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 251–300 of 322
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| UTHR | UNITED THERAPEUTIC DEL | 769 | $100K–$500K | SH |
| ESTC | ELASTIC NV | 5K | $100K–$500K | SH |
| ASB | ASSOCIATED BANC-CORP | 14K | $100K–$500K | SH |
| CRM | SALESFORCE.COM INC. | 1K | $100K–$500K | SH |
| CME | CME GROUP INC | 1K | $100K–$500K | SH |
| ATEN | A10 NETWORKS INC | 20K | $100K–$500K | SH |
| OGE | OGE ENERGY CORP | 8K | $100K–$500K | SH |
| CMC | COMMERCIAL METAL | 5K | $100K–$500K | SH |
| COKE | COCA-COLA BOTTLING CO | 2K | $100K–$500K | SH |
| KBWR | INVESCO KBW REGIONAL BANKING E | 5K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 909 | $100K–$500K | SH |
| IWV | ISHARES TR RUSSELL 3000 | 811 | $100K–$500K | SH |
| EVRG | EVERGY INC | 4K | $100K–$500K | SH |
| KLIC | KULICKE AND SOFFA INDUSTRIES I | 7K | $100K–$500K | SH |
| IJH | ISHARES S&P MIDCAP 400 INDEX | 5K | $100K–$500K | SH |
| V | VISA INC COM CL A | 887 | $100K–$500K | SH |
| AEP | AMERICAN ELECTRIC POWER | 3K | $100K–$500K | SH |
| SLM | SLM CORPORATION | 11K | $100K–$500K | SH |
| SF | STIFEL FINL CORP | 2K | $100K–$500K | SH |
| GWW | GRAINGER W W INC | 293 | $100K–$500K | SH |
| MTLS | MATERIALISE NV | 53K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS | 7K | $100K–$500K | SH |
| DIS | DISNEY WALT CO DEL | 3K | $100K–$500K | SH |
| FISV | FISERV INC | 4K | $100K–$500K | SH |
| VLTO | VERALTO CORP | 3K | $100K–$500K | SH |
| RPG | GUGGENHEIM S&P 500 PURE GROWTH | 6K | $100K–$500K | SH |
| BA | BOEING CO | 1K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 5K | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC | 1K | $100K–$500K | SH |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 9K | $100K–$500K | SH |
| ZBRA | ZEBRA TECHNOLOGIES CORP | 1K | $100K–$500K | SH |
| CRUS | CIRRUS LOGIC INC | 2K | $100K–$500K | SH |
| INTC | INTEL CORP | 7K | $100K–$500K | SH |
| YELP | YELP INC | 8K | $100K–$500K | SH |
| EIX | EDISON INTERNATIONAL | 4K | $100K–$500K | SH |
| ASO | ACADEMY SPORT AND OUTDOORS INC | 5K | $100K–$500K | SH |
| — | NESTLE S.A. ADR | 3K | $100K–$500K | SH |
| BNL | BROADSTONE NET LEASE INC | 14K | $100K–$500K | SH |
| PBI | PITNEY BOWES | 23K | $100K–$500K | SH |
| BK | THE BANK OF NEW YORK MELLON CO | 2K | $100K–$500K | SH |
| LRCX | LAM RESEARCH | 1K | $100K–$500K | SH |
| ORI | OLD REPUBLIC INTL | 5K | $100K–$500K | SH |
| WPP | WPP PLC | 11K | $100K–$500K | SH |
| CRBG | COREBRIDGE FINANCIAL INC | 8K | $100K–$500K | SH |
| BAC | BANK OF AMERICA CORP | 4K | $100K–$500K | SH |
| IWN | ISHARES RUSSELL 2000 VALUE | 1K | $100K–$500K | SH |
| LOW | LOWES COMPANIES | 913 | $100K–$500K | SH |
| EFSC | ENTERPRISE FINANCIAL SERVICES | 4K | $100K–$500K | SH |
| VIG | VANGUARD DIVIDEND APPREC | 988 | $100K–$500K | SH |
| SGOL | ABERDEEN STANDARD PHYSICAL GOL | 5K | $100K–$500K | SH |