MERITAGE PORTFOLIO MANAGEMENT Q3 2022 Filing

Filed October 25, 2022

Portfolio Value

$1.2B

Holdings

307

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (307 positions)

StockValue
SDYSPDR S&P DIVIDEND ETF
$651K
4I1PHILIP MORRIS INTERNATIONAL
$640K
GOOGALPHABET INC CL C
$602K
SEBSEABOARD CORP
$589K
CATYCATHAY GENERAL BANCORP
$567K
DONSPDR DOW JONES INDUSTRIAL AVER
$562K
VOVANGUARD MID-CAP ETF
$561K
IWBISHARES RUSSELL 1000 INDEX
$557K
ASGNASGN INC
$536K
VEUVANGUARD FTSE ALL-WORLD EX-US
$506K
SLBSCHLUMBERGER LTD
$499K
HTDCORCEPT THERAPEUTICS INC
$489K
SRLNSPDR BLACKSTONE SENIOR LOAN ET
$488K
PDCEUSDPDC ENERGY INC
$484K
FIXCOMFORT SYSTEMS USA INC
$478K
CBZCBIZ INC
$477K
SCHASCHWAB US SMALL-CAP ETF
$457K
CWCURTISS-WRIGHT CORP
$450K
CFBCROSSFIRST BANKSHARES INC
$440K
BAMBROOKFIELD ASSET MANAGEMENT IN
$440K
NDQINVESCO QQQ TRUST SERIES1
$427K
EMEEMCOR GROUP INC
$415K
GQ9SPDR GOLD TRUST
$414K
SUPNSUPERNUS PHARMACEUTICALS INC
$414K
REGNREGENERON PHARMACEUTICALS
$404K
BKEBUCKLE INC
$398K
IYWISHARES US TECHNOLOGY ETF
$395K
GBYSANGAMO BIOSCIENCES INC
$383K
ATKRATKORE INTL GROUP INC
$383K
VTVVANGUARD VALUE ETF
$362K
ALSNALLISON TRANSMISSION HOLDINGS
$355K
SMSM ENERGY CO
$354K
MBUUMALIBU BOATS INC
$346K
PBVPRESTIGE CONSUMER HEALTHCARE I
$343K
ESGVVANGUARD ESG US STOCK ETF
$341K
NEENEXTERA ENERGY INC
$337K
COSTCOSTCO WHOLESALE CORP
$335K
QSIIEURNEXTGEN HEALTHCARE INC
$335K
TSLATESLA MOTORS INC.
$329K
VDCVANGUARD CONSUMER STAPLES ETF
$327K
NSRGYNESTLE S.A. ADR
$326K
MTDRMATADOR RESOURCES COMPANY
$326K
AITAPPLIED INDUSTRIAL TECHNOLOGIE
$317K
LHXL3HARRIS TECHNOLOGIES INC
$314K
MDLZMONDELEZ INTERNATIONAL INC.
$314K
COPCONOCOPHILLIPS
$313K
VBRVANGUARD SMALL-CAP VALUE ETF
$312K
LSCCLATTICE SEMICONDUCTOR
$312K
THGHANOVER INSURANCE GROUP INC
$310K
BILSPDR BLOOMBERG 1-3 MONTH T-BIL
$308K
AELUSDAMERICAN EQUITY INV LIFE HLDG
$307K
CMFISHARES CALIFORNIA MUNI BOND E
$301K
ASOACADEMY SPORT AND OUTDOORS INC
$298K
HBNCHORIZON BANCORP
$292K
ABTABBOTT LABORATORIES
$290K
FWRDUSDFORWARD AIR CORPORATION
$278K
MEDPMEDPACE HOLDINGS
$276K
ASIXADVANSIX INC COM
$275K
OXMOXFORD INDUSTRIES INC
$274K
DISDISNEY WALT CO DEL
$271K
EFTTECHTARGET INC
$270K
EVTCEVERTEC INC
$263K
IAU*ISHARES COMEX GOLD TRUST
$261K
COKECOCA-COLA BOTTLING CO
$259K
NVMINOVA MEASURING INSTRUMENTS LTD
$258K
TXRHTEXAS ROADHOUSE INC
$257K
INMDINMODE LTD
$256K
MXLMAXLINEAR INC
$253K
FBCUSDFLAGSTAR BANCORP
$243K
CMCCOMMERCIAL METAL
$240K
INVAINNOVIVA INC
$238K
GNRCGENERAC HOLDINGS INC
$234K
UFPIUFP INDUSTRIES, INC
$234K
USOUNITED STATES OIL FUND LP ETF
$228K
EFAISHARES MSCI EAFE INDEX FUND
$226K
UTHUNITED THERAPEUTIC DEL
$222K
TMHCTAYLOR MORRISON HOME CORP
$215K
SCHFSCHWAB INTL EQUITY ETF
$214K
CCCHEMOURS CO
$213K
AHHARMADA HOFFLER PROPERTIES
$211K
UTLUNITIL CORP
$211K
ARCBARCBEST CORP
$210K
RSPINVESCO S&P 500 EQUAL WEIGHT
$209K
COSCNO FINANCIAL GROUP
$206K
EXPEAGLE MATERIALS
$206K
SFSTIFEL FINL CORP
$205K
CUBICUSTOMERS BANCORP INC
$203K
HTHHILLTOP HOLDINGS
$203K
RMBS*RAMBUS INC
$202K
WKCWORLD FUEL SERVICES CORP
$200K
CRUSCIRRUS LOGIC INC
$200K
GOODGLADSTONE COMMERCIAL CORP
$200K
FBPFIRST BANCORP P R
$182K
TAT & T INC
$167K
NAVINAVIENT CORP
$151K
NYCBEURNEW YORK COMMUNITY BANCORP
$137K
AVIRATEA PHARMACEUTICALS INC
$122K
PLTKPLAYTIKA HOLDING CORP
$101K
IONQIONQ INC
$53K
LAKE RESOURCES NL
$6K
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