MERITAGE PORTFOLIO MANAGEMENT Q1 2024 Filing

Filed April 29, 2024

Portfolio Value

$1.6B

Holdings

344

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (344 positions)

StockValue
AAPLAPPLE INC
$83.0M
MSFTMICROSOFT CORP
$80.0M
GOOGLALPHABET INC CL A
$61.0M
AMZNAMAZON INC
$31.0M
NVONOVO-NORDISK A S ADR
$30.0M
CDNSCADENCE DESIGN SYSTEMS INC
$25.0M
FTNTFORTINET INC.
$24.0M
LNGCHENIERE ENERGY INC
$21.0M
MAMASTERCARD INC
$19.0M
PXDEURPIONEER NAT RES CO
$19.0M
WSMWILLIAMS-SONOMA INC
$17.0M
SPYVSPDR S&P 500 VALUE ETF
$17.0M
AMEAMETEK INC
$17.0M
VRTXVERTEX PHARMACEUTICALS INC
$15.0M
ADBEADOBE INC
$14.0M
VLTOVERALTO CORP
$14.0M
BABAALIBABA GROUP HOLDING LTD ADR
$14.0M
ABGCENCORA INC
$14.0M
ANETEURARISTA NETWORKS
$13.0M
JPMJP MORGAN CHASE & CO
$11.0M
PHMPULTEGROUP INC
$11.0M
MBGYYMERCEDES-BENZ GROUP AG
$11.0M
APAAPA CORP
$11.0M
JNJJOHNSON & JOHNSON
$11.0M
TINYBEANS GROUP PTY LTD
$10.0M
PGPROCTER & GAMBLE CO
$10.0M
RSRELIANCE INC
$10.0M
EEFTEURONET WORLDWIDE INC
$10.0M
IGSBISHARES SHORT-TERM CORPORATE B
$10.0M
ADSKAUTODESK INC
$9.0M
IVVISHARES S&P 500 INDEX
$9.0M
EX9EXELIXIS INC.
$9.0M
MCDMCDONALDS
$9.0M
IWFISHARES RUSSELL 1000 GROWTH
$9.0M
HBC2HSBC HOLDINGS PLC
$9.0M
JAZZJAZZ PHARMACEUTICALS PLC
$9.0M
CSCOCISCO SYSTEMS INC
$9.0M
PYPLPAYPAL HOLDINGS INC
$9.0M
BRK/BBERKSHIRE HATHAWAY INC CL B
$9.0M
ACGLARCH CAPITAL GROUP
$8.0M
AYIACUITY BRANDS INC
$8.0M
AMATAPPLIED MATLS INC
$8.0M
WFCWELLS FARGO COMPANY
$8.0M
XOMEXXON MOBIL CORP
$8.0M
QCOMQUALCOMM
$8.0M
DBXDROPBOX INC.
$7.0M
UNHUNITEDHEALTH GROUP INC
$7.0M
XLUUTILITIES SELECT SECTOR SPDR
$7.0M
GSKGSK PLC
$7.0M
AMGNAMGEN
$7.0M
IBMINTL BUSINESS MACHINES
$7.0M
SPYGSPDR S&P 500 GROWTH ETF
$7.0M
MTDRMATADOR RESOURCES COMPANY
$7.0M
TAT & T INC
$7.0M
ETSYETSY INC.
$7.0M
TPRTAPESTRY INC
$7.0M
CRMSALESFORCE.COM INC.
$6.0M
AFLAFLAC INC
$6.0M
SNASNAP-ON INC
$6.0M
ETRENTERGY CORP
$6.0M
CHKPCHECK POINT SOFTWARE TECH
$6.0M
KRKROGER CO
$6.0M
FNBFNB CORP
$6.0M
AQLTISHARES US HLTHCR PR ETF
$6.0M
ABBVABBVIE INC
$6.0M
XLFFINANCIAL SELECT SECTOR SPDR
$6.0M
EBAEBAY INC
$6.0M
TNETTRINET GROUP INC
$6.0M
SPYS & P 500 DEPOSITARY RECEIPT
$6.0M
EXPDEXPEDITORS INTL WASH
$6.0M
EOGEOG RESOURCES INC
$5.0M
APLEAPPLE HOSPITALITY REIT INC
$5.0M
REEVEREST GROUP LTD
$5.0M
4I1PHILIP MORRIS INTERNATIONAL
$5.0M
BHPBHP BILLITON LTD SP ADR
$5.0M
FITBFIFTH THIRD BANCORP
$5.0M
PAGPPLAINS GP HOLDINGS LP
$5.0M
RHHBYROCHE HLDG LTD SPONSORED ADR
$5.0M
FT2FIRST HORIZON NATIONAL CORP
$5.0M
CMCSACOMCAST CORP CL A
$5.0M
BAESYBAE SYSTEMS PLC
$5.0M
MRKMERCK & CO INC
$5.0M
GVIISHARES BARCLAYS INT GOVT/CRED
$5.0M
WPCW P CAREY & CO LLC
$5.0M
EAELECTRONIC ARTS INC
$5.0M
AXSAXIS CAPITAL HOLDINGS LTD
$5.0M
TRVCCITIGROUP INC
$5.0M
PEGPUBLIC SERVICE ENTERPRISE GRP
$4.0M
STTSTATE STREET CORPORATION
$4.0M
VRTSVIRTUS INVESTMENT PARTNERS INC
$4.0M
IWDISHARES RUSSELL 1000 VALUE
$4.0M
PNWPINNACLE WEST CAPITAL CP
$4.0M
KOCOCA COLA CO
$4.0M
LOWLOWES COMPANIES
$4.0M
BPB P PLC-SPON ADR
$4.0M
CRBGCOREBRIDGE FINANCIAL INC
$4.0M
VTIVANGUARD TOTAL STOCK MKT ETF
$4.0M
SCHOSCHWAB SHORT-TERM U.S. TREASUR
$4.0M
IGIBiSHARES INT-TERM CORP BOND ETF
$4.0M
ADTADT CORP
$4.0M
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