Meritage Group
Meritage Group
Period
Q1 2026
Portfolio Date
Mar 31, 2026
Stocks Held
13
Market Value
$2.7B
Holdings Value Trend
Q2 2024
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Historical Positions
| Symbol | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|
| MSFT | 17.8% | 19.0% | 16.6% | 15.3% |
| AMZN | 14.6% | 13.2% | 14.2% | 13.6% |
| TRU | 9.5% | 14.2% | 13.1% | 14.3% |
| COF | 9.0% | 13.8% | 14.1% | 13.5% |
| AON | 8.3% | - | - | - |
| MSCI | 8.3% | 8.3% | 6.7% | 4.9% |
| SPGI | 8.1% | - | - | - |
| WDAY | 8.0% | 10.8% | 10.2% | 8.4% |
| PCOR | 5.8% | 6.0% | 5.7% | 5.1% |
| CSGP | 5.1% | - | - | - |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
AMZN+14.03%
MSFT+2.36%
MSCI+10.74%
COF+10.11%
AON+1.48%
Post-Filing Detractors
Price change since reported price, ranked by portfolio contribution
PCOR-29.65%
CSGP-24.49%
TRU-6.87%
SPGI-1.72%
WDAY-6.23%
Sector Analysis
Financials43.7%
Technology35.3%
Industrials1.1%
Real Estate5.1%
Consumer Discretionary14.8%