SEC 13F Intelligence

Meritage Portfolio Management / MA

Meritage Portfolio Management’s Mastercard Incorporated Position

Does Meritage Portfolio Management own Mastercard Incorporated (MA)? Yes27.0K shares worth $15M (+1.02% of its 13F portfolio) as of Q4 2025, down from 27.6K shares the prior filed quarter.

Position Value
$15M
Q4 2025
Shares
27.0K
% of Portfolio
+1.02%
Quarters Held
29
currently held

Position History MA

Reported value by quarter
Q4 ’18: $17MQ4 ’18Q1 ’19: $21MQ2 ’19: $24MQ3 ’19: $25MQ4 ’19: $28MQ4 ’19Q1 ’20: $12MQ2 ’20: $15MQ3 ’20: $17MQ4 ’20: $18MQ4 ’20Q1 ’21: $3MQ2 ’21: $3MQ3 ’21: $3MQ4 ’21: $2MQ4 ’21Q1 ’22: $2MQ2 ’22: $9MQ3 ’22: $8MQ4 ’22: $9MQ4 ’22Q1 ’23: $14MQ2 ’23: $15MQ3 ’23: $15MQ4 ’23: $17MQ4 ’23Q1 ’24: $19MQ2 ’24: $17MQ3 ’24: $19MQ4 ’24: $20MQ4 ’24Q1 ’25: $20MQ2 ’25: $19MQ3 ’25: $16MQ4 ’25: $15MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202527.0K$15M+1.02%
Q3 202527.6K$16M+1.05%
Q2 202534.6K$19M+1.23%
Q1 202537.0K$20M+1.34%
Q4 202437.8K$20M+1.23%
Q3 202438.7K$19M+1.17%
Q2 202439.1K$17M+1.09%
Q1 202439.6K$19M+1.22%
Q4 202341.0K$17M+1.15%
Q3 202337.8K$15M+1.10%
Q2 202337.8K$15M+1.05%
Q1 202339.5K$14M+1.07%
Q4 202225.4K$9M+0.69%
Q3 202227.4K$8M+0.65%
Q2 202227.5K$9M+0.67%
Q1 20226.8K$2M+0.15%
Q4 20216.8K$2M+0.14%
Q3 20217.6K$3M+0.16%
Q2 20217.6K$3M+0.17%
Q1 20217.6K$3M+0.18%
Q4 202050.3K$18M+1.32%
Q3 202050.1K$17M+1.52%
Q2 202050.0K$15M+1.42%
Q1 202048.4K$12M+1.59%
Q4 201992.2K$28M+2.42%
Q3 201993.3K$25M+2.40%
Q2 201989.7K$24M+2.42%
Q1 201988.2K$21M+2.10%
Q4 201890.2K$17M+1.94%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Meritage Portfolio Management’s full portfolio or all institutional holders of MA.