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 201–250 of 322
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CLBT | CELLEBRITE DI LTD | 38K | $500K+ | SH |
| VXUS | VANGUARD TOTAL INTL STOCK ETF | 9K | $500K+ | SH |
| CVX | CHEVRON CORP | 4K | $500K+ | SH |
| BN | BROOKFIELD CORP CL A | 14K | $500K+ | SH |
| IAU | ISHARES COMEX GOLD TRUST | 8K | $500K+ | SH |
| ABT | ABBOTT LABORATORIES | 5K | $500K+ | SH |
| SYK | STRYKER CORP | 2K | $500K+ | SH |
| SLV | ISHARES SILVER TRUST | 9K | $500K+ | SH |
| — | BAE SYSTEMS PLC | 6K | $500K+ | SH |
| VTV | VANGUARD VALUE ETF | 3K | $500K+ | SH |
| AIT | APPLIED INDUSTRIAL TECHNOLOGIE | 2K | $500K+ | SH |
| ACIW | ACI WORLDWIDE INC | 12K | $500K+ | SH |
| VDC | VANGUARD CONSUMER STAPLES ETF | 3K | $500K+ | SH |
| SPGI | S&P GLOBAL INC | 1K | $500K+ | SH |
| VOO | VANGUARD S&P 500 ETF | 862 | $500K+ | SH |
| PRI | PRIMERICA INC. | 2K | $500K+ | SH |
| IDV | iSHARES INTERNATIONAL SELECT D | 13K | $500K+ | SH |
| MCK | MCKESSON CORP | 614 | $500K+ | SH |
| PATK | PATRICK INDUSTRIES INC. | 5K | $500K+ | SH |
| HURN | HURON CONSULTING GROUP | 3K | $500K+ | SH |
| PBH | PRESTIGE CONSUMER HEALTHCARE I | 8K | $100K–$500K | SH |
| T | AT & T INC | 20K | $100K–$500K | SH |
| CEG | CONSTELLATION ENERGY GROUP INC | 1K | $100K–$500K | SH |
| MTCH | MATCH GROUP INC | 15K | $100K–$500K | SH |
| CNO | CNO FINANCIAL GROUP | 11K | $100K–$500K | SH |
| SPDW | SPDR PORTFOLIO WORLD ex-US | 11K | $100K–$500K | SH |
| RNG | RINGCENTRAL INC-CLASS A | 16K | $100K–$500K | SH |
| MCD | MCDONALDS | 2K | $100K–$500K | SH |
| ZION | ZIONS BANCORPORATION | 8K | $100K–$500K | SH |
| SDY | SPDR S&P DIVIDEND ETF | 3K | $100K–$500K | SH |
| AGQ | PROSHARES ULTRA SILVER | 3K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 792 | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 5K | $100K–$500K | SH |
| GD | GENERAL DYNAMICS CORP | 1K | $100K–$500K | SH |
| KTB | KONTOOR BRANDS INC | 7K | $100K–$500K | SH |
| IDXX | IDEXX LABORATORIES INC | 635 | $100K–$500K | SH |
| GIL | GILDAN ACTIVEWEAR INC | 7K | $100K–$500K | SH |
| MTG | MGIC INVESTMENT CORP | 14K | $100K–$500K | SH |
| BOKF | BOK FINANCIAL | 3K | $100K–$500K | SH |
| CALC | CALCIMEDICA INC | 62K | $100K–$500K | SH |
| SKT | TANGER FACTORY OUTLET | 12K | $100K–$500K | SH |
| IWM | ISHARES RUSSELL 2000 | 2K | $100K–$500K | SH |
| VO | VANGUARD MID-CAP ETF | 1K | $100K–$500K | SH |
| VSGX | VANGUARD ESG INTL STOCK ETF | 6K | $100K–$500K | SH |
| TMHC | TAYLOR MORRISON HOME CORP | 7K | $100K–$500K | SH |
| WF | WOORI FINANCIAL GROUP | 7K | $100K–$500K | SH |
| WAL | WESTERN ALLIANCE BANCORP | 5K | $100K–$500K | SH |
| NI | NISOURCE INC | 9K | $100K–$500K | SH |
| ELV | ELEVANCE HEALTH INC | 1K | $100K–$500K | SH |
| WEC | WISCONSIN ENERGY CORP | 4K | $100K–$500K | SH |