Stock Taper 
MERITAGE PORTFOLIO MANAGEMENT
Latest 13F filing data - Q4 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Eli Lilly and Company | LLY | 1.44K | $1.55M |
 Axon Enterprise, Inc. | AXON | 1.41K | $800.78K |
 Lam Research Corporation | LRCX | 1.41K | $241.36K |
 Salesforce, Inc. | CRM | 1.4K | $369.81K |
 Thermo Fisher Scientific Inc. | TMO | 1.38K | $799.06K |
 Constellation Energy Corporation | CEG | 1.37K | $485.04K |
 CME Group Inc. | CME | 1.3K | $355K |
 General Dynamics Corporation | GD | 1.3K | $437.32K |
 The Boeing Company | BA | 1.25K | $272.49K |
 Steel Dynamics, Inc. | STLD | 1.21K | $204.36K |
 RTX Corporation | RTX | 1.1K | $201.92K |
 Elevance Health Inc. | ELV | 1.09K | $382.1K |
 S&P Global Inc. | SPGI | 1.07K | $557.6K |
 Zebra Technologies Corporation | ZBRA | 1.06K | $257.39K |
 Applied Materials, Inc. | AMAT | 1.03K | $264.19K |
 Lowe's Companies, Inc. | LOW | 913 | $220.18K |
 American Express Company | AXP | 909 | $336.29K |
 Visa Inc. | V | 887 | $310.95K |
 Caterpillar Inc. | CAT | 792 | $453.71K |
 United Therapeutics Corporation | UTHR | 769 | $374.69K |