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Home > Institutional Investor > Meritage Portfolio Management > Profile

Instuitional Investor - Meritage Portfolio Management

Fund Profile
Filing Period:
Fund Name: Meritage Portfolio Management
Portfolio Value $1,516,615
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 503,446 $96,928 6.39%
2.
Microsoft Corp
 MSFT 217,149 $81,657 5.38%
3.
Alphabet Inc.
 GOOG 421,598 $58,893 3.88%
4.
Broadcom Inc.
 AVGO 34,428 $38,430 2.53%
5.
Novo Nordisk A S
 NVO 249,059 $25,765 1.69%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)