MERITAGE PORTFOLIO MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SUPN | 41K | $1.96M |
 | SR | 40K | $3.27M |
 | MGY | 39K | $936.61K |
 | CBSH | 39K | $2.33M |
 | ABBV | 39K | $9.00M |
 | NTAP | 38K | $4.47M |
 | MDT | 36K | $3.46M |
 | CHKP | 35K | $7.32M |
 | PAYX | 34K | $4.25M |
 | PNC | 33K | $6.67M |
 | RIO | 33K | $2.18M |
 | CPRX | 33K | $645.08K |
 | LEA | 32K | $3.27M |
 | KMB | 30K | $3.73M |
 | PRU | 30K | $3.10M |
 | CDNS | 30K | $10.37M |
 | RMBS | 29K | $3.00M |
 | IBM | 28K | $7.94M |
 | PBI | 28K | $315.43K |
 | MA | 28K | $15.70M |
Supernus Pharmaceuticals, Inc.
SUPN
Shares Held
41K
Value
$1.96M
Spire Inc.
SR
Shares Held
40K
Value
$3.27M
Magnolia Oil & Gas Corporation
MGY
Shares Held
39K
Value
$936.61K
Commerce Bancshares, Inc.
CBSH
Shares Held
39K
Value
$2.33M
AbbVie Inc.
ABBV
Shares Held
39K
Value
$9.00M
NetApp, Inc.
NTAP
Shares Held
38K
Value
$4.47M
Medtronic plc
MDT
Shares Held
36K
Value
$3.46M
Check Point Software Technologies Ltd.
CHKP
Shares Held
35K
Value
$7.32M
Paychex, Inc.
PAYX
Shares Held
34K
Value
$4.25M
The PNC Financial Services Group, Inc.
PNC
Shares Held
33K
Value
$6.67M
Rio Tinto Group
RIO
Shares Held
33K
Value
$2.18M
Catalyst Pharmaceuticals, Inc.
CPRX
Shares Held
33K
Value
$645.08K
Lear Corporation
LEA
Shares Held
32K
Value
$3.27M
Kimberly-Clark Corporation
KMB
Shares Held
30K
Value
$3.73M
Prudential Financial, Inc.
PRU
Shares Held
30K
Value
$3.10M
Cadence Design Systems, Inc.
CDNS
Shares Held
30K
Value
$10.37M
Rambus Inc.
RMBS
Shares Held
29K
Value
$3.00M
International Business Machines Corporation
IBM
Shares Held
28K
Value
$7.94M
Pitney Bowes Inc.
PBI
Shares Held
28K
Value
$315.43K
Mastercard Incorporated
MA
Shares Held
28K
Value
$15.70M