MERITAGE PORTFOLIO MANAGEMENT Q3 2023 Filing

Filed October 30, 2023

Portfolio Value

$1.4B

Holdings

331

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (331 positions)

StockValue
IVWISHARES S&P 500 GROWTH INDEX
$819K
FISVFISERV INC
$801K
GPIGROUP 1 AUTOMOTIVE INC
$785K
BKEBUCKLE INC
$746K
TPLTEXAS PACIFIC LAND CORP
$709K
ACLSAXCELIS TECHNOLOGIES INC
$704K
RMBS*RAMBUS INC
$703K
USBUS BANCORP
$697K
HTDCORCEPT THERAPEUTICS INC
$690K
SCHVSCHWAB US LARGE-CAP VALUE ETF
$685K
MEDPMEDPACE HOLDINGS
$685K
DONSPDR DOW JONES INDUSTRIAL AVER
$672K
PRGSPROGRESS SOFTWARE CORP
$668K
IWBISHARES RUSSELL 1000 INDEX
$663K
IBPINSTALLED BUILDING PRODUCTS
$660K
VOVANGUARD MID-CAP ETF
$635K
PBVPRESTIGE CONSUMER HEALTHCARE I
$632K
PATKPATRICK INDUSTRIES INC.
$586K
NDQINVESCO QQQ TRUST SERIES1
$585K
SDYSPDR S&P DIVIDEND ETF
$584K
CBZCBIZ INC
$579K
YELPYELP INC
$574K
INMDINMODE LTD
$571K
IYWISHARES US TECHNOLOGY ETF
$564K
AITAPPLIED INDUSTRIAL TECHNOLOGIE
$551K
ABBVABBVIE INC
$547K
VRRMVERRA MOBILITY CORP
$538K
BERYEURBERRY GLOBAL GROUP INC
$537K
TSLATESLA, INC.
$531K
ZBRAZEBRA TECHNOLOGIES CORP
$530K
NXSTNEXSTAR MEDIA GROUP
$517K
NAVINAVIENT CORP
$510K
EVTCEVERTEC INC
$502K
SPGIS&P GLOBAL INC
$498K
REGNREGENERON PHARMACEUTICALS
$490K
ESGVVANGUARD ESG US STOCK ETF
$488K
SCHASCHWAB US SMALL-CAP ETF
$487K
COKECOCA-COLA BOTTLING CO
$463K
GDDYGODADDY INC
$459K
TMHCTAYLOR MORRISON HOME CORP
$454K
VDCVANGUARD CONSUMER STAPLES ETF
$454K
AMRALPHA METALLURGICAL RESOURCES
$448K
GQ9SPDR GOLD TRUST
$438K
SLVISHARES SILVER TRUST
$437K
AXSAXIS CAPITAL HOLDINGS LTD
$437K
SMSM ENERGY CO
$431K
COSCNO FINANCIAL GROUP
$416K
MOALTRIA GROUP INC
$415K
TBBKBANCORP INC
$415K
CROXCROCS INC
$414K
VTVVANGUARD VALUE ETF
$403K
MDLZMONDELEZ INTERNATIONAL INC.
$399K
MLIMUELLER INDUSTRIES INC
$396K
NVMINOVA MEASURING INSTRUMENTS LTD
$393K
CMCCOMMERCIAL METAL
$388K
ASOACADEMY SPORT AND OUTDOORS INC
$386K
UFPIUFP INDUSTRIES, INC
$384K
KBWRINVESCO KBW REGIONAL BANKING E
$376K
FWRDUSDFORWARD AIR CORPORATION
$374K
MTGMGIC INVESTMENT CORP
$374K
DIODDIODES INC
$373K
ATENA10 NETWORKS INC
$372K
EXPEAGLE MATERIALS
$368K
ARCBARCBEST CORP
$355K
OXMOXFORD INDUSTRIES INC
$340K
BNBROOKFIELD CORP CL A
$336K
CTRACOTERRA ENERGY INC.
$331K
TXRHTEXAS ROADHOUSE INC
$327K
CIVICIVITAS RESOURCES INC
$325K
IAU*ISHARES COMEX GOLD TRUST
$322K
IDXXIDEXX LABORATORIES INC
$319K
MCKMCKESSON CORP
$319K
SKYSKYLINE CHAMPION CORP
$316K
EIGEMPLOYERS HOLDINGS
$314K
ASIXADVANSIX INC COM
$308K
EXTREXTREME NETWORKS INC.
$299K
AXONAXON ENTERPRISE INC
$298K
FTDRFRONTDOOR INC
$295K
IPSEYIPSEN SA
$292K
ABTABBOTT LABORATORIES
$291K
VBRVANGUARD SMALL-CAP VALUE ETF
$287K
NSRGYNESTLE S.A. ADR
$285K
ANAUTONATIONINC
$285K
BECNUSDBEACON ROOFING SUPPLY INC.
$284K
USOUNITED STATES OIL FUND LP ETF
$283K
CFBCROSSFIRST BANKSHARES INC
$282K
SFSTIFEL FINL CORP
$281K
MRVIMARAVA LIFES HLDGS INC
$279K
CCCHEMOURS CO
$278K
UTHUNITED THERAPEUTIC DEL
$277K
MDC1USDMDC HOLDINGS INC
$273K
NEENEXTERA ENERGY INC
$269K
MBUUMALIBU BOATS INC
$264K
LHXL3HARRIS TECHNOLOGIES INC
$262K
ARWARROW ELECTRONICS
$259K
ORCLORACLE CORP
$255K
GMS1EURGMS INC
$252K
CRUSCIRRUS LOGIC INC
$252K
MCHPMICROCHIP TECHNOLOGY
$245K
DDDUPONT DE NEMOURS INC
$239K
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