MERITAGE PORTFOLIO MANAGEMENT Q3 2021 Filing

Filed October 26, 2021

Portfolio Value

$1.7B

Holdings

317

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (317 positions)

StockValue
FCNFTI CONSULTING INC
$4.9M
AYIACUITY BRANDS INC
$4.8M
SNASNAP-ON INC
$4.8M
XOMEXXON MOBIL CORP
$4.7M
CSCOCISCO SYSTEMS INC
$4.7M
BNPQYBNP PARIBAS ADR
$4.7M
EMREMERSON ELECTRIC
$4.6M
LOWLOWES COMPANIES
$4.6M
IVVISHARES S&P 500 INDEX
$4.5M
KOCOCA COLA CO
$4.3M
EOGEOG RESOURCES INC
$4.3M
DHIDR HORTON INC
$4.3M
GWWGRAINGER W W INC
$4.2M
CTRACOTERRA ENERGY INC.
$4.2M
CR1USDCRANE CO
$4.1M
GDGENERAL DYNAMICS CORP
$4.0M
TRVCCITIGROUP INC
$4.0M
APAMARTISAN PARTNERS ASSET MANAGEM
$4.0M
WPCW P CAREY & CO LLC
$3.8M
KEYKEYCORP
$3.8M
BACBANK OF AMERICA CORP
$3.7M
ABBVABBVIE INC
$3.7M
WOOFOOT LOCKER INC
$3.6M
KMIKINDER MORGAN INC
$3.5M
MUBISHARES NATIONAL AMT-FREE MUNI
$3.5M
SPHDINVESCO S&P 500 HIGH DIV LOW V
$3.5M
BMYBRISTOL-MYERS SQUIBB
$3.3M
GILDGILEAD SCIENCES INC
$3.2M
CTRECARETRUST REIT INC
$3.1M
MCMOELIS & CO
$3.1M
BMTABRITISH AMERICAN TOBACCO PLC A
$3.1M
OGEOGE ENERGY CORP
$3.0M
CAHCARDINAL HEALTH
$2.9M
ELUXYELECTROLUX AB ADR
$2.9M
TRTN-PATRITON INTERNATIONAL LIMITED
$2.8M
METMETLIFE INC
$2.8M
MOALTRIA GROUP INC
$2.8M
MGM GROWTH PROPERTIES LLC
$2.8M
NFGNATIONAL FUEL GAS CO
$2.7M
FHIFEDERATED HERMES INC
$2.7M
DOWDOW INC
$2.7M
MAMASTERCARD INC
$2.6M
VUGVANGUARD GROWTH ETF
$2.6M
STTSTATE STREET CORPORATION
$2.6M
VTIVANGUARD TOTAL STOCK MKT ETF
$2.6M
LEGLEGGETT & PLATT INC
$2.6M
WMBWILLIAMS COMPANIES
$2.6M
LNVGYLENOVO GROUP LTD ADR
$2.6M
PG4PRINCIPAL FINANCIAL GROUP INC
$2.4M
NNNNATIONAL RETAIL PROPERTIES INC
$2.4M
OREALTY INCOME CORP
$2.4M
VIRTVIRTU FINANCIAL INC
$2.4M
NTRNUTRIEN LTD
$2.4M
NVTnVENT ELECTRIC PLC
$2.4M
BABOEING CO
$2.3M
7HPHP INC
$2.3M
VLVLYVOLVO AB
$2.3M
NTBBANK OF NT BUTTERFIELD AND SON
$2.3M
UOVEYUNITED OVERSEAS BK LTD SPONSOR
$2.3M
OMCOMNICOM
$2.2M
IJRISHARES S&P SMALLCAP 600
$2.2M
GPCGENUINE PARTS CO
$2.2M
STXSEAGATE TECHNOLOGY
$2.2M
UMBFUMB FINL CORP
$2.2M
CRCCANADIAN NAT RES LTD
$2.1M
BKEBUCKLE INC
$2.1M
ILPTINDUSTRIAL LOGISTICS PPTYS TRU
$2.1M
BRK-BBERKSHIRE HATHAWAY INC-CL A
$2.1M
HRUSDHEALTHCARE REALTY TRUST INC.
$2.0M
LCIILCI INDUSTRIES
$2.0M
SCHGSCHWAB US LARGE-CAP GROWTH ETF
$1.9M
EVRGEVERGY INC
$1.8M
ORIOLD REPUBLIC INTL
$1.8M
RIORIO TINTO PLC SPONSORED ADR
$1.7M
CBTCABOT CORP
$1.7M
LMTLOCKHEED MARTIN CORP
$1.7M
VODVODAFONE GROUP PLC SPONSORED A
$1.7M
SCHBSCHWAB US BROAD MARKET ETF
$1.7M
VYMVANGUARD HIGH DIVIDEND YIELD E
$1.6M
SIMOSILICON MOTION TECHNOLOGY ADR
$1.6M
KSUEURKANSAS CITY SOUTHERN
$1.6M
VXUSVANGUARD TOTAL INTL STOCK ETF
$1.5M
IWMISHARES RUSSELL 2000
$1.4M
NVDANVIDIA CORP
$1.4M
SCHRSCHWAB INTERMEDIATE-TERM US TR
$1.3M
EBNDSPDR BLOOMBERG BARCLAYS EM BON
$1.3M
USBUS BANCORP
$1.3M
LLYLILLY (ELI)
$1.2M
VBKVANGUARD SMALL CAP GROWTH ETF
$1.2M
HDHOME DEPOT INC
$1.1M
VEUVANGUARD FTSE ALL-WORLD EX-US
$1.1M
MCDMCDONALDS
$1.1M
SLYVSPDR S&P 600 SMALL CAP VALUE E
$1.0M
PEPPEPSICO
$979K
IBMINTL BUSINESS MACHINES
$949K
PGPROCTER & GAMBLE CO
$900K
IVWISHARES S&P 500 GROWTH INDEX
$885K
FISVFISERV INC
$878K
SCHVSCHWAB US LARGE-CAP VALUE ETF
$862K
GOOGALPHABET INC CL C
$810K
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