Stock Taper 
MERITAGE PORTFOLIO MANAGEMENT
Latest 13F filing data - Q4 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The PNC Financial Services Group, Inc. | PNC | 32.8K | $6.85M |
 Paychex, Inc. | PAYX | 33.06K | $3.71M |
 Rio Tinto Group | RIO | 33.2K | $2.66M |
 Check Point Software Technologies Ltd. | CHKP | 34.08K | $6.32M |
 Duke Energy Corporation | DUK | 34.28K | $4.02M |
 Medtronic plc | MDT | 35.93K | $3.45M |
 NetApp, Inc. | NTAP | 36.4K | $3.9M |
 AbbVie Inc. | ABBV | 37.8K | $8.64M |
 Supernus Pharmaceuticals, Inc. | SUPN | 37.88K | $1.88M |
 Cellebrite DI Ltd. | CLBT | 38.06K | $686.22K |
 QUALCOMM Incorporated | QCOM | 40.94K | $7M |
 PulteGroup, Inc. | PHM | 41.26K | $4.84M |
 Black Hills Corporation | BKH | 41.68K | $2.89M |
 Cisco Systems, Inc. | CSCO | 42.92K | $3.31M |
 Arch Capital Group Ltd. | ACGL | 44.22K | $4.24M |
 Tapestry, Inc. | TPR | 45.47K | $5.81M |
 Corning Inc | GLW | 47.61K | $4.17M |
 Gilead Sciences, Inc. | GILD | 49.85K | $6.12M |
 The Procter & Gamble Company | PG | 51.38K | $7.36M |
 JPMorgan Chase & Co. | JPM | 52.14K | $16.8M |