MERITAGE PORTFOLIO MANAGEMENT Q1 2022 Filing

Filed April 25, 2022

Portfolio Value

$1.6B

Holdings

337

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (337 positions)

StockValue
FFORD MOTOR
$5.0M
HCAHCA HOLDINGS INC
$5.0M
TRTN-PATRITON INTERNATIONAL LIMITED
$5.0M
RSRELIANCE STEEL
$4.9M
EMREMERSON ELECTRIC
$4.9M
CR1USDCRANE CO
$4.8M
TSNTYSON FOODS INC CL A
$4.8M
SCHOSCHWAB SHORT-TERM U.S. TREASUR
$4.8M
SNASNAP-ON INC
$4.8M
CBRECBRE GROUP INC
$4.7M
LOWLOWES COMPANIES
$4.6M
CMCSACOMCAST CORP CL A
$4.6M
VMWEURVMWARE INC CL A
$4.5M
LKQ1LKQ CORP
$4.5M
PNWPINNACLE WEST CAPITAL CP
$4.4M
ULUNILEVER PLC SPON ADR
$4.2M
CTRACOTERRA ENERGY INC.
$4.1M
WPCW P CAREY & CO LLC
$4.0M
TDIVFIRST TRUST NASDAQ TECHNOLOGY
$3.9M
NNNNATIONAL RETAIL PROPERTIES INC
$3.9M
DHIDR HORTON INC
$3.9M
XOMEXXON MOBIL CORP
$3.6M
MUBISHARES NATIONAL AMT-FREE MUNI
$3.6M
OGEOGE ENERGY CORP
$3.5M
BMTABRITISH AMERICAN TOBACCO PLC A
$3.5M
CVXCHEVRON CORP
$3.5M
CRCCANADIAN NAT RES LTD
$3.4M
GILDGILEAD SCIENCES INC
$3.4M
SLGSL GREEN REALTY CORP
$3.3M
AMERICAN ELECTRIC POWER CO 6.1
$3.3M
NFGNATIONAL FUEL GAS CO
$3.3M
MCMOELIS & CO
$3.3M
BACVERIZON COMMUNICATIONS
$3.3M
TROWPRICE T ROWE GROUP INC
$3.2M
AEPAMERICAN ELECTRIC POWER
$3.2M
NWENORTHWESTERN CORP
$3.1M
MOALTRIA GROUP INC
$3.1M
ANGLO AMERICAN PLC
$3.0M
HMCHONDA MOTOR
$2.9M
UPSUNITED PARCEL SERVICE CL B
$2.9M
TRVCCITIGROUP INC
$2.9M
MDC1USDMDC HOLDINGS INC
$2.9M
JEFJEFFERIES FINANCIAL GROUP
$2.9M
CTRECARETRUST REIT INC
$2.8M
MRKMERCK & CO INC
$2.8M
VTIVANGUARD TOTAL STOCK MKT ETF
$2.7M
VIRTVIRTU FINANCIAL INC
$2.7M
VLVLYVOLVO AB
$2.7M
DWDMORGAN STANLEY
$2.7M
BRK-BBERKSHIRE HATHAWAY INC-CL A
$2.6M
UOVEYUNITED OVERSEAS BK LTD SPONSOR
$2.6M
PG4PRINCIPAL FINANCIAL GROUP INC
$2.6M
VUGVANGUARD GROWTH ETF
$2.6M
VODVODAFONE GROUP PLC SPONSORED A
$2.5M
OMCOMNICOM
$2.5M
LEGLEGGETT & PLATT INC
$2.5M
CMICUMMINS INC
$2.5M
OREALTY INCOME CORP
$2.5M
MAMASTERCARD INC
$2.4M
ILPTINDUSTRIAL LOGISTICS PPTYS TRU
$2.4M
GDGENERAL DYNAMICS CORP
$2.3M
BAESYBAE SYSTEMS PLC
$2.3M
GTYGETTY REALTY CORP
$2.3M
ELUXYELECTROLUX AB ADR
$2.3M
MPTMEDICAL PROPERTIES TRUST INC.
$2.3M
UMBFUMB FINL CORP
$2.2M
COPCONOCOPHILLIPS
$2.2M
GPCGENUINE PARTS CO
$2.1M
BABOEING CO
$2.0M
SCHRSCHWAB INTERMEDIATE-TERM US TR
$2.0M
MMM3M CO
$2.0M
RGRSTURM RUGER & CO INC
$2.0M
RIORIO TINTO PLC SPONSORED ADR
$2.0M
AWNADVANCE AUTO PARTS INC
$1.9M
EVRGEVERGY INC
$1.9M
ORIOLD REPUBLIC INTL
$1.9M
VYMVANGUARD HIGH DIVIDEND YIELD E
$1.9M
KMIKINDER MORGAN INC
$1.8M
IJRISHARES S&P SMALLCAP 600
$1.7M
SCHBSCHWAB US BROAD MARKET ETF
$1.7M
KEYKEYCORP
$1.6M
SCHGSCHWAB US LARGE-CAP GROWTH ETF
$1.5M
LLYLILLY (ELI)
$1.4M
CP.TOCANADIAN PACIFIC RAILWAY LIMIT
$1.4M
STXSEAGATE TECHNOLOGY
$1.3M
VXUSVANGUARD TOTAL INTL STOCK ETF
$1.3M
USBUS BANCORP
$1.1M
PEPPEPSICO
$1.1M
IWMISHARES RUSSELL 2000
$1.1M
EBNDSPDR BLOOMBERG BARCLAYS EM BON
$1.1M
MCDMCDONALDS
$1.1M
ZBRAZEBRA TECHNOLOGIES CORP
$1.1M
SPHDINVESCO S&P 500 HIGH DIV LOW V
$1.0M
HDHOME DEPOT INC
$995K
PGPROCTER & GAMBLE CO
$985K
IVWISHARES S&P 500 GROWTH INDEX
$914K
SCHVSCHWAB US LARGE-CAP VALUE ETF
$908K
CBSHCOMMERCE BANCSHARES
$873K
VEUVANGUARD FTSE ALL-WORLD EX-US
$870K
IBMINTL BUSINESS MACHINES
$849K
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