Stock Taper 
MERITAGE PORTFOLIO MANAGEMENT
Latest 13F filing data - Q4 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 NiSource Inc | NI | 9.15K | $382.15K |
 Yelp Inc. | YELP | 8.25K | $250.63K |
 OGE Energy Corp. | OGE | 8.16K | $348.43K |
 Prestige Consumer Healthcare Inc. | PBH | 8.08K | $498.64K |
 Zions Bancorporation, National Association | ZION | 7.89K | $462.06K |
 GoDaddy Inc. | GDDY | 7.71K | $956.16K |
 Costco Wholesale Corporation | COST | 7.7K | $6.64M |
 Corebridge Financial, Inc. | CRBG | 7.63K | $230.32K |
 Verizon Communications Inc. | VZ | 7.19K | $292.83K |
 Kontoor Brands, Inc. | KTB | 7.12K | $435.02K |
 Kulicke and Soffa Industries, Inc. | KLIC | 6.88K | $313.23K |
 Intel Corp. | INTC | 6.8K | $251.1K |
| TM TAYLOR MORRISON HOME CORP | TMHC | 6.75K | $397.37K |
 Woori Financial Group Inc. | WF | 6.65K | $391.01K |
 Gildan Activewear Inc. | GIL | 6.64K | $414.86K |
 PepsiCo, Inc. | PEP | 6.62K | $950.17K |
 Alphabet Inc. | GOOG | 5.81K | $1.82M |
 Lockheed Martin Corporation | LMT | 5.58K | $2.7M |
 NextEra Energy, Inc. | NEE | 5.45K | $437.45K |
 Old Republic International Corporation | ORI | 5.24K | $239.11K |