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
GOOGALPHABET INC CL C
$832K
VBKVANGUARD SMALL CAP GROWTH ETF
$825K
SDYSPDR S&P DIVIDEND ETF
$773K
TNETTRINET GROUP INC
$757K
FISVFISERV INC
$743K
SLYVSPDR S&P 600 SMALL CAP VALUE E
$740K
SEBSEABOARD CORP
$728K
4I1PHILIP MORRIS INTERNATIONAL
$720K
IWBISHARES RUSSELL 1000 INDEX
$706K
VOVANGUARD MID-CAP ETF
$689K
ASGNASGN INC
$681K
CATYCATHAY GENERAL BANCORP
$646K
KLICKULICKE AND SOFFA INDUSTRIES I
$631K
BAMBROOKFIELD ASSET MANAGEMENT IN
$608K
PDCEUSDPDC ENERGY INC
$607K
VBRVANGUARD SMALL-CAP VALUE ETF
$583K
SCHASCHWAB US SMALL-CAP ETF
$576K
SLBSCHLUMBERGER LTD
$574K
IYWISHARES US TECHNOLOGY ETF
$554K
CFBCROSSFIRST BANKSHARES INC
$531K
SRLNSPDR BLACKSTONE SENIOR LOAN ET
$526K
IUSGISHARES CORE S&P US GROWTH
$525K
DONSPDR DOW JONES INDUSTRIAL AVER
$505K
CUBICUSTOMERS BANCORP INC
$501K
ATKRATKORE INTL GROUP INC
$479K
GQ9SPDR GOLD TRUST
$472K
CBZCBIZ INC
$468K
ESGVVANGUARD ESG US STOCK ETF
$432K
FIXCOMFORT SYSTEMS USA INC
$430K
ASIXADVANSIX INC COM
$426K
HTDCORCEPT THERAPEUTICS INC
$425K
MBUUMALIBU BOATS INC
$413K
RSPINVESCO S&P 500 EQUAL WEIGHT
$404K
EMEEMCOR GROUP INC
$401K
QSIIEURNEXTGEN HEALTHCARE INC
$395K
GNRCGENERAC HOLDINGS INC
$391K
SUPNSUPERNUS PHARMACEUTICALS INC
$388K
CERNCHFCERNER CORP
$384K
LSCCLATTICE SEMICONDUCTOR
$382K
HWKNHAWKINS INC.
$376K
EFTTECHTARGET INC
$367K
SMSM ENERGY CO
$365K
MYRGMYR GROUP INC.
$362K
THGHANOVER INSURANCE GROUP INC
$360K
PBVPRESTIGE CONSUMER HEALTHCARE I
$360K
DISDISNEY WALT CO DEL
$359K
VTVVANGUARD VALUE ETF
$358K
VDCVANGUARD CONSUMER STAPLES ETF
$354K
NEENEXTERA ENERGY INC
$352K
MTDRMATADOR RESOURCES COMPANY
$346K
LHXL3HARRIS TECHNOLOGIES INC
$344K
EVTCEVERTEC INC
$340K
IDXXIDEXX LABORATORIES INC
$331K
NSRGYNESTLE S.A. ADR
$328K
SSTKSHUTTERSTOCK INC
$328K
NVMINOVA MEASURING INSTRUMENTS LTD
$328K
MDLZMONDELEZ INTERNATIONAL INC.
$327K
ABTABBOTT LABORATORIES
$325K
CMFISHARES CALIFORNIA MUNI BOND E
$323K
INMDINMODE LTD
$322K
CWCURTISS-WRIGHT CORP
$320K
AELUSDAMERICAN EQUITY INV LIFE HLDG
$319K
NHCNATIONAL HEALTHCARE CORPORATIO
$319K
DECKDECKERS OUTDOOR CORP
$314K
COKECOCA-COLA BOTTLING CO
$311K
AITAPPLIED INDUSTRIAL TECHNOLOGIE
$308K
IAU*ISHARES COMEX GOLD TRUST
$305K
FBCUSDFLAGSTAR BANCORP
$304K
HBNCHORIZON BANCORP
$303K
VIGVANGUARD DIVIDEND APPREC
$301K
EFAISHARES MSCI EAFE INDEX FUND
$298K
USHYISHARES BROAD USD HIGH YIELD C
$296K
FWRDUSDFORWARD AIR CORPORATION
$293K
CARGCARGURUS INC
$293K
NYFISHARES NY MUNI BD ETF
$292K
YELPYELP INC
$292K
AHHARMADA HOFFLER PROPERTIES
$288K
NSANATIONAL STORAGE AFFILIATES TR
$288K
COSCNO FINANCIAL GROUP
$286K
MEDPMEDPACE HOLDINGS
$284K
GOODGLADSTONE COMMERCIAL CORP
$283K
DOCUDOCUSIGN INC
$281K
CMCCOMMERCIAL METAL
$280K
ASOACADEMY SPORT AND OUTDOORS INC
$277K
MRNAMODERNA INC
$271K
CCCHEMOURS CO
$271K
OXMOXFORD INDUSTRIES INC
$269K
AWIARMSTRONG WORLD INDUSTRIES
$268K
VWOVANGUARD EMERGING MARKETS
$268K
SFSTIFEL FINL CORP
$267K
SYNASYNAPTICS INC
$266K
RDNRADIAN GROUP INC
$259K
USOUNITED STATES OIL FUND LP ETF
$259K
SCHFSCHWAB INTL EQUITY ETF
$258K
MTGMGIC INVESTMENT CORP
$256K
DIODDIODES INC
$253K
RMBS*RAMBUS INC
$251K
TMHCTAYLOR MORRISON HOME CORP
$249K
TAT & T INC
$248K
UFPIUFP INDUSTRIES, INC
$248K
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