First seen by DFX
Sep 13, 2026
date not stated
Meritage Portfolio Management: CANDIDATE_FAMILY_OFFICE -> NOT_FAMILY_OFFICE (Meritage is an Overland Park wealth manager for high net worth clients, retirement plans and endowments that joined CAPTRUST in December 2025.)
First seen by DFX
Sep 12, 2026
date not stated
Meritage Portfolio Management files Form 13F (non_adviser_filer, $1,506,772,272 in 323 positions)
Meritage Portfolio Management reported $1,506,772,272 across 323 13(f) positions for the quarter ended 2025-12-31
Meritage Portfolio Management increased Qfin Holdings Inc 76,833 -> 118,969 shares ($2,211,254 -> $2,292,533)
Meritage Portfolio Management increased Bristol-Myers Squibb 6,384 -> 91,145 shares ($287,916 -> $4,916,375)
Meritage Portfolio Management increased Schlumberger Ltd 73,608 -> 107,157 shares ($2,529,907 -> $4,112,686)
Meritage Portfolio Management increased Automatic Data Processing 1,820 -> 13,875 shares ($534,170 -> $3,569,066)
Meritage Portfolio Management increased Utilities Select Sector Spdr 92,728 -> 180,774 shares ($8,086,809 -> $7,717,242)
Meritage Portfolio Management increased O'Reilly Automotive Inc 77,130 -> 146,040 shares ($8,315,385 -> $13,320,308)
Meritage Portfolio Management increased BNP Paribas Adr 85,132 -> 124,654 shares ($3,875,209 -> $5,908,600)
Meritage Portfolio Management opened a $5,220,907 position in Valmont Industries Inc. (12,977 shares)
Meritage Portfolio Management increased EOG Resources Inc 63,549 -> 98,339 shares ($7,125,114 -> $10,326,578)
Meritage Portfolio Management increased Global Industrial Co 79,424 -> 107,047 shares ($2,912,478 -> $3,127,913)
Meritage Portfolio Management increased Honeywell Intl Inc 2,235 -> 19,097 shares ($470,468 -> $3,725,634)
Meritage Portfolio Management increased National Health Investors 42,340 -> 62,512 shares ($3,366,030 -> $4,774,041)
Meritage Portfolio Management increased Prologis Inc 19,142 -> 27,889 shares ($2,192,142 -> $3,560,310)
Meritage Portfolio Management increased NNN Reit, Inc. 77,952 -> 109,186 shares ($3,318,417 -> $4,327,041)
Meritage Portfolio Management increased Nomad Foods Ltd 343,215 -> 445,889 shares ($4,513,277 -> $5,578,071)
Meritage Portfolio Management reduced Arista Networks 97,729 -> 65,524 shares ($14,240,093 -> $8,585,610)
Meritage Portfolio Management increased Onespan Inc 148,331 -> 207,736 shares ($2,356,980 -> $2,667,330)
Meritage Portfolio Management increased Plains GP Holdings LP 230,378 -> 314,420 shares ($4,202,095 -> $6,017,999)
Meritage Portfolio Management opened a $3,298,620 position in TC Energy Corp (59,964 shares)
Meritage Portfolio Management reduced Lowes Companies 16,450 -> 913 shares ($4,134,050 -> $220,179)
Meritage Portfolio Management opened a $2,791,127 position in DTE Energy Co (21,640 shares)
Meritage Portfolio Management opened a $4,017,607 position in Duke Energy Corp (34,277 shares)
Meritage Portfolio Management opened a $5,459,006 position in LXP Industrial Trust (110,105 shares)
Meritage Portfolio Management opened a $10,053,017 position in Moodys Corp (19,679 shares)
Meritage Portfolio Management opened a $4,881,374 position in Permian Resources Corp (347,924 shares)
Meritage Portfolio Management reduced Black Hills Corp 84,369 -> 41,683 shares ($5,196,287 -> $2,893,634)
Meritage Portfolio Management reduced Commerce Bancshares 39,034 -> 15,065 shares ($2,332,672 -> $788,502)
Meritage Portfolio Management increased Lockheed Martin Corp 531 -> 5,577 shares ($265,081 -> $2,697,428)
Meritage Portfolio Management increased Getty Realty Corp 107,953 -> 141,628 shares ($2,896,379 -> $3,876,358)
Meritage Portfolio Management opened a $4,372,311 position in Roche Hldg Ltd Sponsored Adr (84,784 shares)
Meritage Portfolio Management reduced Evergy Inc 41,348 -> 4,321 shares ($3,143,275 -> $313,229)
Meritage Portfolio Management reduced Fortinet Inc. 138,758 -> 94,455 shares ($11,666,773 -> $7,500,672)
Meritage Portfolio Management reduced Verizon Communications 79,358 -> 7,190 shares ($3,487,784 -> $292,831)
Meritage Portfolio Management reduced Woori Financial Group 94,212 -> 6,651 shares ($5,290,004 -> $391,012)
Meritage Portfolio Management reduced Ishares Russell 1000 Value 50,153 -> 30,371 shares ($10,210,649 -> $6,388,236)
Meritage Portfolio Management exited Lexington Industrial Trust (was $4,984,448, 556,300 shares)
Meritage Portfolio Management exited Kimberly Clark Corp (was $3,727,216, 29,976 shares)