MERITAGE PORTFOLIO MANAGEMENT Q3 2024 Filing

Filed November 4, 2024

Portfolio Value

$1.6B

Holdings

336

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (336 positions)

StockValue
FTDRFRONTDOOR INC
$865K
PBVPRESTIGE CONSUMER HEALTHCARE I
$865K
VBVANGUARD SMALL-CAP ETF
$864K
CPRXCATALYST PHARMACEUTICALS INC
$853K
AITAPPLIED INDUSTRIAL TECHNOLOGIE
$837K
SCHVSCHWAB US LARGE-CAP VALUE ETF
$836K
TMHCTAYLOR MORRISON HOME CORP
$789K
PRIPRIMERICA INC.
$765K
NVMINOVA MEASURING INSTRUMENTS LTD
$765K
COLLCOLLEGIUM PHARMACEUTICAL INC.
$764K
NXSTNEXSTAR MEDIA GROUP
$761K
CBZCBIZ INC
$755K
SDYSPDR S&P DIVIDEND ETF
$745K
DONSPDR DOW JONES INDUSTRIAL AVER
$716K
ZBRAZEBRA TECHNOLOGIES CORP
$689K
EXPEAGLE MATERIALS
$668K
RDNRADIAN GROUP INC
$666K
WEAWESTERN ALLIANCE BANCORP
$666K
IYWISHARES US TECHNOLOGY ETF
$661K
ESGVVANGUARD ESG US STOCK ETF
$660K
VOYAVOYA FINANCIAL INC
$659K
SFSTIFEL FINL CORP
$658K
COSCNO FINANCIAL GROUP
$648K
SYKSTRYKER CORP
$629K
ORCLORACLE CORP
$615K
MTGMGIC INVESTMENT CORP
$605K
AXONAXON ENTERPRISE INC
$599K
SLBSCHLUMBERGER LTD
$583K
RMBS*RAMBUS INC
$577K
ABTABBOTT LABORATORIES
$576K
BNBROOKFIELD CORP CL A
$564K
CNMCORE & MAIN INC
$559K
CDPCOPT DEFENSE PROPERTIES
$543K
MOALTRIA GROUP INC
$535K
VDCVANGUARD CONSUMER STAPLES ETF
$524K
UFPIUFP INDUSTRIES, INC
$518K
KBWRINVESCO KBW REGIONAL BANKING E
$513K
YELPYELP INC
$511K
SPGIS&P GLOBAL INC
$511K
VTVVANGUARD VALUE ETF
$506K
ADPAUTOMATIC DATA PROCESSING
$504K
ASOACADEMY SPORT AND OUTDOORS INC
$502K
NAVINAVIENT CORP
$501K
SKYSKYLINE CHAMPION CORP
$500K
DHRDANAHER CORP
$497K
AGXARGAN INC
$486K
ATENA10 NETWORKS INC
$480K
GQ9SPDR GOLD TRUST
$479K
CLBTCELLEBRITE DI LTD
$469K
HONHONEYWELL INTL INC
$467K
UTHUNITED THERAPEUTIC DEL
$462K
SMSM ENERGY CO
$458K
CMCCOMMERCIAL METAL
$455K
FCPTFOUR CORNERS PPTY TR I COM
$451K
IWMISHARES RUSSELL 2000
$448K
NEENEXTERA ENERGY INC
$444K
CRUSCIRRUS LOGIC INC
$439K
OGEOGE ENERGY CORP
$432K
GMS1EURGMS INC
$430K
VOOVANGUARD S&P 500 ETF
$415K
LMTLOCKHEED MARTIN CORP
$415K
GDGENERAL DYNAMICS CORP
$399K
ARCBARCBEST CORP
$399K
EIGEMPLOYERS HOLDINGS
$398K
AEPAMERICAN ELECTRIC POWER
$395K
SPDWSPDR PORTFOLIO WORLD ex-US
$388K
MDLZMONDELEZ INTERNATIONAL INC.
$388K
IAU*ISHARES COMEX GOLD TRUST
$386K
GU9GUESS INC
$383K
KFYKORN/FERRY INTERNATIONAL
$378K
FHIFEDERATED HERMES INC
$374K
TGNATEGNA INC
$368K
PFBCPREFERRED BANK
$366K
0OIASOLARWINDS INC.
$364K
DISDISNEY WALT CO DEL
$353K
UTLUNITIL CORP
$351K
BECNUSDBEACON ROOFING SUPPLY INC.
$346K
BACVERIZON COMMUNICATIONS
$345K
MCKMCKESSON CORP
$344K
LHXL3HARRIS TECHNOLOGIES INC
$334K
COPCONOCOPHILLIPS
$329K
OXMOXFORD INDUSTRIES INC
$323K
IDXXIDEXX LABORATORIES INC
$321K
ASIXADVANSIX INC COM
$317K
NSSCNAPCO SECURITY TECH INC
$311K
HBNCHORIZON BANCORP
$308K
METMETLIFE INC
$307K
ARWARROW ELECTRONICS
$288K
CMECME GROUP INC
$287K
DDDUPONT DE NEMOURS INC
$286K
CEGCONSTELLATION ENERGY GROUP INC
$281K
KLICKULICKE AND SOFFA INDUSTRIES I
$273K
CHTRCHARTER COMMUNCTNS DEL CL A
$265K
NSRGYNESTLE S.A. ADR
$259K
INMDINMODE LTD
$250K
EFAISHARES MSCI EAFE INDEX FUND
$249K
MLB1MERCADOLIBRE INC.
$248K
AXPAMERICAN EXPRESS CO
$247K
RSPINVESCO S&P 500 EQUAL WEIGHT
$246K
USOUNITED STATES OIL FUND LP ETF
$245K
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