Stock Taper 
MERITAGE PORTFOLIO MANAGEMENT
Latest 13F filing data - Q4 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Huron Consulting Group Inc. | HURN | 2.9K | $500.75K |
 Pathward Financial, Inc. | CASH | 2.93K | $208.03K |
 Comfort Systems USA, Inc. | FIX | 2.96K | $2.77M |
 Argan, Inc. | AGX | 3.25K | $1.02M |
 Booking Holdings Inc. | BKNG | 3.31K | $17.72M |
 BOK Financial Corporation | BOKF | 3.44K | $407.98K |
 WEC Energy Group, Inc. | WEC | 3.57K | $376.81K |
 MetLife, Inc. | MET | 3.65K | $287.89K |
 Oracle Corporation | ORCL | 3.79K | $738.86K |
 The Home Depot, Inc. | HD | 4.06K | $1.4M |
 Enterprise Financial Services Corp | EFSC | 4.07K | $219.78K |
 CBIZ, Inc. | CBZ | 4.11K | $207.35K |
 Edison International | EIX | 4.16K | $249.92K |
 Bank of America Corporation | BAC | 4.18K | $229.79K |
 Chevron Corporation | CVX | 4.29K | $653.53K |
 EMCOR Group, Inc. | EME | 4.3K | $2.63M |
 Evergy, Inc. | EVRG | 4.32K | $313.23K |
 Western Alliance Bancorporation | WAL | 4.62K | $388.57K |
 Patrick Industries, Inc. | PATK | 4.64K | $503.55K |
 Altria Group, Inc. | MO | 4.73K | $272.47K |