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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
42
9
12
1
1
2
28
9
13
MERITAGE PORTFOLIO MANAGEMENT

Time Period2018-12-31

Total Holdings172

Total Value ($x1000)876,422
Activities
New26

Increased37

Unchanged11

Decreased98

Sold Out52

Top 10 Stock Holdingstotal 25.91%
VTV3.97

AAPL3.37

MSFT2.97

AMZN2.74

VUG2.42

 
GOOGL2.28

ZBRA2.14

HD2.06

ISRG2.02

MA1.94

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTV
3.97%
VALUE ETF
AAPL
3.37%
COM
MSFT
2.97%
COM
AMZN
2.74%
COM
VUG
2.42%
GROWTH ETF
GOOGL
2.28%
CAP STK CL A
ZBRA
2.14%
CL A
HD
2.06%
COM
ISRG
2.02%
COM NEW
MA
1.94%
CL A
XLU
1.59%
SBI INT-UTILS
FTNT
1.5%
COM
FISV
1.3%
COM
ETR
1.27%
COM
CI
1.27%
COM
IAC
1.15%
COM PAR $.001
VDC
1.14%
CONSUM STP ETF
VMW
1.04%
CL A COM
KBE
1%
S&P BK ETF
JNJ
0.98%
COM
AMGN
0.96%
COM
FB
0.91%
CL A
ACN
0.91%
SHS CLASS A
CNC
0.89%
COM
VNQ
0.87%
REIT ETF
ORLY
0.84%
COM
ADBE
0.82%
COM
MTD
0.81%
COM
AZO
0.77%
COM
GMED
0.76%
CL A
AME
0.71%
COM
MRK
0.7%
COM
RDS/A
0.7%
SPONS ADR A
CDW
0.7%
COM
SNE
0.68%
ADR NEW
EBS
0.68%
COM
HSY
0.68%
COM
SPGI
0.66%
COM
TMK
0.66%
COM
PRAH
0.66%
COM
NOVT
0.66%
COM
CYBR
0.65%
SHS
NDSN
0.64%
COM
KONINKLI...
0.64%
COMMON
CVX
0.64%
COM
ST
0.64%
SHS
IR
0.63%
SHS
CMCSA
0.63%
CL A
VSH
0.62%
COM
MMS
0.62%
COM
DIS
0.61%
COM DISNEY
UNH
0.6%
COM
PFE
0.6%
COM
VZ
0.6%
COM
FOXF
0.58%
COM
BIIB
0.58%
COM
INVA
0.57%
COM
RGA
0.57%
COM NEW
XLP
0.56%
SBI CONS STPLS
PEG
0.55%
COM
AMED
0.55%
COM
PPL
0.55%
COM
NHI
0.55%
COM
WCG
0.55%
COM
CNP
0.55%
COM
ANTM
0.54%
COM
DG
0.53%
COM
PRU
0.53%
COM
STT
0.53%
COM
RBC
0.51%
COM
CTSH
0.51%
CL A
AYI
0.51%
COM
NTRS
0.51%
COM
SWP
0.51%
UNIT 05/15/2020
MNST
0.5%
COM
EQNR
0.49%
SPONSORED ADR
UL
0.49%
SPON ADR NEW
BBY
0.49%
COM
KO
0.48%
COM
DSW
0.48%
CL A
PDM
0.47%
COM CL A
FIZZ
0.47%
COM
KMI
0.47%
COM
HST
0.46%
COM
SCHG
0.46%
US LCAP GR ETF
SPY
0.46%
TR UNIT
IWF
0.45%
RUS 1000 GRW ETF
VOD
0.45%
SPNSR ADR NO PAR
TPR
0.45%
COM
CHL
0.44%
SPONSORED ADR
STI
0.44%
COM
ORI
0.44%
COM
KEY
0.44%
COM
MO
0.44%
COM
ATGE
0.43%
COM
AMCX
0.43%
CL A
IWD
0.43%
RUS 1000 VAL ETF
WNS
0.43%
SPON ADR
SPG
0.43%
COM
RDS/B
0.42%
SPON ADR B
T
0.41%
COM
MPW
0.41%
COM
MET
0.41%
COM
LNC
0.41%
COM
IMPERIAL...
0.4%
COMMON
KMB
0.4%
COM
GRMN
0.4%
SHS
ATH
0.4%
CL A
AB
0.39%
UNIT LTD PARTN
IBM
0.39%
COM
BA
0.39%
COM
ROCHE HL...
0.38%
COMMON
CMI
0.38%
COM
MLHR
0.38%
COM
GIS
0.37%
COM
INFY
0.37%
SPONSORED ADR
PFG
0.36%
COM
ARLP
0.34%
UT LTD PART
LAZ
0.34%
SHS A
SDY
0.33%
S&P DIVID ETF
WFC
0.33%
COM
PSX
0.33%
COM
C
0.33%
COM NEW
PSA
0.31%
COM
SLRC
0.31%
COM
VLO
0.31%
COM
PAGP
0.3%
LTD PARTNR INT A
PACW
0.3%
COM
LYB
0.28%
SHS - A -
TGT
0.28%
COM
HUBB
0.26%
COM
COF
0.25%
COM
SCHV
0.25%
US LCAP VA ETF
DFS
0.25%
COM
HUN
0.22%
COM
UMBF
0.22%
COM
MERC
0.2%
COM
PKG
0.2%
COM
INTC
0.2%
COM
BRK.A
0.17%
CL A
DVY
0.17%
SELECT DIVID ETF
WMT
0.14%
COM
BRK.B
0.13%
CL B NEW
XOM
0.12%
COM
AMJ
0.12%
ALERIAN ML ETN
USB
0.11%
COM NEW
MCD
0.08%
COM
KSU
0.08%
COM NEW
VTI
0.08%
TOTAL STK MKT
IVW
0.07%
S&P 500 GRWT ETF
LLY
0.07%
COM
DWDP
0.07%
COM
PEP
0.06%
COM
IVV
0.06%
CORE S&P500 ETF
DIA
0.06%
UT SER 1
SSO
0.06%
PSHS ULT S&P 500
SLB
0.06%
COM
GILD
0.05%
COM
IJR
0.05%
CORE S&P SCP ETF
PG
0.05%
COM
PM
0.05%
COM
BAM
0.04%
CL A LTD VT SH
IWM
0.04%
RUSSELL 2000 ETF
BRO
0.04%
COM
NSRGY
0.03%
COM
IVE
0.03%
S&P 500 VAL ETF
CERN
0.03%
COM
GOOG
0.03%
CAP STK CL C
GLD
0.03%
GOLD SHS
NEE
0.02%
COM
GE
0.02%
COM
WTI
< 0.01%
COM
LITE
0.98%
COM
ESRX
0.89%
COM
JWN
0.82%
COM
EXP
0.76%
COM
SNP
0.72%
SPON ADR H SHS
CI
0.68%
COM
HELE
0.67%
COM
ULTI
0.66%
COM
BMY
0.66%
COM
FTV
0.6%
COM
DLX
0.59%
COM
GGG
0.57%
COM
BLK
0.57%
COM
ORBK
0.55%
ORD
SPR
0.53%
COM CL A
CEO
0.52%
SPONSORED ADR
SYF
0.52%
COM
CSX
0.52%
COM
HUSKY EN...
0.52%
COMMON
GDOT
0.51%
CL A
AET
0.51%
COM
OSK
0.5%
COM
XOP
0.5%
S&P OILGAS EXP
LPX
0.48%
COM
NTT
0.47%
SPONSORED ADR
DUK
0.46%
COM NEW
GNTX
0.46%
COM
QCOM
0.45%
COM
STAY
0.41%
UNIT 99/99/9999B
URBN
0.4%
COM
REPSOL Y...
0.4%
COMMON
PBCT
0.32%
COM
VER
0.32%
COM
EPD
0.31%
COM
IVZ
0.27%
SHS
OSB
0.26%
COM NEW
KLIC
0.25%
COM
POWER FI...
0.24%
COMMON
HPQ
0.23%
COM
UNIT
0.23%
COM
XHR
0.22%
COM
UFS
0.22%
COM NEW
GME
0.2%
CL A
GM
0.17%
COM
SCHB
0.05%
US BRD MKT ETF
ALGN
0.03%
COM
NVDA
0.03%
COM
LLL
0.02%
COM
JPM
0.02%
COM
EFSC
0.02%
COM
IWN
0.02%
RUS 2000 VAL ETF
ZIXI
0.01%
COM