MERITAGE PORTFOLIO MANAGEMENT
Long Only Manager
MERITAGE PORTFOLIO MANAGEMENT is a Long Only Manager based in Overland Park, KS led by Mark Everett Eveans, reporting $2.4B in AUM as of Q3 2025 with AAPL as the largest holding (6% allocation).
PresidentMark Everett Eveans
- Portfolio Value
- $1.5B
- Positions
- 317
- Top Holding
- AAPL at 5.75%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in MERITAGE PORTFOLIO MANAGEMENT's portfolio (31.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $85.2M | 5.75% | -$18.8M Sold | 0.00% 334.7K shares | |
Software - Infrastructure Technology | $74.7M | 5.04% | -$14.5M Sold | 0.00% 144.2K shares | |
Internet Content & Information Communication Services | $70.2M | 4.74% | -$16.8M Sold | 0.00% 288.8K shares | |
Semiconductors Technology | $66.3M | 4.47% | -$16.3M Sold | 0.00% 200.9K shares | |
Semiconductors Technology | $55.8M | 3.77% | -$3.7M Sold | 0.00% 299.3K shares | |
Specialty Retail Consumer Cyclical | $32.9M | 2.22% | -$1.6M Sold | 0.00% 149.7K shares | |
Unknown Unknown | $24.2M | 1.63% | -$6.7M Sold | — 135.5K shares | |
Unknown Unknown | $21.3M | 1.43% | +$273.8K Bought | — 299.5K shares | |
Semiconductors Technology | $18.9M | 1.27% | -$4.9M Sold | 0.01% 17.5K shares | |
Travel Services Consumer Cyclical | $18.2M | 1.23% | -$5.0M Sold | 0.01% 3.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in MERITAGE PORTFOLIO MANAGEMENT's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
New Purchases
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Reduced Holdings
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for MERITAGE PORTFOLIO MANAGEMENT
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