CIK 881432
MERITAGE PORTFOLIO MANAGEMENT
Institutional 13F holdings & portfolio
Holdings
322
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 322
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| RMBS | RAMBUS INC | 27K | $1M+ | SH |
| ESGV | VANGUARD ESG US STOCK ETF | 20K | $1M+ | SH |
| ITUB | ITAU UNIBANCO HOLDINGS S.A. | 330K | $1M+ | SH |
| WMT | WAL-MART STORES INC | 21K | $1M+ | SH |
| GLPI | GAMING AND LEISURE PROPERTIES | 52K | $1M+ | SH |
| QFIN | QFIN HOLDINGS INC | 119K | $1M+ | SH |
| IJR | ISHARES S&P SMALLCAP 600 | 17K | $1M+ | SH |
| SUPN | SUPERNUS PHARMACEUTICALS INC | 38K | $1M+ | SH |
| GOOG | ALPHABET INC CL C | 6K | $1M+ | SH |
| SPHD | INVESCO S&P 500 HIGH DIV LOW V | 38K | $1M+ | SH |
| MLI | MUELLER INDUSTRIES INC | 16K | $1M+ | SH |
| VUG | VANGUARD GROWTH ETF | 3K | $1M+ | SH |
| SCHB | SCHWAB US BROAD MARKET ETF | 60K | $1M+ | SH |
| ALSN | ALLISON TRANSMISSION HOLDINGS | 16K | $1M+ | SH |
| LLY | ELI LILLY & CO | 1K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC-CL A | 2 | $1M+ | SH |
| SHM | SPDR BARCLAYS CAPITAL SHRT TER | 29K | $1M+ | SH |
| MUB | ISHARES NATIONAL AMT-FREE MUNI | 13K | $1M+ | SH |
| HD | HOME DEPOT INC | 4K | $1M+ | SH |
| VEU | VANGUARD FTSE ALL-WORLD EX-US | 18K | $1M+ | SH |
| ADEA | ADEIA INC | 75K | $1M+ | SH |
| MGY | MAGNOLIA OIL & GAS CORP | 59K | $1M+ | SH |
| UMBF | UMB FINL CORP | 10K | $1M+ | SH |
| QQQ | INVESCO QQQ TRUST SERIES1 | 2K | $1M+ | SH |
| FTDR | FRONTDOOR INC | 20K | $1M+ | SH |
| IWB | ISHARES RUSSELL 1000 INDEX | 3K | $1M+ | SH |
| RSP | INVESCO S&P 500 EQUAL WEIGHT | 5K | $1M+ | SH |
| AXS | AXIS CAPITAL HOLDINGS LTD | 10K | $1M+ | SH |
| AGX | ARGAN INC | 3K | $1M+ | SH |
| FHI | FEDERATED HERMES INC | 19K | $500K+ | SH |
| VB | VANGUARD SMALL-CAP ETF | 4K | $500K+ | SH |
| GDDY | GODADDY INC | 8K | $500K+ | SH |
| PEP | PEPSICO | 7K | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 3K | $500K+ | SH |
| AXON | AXON ENTERPRISE INC | 1K | $500K+ | SH |
| GLD | SPDR GOLD TRUST | 2K | $500K+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 1K | $500K+ | SH |
| CNM | CORE & MAIN INC | 15K | $500K+ | SH |
| ARKB | ARK 21SHARES BITCOIN ETF | 27K | $500K+ | SH |
| CBSH | COMMERCE BANCSHARES | 15K | $500K+ | SH |
| SCHP | SCHWAB US TIPS ETF | 29K | $500K+ | SH |
| IYW | ISHARES US TECHNOLOGY ETF | 4K | $500K+ | SH |
| SCHG | SCHWAB US LARGE-CAP GROWTH ETF | 23K | $500K+ | SH |
| ORCL | ORACLE CORP | 4K | $500K+ | SH |
| CPRX | CATALYST PHARMACEUTICALS INC | 31K | $500K+ | SH |
| CORT | CORCEPT THERAPEUTICS INC | 21K | $500K+ | SH |
| VCEB | VANGUARD ESG US CORP BOND ETF | 11K | $500K+ | SH |
| COR | CENCORA INC | 2K | $500K+ | SH |
| DIA | SPDR DOW JONES INDUSTRIAL AVER | 1K | $500K+ | SH |
| VOYA | VOYA FINANCIAL INC | 9K | $500K+ | SH |