Stock Taper 
MERITAGE PORTFOLIO MANAGEMENT
Latest 13F filing data - Q4 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Gaming and Leisure Properties, Inc. | GLPI | 52.3K | $2.34M |
 Materialise N.V. | MTLS | 53.27K | $295.64K |
 Exxon Mobil Corporation | XOM | 54.34K | $6.54M |
 Cheniere Energy, Inc. | LNG | 54.72K | $10.64M |
 Citizens Financial Group, Inc. | CFG | 57.48K | $3.36M |
 Public Service Enterprise Group Incorporated | PEG | 57.53K | $4.62M |
 Aptiv PLC | APTV | 58.01K | $4.41M |
 Aflac Incorporated | AFL | 58.9K | $6.49M |
 Magnolia Oil & Gas Corporation | MGY | 58.96K | $1.29M |
 Horace Mann Educators Corporation | HMN | 59.36K | $2.74M |
 TC Energy Corporation | TRP | 59.96K | $3.3M |
 Shell plc | SHEL | 60.24K | $4.43M |
 Griffon Corporation | GFF | 61.21K | $4.51M |
 CalciMedica, Inc. | CALC | 61.54K | $405.54K |
 National Health Investors, Inc. | NHI | 62.51K | $4.77M |
 The Kroger Co. | KR | 64.31K | $4.02M |
 Arista Networks, Inc. | ANET | 65.52K | $8.59M |
 AMETEK, Inc. | AME | 66.6K | $13.67M |
 Portland General Electric Company | POR | 69.62K | $3.34M |
 Sun Life Financial Inc. | SLF | 71.44K | $4.46M |