Nathaniel Simons - Meritage Group Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 14, 2025 | |
| Total Stocks | 17 | |
| Portfolio Value | $3.64B |
Meritage Group Portfolio Allocation
| Sector | Percentage of portfolio (%) | |
|---|---|---|
| Technology | 41.96% | |
| Consumer Cyclical | 22.26% | |
| Financial Services | 19.94% | |
| Industrials | 11.45% | |
| Healthcare | 4.29% | |
| Consumer Defensive | 0.12% | |