MERITAGE PORTFOLIO MANAGEMENT Q2 2024 Filing

Filed August 9, 2024

Portfolio Value

$1.6B

Holdings

334

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (334 positions)

StockValue
CPCANADIAN PACIFIC KANSAS CITY L
$950K
NDQINVESCO QQQ TRUST SERIES1
$914K
VXUSVANGUARD TOTAL INTL STOCK ETF
$889K
ATKRATKORE INTL GROUP INC
$881K
METAMETA PLATFORMS INC.
$848K
GPIGROUP 1 AUTOMOTIVE INC
$847K
PFEPFIZER INC
$846K
IWBISHARES RUSSELL 1000 INDEX
$840K
TMOTHERMO FISHER SCIENTIFIC INC
$835K
USBUS BANCORP
$832K
CBZCBIZ INC
$826K
PATKPATRICK INDUSTRIES INC.
$823K
BKEBUCKLE INC
$801K
HTDCORCEPT THERAPEUTICS INC
$798K
NVMINOVA MEASURING INSTRUMENTS LTD
$789K
SCHVSCHWAB US LARGE-CAP VALUE ETF
$761K
COKECOCA-COLA BOTTLING CO
$758K
VBVANGUARD SMALL-CAP ETF
$752K
PBVPRESTIGE CONSUMER HEALTHCARE I
$744K
RMBS*RAMBUS INC
$723K
EXTREXTREME NETWORKS INC.
$713K
NXSTNEXSTAR MEDIA GROUP
$697K
SDYSPDR S&P DIVIDEND ETF
$677K
PRGSPROGRESS SOFTWARE CORP
$674K
AITAPPLIED INDUSTRIAL TECHNOLOGIE
$666K
DONSPDR DOW JONES INDUSTRIAL AVER
$657K
IYWISHARES US TECHNOLOGY ETF
$656K
SLBSCHLUMBERGER LTD
$656K
ESGVVANGUARD ESG US STOCK ETF
$627K
SYKSTRYKER CORP
$592K
ZBRAZEBRA TECHNOLOGIES CORP
$575K
TMHCTAYLOR MORRISON HOME CORP
$570K
CNMCORE & MAIN INC
$552K
SFSTIFEL FINL CORP
$539K
VOYAVOYA FINANCIAL INC
$532K
ABTABBOTT LABORATORIES
$520K
SPGIS&P GLOBAL INC
$505K
ORCLORACLE CORP
$500K
VDCVANGUARD CONSUMER STAPLES ETF
$494K
YELPYELP INC
$492K
HONHONEYWELL INTL INC
$482K
MOALTRIA GROUP INC
$474K
ARKBARK 21SHARES BITCOIN ETF
$472K
COSCNO FINANCIAL GROUP
$469K
VTVVANGUARD VALUE ETF
$469K
MTGMGIC INVESTMENT CORP
$466K
EXPEAGLE MATERIALS
$463K
SMSM ENERGY CO
$453K
DHRDANAHER CORP
$444K
BNBROOKFIELD CORP CL A
$443K
WEAWESTERN ALLIANCE BANCORP
$442K
AXONAXON ENTERPRISE INC
$441K
ADPAUTOMATIC DATA PROCESSING
$434K
GQ9SPDR GOLD TRUST
$424K
ATENA10 NETWORKS INC
$421K
NAVINAVIENT CORP
$421K
ASOACADEMY SPORT AND OUTDOORS INC
$419K
CMCCOMMERCIAL METAL
$417K
CRUSCIRRUS LOGIC INC
$415K
IWMISHARES RUSSELL 2000
$408K
KBWRINVESCO KBW REGIONAL BANKING E
$407K
MCKMCKESSON CORP
$406K
UFPIUFP INDUSTRIES, INC
$405K
VOOVANGUARD S&P 500 ETF
$392K
EPRTESSENTIAL PROPERTIES REIT
$389K
GDGENERAL DYNAMICS CORP
$383K
UTHUNITED THERAPEUTIC DEL
$375K
NEENEXTERA ENERGY INC
$372K
DISDISNEY WALT CO DEL
$364K
ARCBARCBEST CORP
$361K
NSSCNAPCO SECURITY TECH INC
$358K
COPCONOCOPHILLIPS
$358K
FCPTFOUR CORNERS PPTY TR I COM
$347K
MDLZMONDELEZ INTERNATIONAL INC.
$344K
TSAACI WORLDWIDE INC
$344K
GMS1EURGMS INC
$343K
OGEOGE ENERGY CORP
$343K
OXMOXFORD INDUSTRIES INC
$342K
IAU*ISHARES COMEX GOLD TRUST
$341K
PRIPRIMERICA INC.
$333K
LMTLOCKHEED MARTIN CORP
$332K
YOUCLEAR SECURE INC
$327K
BECNUSDBEACON ROOFING SUPPLY INC.
$325K
EIGEMPLOYERS HOLDINGS
$324K
SPDWSPDR PORTFOLIO WORLD ex-US
$321K
SKYSKYLINE CHAMPION CORP
$321K
FTDRFRONTDOOR INC
$318K
BACVERIZON COMMUNICATIONS
$316K
LHXL3HARRIS TECHNOLOGIES INC
$316K
TNETTRINET GROUP INC
$316K
IDXXIDEXX LABORATORIES INC
$309K
KFYKORN/FERRY INTERNATIONAL
$308K
FHIFEDERATED HERMES INC
$306K
0OIASOLARWINDS INC.
$304K
SLMSLM CORPORATION
$304K
CPRXCATALYST PHARMACEUTICALS INC
$300K
SGOVISHARES 0-3 MONTH TREASURY ETF
$299K
CLBTCELLEBRITE DI LTD
$297K
ANFABERCROMBIE & FITCH
$297K
TGNATEGNA INC
$291K
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