MERITAGE PORTFOLIO MANAGEMENT Q2 2022 Filing

Filed July 25, 2022

Portfolio Value

$1.3T

Holdings

307

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (307 positions)

#StockSharesValue% PortfolioType
201
SEBSEABOARD CORP
173$672.0M0.05%
202
GOOGALPHABET INC CL C
298$652.0M0.05%
203
FISVFISERV INC
7,329$652.0M0.05%
204
DONSPDR DOW JONES INDUSTRIAL AVER
1,955$602.0M0.05%
205
VEUVANGUARD FTSE ALL-WORLD EX-US
11,851$592.0M0.05%
206
IWBISHARES RUSSELL 1000 INDEX
2,824$587.0M0.05%
207
VOVANGUARD MID-CAP ETF
2,898$571.0M0.04%
208
TNETTRINET GROUP INC
7,362$571.0M0.04%
209
CATYCATHAY GENERAL BANCORP
14,083$551.0M0.04%
210
PDCEUSDPDC ENERGY INC
8,338$514.0M0.04%
211
ASGNASGN INC
5,585$504.0M0.04%
212
SLBSCHLUMBERGER LTD
13,900$497.0M0.04%
213
SRLNSPDR BLACKSTONE SENIOR LOAN ET
11,865$494.0M0.04%
214
VBRVANGUARD SMALL-CAP VALUE ETF
3,208$481.0M0.04%
215
BAMBROOKFIELD ASSET MANAGEMENT IN
10,754$478.0M0.04%
216
SCHASCHWAB US SMALL-CAP ETF
12,096$472.0M0.04%
217
EBNDSPDR BLOOMBERG BARCLAYS EM BON
21,950$449.0M0.03%
218
NDQINVESCO QQQ TRUST SERIES1
1,599$448.0M0.03%
219
CFBCROSSFIRST BANKSHARES INC
33,684$445.0M0.03%
220
CBZCBIZ INC
11,148$445.0M0.03%
221
GQ9SPDR GOLD TRUST
2,615$441.0M0.03%
222
HTDCORCEPT THERAPEUTICS INC
18,422$438.0M0.03%
223
MTDRMATADOR RESOURCES COMPANY
9,259$431.0M0.03%
224
IYWISHARES US TECHNOLOGY ETF
5,380$430.0M0.03%
225
CWCURTISS-WRIGHT CORP
3,137$414.0M0.03%
226
VTVVANGUARD VALUE ETF
3,110$410.0M0.03%
227
ATKRATKORE INTL GROUP INC
4,526$376.0M0.03%
228
FIXCOMFORT SYSTEMS USA INC
4,515$375.0M0.03%
229
PBVPRESTIGE CONSUMER HEALTHCARE I
6,334$372.0M0.03%
230
MBUUMALIBU BOATS INC
6,966$367.0M0.03%
231
ESGVVANGUARD ESG US STOCK ETF
5,428$360.0M0.03%
232
EMEEMCOR GROUP INC
3,451$355.0M0.03%
233
COKECOCA-COLA BOTTLING CO
626$353.0M0.03%
234
THGHANOVER INSURANCE GROUP INC
2,408$352.0M0.03%
235
SUPNSUPERNUS PHARMACEUTICALS INC
11,712$339.0M0.03%
236
MYRGMYR GROUP INC.
3,846$339.0M0.03%
237
LHXL3HARRIS TECHNOLOGIES INC
1,384$335.0M0.03%
238
VDCVANGUARD CONSUMER STAPLES ETF
1,786$331.0M0.03%
239
QSIIEURNEXTGEN HEALTHCARE INC
18,877$329.0M0.03%
240
MDLZMONDELEZ INTERNATIONAL INC.
5,220$324.0M0.03%
241
NEENEXTERA ENERGY INC
4,160$322.0M0.02%
242
SMSM ENERGY CO
9,373$320.0M0.02%
243
CMFISHARES CALIFORNIA MUNI BOND E
5,555$314.0M0.02%
244
BILSPDR BLOOMBERG 1-3 MONTH T-BIL
3,359$307.0M0.02%
245
AELUSDAMERICAN EQUITY INV LIFE HLDG
8,195$300.0M0.02%
246
ABTABBOTT LABORATORIES
2,749$299.0M0.02%
247
NHCNATIONAL HEALTHCARE CORPORATIO
4,234$296.0M0.02%
248
AITAPPLIED INDUSTRIAL TECHNOLOGIE
3,073$296.0M0.02%
249
HWKNHAWKINS INC.
8,194$295.0M0.02%
250
NSRGYNESTLE S.A. ADR
2,520$293.0M0.02%
251
EVTCEVERTEC INC
7,724$285.0M0.02%
252
ASIXADVANSIX INC COM
8,532$285.0M0.02%
253
IAU*ISHARES COMEX GOLD TRUST
8,280$284.0M0.02%
254
HBNCHORIZON BANCORP
16,223$283.0M0.02%
255
LSCCLATTICE SEMICONDUCTOR
5,824$282.0M0.02%
256
FWRDUSDFORWARD AIR CORPORATION
3,069$282.0M0.02%
257
USOUNITED STATES OIL FUND LP ETF
3,500$281.0M0.02%
258
INVAINNOVIVA INC
18,864$278.0M0.02%
259
GNRCGENERAC HOLDINGS INC
1,314$277.0M0.02%
260
CCCHEMOURS CO
8,618$276.0M0.02%
261
EFTTECHTARGET INC
4,199$276.0M0.02%
262
OXMOXFORD INDUSTRIES INC
3,046$270.0M0.02%
263
NVMINOVA MEASURING INSTRUMENTS LTD
3,012$267.0M0.02%
264
AHHARMADA HOFFLER PROPERTIES
20,205$259.0M0.02%
265
RSPINVESCO S&P 500 EQUAL WEIGHT
1,925$258.0M0.02%
266
EFAISHARES MSCI EAFE INDEX FUND
4,043$253.0M0.02%
267
ASOACADEMY SPORT AND OUTDOORS INC
7,031$250.0M0.02%
268
UTHUNITED THERAPEUTIC DEL
1,052$248.0M0.02%
269
DISDISNEY WALT CO DEL
2,614$247.0M0.02%
270
GOODGLADSTONE COMMERCIAL CORP
12,840$242.0M0.02%
271
MEDPMEDPACE HOLDINGS
1,614$242.0M0.02%
272
PS BUSINESS PARKS INC
1,282$240.0M0.02%
273
SCHFSCHWAB INTL EQUITY ETF
7,603$239.0M0.02%
274
FBCUSDFLAGSTAR BANCORP
6,677$237.0M0.02%
275
CUBICUSTOMERS BANCORP INC
6,877$233.0M0.02%
276
NSANATIONAL STORAGE AFFILIATES TR
4,581$229.0M0.02%
277
RDNRADIAN GROUP INC
11,662$229.0M0.02%
278
NYFISHARES NY MUNI BD ETF
4,356$229.0M0.02%
279
MRNAMODERNA INC
1,576$225.0M0.02%
280
CMCCOMMERCIAL METAL
6,736$223.0M0.02%
281
AWIARMSTRONG WORLD INDUSTRIES
2,972$223.0M0.02%
282
TAT & T INC
10,535$221.0M0.02%
283
SFSTIFEL FINL CORP
3,932$220.0M0.02%
284
UFPIUFP INDUSTRIES, INC
3,217$219.0M0.02%
285
HTHHILLTOP HOLDINGS
8,141$217.0M0.02%
286
TXRHTEXAS ROADHOUSE INC
2,932$215.0M0.02%
287
TMHCTAYLOR MORRISON HOME CORP
9,147$214.0M0.02%
288
PRIPRIMERICA INC.
1,782$213.0M0.02%
289
KLICKULICKE AND SOFFA INDUSTRIES I
4,943$212.0M0.02%
290
IDXXIDEXX LABORATORIES INC
605$212.0M0.02%
291
CRUSCIRRUS LOGIC INC
2,904$211.0M0.02%
292
EXPEAGLE MATERIALS
1,910$210.0M0.02%
293
NUSNU SKIN ENTERPRISES
4,802$208.0M0.02%
294
COSCNO FINANCIAL GROUP
11,404$206.0M0.02%
295
VIGVANGUARD DIVIDEND APPREC
1,413$203.0M0.02%
296
CSGSCSG SYS INTL INC
3,408$203.0M0.02%
297
ARWARROW ELECTRONICS
1,786$200.0M0.02%
298
FBPFIRST BANCORP P R
12,199$157.0M0.01%
299
AVIRATEA PHARMACEUTICALS INC
21,359$152.0M0.01%
300
NYCBEURNEW YORK COMMUNITY BANCORP
14,752$135.0M0.01%
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