MERITAGE PORTFOLIO MANAGEMENT Q2 2023 Filing

Filed July 31, 2023

Portfolio Value

$1.4T

Holdings

344

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (344 positions)

#StockSharesValue% PortfolioType
301
BRK-BBERKSHIRE HATHAWAY INC-CL A
5$2K0.00%
302
MUBISHARES NATIONAL AMT-FREE MUNI
28,042$2K0.00%
303
SHMSPDR BARCLAYS CAPITAL SHRT TER
53,177$2K0.00%
304
XOMEXXON MOBIL CORP
19,516$2K0.00%
305
AVBAVALONBAY CMNTYS INC
14,590$2K0.00%
306
TXNTEXAS INSTRUMENTS INC
14,833$2K0.00%
307
SLYVSPDR S&P 600 SMALL CAP VALUE E
26,516$2K0.00%
308
APAMARTISAN PARTNERS ASSET MANAGEM
76,131$2K0.00%
309
TRTN-PATRITON INTERNATIONAL LIMITED
30,703$2K0.00%
310
KOFCOCA-COLA FEMSA SAB DE CV
33,742$2K0.00%
311
PDCOEURPATTERSON COS INC
81,472$2K0.00%
312
MSMMSC INDUSTRIAL DIRECT
30,438$2K0.00%
313
VYMVANGUARD HIGH DIVIDEND YIELD E
20,701$2K0.00%
314
BABOEING CO
10,958$2K0.00%
315
RIORIO TINTO PLC SPONSORED ADR
42,547$2K0.00%
316
SONSONOCO PRODUCTS COMPANY
39,922$2K0.00%
317
NTAPNETAPP INC.
35,605$2K0.00%
318
ORIOLD REPUBLIC INTL
87,810$2K0.00%
319
PAYXPAYCHEX INC
20,906$2K0.00%
320
CTRECARETRUST REIT INC
122,156$2K0.00%
321
BNPQYBNP PARIBAS ADR
68,885$2K0.00%
322
BBYBEST BUY
31,847$2K0.00%
323
INTCINTEL CORP
39,869$1K0.00%
324
SCHRSCHWAB INTERMEDIATE-TERM US TR
37,697$1K0.00%
325
HDHOME DEPOT INC
3,339$1K0.00%
326
PEPPEPSICO
6,893$1K0.00%
327
XLEENERGY SELECT SECTOR SPDR
17,421$1K0.00%
328
VEUVANGUARD FTSE ALL-WORLD EX-US
19,626$1K0.00%
329
SCHBSCHWAB US BROAD MARKET ETF
19,744$1K0.00%
330
CBSHCOMMERCE BANCSHARES
35,411$1K0.00%
331
UMBFUMB FINL CORP
21,721$1K0.00%
332
SCHGSCHWAB US LARGE-CAP GROWTH ETF
25,171$1K0.00%
333
ALSNALLISON TRANSMISSION HOLDINGS
21,943$1K0.00%
334
VXUSVANGUARD TOTAL INTL STOCK ETF
19,209$1K0.00%
335
FIXCOMFORT SYSTEMS USA INC
7,573$1K0.00%
336
PGPROCTER & GAMBLE CO
6,930$1K0.00%
337
VUGVANGUARD GROWTH ETF
3,579$1K0.00%
338
SPHDINVESCO S&P 500 HIGH DIV LOW V
34,851$1K0.00%
339
KLICKULICKE AND SOFFA INDUSTRIES I
19,785$1K0.00%
340
AGROADECOAGRO SA
169,931$1K0.00%
341
TOME CAP INC - REGISTRATION RE
21,000$00.00%
342
EPEOE'PRIME AEROSPACE CORPORATION
19,000$00.00%
343
CONTIFINANCIAL LIQ TR UNIT BEN
46,800$00.00%
344
MYFTMYFREIGHTWORLD TECHNOLOGIES
187,875$00.00%
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