MERITAGE PORTFOLIO MANAGEMENT Q2 2024 Filing

Filed August 9, 2024

Portfolio Value

$1.6T

Holdings

334

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (334 positions)

#StockSharesValue% PortfolioType
201
ELVELEVANCE HEALTH INC
11,785$6K0.00%
202
4I1PHILIP MORRIS INTERNATIONAL
61,948$6K0.00%
203
IBMINTL BUSINESS MACHINES
38,017$6K0.00%
204
AXSAXIS CAPITAL HOLDINGS LTD
87,674$6K0.00%
205
EAELECTRONIC ARTS INC
43,545$6K0.00%
206
ETSYETSY INC.
104,869$6K0.00%
207
PEGPUBLIC SERVICE ENTERPRISE GRP
69,953$5K0.00%
208
CRMSALESFORCE.COM INC.
21,345$5K0.00%
209
FT2FIRST HORIZON NATIONAL CORP
371,412$5K0.00%
210
PHMPULTEGROUP INC
50,742$5K0.00%
211
APAMARTISAN PARTNERS ASSET MANAGEM
126,005$5K0.00%
212
LLYELI LILLY & CO
6,428$5K0.00%
213
SEBSEABOARD CORP
1,820$5K0.00%
214
CMCSACOMCAST CORP CL A
127,714$5K0.00%
215
KOCOCA COLA CO
80,278$5K0.00%
216
SNASNAP-ON INC
21,562$5K0.00%
217
RHHBYROCHE HLDG LTD SPONSORED ADR
172,452$5K0.00%
218
PAGPPLAINS GP HOLDINGS LP
276,744$5K0.00%
219
ABBVABBVIE INC
34,133$5K0.00%
220
FNBFNB CORP
429,494$5K0.00%
221
GVIISHARES BARCLAYS INT GOVT/CRED
51,499$5K0.00%
222
EENI SPA ADR
172,324$5K0.00%
223
TRVCCITIGROUP INC
83,927$5K0.00%
224
LOWLOWES COMPANIES
19,141$4K0.00%
225
WMTWAL-MART STORES INC
59,405$4K0.00%
226
MRKMERCK & CO INC
37,032$4K0.00%
227
NINISOURCE INC
161,063$4K0.00%
228
AWMSKYWORKS SOLUTIONS INC.
44,084$4K0.00%
229
LXPUSDLEXINGTON INDUSTRIAL TRUST
441,826$4K0.00%
230
SCHOSCHWAB SHORT-TERM U.S. TREASUR
99,398$4K0.00%
231
CVXCHEVRON CORP
25,773$4K0.00%
232
EVRGEVERGY INC
83,926$4K0.00%
233
STTSTATE STREET CORPORATION
62,593$4K0.00%
234
SIEBSIEMENS A G SPONSORED ADR
51,618$4K0.00%
235
ADTADT CORP
637,515$4K0.00%
236
REEVEREST GROUP LTD
12,791$4K0.00%
237
AEPAMERICAN ELECTRIC POWER
55,402$4K0.00%
238
NTAPNETAPP INC.
31,714$4K0.00%
239
EMNEASTMAN CHEMICAL COMPANY
50,233$4K0.00%
240
LIESUN LIFE FINANCIAL INC.
85,997$4K0.00%
241
NVSNNOVARTIS A G SPONSORED ADR
46,255$4K0.00%
242
APLEAPPLE HOSPITALITY REIT INC
334,238$4K0.00%
243
GILDGILEAD SCIENCES INC
61,050$4K0.00%
244
PNWPINNACLE WEST CAPITAL CP
60,820$4K0.00%
245
BAESYBAE SYSTEMS PLC
70,742$4K0.00%
246
VTIVANGUARD TOTAL STOCK MKT ETF
16,760$4K0.00%
247
SUBISHARES S&P SHORT TERM NATIONA
39,989$4K0.00%
248
FITBFIFTH THIRD BANCORP
137,001$4K0.00%
249
WPCW P CAREY & CO LLC
88,487$4K0.00%
250
WFWOORI FINANCIAL GROUP
145,471$4K0.00%
251
IWDISHARES RUSSELL 1000 VALUE
27,422$4K0.00%
252
MSMMSC INDUSTRIAL DIRECT
39,333$3K0.00%
253
OTXOPEN TEXT CORP
112,476$3K0.00%
254
VRTSVIRTUS INVESTMENT PARTNERS INC
16,402$3K0.00%
255
DINOHF SINCLAIR CORP
65,818$3K0.00%
256
BPB P PLC-SPON ADR
106,044$3K0.00%
257
SONSONOCO PRODUCTS COMPANY
75,408$3K0.00%
258
INGING GROEP NV ADR
193,351$3K0.00%
259
AMCRAMCOR PLC
362,063$3K0.00%
260
AQN.TOALGONQUIN POWER & UTILITIES CO
569,059$3K0.00%
261
CMICUMMINS INC
12,818$3K0.00%
262
KMBKIMBERLY CLARK CORP
26,824$3K0.00%
263
XPXP INC
198,405$3K0.00%
264
SHELSHELL PLC
48,742$3K0.00%
265
KRKROGER CO
77,037$3K0.00%
266
BRK-BBERKSHIRE HATHAWAY INC-CL A
5$3K0.00%
267
XLFFINANCIAL SELECT SECTOR SPDR
79,710$3K0.00%
268
LADRLADDER CAPITAL CORP
308,209$3K0.00%
269
IGIBiSHARES INT-TERM CORP BOND ETF
74,927$3K0.00%
270
UPSUNITED PARCEL SERVICE CL B
24,103$3K0.00%
271
7HPHP INC
113,444$3K0.00%
272
ZURVYZURICH INSURANCE GROUP LTD ADR
64,027$3K0.00%
273
BMTABRITISH AMERICAN TOBACCO PLC A
115,284$3K0.00%
274
BKHBLACK HILLS CORP
56,745$3K0.00%
275
VYMVANGUARD HIGH DIVIDEND YIELD E
18,479$2K0.00%
276
IJRISHARES S&P SMALLCAP 600
19,551$2K0.00%
277
ORIOLD REPUBLIC INTL
80,197$2K0.00%
278
KTBKONTOOR BRANDS INC
39,982$2K0.00%
279
CRCCANADIAN NAT RES LTD
83,781$2K0.00%
280
WPPWPP PLC
54,816$2K0.00%
281
SKMSK TELECOM LTD SPONSORED ADR
122,515$2K0.00%
282
UPBDUPBOUND GROUP INC
71,702$2K0.00%
283
ULUNILEVER PLC SPON ADR
45,511$2K0.00%
284
PAYXPAYCHEX INC
19,767$2K0.00%
285
GLWCORNING INC
64,386$2K0.00%
286
RIORIO TINTO PLC SPONSORED ADR
39,047$2K0.00%
287
RDNRADIAN GROUP INC
93,567$2K0.00%
288
SCHGSCHWAB US LARGE-CAP GROWTH ETF
22,151$2K0.00%
289
UGIUGI CORP
122,869$2K0.00%
290
KOFCOCA-COLA FEMSA SAB DE CV
30,661$2K0.00%
291
CRBGCOREBRIDGE FINANCIAL INC
99,114$2K0.00%
292
VBKVANGUARD SMALL CAP GROWTH ETF
11,217$2K0.00%
293
OMCOMNICOM
32,258$2K0.00%
294
CBSHCOMMERCE BANCSHARES
37,178$2K0.00%
295
NNNNNN REIT, INC.
63,953$2K0.00%
296
EMEEMCOR GROUP INC
5,551$2K0.00%
297
WECWISCONSIN ENERGY CORP
36,908$2K0.00%
298
CAGCONAGRA FOODS INC
76,447$2K0.00%
299
SCHRSCHWAB INTERMEDIATE-TERM US TR
49,726$2K0.00%
300
GTYGETTY REALTY CORP
86,695$2K0.00%
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