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Meritage Portfolio Management, Inc.
Mark Eveans · Investment Advisor · Value
Meritage Portfolio Management, Inc. is an independent investment management firm founded in 1991 and headquartered in Overland Park, Kansas. Originally established as an institutional investment firm, it has expanded to provide tailored asset management and wealth planning services to high-net-worth individuals, families, foundations, and corporations. The firm operates with a process-driven mindset, managing multiple equity and fixed-income strategies that are bound by a common quantitative-based research platform. Meritage is known for its fee-only structure and its commitment to an institutional approach, prioritizing long-term value through a disciplined and transparent investment process.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +17.7% |
| YTD return | +10.6% |
| Sharpe ratio | 3.54 |
| Win rate | 58% |
| AUM | $0.7B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.7B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.meritageportfolio.com |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 14.0% | +23.0% |
| GOOGL | Alphabet Inc Class A | 13.6% | +30.6% |
| AVGO | Broadcom Inc | 10.2% | +4.7% |
| MSFT | Microsoft Corporation | 9.4% | +3.8% |
| NVDA | NVIDIA Corporation | 8.9% | +20.2% |
| AMZN | Amazon.com Inc | 5.3% | +14.5% |
| KLAC | KLA-Tencor Corporation | 4.6% | -25.7% |
| HSBC | HSBC Holdings PLC ADR | 4.2% | +41.1% |
| ASML | ASML Holding NV ADR | 3.6% | +40.3% |
| JNJ | Johnson & Johnson | 2.8% | +37.0% |
| JPM | JPMorgan Chase & Co | 2.6% | +14.8% |
| ETSY | Etsy, Inc. | 2.5% | +18.5% |
| WSM | Williams-Sonoma Inc | 2.4% | +14.3% |
| BKNG | Booking Holdings Inc | 2.4% | +10.6% |
| TWLO | Twilio Inc | 2.4% | -6.6% |
| REGN | Regeneron Pharmaceuticals Inc | 2.3% | +9.4% |
| BABA | Alibaba Group Holding Ltd | 2.3% | +0.2% |
| AME | Ametek Inc | 2.3% | +20.7% |
| MA | Mastercard Inc | 2.1% | +8.0% |
| EXEL | Exelixis Inc | 2.1% | +8.6% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 24, 2026 | BUY | WSM | 2.4% → 2.4% |
| Aug 24, 2026 | SELL | GOOGL | 13.6% → 13.6% |
| Aug 24, 2026 | BUY | EXEL | 0.0% → 2.1% |
| Aug 24, 2026 | SELL | AAPL | 13.6% → 14.0% |
| Aug 24, 2026 | SELL | MSFT | 9.6% → 9.4% |
Investment Style Analysis
Meritage Portfolio Management, Inc. is widely recognized for employing a Value strategy. As of Sep 4, 2026, the firm oversees approximately $0.7B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Consumer Electronics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 24, Meritage Portfolio Management, Inc. made a significant move by increasing exposure to WSM. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Meritage Portfolio Management follows a value-centric investment philosophy, aiming to invest in securities trading at a significant discount to their intrinsic long-term value. The firm employs a process-driven approach that integrates proprietary quantitative multi-factor ranking models with qualitative fundamental analysis. Their strategies focus on identifying underpriced, high-quality companies with strong free cash flow and attractive capital deployment, while managing risk through sector diversification and disciplined security selection across large-cap and small-cap universes.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Meritage Portfolio Management, Inc..
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Frequently asked questions
How is the simulated portfolio for Meritage Portfolio Management, Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Meritage Portfolio Management, Inc.'s largest holding?
As of the latest filing, Meritage Portfolio Management, Inc.'s top position is Apple Inc (AAPL), representing 14.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is Meritage Portfolio Management, Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +17.7% with a win rate of 58%. Notably, the portfolio maintains a Sharpe Ratio of 3.54, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Meritage Portfolio Management, Inc. primarily invest in?
Meritage Portfolio Management, Inc. has a strong preference for the Semiconductors sector, which makes up 19.1% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is Meritage Portfolio Management, Inc.'s portfolio concentrated or diversified?
Meritage Portfolio Management, Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 37.9% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Meritage Portfolio Management, Inc. performed in 2026?
Our AI-simulated model portfolio for Meritage Portfolio Management, Inc. tracks a Year-to-Date (YTD) return of +10.6%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Mark Eveans manage Meritage Portfolio Management, Inc. directly?
Yes, Mark Eveans serves as the key portfolio manager for Meritage Portfolio Management, Inc., overseeing the investment strategy and final capital allocation decisions.