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
201
IEXIDEX CORPORATION
33,396$6K0.00%
202
CSCOCISCO SYSTEMS INC
123,275$6K0.00%
203
GWWGRAINGER W W INC
9,821$6K0.00%
204
PAGPPLAINS GP HOLDINGS LP
404,454$6K0.00%
205
CRCCANADIAN NAT RES LTD
87,053$5K0.00%
206
KRKROGER CO
132,221$5K0.00%
207
LKQ1LKQ CORP
106,826$5K0.00%
208
IBMINTL BUSINESS MACHINES
40,882$5K0.00%
209
SPYS & P 500 DEPOSITARY RECEIPT
13,228$5K0.00%
210
VMWEURVMWARE INC CL A
34,767$5K0.00%
211
AFLAFLAC INC
72,896$5K0.00%
212
AYIACUITY BRANDS INC
34,187$5K0.00%
213
RHHBYROCHE HLDG LTD SPONSORED ADR
147,553$5K0.00%
214
SCHOSCHWAB SHORT-TERM U.S. TREASUR
113,704$5K0.00%
215
ETRENTERGY CORP
64,346$5K0.00%
216
EBAEBAY INC
128,491$5K0.00%
217
ELVELEVANCE HEALTH INC
12,200$5K0.00%
218
XLREREAL ESTATE SELECT SECT SPDR
152,311$5K0.00%
219
TAT & T INC
345,878$5K0.00%
220
EAELECTRONIC ARTS INC
47,541$5K0.00%
221
FNBFNB CORP
468,176$5K0.00%
222
QCOMQUALCOMM
52,724$5K0.00%
223
GVIISHARES BARCLAYS INT GOVT/CRED
56,144$5K0.00%
224
TPRTAPESTRY INC
161,785$4K0.00%
225
PEGPUBLIC SERVICE ENTERPRISE GRP
75,606$4K0.00%
226
IWDISHARES RUSSELL 1000 VALUE
31,070$4K0.00%
227
AQNCN 7.75 06/15/24ALGONQUIN POWER & UTILITIES CO
185,528$4K0.00%
228
EENI SPA ADR
138,395$4K0.00%
229
SNASNAP-ON INC
16,064$4K0.00%
230
STTSTATE STREET CORPORATION
68,041$4K0.00%
231
BMYBRISTOL-MYERS SQUIBB
69,162$4K0.00%
232
KOCOCA COLA CO
76,245$4K0.00%
233
PNWPINNACLE WEST CAPITAL CP
66,673$4K0.00%
234
CFCF INDUSTRIES HOLDINGS INC
57,742$4K0.00%
235
CVXCHEVRON CORP
25,835$4K0.00%
236
COPCONOCOPHILLIPS
34,420$4K0.00%
237
MTDRMATADOR RESOURCES COMPANY
81,803$4K0.00%
238
BPB P PLC-SPON ADR
113,437$4K0.00%
239
KHCKRAFT HEINZ CO
142,221$4K0.00%
240
MRKMERCK & CO INC
40,235$4K0.00%
241
AWMSKYWORKS SOLUTIONS INC.
48,028$4K0.00%
242
APLEAPPLE HOSPITALITY REIT INC
265,632$4K0.00%
243
DWDMORGAN STANLEY
49,411$4K0.00%
244
GILDGILEAD SCIENCES INC
65,900$4K0.00%
245
LOWLOWES COMPANIES
20,325$4K0.00%
246
AEPAMERICAN ELECTRIC POWER
60,495$4K0.00%
247
DHIDR HORTON INC
46,112$4K0.00%
248
GRMNGARMIN LTD ADR
32,900$3K0.00%
249
IGIBiSHARES INT-TERM CORP BOND ETF
79,244$3K0.00%
250
FISFIDELITY NATIONAL INFORMATION
61,676$3K0.00%
251
KTBKONTOOR BRANDS INC
86,759$3K0.00%
252
WECWISCONSIN ENERGY CORP
38,504$3K0.00%
253
UOVEYUNITED OVERSEAS BK LTD SPONSOR
91,417$3K0.00%
254
CRBGCOREBRIDGE FINANCIAL INC
179,234$3K0.00%
255
BMTABRITISH AMERICAN TOBACCO PLC A
126,343$3K0.00%
256
CAGCONAGRA FOODS INC
144,636$3K0.00%
257
PG4PRINCIPAL FINANCIAL GROUP INC
41,833$3K0.00%
258
VPUVANGUARD UTILITIES ETF
29,584$3K0.00%
259
NINISOURCE INC
121,998$3K0.00%
260
CMICUMMINS INC
14,238$3K0.00%
261
WMTWAL-MART STORES INC
20,400$3K0.00%
262
ESSESSEX PROPERTY TRUST INC
16,290$3K0.00%
263
ULUNILEVER PLC SPON ADR
75,035$3K0.00%
264
BAESYBAE SYSTEMS PLC
77,338$3K0.00%
265
VLVLYVOLVO AB
169,146$3K0.00%
266
NVDANVIDIA CORP
7,686$3K0.00%
267
CCEPCOCA-COLA EUROPACIFIC PARTNERS
58,604$3K0.00%
268
CVSCVS HEALTH CORP
50,774$3K0.00%
269
TRVCCITIGROUP INC
91,935$3K0.00%
270
EVRGEVERGY INC
45,612$2K0.00%
271
MDTMEDTRONIC HLDG LTD
37,936$2K0.00%
272
OTXOPEN TEXT CORP
83,832$2K0.00%
273
VYMVANGUARD HIGH DIVIDEND YIELD E
20,565$2K0.00%
274
RIORIO TINTO PLC SPONSORED ADR
42,045$2K0.00%
275
HIWHIGHWOODS PROPERTIES
134,455$2K0.00%
276
NTAPNETAPP INC.
35,064$2K0.00%
277
BABOEING CO
10,958$2K0.00%
278
SONSONOCO PRODUCTS COMPANY
39,289$2K0.00%
279
BBYBEST BUY
31,691$2K0.00%
280
OMCOMNICOM
34,983$2K0.00%
281
KVUEKENVUE INC
119,033$2K0.00%
282
NWENORTHWESTERN CORP
55,140$2K0.00%
283
PDCOEURPATTERSON COS INC
80,463$2K0.00%
284
SCHPSCHWAB US TIPS ETF
53,756$2K0.00%
285
KOFCOCA-COLA FEMSA SAB DE CV
33,304$2K0.00%
286
AVBAVALONBAY CMNTYS INC
14,356$2K0.00%
287
VTIVANGUARD TOTAL STOCK MKT ETF
13,831$2K0.00%
288
MSMMSC INDUSTRIAL DIRECT
30,009$2K0.00%
289
BNPQYBNP PARIBAS ADR
67,960$2K0.00%
290
KDPKEURIG DR PEPPER INC
91,469$2K0.00%
291
CTRECARETRUST REIT INC
120,397$2K0.00%
292
PAYXPAYCHEX INC
20,661$2K0.00%
293
BRK-BBERKSHIRE HATHAWAY INC-CL A
5$2K0.00%
294
GLWCORNING INC
69,627$2K0.00%
295
NSANATIONAL STORAGE AFFILIATES TR
67,109$2K0.00%
296
ORIOLD REPUBLIC INTL
86,783$2K0.00%
297
RDNRADIAN GROUP INC
101,407$2K0.00%
298
UPSUNITED PARCEL SERVICE CL B
18,268$2K0.00%
299
LLYELI LILLY & CO
5,169$2K0.00%
300
FLOFLOWERS FOODS INC
97,665$2K0.00%
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