MERITAGE PORTFOLIO MANAGEMENT Q1 2021 Filing

Filed April 27, 2021

Portfolio Value

$1.5T

Holdings

287

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (287 positions)

StockValue
SCHVSCHWAB US LARGE-CAP VALUE ETF
$766.0M
NVDANVIDIA CORP
$729.0M
4I1PHILIP MORRIS INTERNATIONAL
$677.0M
DONSPDR DOW JONES INDUSTRIAL AVER
$639.0M
IUSGISHARES CORE S&P US GROWTH
$635.0M
IWBISHARES RUSSELL 1000 INDEX
$632.0M
IJRISHARES S&P SMALLCAP 600
$614.0M
GOOGALPHABET INC CL C
$608.0M
VOVANGUARD MID-CAP ETF
$588.0M
DISDISNEY WALT CO DEL
$572.0M
VBRVANGUARD SMALL-CAP VALUE ETF
$549.0M
BROBROWN & BROWN INC
$543.0M
VXUSVANGUARD TOTAL INTL STOCK ETF
$536.0M
DOCUDOCUSIGN INC
$531.0M
SCHASCHWAB US SMALL-CAP ETF
$516.0M
SCHFSCHWAB INTL EQUITY ETF
$503.0M
BAMBROOKFIELD ASSET MANAGEMENT IN
$479.0M
IYWISHARES US TECHNOLOGY ETF
$472.0M
CFBCROSSFIRST BANKSHARES INC
$465.0M
GQ9SPDR GOLD TRUST
$418.0M
VWOVANGUARD EMERGING MARKETS
$415.0M
EFTTECHTARGET INC
$401.0M
RCKYROCKY BRANDS INC
$399.0M
ASGNASGN INC
$364.0M
CBZCBIZ INC
$364.0M
ESGVVANGUARD ESG US STOCK ETF
$357.0M
ATEYYADVANTEST CORP SPON ADR
$349.0M
CMFISHARES CALIFORNIA MUNI BOND E
$345.0M
CERNCHFCERNER CORP
$343.0M
USHYISHARES BROAD USD HIGH YIELD C
$343.0M
IDXXIDEXX LABORATORIES INC
$335.0M
ABTABBOTT LABORATORIES
$327.0M
EFAISHARES MSCI EAFE INDEX FUND
$317.0M
HELEHELEN OF TROY CORP LTD
$316.0M
NEENEXTERA ENERGY INC
$315.0M
MDLZMONDELEZ INTERNATIONAL INC.
$305.0M
AFWALIGN TECHNOLOGY INC.
$302.0M
JOUTJOHNSON OUTDOORS INC.
$300.0M
UEICUNIVERSAL ELECTRONICS INC
$289.0M
CRSPCRISPR THERAPEUTICS AG
$287.0M
NYFISHARES NY MUNI BD ETF
$282.0M
LHXL3HARRIS TECHNOLOGIES INC
$281.0M
VTVVANGUARD VALUE ETF
$280.0M
VIGVANGUARD DIVIDEND APPREC
$275.0M
GEGENERAL ELECTRIC
$275.0M
WDRWADDELL & REED FINANCIAL INC
$273.0M
RSPINVESCO S&P 500 EQUAL WEIGHT
$270.0M
IAUUSDISHARES COMEX GOLD TRUST
$269.0M
DVNDEVON ENERGY CORP
$268.0M
EMEEMCOR GROUP INC
$265.0M
CATCATERPILLAR INC
$249.0M
DDDUPONT DE NEMOURS INC
$248.0M
IBPINSTALLED BUILDING PRODUCTS
$247.0M
IWOISHARES RUSSELL 2000 GROWTH
$244.0M
SLYVSPDR S&P 600 SMALL CAP VALUE E
$240.0M
DECKDECKERS OUTDOOR CORP
$237.0M
TNETTRINET GROUP INC
$234.0M
ONEQFIDELITY NASDAQ COMP INDEX
$234.0M
CVXCHEVRON CORP
$226.0M
NSRGYNESTLE S.A. ADR
$225.0M
NHCNATIONAL HEALTHCARE CORPORATIO
$221.0M
MLB1MERCADOLIBRE INC.
$221.0M
YELPYELP INC
$220.0M
ATKRATKORE INTL GROUP INC
$219.0M
WGOWINNEBAGO INDUSTRIES
$218.0M
VDCVANGUARD CONSUMER STAPLES ETF
$216.0M
SHYFSHYFT GROUP INC
$216.0M
MUSAMURPHY USA INC
$215.0M
AXONAXON ENTERPRISE INC
$214.0M
SUPNSUPERNUS PHARMACEUTICALS INC
$210.0M
MKTXMARKETAXESS HOLDINGS INC
$209.0M
WEAWESTERN ALLIANCE BANCORP
$209.0M
MRNAMODERNA INC
$208.0M
MRKMERCK & CO INC
$205.0M
CUBICUSTOMERS BANCORP INC
$205.0M
MDYS & P 400 MID CAP DEP RECPT
$203.0M
AIMCUSDALTRA INDUSTRIAL MOTION CORP
$202.0M
ASM INTERNATIONAL N.V. (ADR)
$202.0M
EFSCENTERPRISE FINANCIAL SERVICES
$201.0M
PUMPPROPETRO HOLDING CORP
$157.0M
CNXCNX RESOURCES CO
$155.0M
MTGMGIC INVESTMENT CORP
$148.0M
BIOSOLAR INC
$11.0M
QTMMQUANTUM MATERIALS CORP
$2.0M
MYFTMYFREIGHTWORLD TECHNOLOGIES
$0
CONTIFINANCIAL LIQ TR UNIT BEN
$0
EPEOE'PRIME AEROSPACE CORPORATION
$0
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