Stock Taper 
MERITAGE PORTFOLIO MANAGEMENT
Latest 13F filing data - Q4 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Johnson & Johnson | JNJ | 74.79K | $15.48M |
 Magna International Inc. | MGA | 74.2K | $3.96M |
 W. P. Carey Inc. | WPC | 73.77K | $4.75M |
 Fidelity National Information Services, Inc. | FIS | 73.54K | $4.89M |
 Williams-Sonoma, Inc. | WSM | 73.32K | $13.09M |
 Sun Life Financial Inc. | SLF | 71.44K | $4.46M |
 Portland General Electric Company | POR | 69.62K | $3.34M |
 AMETEK, Inc. | AME | 66.6K | $13.67M |
 Arista Networks, Inc. | ANET | 65.52K | $8.59M |
 The Kroger Co. | KR | 64.31K | $4.02M |
 National Health Investors, Inc. | NHI | 62.51K | $4.77M |
 CalciMedica, Inc. | CALC | 61.54K | $405.54K |
 Griffon Corporation | GFF | 61.21K | $4.51M |
 Shell plc | SHEL | 60.24K | $4.43M |
 TC Energy Corporation | TRP | 59.96K | $3.3M |
 Horace Mann Educators Corporation | HMN | 59.36K | $2.74M |
 Magnolia Oil & Gas Corporation | MGY | 58.96K | $1.29M |
 Aflac Incorporated | AFL | 58.9K | $6.49M |
 Aptiv PLC | APTV | 58.01K | $4.41M |
 Public Service Enterprise Group Incorporated | PEG | 57.53K | $4.62M |