Stock Taper 
MERITAGE PORTFOLIO MANAGEMENT
Latest 13F filing data - Q4 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Thermo Fisher Scientific Inc. | TMO | 1.38K | $799.06K |
 Salesforce, Inc. | CRM | 1.4K | $369.81K |
 Axon Enterprise, Inc. | AXON | 1.41K | $800.78K |
 Lam Research Corporation | LRCX | 1.41K | $241.36K |
 Eli Lilly and Company | LLY | 1.44K | $1.55M |
 McDonald's Corporation | MCD | 1.52K | $463.83K |
 Emerson Electric Co. | EMR | 1.61K | $214.34K |
 Stryker Corporation | SYK | 1.74K | $611.56K |
 Merck & Co., Inc. | MRK | 2K | $210.8K |
 Primerica, Inc. | PRI | 2K | $518.01K |
 Cencora, Inc. | COR | 2.13K | $720.76K |
 Cirrus Logic, Inc. | CRUS | 2.14K | $253.24K |
 Coca-Cola Consolidated, Inc. | COKE | 2.23K | $341.25K |
 Applied Industrial Technologies, Inc. | AIT | 2.25K | $578.25K |
 UFP Industries, Inc. | UFPI | 2.29K | $208.41K |
 Stifel Financial Corp | SF | 2.38K | $297.9K |
 The Walt Disney Company | DIS | 2.56K | $291.27K |
 American Electric Power Company, Inc. | AEP | 2.66K | $306.26K |
 UnitedHealth Group Incorporated | UNH | 2.71K | $894.93K |
 Veralto Corporation | VLTO | 2.83K | $282.18K |