MERITAGE PORTFOLIO MANAGEMENT Q2 2024 Filing

Filed August 9, 2024

Portfolio Value

$1.6T

Holdings

334

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (334 positions)

StockValue
JBIJANUS INTERNATIONAL GROUP INC
$290.0M
USOUNITED STATES OIL FUND LP ETF
$279.0M
UTLUNITIL CORP
$275.0M
KLICKULICKE AND SOFFA INDUSTRIES I
$272.0M
EFAISHARES MSCI EAFE INDEX FUND
$267.0M
NSRGYNESTLE S.A. ADR
$258.0M
DDDUPONT DE NEMOURS INC
$258.0M
CMECME GROUP INC
$256.0M
CTRACOTERRA ENERGY INC.
$255.0M
INMDINMODE LTD
$246.0M
CHTRCHARTER COMMUNCTNS DEL CL A
$245.0M
ARWARROW ELECTRONICS
$240.0M
NWENORTHWESTERN CORP
$232.0M
BMYBRISTOL-MYERS SQUIBB
$228.0M
SNPSSYNOPSYS
$226.0M
RSPINVESCO S&P 500 EQUAL WEIGHT
$226.0M
GUGGENHEIM S&P 500 PURE GROWTH
$224.0M
HBNCHORIZON BANCORP
$224.0M
IWVISHARES TR RUSSELL 3000
$222.0M
ASIXADVANSIX INC COM
$219.0M
CEGCONSTELLATION ENERGY GROUP INC
$217.0M
BHBBAR HARBOR BANKSHARES
$216.0M
NYFISHARES NY MUNI BD ETF
$214.0M
AXPAMERICAN EXPRESS CO
$210.0M
MCHPMICROCHIP TECHNOLOGY
$209.0M
VOVANGUARD MID-CAP ETF
$205.0M
CALCCALCIMEDICA INC
$182.0M
METMETLIFE INC
$157.0M
GBYSANGAMO BIOSCIENCES INC
$28.0M
TINYBEANS GROUP PTY LTD
$4.0M
AAPLAPPLE INC
$100K
MSFTMICROSOFT CORP
$84K
GOOGLALPHABET INC CL A
$73K
AVGOBROADCOM LTD
$48K
AMZNAMAZON INC
$33K
NVONOVO-NORDISK A S ADR
$29K
ASMLASML HOLDING NV
$27K
XOMEXXON MOBIL CORP
$27K
CDNSCADENCE DESIGN SYSTEMS INC
$24K
FTNTFORTINET INC.
$21K
KLACKLA CORPORATION
$20K
BKNGBOOKING HOLDINGS INC
$18K
MAMASTERCARD INC
$17K
VRTXVERTEX PHARMACEUTICALS INC
$17K
NVDANVIDIA CORP
$16K
ANETEURARISTA NETWORKS
$16K
ADBEADOBE INC
$16K
AMEAMETEK INC
$16K
WSMWILLIAMS-SONOMA INC
$15K
VLTOVERALTO CORP
$14K
BABAALIBABA GROUP HOLDING LTD ADR
$13K
ABGCENCORA INC
$13K
LNGCHENIERE ENERGY INC
$11K
HUMHUMANA INC
$11K
JPMJP MORGAN CHASE & CO
$11K
JNJJOHNSON & JOHNSON
$11K
IVVISHARES S&P 500 INDEX
$10K
PGPROCTER & GAMBLE CO
$10K
SPYVSPDR S&P 500 VALUE ETF
$10K
HBC2HSBC HOLDINGS PLC
$10K
EEFTEURONET WORLDWIDE INC
$9K
IGSBISHARES SHORT-TERM CORPORATE B
$9K
IWFISHARES RUSSELL 1000 GROWTH
$9K
AMATAPPLIED MATLS INC
$9K
MBGYYMERCEDES-BENZ GROUP AG
$9K
EX9EXELIXIS INC.
$9K
ACGLARCH CAPITAL GROUP
$9K
EOGEOG RESOURCES INC
$9K
APAAPA CORP
$9K
CHECHEMED CORP
$9K
QCOMQUALCOMM
$9K
MCDMCDONALDS
$8K
GWWGRAINGER W W INC
$8K
JAZZJAZZ PHARMACEUTICALS PLC
$8K
ADSKAUTODESK INC
$8K
CSCOCISCO SYSTEMS INC
$8K
RSRELIANCE INC
$8K
BRK/BBERKSHIRE HATHAWAY INC CL B
$8K
TAT & T INC
$8K
WFCWELLS FARGO COMPANY
$8K
COSTCOSTCO WHOLESALE CORP
$7K
XLUUTILITIES SELECT SECTOR SPDR
$7K
PYPLPAYPAL HOLDINGS INC
$7K
SPYGSPDR S&P 500 GROWTH ETF
$7K
AMGNAMGEN
$7K
DBXDROPBOX INC.
$7K
AYIACUITY BRANDS INC
$7K
UNHUNITEDHEALTH GROUP INC
$7K
INFA1EURINFORMATICA CORP
$7K
EXPDEXPEDITORS INTL WASH
$7K
ORLYO'REILLY AUTOMOTIVE INC
$7K
GSGOLDMAN SACHS GROUP INC
$7K
EBAEBAY INC
$6K
CHKPCHECK POINT SOFTWARE TECH
$6K
SPYS & P 500 DEPOSITARY RECEIPT
$6K
TPRTAPESTRY INC
$6K
GSKGSK PLC
$6K
AFLAFLAC INC
$6K
MTDRMATADOR RESOURCES COMPANY
$6K
ETRENTERGY CORP
$6K
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