Stock Taper 
MERITAGE PORTFOLIO MANAGEMENT
Latest 13F filing data - Q4 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Duke Energy Corporation | DUK | 34.28K | $4.02M |
 Check Point Software Technologies Ltd. | CHKP | 34.08K | $6.32M |
 Rio Tinto Group | RIO | 33.2K | $2.66M |
 Paychex, Inc. | PAYX | 33.06K | $3.71M |
 The PNC Financial Services Group, Inc. | PNC | 32.8K | $6.85M |
 Lear Corporation | LEA | 32.14K | $3.68M |
| CA CATALYST PHARMACEUTICALS INC | CPRX | 31.26K | $729.61K |
 Prudential Financial, Inc. | PRU | 29.56K | $3.34M |
 Cadence Design Systems, Inc. | CDNS | 28.96K | $9.05M |
 Prologis, Inc. | PLD | 27.89K | $3.56M |
 Rambus Inc. | RMBS | 27.43K | $2.52M |
 International Business Machines Corporation | IBM | 27.26K | $8.08M |
 Mastercard Incorporated | MA | 27.04K | $15.43M |
 Acuity Brands, Inc. | AYI | 25.73K | $9.26M |
 Vertex Pharmaceuticals Incorporated | VRTX | 25.44K | $11.53M |
 Philip Morris International Inc. | PM | 24.59K | $3.94M |
 Reliance Steel & Aluminum Co. | RS | 24.21K | $6.99M |
 Autodesk, Inc. | ADSK | 23.75K | $7.03M |
 Meta Platforms, Inc. | META | 23.64K | $15.6M |
 Pitney Bowes Inc. | PBI | 23.34K | $246.74K |