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
CBSHCOMMERCE BANCSHARES
$809K
SCHASCHWAB US SMALL-CAP ETF
$785K
IUSGISHARES CORE S&P US GROWTH
$750K
SDYSPDR S&P DIVIDEND ETF
$721K
SEBSEABOARD CORP
$709K
IWBISHARES RUSSELL 1000 INDEX
$683K
DOCUDOCUSIGN INC
$676K
SCHFSCHWAB INTL EQUITY ETF
$668K
DONSPDR DOW JONES INDUSTRIAL AVER
$655K
VOVANGUARD MID-CAP ETF
$629K
BAMBROOKFIELD ASSET MANAGEMENT IN
$575K
ASGNASGN INC
$554K
IYWISHARES US TECHNOLOGY ETF
$545K
VBRVANGUARD SMALL-CAP VALUE ETF
$523K
DISDISNEY WALT CO DEL
$469K
TNETTRINET GROUP INC
$455K
CFBCROSSFIRST BANKSHARES INC
$438K
MRNAMODERNA INC
$432K
GQ9SPDR GOLD TRUST
$429K
IDXXIDEXX LABORATORIES INC
$426K
USHYISHARES BROAD USD HIGH YIELD C
$417K
SLBSCHLUMBERGER LTD
$412K
VDCVANGUARD CONSUMER STAPLES ETF
$402K
ESGVVANGUARD ESG US STOCK ETF
$395K
RSPINVESCO S&P 500 EQUAL WEIGHT
$381K
SRLNSPDR BLACKSTONE SENIOR LOAN ET
$379K
IBPINSTALLED BUILDING PRODUCTS
$375K
AFWALIGN TECHNOLOGY INC.
$371K
CBZCBIZ INC
$361K
AIMCUSDALTRA INDUSTRIAL MOTION CORP
$356K
ATKRATKORE INTL GROUP INC
$349K
CMFISHARES CALIFORNIA MUNI BOND E
$345K
EMEEMCOR GROUP INC
$344K
DECKDECKERS OUTDOOR CORP
$340K
CRSPCRISPR THERAPEUTICS AG
$338K
LSCCLATTICE SEMICONDUCTOR
$334K
EFAISHARES MSCI EAFE INDEX FUND
$329K
NEENEXTERA ENERGY INC
$328K
MYRGMYR GROUP INC.
$327K
ABTABBOTT LABORATORIES
$322K
EVTCEVERTEC INC
$312K
TAT & T INC
$309K
EFTTECHTARGET INC
$307K
LHXL3HARRIS TECHNOLOGIES INC
$305K
NSRGYNESTLE S.A. ADR
$303K
MDLZMONDELEZ INTERNATIONAL INC.
$303K
CERNCHFCERNER CORP
$301K
WEAWESTERN ALLIANCE BANCORP
$294K
XPELXPEL INC
$291K
ASIXADVANSIX INC COM
$289K
VIGVANGUARD DIVIDEND APPREC
$287K
NYFISHARES NY MUNI BD ETF
$283K
IAU*ISHARES COMEX GOLD TRUST
$277K
SUPNSUPERNUS PHARMACEUTICALS INC
$271K
GEGENERAL ELECTRIC
$270K
YELPYELP INC
$267K
THGHANOVER INSURANCE GROUP INC
$267K
EWGISHARES MSCI GERMANY ETF
$263K
NVMINOVA MEASURING INSTRUMENTS LTD
$263K
AXONAXON ENTERPRISE INC
$263K
NHCNATIONAL HEALTHCARE CORPORATIO
$262K
VTVVANGUARD VALUE ETF
$260K
MDPUSDMEREDITH CORP
$256K
WNSNWNS HOLDINGS LIMITED ADR
$256K
ONEQFIDELITY NASDAQ COMP INDEX
$256K
2XYSCIPLAY CORP
$255K
PDCEUSDPDC ENERGY INC
$254K
CUBICUSTOMERS BANCORP INC
$252K
MLB1MERCADOLIBRE INC.
$252K
HBNCHORIZON BANCORP
$251K
CATYCATHAY GENERAL BANCORP
$246K
WKCWORLD FUEL SERVICES CORP
$244K
HWKNHAWKINS INC.
$243K
CCCHEMOURS CO
$243K
MTGMGIC INVESTMENT CORP
$241K
MTHMERITAGE HOMES CORP
$239K
ASOACADEMY SPORT AND OUTDOORS INC
$239K
AITAPPLIED INDUSTRIAL TECHNOLOGIE
$236K
UPBDRENT-A-CENTER INC
$235K
PRIPRIMERICA INC.
$233K
FBMSUSDFIRST BANCSHARES INC
$233K
COSCNO FINANCIAL GROUP
$229K
CWCURTISS-WRIGHT CORP
$229K
1RGREV GROUP INC
$229K
ISRGINTUITIVE SURGICAL INC
$228K
SFSTIFEL FINL CORP
$228K
CVXCHEVRON CORP
$226K
WHDCACTUS INC
$226K
HTHHILLTOP HOLDINGS
$226K
RDNRADIAN GROUP INC
$225K
HNIHNI CORP
$223K
IWOISHARES RUSSELL 2000 GROWTH
$219K
DDDUPONT DE NEMOURS INC
$218K
HELEHELEN OF TROY CORP LTD
$218K
FWRDUSDFORWARD AIR CORPORATION
$217K
DIODDIODES INC
$217K
TYLTYLER
$216K
CNXCNX RESOURCES CO
$215K
EXPEAGLE MATERIALS
$214K
4DHDANA HOLDING CORPORATION
$213K
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