Meritage Portfolio Management New Holdings in Q4 2025

Meritage Portfolio Management

Stock	Shares change	Price Range	Shares Held
MCO Moodys Corp Financial Services	19.7K New	$468.56 - $495.08 $9.22M - $9.74M	19.7K $9.44M
VMI Valmont Industries Inc Industrials	13K New	$389.98 - $419.23 $5.06M - $5.44M	13K $5.16M
PR Permian Resources Corporation Energy	348K New	$12.13 - $13.63 $4.22M - $4.74M	348K $4.74M
DUK Duke Energy Corp Utilities	34.3K New	$121.57 - $129.03 $4.17M - $4.42M	34.3K $4.29M
RHHBY Roche Hldg LTD Spons Adr Healthcare	84.8K New	$40.15 - $45.66 $3.4M - $3.87M	84.8K $3.81M
TRP Tc Energy Corp Energy	60K New	$49.79 - $55.23 $2.99M - $3.31M	60K $3.31M
DTE Dte Energy CO Utilities	21.6K New	$133.44 - $143.32 $2.89M - $3.1M	21.6K $2.97M
SCHD Schwab Strategic Tr Us Dividen ETFs	9.5K New	$26.44 - $27.53 $251K - $261K	9.5K $258K
CTRA Coterra Energy Inc. Energy	7.96K New	$22.58 - $26.79 $180K - $213K	7.96K $209K
SGOL Abrdn Gold ETF Trust ETFs	5.28K New	$36.75 - $41.74 $194K - $220K	5.28K $205K
EFA Ishares Tr Msci Eafe ETF ETFs	2.13K New	$92.24 - $96.56 $196K - $205K	2.13K $202K
IQDF Flexshares International Quali ETFs	6.75K New	$27.91 - $29.93 $188K - $202K	6.75K $200K
RTX Raytheon Technologies Corp Industrials	1.1K New	$157.0 - $179.44 $173K - $198K	1.1K $193K
MRK Merck & Co., Inc. Healthcare	2K New	$82.49 - $92.93 $165K - $186K	2K $185K
STLD Steel Dynamics Inc Basic Materials	1.21K New	N/A	1.21K $118K
Lxp Industrial Trust	110K New	N/A	110K $0
Lam Research	1.41K New	N/A	1.41K $0
2 X Long Vix Futures ETF	14.2K New	N/A	14.2K $0
Greenfirst Forest Products	15K New	N/A	15K $0

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