$1.76 Billion is the total value of MERITAGE PORTFOLIO MANAGEMENT's 338 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 21.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AAPL | Sell | APPLE INC | $114,334,000 | +23.9% | 643,883 | -1.2% | 6.48% | +17.1% |
MSFT | Sell | MICROSOFT CORP | $91,956,000 | +18.9% | 273,419 | -0.3% | 5.22% | +12.4% |
AMZN | Sell | AMAZON INC | $57,894,000 | -0.0% | 17,363 | -1.5% | 3.28% | -5.5% |
GOOGL | Sell | ALPHABET INC CL A | $56,153,000 | +6.7% | 19,383 | -1.5% | 3.18% | +0.8% |
IGSB | Sell | ISHARES SHORT-TERM CORPORATE Bother equities | $47,710,000 | -13.4% | 885,491 | -12.1% | 2.70% | -18.1% |
FTNT | Sell | FORTINET INC. | $44,844,000 | +21.7% | 124,775 | -1.1% | 2.54% | +15.0% |
GNRC | Sell | GENERAC HOLDINGS INC | $34,808,000 | -15.0% | 98,908 | -1.3% | 1.97% | -19.7% |
TPX | Sell | TEMPUR SEALY INTL INC | $32,872,000 | +0.3% | 698,958 | -1.0% | 1.86% | -5.2% |
KLAC | Sell | KLA CORPORATION | $28,014,000 | +27.1% | 65,132 | -1.1% | 1.59% | +20.2% |
REMX | Sell | VANECK VECTORS RARE EARTH/STRA | $25,948,000 | +8.1% | 231,290 | -0.5% | 1.47% | +2.2% |
DHR | Sell | DANAHER CORP | $25,913,000 | +6.9% | 78,761 | -1.1% | 1.47% | +1.0% |
FB | Sell | META PLATFORMS INC. | $24,045,000 | -7.0% | 71,488 | -6.1% | 1.36% | -12.1% |
ZBRA | Sell | ZEBRA TECHNOLOGIES CORP | $23,672,000 | +14.0% | 39,771 | -1.3% | 1.34% | +7.6% |
AME | Sell | AMETEK INC | $22,663,000 | +17.2% | 154,126 | -1.1% | 1.28% | +10.8% |
BIO | Sell | BIO RAD LABS INC CL A | $22,211,000 | -0.1% | 29,397 | -1.4% | 1.26% | -5.5% |
PRFT | Sell | PERFICIENT INC | $20,484,000 | +10.9% | 158,438 | -0.8% | 1.16% | +4.8% |
ADBE | Sell | ADOBE INC | $20,229,000 | -2.6% | 35,674 | -1.1% | 1.15% | -7.9% |
AVGO | Sell | BROADCOM LTD | $18,958,000 | +34.5% | 28,491 | -1.9% | 1.08% | +27.1% |
LEA | Sell | LEAR CORPORATION | $18,920,000 | +15.8% | 103,417 | -1.0% | 1.07% | +9.4% |
GVI | Sell | ISHARES BARCLAYS INT GOVT/CREDother equities | $17,785,000 | -5.6% | 156,355 | -4.5% | 1.01% | -10.8% |
SPGI | Sell | S&P GLOBAL INC | $16,886,000 | +9.7% | 35,781 | -1.2% | 0.96% | +3.8% |
CROX | Sell | CROCS INC | $16,002,000 | -15.9% | 124,803 | -5.8% | 0.91% | -20.5% |
NOVT | Sell | NOVANTA INC | $15,959,000 | +12.9% | 90,505 | -1.0% | 0.90% | +6.7% |
MEDP | Sell | MEDPACE HOLDINGS | $15,570,000 | +14.3% | 71,538 | -0.6% | 0.88% | +7.9% |
CHRW | Sell | C H ROBINSON WORLDWIDE INC | $14,362,000 | +23.0% | 133,443 | -0.5% | 0.81% | +16.3% |
BBY | Sell | BEST BUY | $14,266,000 | -4.8% | 140,417 | -0.9% | 0.81% | -10.0% |
KEYS | Sell | KEYSIGHT TECHNOLOGIES INC | $13,404,000 | +23.8% | 64,907 | -1.5% | 0.76% | +16.9% |
PNR | Sell | PENTAIR INC | $13,225,000 | -0.4% | 181,095 | -1.0% | 0.75% | -5.9% |
SPYV | Sell | SPDR S&P 500 VALUE ETFother equities | $13,066,000 | -28.2% | 311,085 | -33.3% | 0.74% | -32.1% |
TROW | Sell | PRICE T ROWE GROUP INC | $11,769,000 | -0.9% | 59,849 | -0.8% | 0.67% | -6.3% |
ILMN | Sell | ILLUMINA INC. | $11,452,000 | -56.1% | 30,103 | -53.2% | 0.65% | -58.5% |
ETSY | Sell | ETSY INC. | $10,781,000 | +4.3% | 49,241 | -1.0% | 0.61% | -1.5% |
HSY | Sell | HERSHEY | $10,659,000 | +13.2% | 55,091 | -1.0% | 0.60% | +6.9% |
YETI | Sell | YETI HOLDINGS INC | $10,578,000 | -4.1% | 127,711 | -0.7% | 0.60% | -9.4% |
SSNC | Sell | SS&C TECHNOLOGIES HOLDINGS | $10,269,000 | +13.0% | 125,265 | -4.4% | 0.58% | +6.8% |
IWF | Sell | ISHARES RUSSELL 1000 GROWTHother equities | $9,941,000 | -1.7% | 32,529 | -11.9% | 0.56% | -7.1% |
IEX | Sell | IDEX CORPORATION | $9,817,000 | +13.1% | 41,539 | -0.9% | 0.56% | +6.9% |
SUB | Sell | ISHARES S&P SHORT TERM NATIONAother equities | $9,559,000 | -1.1% | 89,033 | -0.9% | 0.54% | -6.6% |
F | Sell | FORD MOTOR | $8,945,000 | +45.7% | 430,664 | -0.7% | 0.51% | +37.8% |
XLU | Sell | UTILITIES SELECT SECTOR SPDR | $8,807,000 | +10.2% | 123,039 | -1.7% | 0.50% | +4.0% |
PPL | Sell | PPL CORP | $8,267,000 | +4.8% | 275,027 | -2.8% | 0.47% | -0.8% |
UNH | Sell | UNITEDHEALTH GROUP INC | $8,243,000 | +28.1% | 16,415 | -0.3% | 0.47% | +21.0% |
INTC | Sell | INTEL CORP | $7,352,000 | -3.6% | 142,756 | -0.3% | 0.42% | -9.0% |
VZ | Sell | VERIZON COMMUNICATIONS | $7,299,000 | -7.6% | 140,468 | -3.9% | 0.41% | -12.7% |
SPY | Sell | S & P 500 DEPOSITARY RECEIPTother equities | $7,189,000 | +6.8% | 15,136 | -3.5% | 0.41% | +1.0% |
HOLX | Sell | HOLOGIC INC | $7,098,000 | +2.8% | 92,717 | -0.9% | 0.40% | -2.7% |
XLP | Sell | CONSUMER STAPLES SELECT SECTOR | $7,005,000 | -45.2% | 90,842 | -51.1% | 0.40% | -48.2% |
SHM | Sell | SPDR BARCLAYS CAPITAL SHRT TERother equities | $6,679,000 | -1.6% | 135,801 | -1.2% | 0.38% | -7.1% |
PFE | Sell | PFIZER INC | $6,483,000 | +28.6% | 109,784 | -6.3% | 0.37% | +21.9% |
ANTM | Sell | ANTHEM INC | $6,111,000 | +22.0% | 13,183 | -1.9% | 0.35% | +15.7% |
IWD | Sell | ISHARES RUSSELL 1000 VALUEother equities | $5,414,000 | +1.0% | 32,240 | -5.9% | 0.31% | -4.7% |
COP | Sell | CONOCOPHILLIPS | $5,327,000 | -0.9% | 73,808 | -7.0% | 0.30% | -6.5% |
BNPQY | Sell | BNP PARIBAS ADR | $5,009,000 | +6.1% | 143,992 | -2.2% | 0.28% | +0.4% |
KO | Sell | COCA COLA CO | $4,841,000 | +11.9% | 81,757 | -0.8% | 0.28% | +5.8% |
XOM | Sell | EXXON MOBIL CORP | $4,656,000 | -1.8% | 76,099 | -5.6% | 0.26% | -7.0% |
CR | Sell | CRANE CO | $4,375,000 | +5.7% | 43,003 | -1.5% | 0.25% | 0.0% |
ABBV | Sell | ABBVIE INC | $4,235,000 | +15.8% | 31,280 | -7.8% | 0.24% | +9.1% |
WPC | Sell | W P CAREY & CO LLC | $3,973,000 | +4.6% | 48,416 | -6.9% | 0.22% | -1.3% |
KEY | Sell | KEYCORP | $3,746,000 | -0.4% | 161,964 | -6.9% | 0.21% | -6.2% |
APAM | Sell | ARTISAN PARTNERS ASSET MANAGEM | $3,541,000 | -10.7% | 74,334 | -8.3% | 0.20% | -15.5% |
SPHD | Sell | INVESCO S&P 500 HIGH DIV LOW Vother equities | $3,524,000 | +0.7% | 77,837 | -5.9% | 0.20% | -4.8% |
COG | Sell | COTERRA ENERGY INC. | $3,477,000 | -16.4% | 182,999 | -4.3% | 0.20% | -21.2% |
CTRE | Sell | CARETRUST REIT INC | $3,296,000 | +4.6% | 144,368 | -6.9% | 0.19% | -1.1% |
OGE | Sell | OGE ENERGY CORP | $3,249,000 | +8.4% | 84,652 | -6.9% | 0.18% | +2.2% |
C | Sell | CITIGROUP INC | $3,204,000 | -20.0% | 53,059 | -7.1% | 0.18% | -24.2% |
MC | Sell | MOELIS & CO | $3,111,000 | -1.1% | 49,772 | -2.1% | 0.18% | -6.9% |
GILD | Sell | GILEAD SCIENCES INC | $3,091,000 | -2.9% | 42,564 | -6.6% | 0.18% | -8.4% |
BTI | Sell | BRITISH AMERICAN TOBACCO PLC A | $3,050,000 | -1.9% | 81,536 | -7.5% | 0.17% | -7.5% |
NFG | Sell | NATIONAL FUEL GAS CO | $3,040,000 | +12.1% | 47,549 | -7.9% | 0.17% | +5.5% |
VUG | Sell | VANGUARD GROWTH ETFother equities | $2,885,000 | +9.9% | 8,990 | -0.7% | 0.16% | +3.8% |
FL | Sell | FOOT LOCKER INC | $2,791,000 | -23.1% | 63,976 | -19.5% | 0.16% | -27.5% |
PM | Sell | PHILIP MORRIS INTERNATIONAL | $2,777,000 | -45.4% | 29,231 | -45.6% | 0.16% | -48.5% |
MO | Sell | ALTRIA GROUP INC | $2,729,000 | -3.4% | 57,594 | -7.2% | 0.16% | -8.8% |
MET | Sell | METLIFE INC | $2,672,000 | -5.4% | 42,757 | -6.6% | 0.15% | -10.6% |
NVT | Sell | nVENT ELECTRIC PLC | $2,569,000 | +9.3% | 67,597 | -7.0% | 0.15% | +3.5% |
PFG | Sell | PRINCIPAL FINANCIAL GROUP INC | $2,536,000 | +3.8% | 35,055 | -7.5% | 0.14% | -2.0% |
NNN | Sell | NATIONAL RETAIL PROPERTIES INC | $2,529,000 | +3.7% | 52,601 | -6.8% | 0.14% | -2.1% |
O | Sell | REALTY INCOME CORP | $2,511,000 | +4.3% | 35,080 | -5.5% | 0.14% | -1.4% |
MA | Sell | MASTERCARD INC | $2,439,000 | -7.3% | 6,788 | -10.3% | 0.14% | -12.7% |
GPC | Sell | GENUINE PARTS CO | $2,339,000 | +7.7% | 16,680 | -6.9% | 0.13% | +2.3% |
CNQ | Sell | CANADIAN NAT RES LTD | $2,313,000 | +7.8% | 54,748 | -6.8% | 0.13% | +1.6% |
UOVEY | Sell | UNITED OVERSEAS BK LTD SPONSOR | $2,223,000 | -1.8% | 55,500 | -6.8% | 0.13% | -7.4% |
LCII | Sell | LCI INDUSTRIES | $2,145,000 | +8.0% | 13,762 | -6.7% | 0.12% | +2.5% |
BKE | Sell | BUCKLE INC | $2,154,000 | +0.9% | 50,909 | -5.6% | 0.12% | -4.7% |
OMC | Sell | OMNICOM | $2,114,000 | -5.8% | 28,855 | -6.8% | 0.12% | -11.1% |
HR | Sell | HEALTHCARE REALTY TRUST INC. | $2,014,000 | -0.1% | 63,659 | -6.0% | 0.11% | -5.8% |
SCHG | Sell | SCHWAB US LARGE-CAP GROWTH ETFother equities | $1,989,000 | +5.3% | 12,145 | -4.8% | 0.11% | 0.0% |
GD | Sell | GENERAL DYNAMICS CORP | $1,992,000 | -50.3% | 9,556 | -53.3% | 0.11% | -53.1% |
IJR | Sell | ISHARES S&P SMALLCAP 600other equities | $1,888,000 | -13.2% | 16,484 | -17.2% | 0.11% | -17.7% |
EVRG | Sell | EVERGY INC | $1,875,000 | +3.1% | 27,323 | -6.5% | 0.11% | -2.8% |
SCHB | Sell | SCHWAB US BROAD MARKET ETFother equities | $1,839,000 | +8.2% | 16,277 | -0.5% | 0.10% | +2.0% |
CBT | Sell | CABOT CORP | $1,792,000 | +4.1% | 31,893 | -7.1% | 0.10% | -1.0% |
ORI | Sell | OLD REPUBLIC INTL | $1,765,000 | -0.9% | 71,825 | -6.7% | 0.10% | -6.5% |
STX | Sell | SEAGATE TECHNOLOGY | $1,669,000 | -23.2% | 14,769 | -43.9% | 0.10% | -26.9% |
RIO | Sell | RIO TINTO PLC SPONSORED ADR | $1,614,000 | -6.7% | 24,115 | -6.8% | 0.09% | -11.5% |
KMI | Sell | KINDER MORGAN INC | $1,461,000 | -58.8% | 92,145 | -56.5% | 0.08% | -61.0% |
VOD | Sell | VODAFONE GROUP PLC SPONSORED A | $1,394,000 | -18.1% | 93,386 | -15.3% | 0.08% | -22.5% |
LLY | Sell | LILLY (ELI) | $1,381,000 | +14.4% | 5,000 | -4.3% | 0.08% | +8.3% |
HD | Sell | HOME DEPOT INC | $1,379,000 | +26.2% | 3,323 | -0.2% | 0.08% | +18.2% |
VXUS | Sell | VANGUARD TOTAL INTL STOCK ETFintl equities | $1,368,000 | -7.5% | 21,521 | -8.0% | 0.08% | -12.4% |
IWM | Sell | ISHARES RUSSELL 2000other equities | $1,239,000 | -13.2% | 5,568 | -14.7% | 0.07% | -18.6% |
VBK | Sell | VANGUARD SMALL CAP GROWTH ETFother equities | $1,159,000 | -1.2% | 4,113 | -1.8% | 0.07% | -5.7% |
MCD | Sell | MCDONALDS | $1,144,000 | +7.5% | 4,266 | -3.3% | 0.06% | +1.6% |
SLYV | Sell | SPDR S&P 600 SMALL CAP VALUE Eother equities | $951,000 | -8.0% | 11,228 | -11.0% | 0.05% | -12.9% |
GOOG | Sell | ALPHABET INC CL C | $862,000 | +6.4% | 298 | -2.0% | 0.05% | 0.0% |
EBND | Sell | SPDR BLOOMBERG BARCLAYS EM BONother equities | $861,000 | -32.2% | 35,235 | -29.8% | 0.05% | -35.5% |
IBM | Sell | INTL BUSINESS MACHINES | $872,000 | -8.1% | 6,524 | -4.5% | 0.05% | -14.0% |
FISV | Sell | FISERV INC | $761,000 | -13.3% | 7,329 | -9.4% | 0.04% | -18.9% |
SDY | Sell | SPDR S&P DIVIDEND ETFother equities | $737,000 | +2.2% | 5,705 | -7.0% | 0.04% | -2.3% |
IUSG | Sell | ISHARES CORE S&P US GROWTHother equities | $680,000 | -9.3% | 5,883 | -19.7% | 0.04% | -13.3% |
SCHA | Sell | SCHWAB US SMALL-CAP ETFother equities | $622,000 | -20.8% | 6,078 | -22.5% | 0.04% | -25.5% |
DIA | Sell | SPDR DOW JONES INDUSTRIAL AVERother equities | $529,000 | -19.2% | 1,455 | -24.8% | 0.03% | -23.1% |
VDC | Sell | VANGUARD CONSUMER STAPLES ETF | $432,000 | +7.5% | 2,163 | -3.6% | 0.02% | 0.0% |
IDXX | Sell | IDEXX LABORATORIES INC | $398,000 | -6.6% | 605 | -11.7% | 0.02% | -11.5% |
DIS | Sell | DISNEY WALT CO DEL | $405,000 | -13.6% | 2,614 | -5.7% | 0.02% | -17.9% |
NEE | Sell | NEXTERA ENERGY INC | $388,000 | +18.3% | 4,160 | -0.3% | 0.02% | +10.0% |
GM | Sell | GENERAL MOTORS COMPANY | $356,000 | -97.2% | 6,079 | -97.5% | 0.02% | -97.4% |
ALGN | Sell | ALIGN TECHNOLOGY INC. | $311,000 | -16.2% | 473 | -15.2% | 0.02% | -18.2% |
USHY | Sell | ISHARES BROAD USD HIGH YIELD Cother equities | $312,000 | -25.2% | 7,563 | -24.7% | 0.02% | -28.0% |
EFA | Sell | ISHARES MSCI EAFE INDEX FUNDintl equities | $318,000 | -3.3% | 4,043 | -4.3% | 0.02% | -10.0% |
BAC | Sell | BANK OF AMERICA CORP | $278,000 | -92.6% | 6,244 | -92.9% | 0.02% | -92.9% |
CC | Sell | CHEMOURS CO | $261,000 | +7.4% | 7,780 | -6.9% | 0.02% | 0.0% |
SCHF | Sell | SCHWAB INTL EQUITY ETFintl equities | $273,000 | -59.1% | 7,035 | -59.2% | 0.02% | -62.5% |
Sell | GENERAL ELECTRIC | $222,000 | -17.8% | 2,353 | -10.1% | 0.01% | -18.8% | |
TYL | Sell | TYLER | $234,000 | +8.3% | 435 | -7.4% | 0.01% | 0.0% |
DBX | Sell | DROPBOX INC. | $227,000 | -98.2% | 9,237 | -97.9% | 0.01% | -98.3% |
AIMC | Sell | ALTRA INDUSTRIAL MOTION CORP | $213,000 | -40.2% | 4,136 | -35.7% | 0.01% | -42.9% |
MDY | Sell | S & P 400 MID CAP DEP RECPTother equities | $220,000 | +7.3% | 425 | -0.5% | 0.01% | 0.0% |
MRK | Exit | MERCK & CO INC | $0 | – | -2,725 | -100.0% | -0.01% | – |
CNX | Exit | CNX RESOURCES CO | $0 | – | -17,020 | -100.0% | -0.01% | – |
IWO | Exit | ISHARES RUSSELL 2000 GROWTHother equities | $0 | – | -747 | -100.0% | -0.01% | – |
HNI | Exit | HNI CORP | $0 | – | -6,066 | -100.0% | -0.01% | – |
HELE | Exit | HELEN OF TROY CORP LTD | $0 | – | -969 | -100.0% | -0.01% | – |
RCKY | Exit | ROCKY BRANDS INC | $0 | – | -4,459 | -100.0% | -0.01% | – |
WHD | Exit | CACTUS INC | $0 | – | -5,983 | -100.0% | -0.01% | – |
REVG | Exit | REV GROUP INC | $0 | – | -13,327 | -100.0% | -0.01% | – |
INT | Exit | WORLD FUEL SERVICES CORP | $0 | – | -7,265 | -100.0% | -0.02% | – |
WNS | Exit | WNS HOLDINGS LIMITED ADR | $0 | – | -3,130 | -100.0% | -0.02% | – |
SCPL | Exit | SCIPLAY CORP | $0 | – | -12,340 | -100.0% | -0.02% | – |
MDP | Exit | MEREDITH CORP | $0 | – | -4,599 | -100.0% | -0.02% | – |
ONEQ | Exit | FIDELITY NASDAQ COMP INDEXother equities | $0 | – | -4,550 | -100.0% | -0.02% | – |
CRSP | Exit | CRISPR THERAPEUTICS AG | $0 | – | -3,020 | -100.0% | -0.02% | – |
SIMO | Exit | SILICON MOTION TECHNOLOGY ADR | $0 | – | -22,689 | -100.0% | -0.09% | – |
KSU | Exit | KANSAS CITY SOUTHERN | $0 | – | -5,780 | -100.0% | -0.09% | – |
LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -4,959 | -100.0% | -0.10% | – |
NTB | Exit | BANK OF NT BUTTERFIELD AND SON | $0 | – | -64,064 | -100.0% | -0.14% | – |
HPQ | Exit | HP INC | $0 | – | -83,612 | -100.0% | -0.14% | – |
NTR | Exit | NUTRIEN LTD | $0 | – | -36,456 | -100.0% | -0.14% | – |
LNVGY | Exit | LENOVO GROUP LTD ADR | $0 | – | -91,595 | -100.0% | -0.15% | – |
WMB | Exit | WILLIAMS COMPANIES | $0 | – | -99,115 | -100.0% | -0.15% | – |
STT | Exit | STATE STREET CORPORATION | $0 | – | -30,852 | -100.0% | -0.16% | – |
DOW | Exit | DOW INC | $0 | – | -46,204 | -100.0% | -0.16% | – |
FHI | Exit | FEDERATED HERMES INC | $0 | – | -82,948 | -100.0% | -0.16% | – |
MGP | Exit | MGM GROWTH PROPERTIES LLC | $0 | – | -73,756 | -100.0% | -0.17% | – |
CAH | Exit | CARDINAL HEALTH | $0 | – | -58,423 | -100.0% | -0.17% | – |
ATVI | Exit | ACTIVISION BLIZZARD INC | $0 | – | -65,032 | -100.0% | -0.30% | – |
ERIC | Exit | ERICSSON L M TEL CO ADR | $0 | – | -501,915 | -100.0% | -0.34% | – |
QRVO | Exit | QORVO INC | $0 | – | -47,415 | -100.0% | -0.48% | – |
MNST | Exit | MONSTER BEVERAGE CORPORATION | $0 | – | -92,724 | -100.0% | -0.49% | – |
XLC | Exit | COMMUNICATION SERVICES SLCT SE | $0 | – | -120,980 | -100.0% | -0.58% | – |
NOMD | Exit | NOMAD FOODS LTD | $0 | – | -353,868 | -100.0% | -0.58% | – |
TT | Exit | TRANE TECHNOLOGIES PLC | $0 | – | -65,885 | -100.0% | -0.68% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-28
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 42 | Q3 2023 | 7.1% |
MICROSOFT CORP | 42 | Q3 2023 | 5.8% |
MASTERCARD INC | 42 | Q3 2023 | 3.3% |
HOME DEPOT INC | 42 | Q3 2023 | 2.4% |
JOHNSON & JOHNSON | 42 | Q3 2023 | 1.8% |
AMETEK INC | 42 | Q3 2023 | 1.5% |
ISHARES RUSSELL 1000 VALUE | 42 | Q3 2023 | 2.9% |
ISHARES RUSSELL 1000 GROWTH | 42 | Q3 2023 | 2.5% |
FISERV INC | 42 | Q3 2023 | 2.0% |
PFIZER INC | 42 | Q3 2023 | 1.1% |
View MERITAGE PORTFOLIO MANAGEMENT's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-29 |
13F-HR | 2024-02-02 |
13F-HR | 2023-10-30 |
13F-HR | 2023-07-31 |
13F-HR | 2023-04-25 |
13F-HR | 2023-02-01 |
13F-HR | 2022-10-25 |
13F-HR | 2022-07-25 |
13F-HR | 2022-04-25 |
13F-HR | 2022-01-28 |
View MERITAGE PORTFOLIO MANAGEMENT's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.