MERITAGE PORTFOLIO MANAGEMENT Q4 2024 Filing

Filed January 27, 2025

Portfolio Value

$1.6B

Holdings

328

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (328 positions)

StockValue
NDQINVESCO QQQ TRUST SERIES1
$981K
PRGSPROGRESS SOFTWARE CORP
$967K
CPRXCATALYST PHARMACEUTICALS INC
$962K
TSAACI WORLDWIDE INC
$961K
VOYAVOYA FINANCIAL INC
$948K
CBZCBIZ INC
$918K
IWBISHARES RUSSELL 1000 INDEX
$910K
AXONAXON ENTERPRISE INC
$891K
CPCANADIAN PACIFIC KANSAS CITY L
$873K
VBVANGUARD SMALL-CAP ETF
$859K
PRIPRIMERICA INC.
$841K
SFSTIFEL FINL CORP
$835K
VXUSVANGUARD TOTAL INTL STOCK ETF
$833K
NVMINOVA MEASURING INSTRUMENTS LTD
$814K
NXSTNEXSTAR MEDIA GROUP
$803K
TMOTHERMO FISHER SCIENTIFIC INC
$780K
COSCNO FINANCIAL GROUP
$773K
TMHCTAYLOR MORRISON HOME CORP
$772K
WEAWESTERN ALLIANCE BANCORP
$722K
DONSPDR DOW JONES INDUSTRIAL AVER
$720K
ZBRAZEBRA TECHNOLOGIES CORP
$719K
AGXARGAN INC
$705K
IYWISHARES US TECHNOLOGY ETF
$696K
SDYSPDR S&P DIVIDEND ETF
$690K
ATENA10 NETWORKS INC
$688K
CNMCORE & MAIN INC
$687K
ESGVVANGUARD ESG US STOCK ETF
$681K
RDNRADIAN GROUP INC
$664K
CLBTCELLEBRITE DI LTD
$659K
SIGSIGNET JEWELERS LTD
$648K
ARKBARK 21SHARES BITCOIN ETF
$644K
EXPEAGLE MATERIALS
$644K
ORCLORACLE CORP
$641K
YELPYELP INC
$634K
MTGMGIC INVESTMENT CORP
$630K
SYKSTRYKER CORP
$626K
CROXCROCS INC
$626K
CDPCOPT DEFENSE PROPERTIES
$622K
BNBROOKFIELD CORP CL A
$610K
KBWRINVESCO KBW REGIONAL BANKING E
$608K
COLLCOLLEGIUM PHARMACEUTICAL INC.
$595K
ABTABBOTT LABORATORIES
$584K
MOALTRIA GROUP INC
$567K
ASOACADEMY SPORT AND OUTDOORS INC
$557K
TINYBEANS GROUP PTY LTD
$538K
ADPAUTOMATIC DATA PROCESSING
$533K
UTHUNITED THERAPEUTIC DEL
$510K
HONHONEYWELL INTL INC
$510K
VDCVANGUARD CONSUMER STAPLES ETF
$504K
SKYSKYLINE CHAMPION CORP
$502K
UFPIUFP INDUSTRIES, INC
$500K
SMSM ENERGY CO
$499K
SPGIS&P GLOBAL INC
$493K
OGEOGE ENERGY CORP
$488K
VTVVANGUARD VALUE ETF
$486K
EIGEMPLOYERS HOLDINGS
$478K
GQ9SPDR GOLD TRUST
$477K
ELVELEVANCE HEALTH INC
$472K
FHIFEDERATED HERMES INC
$470K
PFEPFIZER INC
$469K
FCPTFOUR CORNERS PPTY TR I COM
$468K
TGNATEGNA INC
$462K
GILGILDAN ACTIVEWEAR INC
$462K
CMCCOMMERCIAL METAL
$461K
IWMISHARES RUSSELL 2000
$446K
BOKFBOK FINANCIAL
$444K
BECNUSDBEACON ROOFING SUPPLY INC.
$436K
CASHPATHWARD FINANCIAL INC
$435K
GMS1EURGMS INC
$432K
VOOVANGUARD S&P 500 ETF
$424K
CRUSCIRRUS LOGIC INC
$395K
ARCBARCBEST CORP
$386K
IAU*ISHARES COMEX GOLD TRUST
$384K
NEENEXTERA ENERGY INC
$384K
KFYKORN/FERRY INTERNATIONAL
$380K
DHRDANAHER CORP
$366K
MCKMCKESSON CORP
$366K
LMTLOCKHEED MARTIN CORP
$364K
HBNCHORIZON BANCORP
$359K
UTLUNITIL CORP
$353K
GDGENERAL DYNAMICS CORP
$348K
SLYVSPDR S&P 600 SMALL CAP VALUE E
$345K
TSLATESLA, INC.
$340K
SGOVISHARES 0-3 MONTH TREASURY ETF
$339K
BACVERIZON COMMUNICATIONS
$337K
ASIXADVANSIX INC COM
$334K
SPDWSPDR PORTFOLIO WORLD ex-US
$332K
KLICKULICKE AND SOFFA INDUSTRIES I
$318K
MDLZMONDELEZ INTERNATIONAL INC.
$315K
DISDISNEY WALT CO DEL
$313K
AEPAMERICAN ELECTRIC POWER
$311K
COPCONOCOPHILLIPS
$310K
VVISA INC COM CL A
$306K
METMETLIFE INC
$305K
CMECME GROUP INC
$302K
LHXL3HARRIS TECHNOLOGIES INC
$296K
CHTRCHARTER COMMUNCTNS DEL CL A
$280K
INMDINMODE LTD
$277K
AXPAMERICAN EXPRESS CO
$276K
ARWARROW ELECTRONICS
$276K
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