Instuitional Investor - Meritage Portfolio Management

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Apple Inc.	AAPL	427,833	$95,034,528	6.3%
2.	Microsoft Corp	MSFT	181,058	$67,967,500	4.51%
3.	Alphabet Inc.	GOOGL	380,342	$58,816,107	3.9%
4.	Broadcom Inc.	AVGO	261,463	$43,776,830	2.9%
5.	Nvidia Corp	NVDA	386,854	$41,927,247	2.78%