MERITAGE PORTFOLIO MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HMN | 60K | $2.71M |
 | PEG | 59K | $4.95M |
 | CFG | 58K | $3.08M |
 | LNG | 56K | $13.16M |
 | XOM | 56K | $6.27M |
 | MTLS | 56K | $309.49K |
 | JPM | 54K | $16.98M |
 | GLPI | 54K | $2.51M |
 | PG | 53K | $8.21M |
 | GILD | 50K | $5.56M |
 | TPR | 48K | $5.45M |
 | GLW | 48K | $3.91M |
 | ACGL | 46K | $4.13M |
 | OMC | 43K | $3.54M |
 | CSCO | 43K | $2.95M |
 | CLBT | 43K | $790.73K |
 | PHM | 43K | $5.62M |
 | NHI | 42K | $3.37M |
 | QCOM | 42K | $6.99M |
 | EVRG | 41K | $3.14M |
Horace Mann Educators Corporation
HMN
Shares Held
60K
Value
$2.71M
Public Service Enterprise Group Incorporated
PEG
Shares Held
59K
Value
$4.95M
Citizens Financial Group, Inc.
CFG
Shares Held
58K
Value
$3.08M
Cheniere Energy, Inc.
LNG
Shares Held
56K
Value
$13.16M
Exxon Mobil Corporation
XOM
Shares Held
56K
Value
$6.27M
Materialise N.V.
MTLS
Shares Held
56K
Value
$309.49K
JPMorgan Chase & Co.
JPM
Shares Held
54K
Value
$16.98M
Gaming and Leisure Properties, Inc.
GLPI
Shares Held
54K
Value
$2.51M
The Procter & Gamble Company
PG
Shares Held
53K
Value
$8.21M
Gilead Sciences, Inc.
GILD
Shares Held
50K
Value
$5.56M
Tapestry, Inc.
TPR
Shares Held
48K
Value
$5.45M
Corning Incorporated
GLW
Shares Held
48K
Value
$3.91M
Arch Capital Group Ltd.
ACGL
Shares Held
46K
Value
$4.13M
Omnicom Group Inc.
OMC
Shares Held
43K
Value
$3.54M
Cisco Systems, Inc.
CSCO
Shares Held
43K
Value
$2.95M
Cellebrite DI Ltd.
CLBT
Shares Held
43K
Value
$790.73K
PulteGroup, Inc.
PHM
Shares Held
43K
Value
$5.62M
National Health Investors, Inc.
NHI
Shares Held
42K
Value
$3.37M
QUALCOMM Incorporated
QCOM
Shares Held
42K
Value
$6.99M
Evergy, Inc.
EVRG
Shares Held
41K
Value
$3.14M