MERITAGE PORTFOLIO MANAGEMENT Q3 2022 Filing

Filed October 25, 2022

Portfolio Value

$1.2T

Holdings

307

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (307 positions)

StockValue
CRCCANADIAN NAT RES LTD
$3.7B
WPCW P CAREY & CO LLC
$3.7B
XOPSPDR S&P OIL & GAS E&P ETF
$3.7B
SCHVSCHWAB US LARGE-CAP VALUE ETF
$3.6B
BKTHE BANK OF NEW YORK MELLON CO
$3.6B
EMREMERSON ELECTRIC
$3.6B
USBUS BANCORP
$3.5B
EVRGEVERGY INC
$3.5B
SCHHSCHWAB US REIT ETF
$3.5B
KOFCOCA-COLA FEMSA SAB DE CV
$3.5B
TRTN-PATRITON INTERNATIONAL LIMITED
$3.4B
DHIDR HORTON INC
$3.4B
OGEOGE ENERGY CORP
$3.4B
TERTERADYNE INC
$3.4B
APAAPA CORP
$3.3B
PAGPPLAINS GP HOLDINGS LP
$3.2B
IGIBiSHARES INT-TERM CORP BOND ETF
$3.2B
NFGNATIONAL FUEL GAS CO
$3.2B
MRKMERCK & CO INC
$3.2B
BMTABRITISH AMERICAN TOBACCO PLC A
$3.2B
AMERICAN ELECTRIC POWER CO 6.1
$3.2B
ULUNILEVER PLC SPON ADR
$3.0B
ABBVABBVIE INC
$2.9B
MUBISHARES NATIONAL AMT-FREE MUNI
$2.9B
ANGLO AMERICAN PLC
$2.8B
CMCSACOMCAST CORP CL A
$2.8B
CTRECARETRUST REIT INC
$2.8B
KEYKEYCORP
$2.7B
BMYBRISTOL-MYERS SQUIBB
$2.7B
PG4PRINCIPAL FINANCIAL GROUP INC
$2.7B
UPSUNITED PARCEL SERVICE CL B
$2.7B
VODVODAFONE GROUP PLC SPONSORED A
$2.7B
CMICUMMINS INC
$2.6B
GSKGSK PLC
$2.6B
ZTSZOETIS INC.
$2.6B
WMTWAL-MART STORES INC
$2.6B
BACVERIZON COMMUNICATIONS
$2.6B
DWDMORGAN STANLEY
$2.6B
LEGLEGGETT & PLATT INC
$2.5B
KMBKIMBERLY CLARK CORP
$2.5B
MOALTRIA GROUP INC
$2.5B
EX9EXELIXIS INC.
$2.5B
RGRSTURM RUGER & CO INC
$2.5B
TRVCCITIGROUP INC
$2.4B
GTYGETTY REALTY CORP
$2.4B
BAESYBAE SYSTEMS PLC
$2.3B
VYMVANGUARD HIGH DIVIDEND YIELD E
$2.3B
GDGENERAL DYNAMICS CORP
$2.2B
IFNNYINFINEON TECHNOLOGIES AG (ADR)
$2.2B
AGROADECOAGRO SA
$2.2B
CBSHCOMMERCE BANCSHARES
$2.2B
SLGSL GREEN REALTY CORP
$2.2B
SOSOUTHERN COMPANY
$2.2B
UOVEYUNITED OVERSEAS BK LTD SPONSOR
$2.2B
NSANATIONAL STORAGE AFFILIATES TR
$2.2B
VTIVANGUARD TOTAL STOCK MKT ETF
$2.2B
KLICKULICKE AND SOFFA INDUSTRIES I
$2.2B
STTSTATE STREET CORPORATION
$2.2B
VLVLYVOLVO AB
$2.2B
AWNADVANCE AUTO PARTS INC
$2.1B
RIORIO TINTO PLC SPONSORED ADR
$2.1B
KRCKILROY REALTY CORP
$2.0B
SSNCSS&C TECHNOLOGIES HOLDINGS
$2.0B
BRK-BBERKSHIRE HATHAWAY INC-CL A
$2.0B
RDNRADIAN GROUP INC
$2.0B
APLEAPPLE HOSPITALITY REIT INC
$2.0B
OMCOMNICOM
$2.0B
HIWHIGHWOODS PROPERTIES
$2.0B
APAMARTISAN PARTNERS ASSET MANAGEM
$1.9B
QCOMQUALCOMM
$1.9B
OGNORGANON & CO
$1.9B
UMBFUMB FINL CORP
$1.9B
SCHRSCHWAB INTERMEDIATE-TERM US TR
$1.8B
EENI SPA ADR
$1.8B
MDTMEDTRONIC HLDG LTD
$1.7B
DELLDELL INC
$1.7B
ESSESSEX PROPERTY TRUST INC
$1.7B
XOMEXXON MOBIL CORP
$1.7B
KMIKINDER MORGAN INC
$1.7B
ORIOLD REPUBLIC INTL
$1.6B
LLYLILLY (ELI)
$1.6B
TSNTYSON FOODS INC CL A
$1.5B
IJRISHARES S&P SMALLCAP 600
$1.5B
VUGVANGUARD GROWTH ETF
$1.3B
BABOEING CO
$1.3B
SCHBSCHWAB US BROAD MARKET ETF
$1.3B
SCHGSCHWAB US LARGE-CAP GROWTH ETF
$1.1B
SLYVSPDR S&P 600 SMALL CAP VALUE E
$1.1B
PEPPEPSICO
$1.1B
INTCINTEL CORP
$1.1B
CP.TOCANADIAN PACIFIC RAILWAY LIMIT
$1.0B
VXUSVANGUARD TOTAL INTL STOCK ETF
$1.0B
HDHOME DEPOT INC
$948.0M
NVDANVIDIA CORP
$905.0M
IWMISHARES RUSSELL 2000
$874.0M
PGPROCTER & GAMBLE CO
$868.0M
IBMINTL BUSINESS MACHINES
$798.0M
IVWISHARES S&P 500 GROWTH INDEX
$693.0M
FISVFISERV INC
$686.0M
ZBRAZEBRA TECHNOLOGIES CORP
$666.0M
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