Stock Taper 
MERITAGE PORTFOLIO MANAGEMENT
Latest 13F filing data - Q4 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Core & Main, Inc. | CNM | 15.34K | $797.17K |
 Commerce Bancshares, Inc. | CBSH | 15.06K | $788.5K |
 Match Group, Inc. | MTCH | 14.73K | $475.63K |
 ASML Holding N.V. | ASML | 14.64K | $15.66M |
 Associated Banc-Corp | ASB | 14.37K | $370.22K |
 Broadstone Net Lease, Inc. | BNL | 14.3K | $248.36K |
 MGIC Investment Corporation | MTG | 14.17K | $414.13K |
 Automatic Data Processing, Inc. | ADP | 13.88K | $3.57M |
 Brookfield Corporation | BN | 13.78K | $632.36K |
 The Goldman Sachs Group, Inc. | GS | 13.36K | $11.74M |
 Valmont Industries, Inc. | VMI | 12.98K | $5.22M |
 Tanger Inc. | SKT | 12.05K | $402.11K |
 ACI Worldwide, Inc. | ACIW | 12.01K | $574.2K |
 CNO Financial Group, Inc. | CNO | 11.09K | $471.04K |
 SLM Corporation | SLM | 11.02K | $298.2K |
 WPP plc | WPP | 10.62K | $238.41K |
 Cummins Inc. | CMI | 10.46K | $5.34M |
 UMB Financial Corporation | UMBF | 10.41K | $1.2M |
 AXIS Capital Holdings Limited | AXS | 9.64K | $1.03M |
 Voya Financial, Inc. | VOYA | 9.4K | $700.06K |