|
⚲
|
| Keyboard |
| Meritage Portfolio Management Inc
✚
|
|
|---|---|
| CRD # | 107177 |
| SEC # | 801-39348 |
| CIK # | 0000881432 |
| AUM | 2,416.7 M (2026-02-04) |
| Employees | 18 (61% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 913-345-7000 |
| Address | 7500 College Blvd Overland Park, KS 66210 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 89.3 | ||
| Alphabet Inc | 88.6 | ||
| Microsoft Corp | 68.4 | ||
| Broadcom Inc | 67.6 | ||
| Nvidia Corp | 54.8 | ||
| Amazon Com Inc | 33.9 | ||
| HSBC Holdings PLC | 23.3 | ||
| KLA Tencor Corp | 20.8 | ||
| Alibaba Group Holding Ltd | 19.3 | ||
| Priceline Com Inc | 17.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 133 | 0.1 |
| (b) Individuals (high net worth individuals) | 383 | 1.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.1 |
| (g) Pension and profit sharing plans | 7 | 0.0 |
| (h) Charitable organizations | 12 | 0.1 |
| (i) State or municipal government entities | 3 | 0.0 |
| (j) Other investment advisers | 1 | 0.1 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,480 | 2.4 |
| By Discretionary | ||
| Discretionary | 1,358 | 2.3 |
| Non-Discretionary | 122 | 0.1 |
| Total | 1,480 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.4 | |
| Total | 1,480 | 2.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000881432] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.0B |
| Clients | 1 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Guyasuta Investment Advisors Incorporated
✚
|
PA | 2,437.5 M |
|
Manitou Investment Management Ltd
✚
|
2,422.3 M | |
|
Traynor Capital Management Inc
✚
|
PA | 2,420.6 M |
|
Wealth Architects LLC
✚
|
CA | 2,415.2 M |
|
Sarofim International Management Company LLC
✚
|
TX | 2,411.4 M |
|
Moody Lynn Lieberson & Walker LLC
✚
|
MA | 2,410.6 M |
|
Sentry Advisors LLC
✚
|
CA | 2,409.0 M |
|
Sandhill Capital Partners LLC
✚
|
NY | 2,404.2 M |
|
Stonebridge Financial Group LLC
✚
|
MO | 2,398.2 M |
|
Fulton Breakefield Broenniman LLC
✚
|
MD | 2,394.8 M |