MERITAGE PORTFOLIO MANAGEMENT Q1 2023 Filing

Filed April 25, 2023

Portfolio Value

$1.3B

Holdings

318

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (318 positions)

StockValue
SPGIS&P GLOBAL INC
$522K
NDQINVESCO QQQ TRUST SERIES1
$514K
SCHASCHWAB US SMALL-CAP ETF
$510K
IYWISHARES US TECHNOLOGY ETF
$499K
MGYMAGNOLIA OIL & GAS CORP
$498K
VDCVANGUARD CONSUMER STAPLES ETF
$491K
REGNREGENERON PHARMACEUTICALS
$489K
SLVISHARES SILVER TRUST
$476K
ESGVVANGUARD ESG US STOCK ETF
$465K
MOALTRIA GROUP INC
$463K
PBVPRESTIGE CONSUMER HEALTHCARE I
$462K
ASOACADEMY SPORT AND OUTDOORS INC
$461K
SUPNSUPERNUS PHARMACEUTICALS INC
$459K
INMDINMODE LTD
$456K
AITAPPLIED INDUSTRIAL TECHNOLOGIE
$439K
GPIGROUP 1 AUTOMOTIVE INC
$436K
RMBS*RAMBUS INC
$436K
HTDCORCEPT THERAPEUTICS INC
$424K
MBUUMALIBU BOATS INC
$417K
MDLZMONDELEZ INTERNATIONAL INC.
$400K
IBPINSTALLED BUILDING PRODUCTS
$398K
SRLNSPDR BLACKSTONE SENIOR LOAN ET
$383K
PRGSPROGRESS SOFTWARE CORP
$374K
NSRGYNESTLE S.A. ADR
$369K
MXLMAXLINEAR INC
$355K
MEDPMEDPACE HOLDINGS
$354K
TMHCTAYLOR MORRISON HOME CORP
$353K
CFBCROSSFIRST BANKSHARES INC
$353K
BNBROOKFIELD CORP CL A
$350K
NEENEXTERA ENERGY INC
$349K
IAU*ISHARES COMEX GOLD TRUST
$345K
VTVVANGUARD VALUE ETF
$343K
ASGNASGN INC
$338K
AXONAXON ENTERPRISE INC
$337K
BERYEURBERRY GLOBAL GROUP INC
$337K
COKECOCA-COLA BOTTLING CO
$337K
VBRVANGUARD SMALL-CAP VALUE ETF
$333K
ACLSAXCELIS TECHNOLOGIES INC
$332K
FWRDUSDFORWARD AIR CORPORATION
$332K
CMCCOMMERCIAL METAL
$332K
QSIIEURNEXTGEN HEALTHCARE INC
$330K
ASIXADVANSIX INC COM
$328K
CRUSCIRRUS LOGIC INC
$327K
OXMOXFORD INDUSTRIES INC
$323K
VRRMVERRA MOBILITY CORP
$322K
TXRHTEXAS ROADHOUSE INC
$319K
NVMINOVA MEASURING INSTRUMENTS LTD
$317K
GDDYGODADDY INC
$316K
NAVINAVIENT CORP
$313K
MTDRMATADOR RESOURCES COMPANY
$311K
MCKMCKESSON CORP
$305K
EVTCEVERTEC INC
$304K
IDXXIDEXX LABORATORIES INC
$303K
ABTABBOTT LABORATORIES
$303K
AELUSDAMERICAN EQUITY INV LIFE HLDG
$301K
CTRACOTERRA ENERGY INC.
$300K
TSLATESLA MOTORS INC.
$298K
DIODDIODES INC
$292K
LHXL3HARRIS TECHNOLOGIES INC
$291K
DISDISNEY WALT CO DEL
$290K
COSTCOSTCO WHOLESALE CORP
$285K
EXPEAGLE MATERIALS
$282K
ARCBARCBEST CORP
$280K
COPCONOCOPHILLIPS
$280K
UTLUNITIL CORP
$272K
YELPYELP INC
$269K
SCHFSCHWAB INTL EQUITY ETF
$269K
SMSM ENERGY CO
$265K
MTGMGIC INVESTMENT CORP
$261K
CCCHEMOURS CO
$259K
UFPIUFP INDUSTRIES, INC
$258K
MLIMUELLER INDUSTRIES INC
$258K
COSCNO FINANCIAL GROUP
$254K
SKYSKYLINE CHAMPION CORP
$251K
RSPINVESCO S&P 500 EQUAL WEIGHT
$249K
INVAINNOVIVA INC
$247K
METAMETA PLATFORMS INC.
$243K
HTHHILLTOP HOLDINGS
$242K
EFAISHARES MSCI EAFE INDEX FUND
$242K
UTHUNITED THERAPEUTIC DEL
$237K
GDGENERAL DYNAMICS CORP
$234K
SFSTIFEL FINL CORP
$234K
USOUNITED STATES OIL FUND LP ETF
$233K
DDDUPONT DE NEMOURS INC
$230K
MCHPMICROCHIP TECHNOLOGY
$227K
ORCLORACLE CORP
$224K
TBBKBANCORP INC
$224K
ARWARROW ELECTRONICS
$224K
VOOVANGUARD S&P 500 ETF
$223K
BACVERIZON COMMUNICATIONS
$216K
SBUXSTARBUCKS CORP
$214K
KFYKORN/FERRY INTERNATIONAL
$213K
DOCUSDPHYSICIANS REALTY TR
$207K
USHYISHARES BROAD USD HIGH YIELD C
$203K
ABGAMERISOURCEBERGEN CORP
$201K
MRNAMODERNA INC
$201K
SPDWSPDR PORTFOLIO WORLD ex-US
$200K
CIOCITY OFFICE REIT INC
$186K
HBNCHORIZON BANCORP
$180K
GOODGLADSTONE COMMERCIAL CORP
$163K
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