MERITAGE PORTFOLIO MANAGEMENT Q4 2021 Filing

Filed January 28, 2022

Portfolio Value

$1.8T

Holdings

337

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (337 positions)

StockValue
FISVFISERV INC
$761.0M
IWBISHARES RUSSELL 1000 INDEX
$747.0M
VOVANGUARD MID-CAP ETF
$738.0M
SDYSPDR S&P DIVIDEND ETF
$737.0M
SEBSEABOARD CORP
$681.0M
IUSGISHARES CORE S&P US GROWTH
$680.0M
TNETTRINET GROUP INC
$659.0M
ASGNASGN INC
$656.0M
BAMBROOKFIELD ASSET MANAGEMENT IN
$649.0M
SCHASCHWAB US SMALL-CAP ETF
$622.0M
IYWISHARES US TECHNOLOGY ETF
$618.0M
VBRVANGUARD SMALL-CAP VALUE ETF
$592.0M
CUBICUSTOMERS BANCORP INC
$561.0M
DONSPDR DOW JONES INDUSTRIAL AVER
$529.0M
CFBCROSSFIRST BANKSHARES INC
$526.0M
IBPINSTALLED BUILDING PRODUCTS
$525.0M
ATKRATKORE INTL GROUP INC
$491.0M
ESGVVANGUARD ESG US STOCK ETF
$468.0M
GQ9SPDR GOLD TRUST
$447.0M
LSCCLATTICE SEMICONDUCTOR
$438.0M
CBZCBIZ INC
$436.0M
VDCVANGUARD CONSUMER STAPLES ETF
$432.0M
FIXCOMFORT SYSTEMS USA INC
$430.0M
RSPINVESCO S&P 500 EQUAL WEIGHT
$417.0M
SLBSCHLUMBERGER LTD
$416.0M
EMEEMCOR GROUP INC
$408.0M
DISDISNEY WALT CO DEL
$405.0M
DOCUDOCUSIGN INC
$400.0M
IDXXIDEXX LABORATORIES INC
$398.0M
CERNCHFCERNER CORP
$397.0M
NVMINOVA MEASURING INSTRUMENTS LTD
$396.0M
EFTTECHTARGET INC
$392.0M
NEENEXTERA ENERGY INC
$388.0M
ABTABBOTT LABORATORIES
$385.0M
SRLNSPDR BLACKSTONE SENIOR LOAN ET
$385.0M
MYRGMYR GROUP INC.
$382.0M
DECKDECKERS OUTDOOR CORP
$381.0M
EVTCEVERTEC INC
$373.0M
PDCEUSDPDC ENERGY INC
$365.0M
VTVVANGUARD VALUE ETF
$363.0M
ASIXADVANSIX INC COM
$362.0M
PBVPRESTIGE CONSUMER HEALTHCARE I
$357.0M
GMGENERAL MOTORS COMPANY
$356.0M
NSRGYNESTLE S.A. ADR
$354.0M
EAFEURGRAFTECH INTERNATIONAL LTD
$351.0M
COKECOCA-COLA BOTTLING CO
$347.0M
CMFISHARES CALIFORNIA MUNI BOND E
$346.0M
MDLZMONDELEZ INTERNATIONAL INC.
$346.0M
SYNASYNAPTICS INC
$345.0M
FWRDUSDFORWARD AIR CORPORATION
$333.0M
EMLCVANECK VECTORS J.P.. MORGAN EM
$332.0M
VIGVANGUARD DIVIDEND APPREC
$321.0M
SUPNSUPERNUS PHARMACEUTICALS INC
$319.0M
EFAISHARES MSCI EAFE INDEX FUND
$318.0M
MTHMERITAGE HOMES CORP
$317.0M
USHYISHARES BROAD USD HIGH YIELD C
$312.0M
AFWALIGN TECHNOLOGY INC.
$311.0M
NYFISHARES NY MUNI BD ETF
$310.0M
WEAWESTERN ALLIANCE BANCORP
$306.0M
HBNCHORIZON BANCORP
$303.0M
QSIIEURNEXTGEN HEALTHCARE INC
$301.0M
GOODGLADSTONE COMMERCIAL CORP
$297.0M
LHXL3HARRIS TECHNOLOGIES INC
$295.0M
HWKNHAWKINS INC.
$290.0M
DIODDIODES INC
$289.0M
IAU*ISHARES COMEX GOLD TRUST
$288.0M
XPELXPEL INC
$288.0M
AELUSDAMERICAN EQUITY INV LIFE HLDG
$286.0M
EXPEAGLE MATERIALS
$286.0M
NSANATIONAL STORAGE AFFILIATES TR
$285.0M
THGHANOVER INSURANCE GROUP INC
$284.0M
TAT & T INC
$283.0M
AITAPPLIED INDUSTRIAL TECHNOLOGIE
$283.0M
BLDRBUILDERS FIRSTSOURCE
$279.0M
YELPYELP INC
$279.0M
NHCNATIONAL HEALTHCARE CORPORATIO
$278.0M
BACBANK OF AMERICA CORP
$278.0M
ASOACADEMY SPORT AND OUTDOORS INC
$277.0M
OXMOXFORD INDUSTRIES INC
$277.0M
SCHFSCHWAB INTL EQUITY ETF
$273.0M
MXLMAXLINEAR INC
$272.0M
CATYCATHAY GENERAL BANCORP
$269.0M
CWCURTISS-WRIGHT CORP
$265.0M
EWGISHARES MSCI GERMANY ETF
$262.0M
CCCHEMOURS CO
$261.0M
DDDUPONT DE NEMOURS INC
$259.0M
HTHHILLTOP HOLDINGS
$257.0M
SFSTIFEL FINL CORP
$249.0M
SMSM ENERGY CO
$248.0M
ISRGINTUITIVE SURGICAL INC
$247.0M
PRIPRIMERICA INC.
$245.0M
FBMSUSDFIRST BANCSHARES INC
$245.0M
MTGMGIC INVESTMENT CORP
$245.0M
COSCNO FINANCIAL GROUP
$244.0M
CRUSCIRRUS LOGIC INC
$240.0M
GU9GUESS INC
$236.0M
AXONAXON ENTERPRISE INC
$236.0M
WMSADVANCED DRAINAGE SYSTEMS
$236.0M
TXRHTEXAS ROADHOUSE INC
$235.0M
TYLTYLER
$234.0M
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