · -3%ANET0.6% · -33%EBAY0.6% · -3%IBM0.5% · -3%XLU0.5% · +95%FTNT0.5% · -32%PNGAY0.5% · -0%PG0.5% · -4%ADSK0.5% · -2%QCOM0.5% · -3%RS0.5% · -4%ADBE0.5% · -2%TIGO0.5% · -3%PNC0.5% · -1%USB0.5% · -1%SPY0.5% · -7%COST0.4% · -2%XOM0.4% · -2%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q3 25 → Q4 25

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

2 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 32.1%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Feb 4, 2026.

Assets Under Management
$2.42B
Discretionary
$2.27B
Employees
18
Accounts
1,480
Address
7500 COLLEGE BLVD
SUITE 1212
OVERLAND PARK, KS 66210
Phone
(913) 345-7000
Website
Name Title / Status Ownership Type
EVEANS, DEBORAH, KAY ControlVP OF FINANCE & CHIEF COMPLIANCE OFFICER
since Sep 2004
50–75%Individual
EVEANS, MARK, EVERETT ControlPRESIDENT, DIRECTOR & CO-CHIEF INVESTMENT OFFICER
since Jul 1991
50–75%Individual
KLEIN, JAMES, MILGRAM ControlDIRECTOR, PRINCIPAL & SENIOR PORTFOLIO MANAGER
since Jul 1991
25–50%Individual
BERGMAN, BRADLEY, ANTHONYOWNER
since Sep 2003
5–10%Individual
DIVINE, SHARON, LEEPRINCIPAL & SR. PORTFOLIO MANAGER
since Jan 2008
Less than 5%Individual
MITCHELL, LEONARD, CURTISPRINCIPAL AND SR. PORTFOLIO MGR
since Jan 2008
5–10%Individual
SHAFRAN, ZACHARY, HOWARDCO-CHIEF INVESTMENT OFFICER & SR PORTFOLIO MANAGER
since Nov 2022
Less than 5%Individual
Ownership & leadership changes · 1 filing with changes since Mar 30, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 15, 2023 filing
  • AddedSHAFRAN, ZACHARY, HOWARD · CO-CHIEF INVESTMENT OFFICER & SR PORTFOLIO MANAGER · Less than 5%
  • ChangedEVEANS, MARK, EVERETT · title PRESIDENT, DIRECTOR & CHIEF INVESTMENT OFFICER → PRESIDENT, DIRECTOR & CO-CHIEF INVESTMENT OFFICER
Mar 30, 2012 filing (earliest on record)
  • ListedBERGMAN, BRADLEY, ANTHONY · OWNER · 5–10%
  • ListedDIVINE, SHARON, LEE · PRINCIPAL & SR. PORTFOLIO MANAGER · Less than 5%
  • ListedEVEANS, DEBORAH, KAY · VP OF FINANCE & CHIEF COMPLIANCE OFFICER · 50–75% · control person
  • ListedEVEANS, MARK, EVERETT · PRESIDENT, DIRECTOR & CHIEF INVESTMENT OFFICER · 50–75% · control person
  • ListedKLEIN, JAMES, MILGRAM · DIRECTOR, PRINCIPAL & SENIOR PORTFOLIO MANAGER · 25–50% · control person
  • ListedMITCHELL, LEONARD, CURTIS · PRINCIPAL AND SR. PORTFOLIO MGR · 5–10%

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

MERITAGE PORTFOLIO MANAGEMENT Holdings (2025-12-31)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APPLE INC AAPL 037833100 $89.3M 5.93% 328,546 SH
2 ALPHABET INC CL A GOOGL 02079K305 $88.6M 5.88% 283,124 SH
3 MICROSOFT CORP MSFT 594918104 $68.4M 4.54% 141,424 SH
4 BROADCOM LTD AVGO 11135F101 $67.6M 4.49% 195,333 SH
5 NVIDIA CORP NVDA 67066G104 $54.8M 3.64% 293,708 SH
6 AMAZON INC AMZN 023135106 $33.9M 2.25% 146,937 SH
7 HSBC HOLDINGS PLC HSBC 404280406 $23.3M 1.54% 295,700 SH
8 KLA CORPORATION KLAC 482480100 $20.8M 1.38% 17,142 SH
9 ALIBABA GROUP HOLDING LTD ADR BABA 01609W102 $19.3M 1.28% 131,873 SH
10 BOOKING HOLDINGS INC BKNG 09857L108 $17.7M 1.18% 3,308 SH
11 JP MORGAN CHASE & CO JPM 46625H100 $16.8M 1.11% 52,137 SH
12 REGENERON PHARMACEUTICALS REGN 75886F107 $15.9M 1.05% 20,580 SH
13 ASML HOLDING NV ASML N07059210 $15.7M 1.04% 14,638 SH
14 META PLATFORMS INC META 30303M102 $15.6M 1.04% 23,639 SH
15 JOHNSON & JOHNSON JNJ 478160104 $15.5M 1.03% 74,789 SH
16 MASTERCARD INC MA 57636Q104 $15.4M 1.02% 27,037 SH
17 COGNIZANT TECH SOLUTIONS CL A CTSH 192446102 $15.4M 1.02% 185,849 SH
18 BAIDU INC BIDU 056752108 $15.4M 1.02% 117,856 SH
19 AMETEK INC AME 031100100 $13.7M 0.91% 66,604 SH
20 O'REILLY AUTOMOTIVE INC ORLY 67103H107 $13.3M 0.88% 146,040 SH
21 ISHARES S&P 500 INDEX IVV 464287200 $13.2M 0.87% 19,200 SH
22 WILLIAMS-SONOMA INC WSM 969904101 $13.1M 0.87% 73,323 SH
23 EXELIXIS INC. EXEL 30161Q104 $12.7M 0.84% 289,279 SH
24 ETSY INC. ETSY 29786A106 $12.5M 0.83% 225,283 SH
25 ISHARES RUSSELL 1000 GROWTH IWF 464287614 $12.3M 0.82% 26,066 SH
26 SPDR S&P 500 VALUE ETF SPYV 78464A508 $12.1M 0.80% 213,397 SH
27 GOLDMAN SACHS GROUP INC GS 38141G104 $11.7M 0.78% 13,356 SH
28 VERTEX PHARMACEUTICALS INC VRTX 92532F100 $11.5M 0.77% 25,438 SH
29 WELLS FARGO COMPANY WFC 949746101 $10.9M 0.72% 116,616 SH
30 TWILIO TWLO 90138F102 $10.7M 0.71% 75,081 SH
31 CHENIERE ENERGY INC LNG 16411R208 $10.6M 0.71% 54,717 SH
32 SPDR S&P 500 GROWTH ETF SPYG 78464A409 $10.5M 0.70% 98,308 SH
33 EOG RESOURCES INC EOG 26875P101 $10.3M 0.69% 98,339 SH
34 FIRST HORIZON NATIONAL CORP FHN 320517105 $10.1M 0.67% 423,143 SH
35 MOODYS CORP MCO 615369105 $10.1M 0.67% 19,679 SH
36 BERKSHIRE HATHAWAY INC CL B BRK.B 084670702 $9.5M 0.63% 18,945 SH
37 ACUITY INC AYI 00508Y102 $9.3M 0.61% 25,733 SH
38 PAYPAL HOLDINGS INC PYPL 70450Y103 $9.2M 0.61% 158,015 SH
39 ISHARES SHORT-TERM CORPORATE B IGSB 464288646 $9.2M 0.61% 174,405 SH
40 CADENCE DESIGN SYSTEMS INC CDNS 127387108 $9.1M 0.60% 28,964 SH
41 SIEMENS A G SPONSORED ADR SMMNY 826197501 $9.0M 0.60% 64,192 SH
42 ENTERGY CORP ETR 29364G103 $8.9M 0.59% 96,528 SH
43 ABBVIE INC ABBV 00287Y109 $8.6M 0.57% 37,798 SH
44 ARISTA NETWORKS ANET 040413205 $8.6M 0.57% 65,524 SH
45 EBAY INC EBAY 278642103 $8.4M 0.55% 95,973 SH
46 INTL BUSINESS MACHINES IBM 459200101 $8.1M 0.54% 27,262 SH
47 UTILITIES SELECT SECTOR SPDR XLU 81369Y886 $7.7M 0.51% 180,774 SH
48 FORTINET INC. FTNT 34959E109 $7.5M 0.50% 94,455 SH
49 PING AN INSURANCE GROUP PNGAY 72341E304 $7.5M 0.50% 444,493 SH
50 PROCTER & GAMBLE CO PG 742718109 $7.4M 0.49% 51,376 SH
Filing History
Period Filed AUM Holdings Accession
2025-12-31 2026-01-27 $1.51B 323 0000881432-26-000002
2025-09-30 2025-10-28 $1.50B 329 0000881432-25-000015