MERITAGE PORTFOLIO MANAGEMENT Q3 2023 Filing

Filed October 30, 2023

Portfolio Value

$1.4T

Holdings

331

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (331 positions)

#StockSharesValue% PortfolioType
1
ATKRATKORE INTL GROUP INC
6,682$997.0M0.07%
2
PFEPFIZER INC
30,047$997.0M0.07%
3
SUPNSUPERNUS PHARMACEUTICALS INC
36,067$994.0M0.07%
4
KLICKULICKE AND SOFFA INDUSTRIES I
20,352$990.0M0.07%
5
VUGVANGUARD GROWTH ETF
3,558$969.0M0.07%
6
PGPROCTER & GAMBLE CO
6,521$951.0M0.07%
7
CPCANADIAN PACIFIC KANSAS CITY L
12,077$899.0M0.07%
8
IWMISHARES RUSSELL 2000
5,008$885.0M0.07%
9
LSCCLATTICE SEMICONDUCTOR
10,148$872.0M0.06%
10
WPPWPP PLC
19,145$853.0M0.06%
11
SLBSCHLUMBERGER LTD
14,285$833.0M0.06%
12
GOOGALPHABET INC CL C
6,289$829.0M0.06%
13
IVWISHARES S&P 500 GROWTH INDEX
11,972$819.0M0.06%
14
FISVFISERV INC
7,091$801.0M0.06%
15
GPIGROUP 1 AUTOMOTIVE INC
2,923$785.0M0.06%
16
BKEBUCKLE INC
22,329$746.0M0.06%
17
TPLTEXAS PACIFIC LAND CORP
389$709.0M0.05%
18
ACLSAXCELIS TECHNOLOGIES INC
4,317$704.0M0.05%
19
RMBS*RAMBUS INC
12,606$703.0M0.05%
20
USBUS BANCORP
21,097$697.0M0.05%
21
HTDCORCEPT THERAPEUTICS INC
25,319$690.0M0.05%
22
SCHVSCHWAB US LARGE-CAP VALUE ETF
10,627$685.0M0.05%
23
MEDPMEDPACE HOLDINGS
2,828$685.0M0.05%
24
DONSPDR DOW JONES INDUSTRIAL AVER
2,005$672.0M0.05%
25
PRGSPROGRESS SOFTWARE CORP
12,708$668.0M0.05%
26
IWBISHARES RUSSELL 1000 INDEX
2,824$663.0M0.05%
27
IBPINSTALLED BUILDING PRODUCTS
5,286$660.0M0.05%
28
VOVANGUARD MID-CAP ETF
3,050$635.0M0.05%
29
PBVPRESTIGE CONSUMER HEALTHCARE I
11,057$632.0M0.05%
30
PATKPATRICK INDUSTRIES INC.
7,813$586.0M0.04%
31
NDQINVESCO QQQ TRUST SERIES1
1,634$585.0M0.04%
32
SDYSPDR S&P DIVIDEND ETF
5,081$584.0M0.04%
33
CBZCBIZ INC
11,148$579.0M0.04%
34
YELPYELP INC
13,813$574.0M0.04%
35
INMDINMODE LTD
18,740$571.0M0.04%
36
IYWISHARES US TECHNOLOGY ETF
5,380$564.0M0.04%
37
AITAPPLIED INDUSTRIAL TECHNOLOGIE
3,565$551.0M0.04%
38
ABBVABBVIE INC
3,670$547.0M0.04%
39
VRRMVERRA MOBILITY CORP
28,794$538.0M0.04%
40
BERYEURBERRY GLOBAL GROUP INC
8,668$537.0M0.04%
41
TSLATESLA, INC.
2,121$531.0M0.04%
42
ZBRAZEBRA TECHNOLOGIES CORP
2,241$530.0M0.04%
43
NXSTNEXSTAR MEDIA GROUP
3,607$517.0M0.04%
44
NAVINAVIENT CORP
29,612$510.0M0.04%
45
EVTCEVERTEC INC
13,501$502.0M0.04%
46
SPGIS&P GLOBAL INC
1,363$498.0M0.04%
47
REGNREGENERON PHARMACEUTICALS
595$490.0M0.04%
48
ESGVVANGUARD ESG US STOCK ETF
6,488$488.0M0.04%
49
SCHASCHWAB US SMALL-CAP ETF
11,746$487.0M0.04%
50
COKECOCA-COLA BOTTLING CO
728$463.0M0.03%
51
GDDYGODADDY INC
6,160$459.0M0.03%
52
VDCVANGUARD CONSUMER STAPLES ETF
2,485$454.0M0.03%
53
TMHCTAYLOR MORRISON HOME CORP
10,656$454.0M0.03%
54
AMRALPHA METALLURGICAL RESOURCES
1,724$448.0M0.03%
55
GQ9SPDR GOLD TRUST
2,552$438.0M0.03%
56
AXSAXIS CAPITAL HOLDINGS LTD
7,745$437.0M0.03%
57
SLVISHARES SILVER TRUST
21,505$437.0M0.03%
58
SMSM ENERGY CO
10,876$431.0M0.03%
59
COSCNO FINANCIAL GROUP
17,543$416.0M0.03%
60
MOALTRIA GROUP INC
9,872$415.0M0.03%
61
TBBKBANCORP INC
12,030$415.0M0.03%
62
CROXCROCS INC
4,697$414.0M0.03%
63
VTVVANGUARD VALUE ETF
2,919$403.0M0.03%
64
MDLZMONDELEZ INTERNATIONAL INC.
5,746$399.0M0.03%
65
MLIMUELLER INDUSTRIES INC
5,265$396.0M0.03%
66
NVMINOVA MEASURING INSTRUMENTS LTD
3,495$393.0M0.03%
67
CMCCOMMERCIAL METAL
7,850$388.0M0.03%
68
ASOACADEMY SPORT AND OUTDOORS INC
8,163$386.0M0.03%
69
UFPIUFP INDUSTRIES, INC
3,747$384.0M0.03%
70
KBWRINVESCO KBW REGIONAL BANKING E
8,585$376.0M0.03%
71
MTGMGIC INVESTMENT CORP
22,436$374.0M0.03%
72
FWRDUSDFORWARD AIR CORPORATION
5,446$374.0M0.03%
73
DIODDIODES INC
4,729$373.0M0.03%
74
ATENA10 NETWORKS INC
24,736$372.0M0.03%
75
EXPEAGLE MATERIALS
2,212$368.0M0.03%
76
ARCBARCBEST CORP
3,494$355.0M0.03%
77
OXMOXFORD INDUSTRIES INC
3,532$340.0M0.03%
78
BNBROOKFIELD CORP CL A
10,754$336.0M0.02%
79
CTRACOTERRA ENERGY INC.
12,226$331.0M0.02%
80
TXRHTEXAS ROADHOUSE INC
3,404$327.0M0.02%
81
CIVICIVITAS RESOURCES INC
4,017$325.0M0.02%
82
IAU*ISHARES COMEX GOLD TRUST
9,210$322.0M0.02%
83
MCKMCKESSON CORP
734$319.0M0.02%
84
IDXXIDEXX LABORATORIES INC
730$319.0M0.02%
85
SKYSKYLINE CHAMPION CORP
4,954$316.0M0.02%
86
EIGEMPLOYERS HOLDINGS
7,868$314.0M0.02%
87
ASIXADVANSIX INC COM
9,905$308.0M0.02%
88
EXTREXTREME NETWORKS INC.
12,341$299.0M0.02%
89
AXONAXON ENTERPRISE INC
1,500$298.0M0.02%
90
FTDRFRONTDOOR INC
9,628$295.0M0.02%
91
IPSEYIPSEN SA
8,950$292.0M0.02%
92
ABTABBOTT LABORATORIES
3,006$291.0M0.02%
93
VBRVANGUARD SMALL-CAP VALUE ETF
1,798$287.0M0.02%
94
ANAUTONATIONINC
1,882$285.0M0.02%
95
NSRGYNESTLE S.A. ADR
2,520$285.0M0.02%
96
BECNUSDBEACON ROOFING SUPPLY INC.
3,678$284.0M0.02%
97
USOUNITED STATES OIL FUND LP ETF
3,500$283.0M0.02%
98
CFBCROSSFIRST BANKSHARES INC
27,984$282.0M0.02%
99
SFSTIFEL FINL CORP
4,572$281.0M0.02%
100
MRVIMARAVA LIFES HLDGS INC
27,880$279.0M0.02%
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