Meritage Portfolio Management Purchases in Q1 2025

Meritage Portfolio Management

  • $1.47 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CNO
Cno Financial Group, Inc.

Financial Services
1.16K
+ 5.58%
$35.99 - $42.34 $41.7K - $49.1K
21.9K $913K
ACIW
Aci Worldwide, Inc.

Technology
869
+ 4.69%
$50.38 - $57.35 $43.8K - $49.8K
19.4K $1.06M
PATK
Patrick Industries Inc

Consumer Cyclical
896
+ 6.53%
$82.13 - $97.92 $73.6K - $87.7K
14.6K $1.24M
SKY
Skyline Champion Corp

Consumer Cyclical
389
+ 6.83%
$85.72 - $108.14 $33.3K - $42.1K
6.09K $576K
MTG
Mgic Investment Corp

Financial Services
1.47K
+ 5.53%
$22.56 - $25.71 $33.2K - $37.8K
28.1K $695K
MLI
Mueller Industries Inc

Industrials
1.69K
+ 7.31%
$76.14 - $82.67 $129K - $140K
24.9K $1.89M
LCID
Lucid Group, Inc.

Consumer Cyclical
19.8K
New
$2.03 - $3.48 $40.1K - $68.8K
19.8K $47K
PRI
Primerica, Inc.

Financial Services
19
+ 0.61%
$271.41 - $296.43 $5.16K - $5.63K
3.12K $886K
RSP
Invesco S&P 500 Equal Weight E

ETFs
259
+ 19.47%
$169.43 - $182.84 $43.9K - $47.4K
1.59K $275K
RDN
Radian Group Inc

Financial Services
174
+ 0.83%
$30.6 - $34.58 $5.32K - $6.02K
21.1K $698K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
712
+ 5.64%
$58.09 - $67.05 $41.4K - $47.7K
13.3K $800K
CEG
Constellation Energy Corp

Utilities
194
+ 17.93%
$201.63 - $347.44 $39.1K - $67.4K
1.28K $257K
MEDP
Medpace Holdings, Inc.

Healthcare
336
+ 10.46%
$304.69 - $360.97 $102K - $121K
3.55K $1.08M
NEE
Nextera Energy Inc

Utilities
200
+ 3.74%
$66.96 - $76.16 $13.4K - $15.2K
5.55K $393K
VOYA
Voya Financial, Inc.

Financial Services
261
+ 1.9%
$65.1 - $75.67 $17K - $19.7K
14K $950K
UFPI
Ufp Industries Inc

Basic Materials
251
+ 5.66%
$103.91 - $118.67 $26.1K - $29.8K
4.69K $501K
Ark 21 Shares Bitcoin ETF
2.21K
+ 31.94%
N/A
9.12K $0
VO
Vanguard Mid Cap ETF

ETFs
3
+ 0.35%
$251.87 - $277.95 $756 - $834
853 $220K
HBNC
Horizon Bancorp Inc

Financial Services
1.23K
+ 5.53%
$15.0 - $17.76 $18.5K - $21.9K
23.5K $354K
AIT
Applied Industrial Technologies Inc

Industrials
234
+ 5.56%
$218.93 - $269.18 $51.2K - $63K
4.44K $1M
NVMI
Nova Ltd.

Technology
234
+ 5.66%
$184.33 - $273.65 $43.1K - $64K
4.37K $805K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
40
+ 1.15%
$57.21 - $65.8 $2.29K - $2.63K
3.52K $205K
SGMO
Sangamo Therapeutics, Inc

Healthcare
7.5K
+ 8.82%
$0.66 - $1.37 $4.95K - $10.3K
92.5K $61K
DIS
Walt Disney CO

Communication Services
2
+ 0.07%
$96.87 - $114.0 $194 - $228
2.81K $277K
UTHR
United Therapeutics Corp

Healthcare
84
+ 5.81%
$304.42 - $380.78 $25.6K - $32K
1.53K $471K
SF
Stifel Financial Corp

Financial Services
446
+ 5.67%
$91.62 - $117.6 $40.9K - $52.4K
8.32K $783K
GMS
Gms Inc.

Industrials
31
+ 0.61%
$70.36 - $86.13 $2.18K - $2.67K
5.12K $374K
GDDY
Go Daddy Inc.

Technology
800
+ 6.79%
$172.13 - $214.35 $138K - $171K
12.6K $2.27M
VB
Vanguard Small Cap ETF

ETFs
16
+ 0.45%
$217.89 - $252.64 $3.49K - $4.04K
3.59K $795K
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
88
+ 0.91%
$43.82 - $58.86 $3.86K - $5.18K
9.77K $445K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
265
+ 1.54%
$102.49 - $119.96 $27.2K - $31.8K
17.5K $1.83M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
1.66K
+ 6.34%
$93.57 - $120.35 $156K - $200K
27.9K $2.67M
PRGS
Progress Software Corp

Technology
84
+ 0.57%
$51.39 - $65.26 $4.32K - $5.48K
14.9K $768K
GOOG
Alphabet Inc.

Communication Services
1
+ 0.02%
$156.06 - $207.71 $156 - $208
6.63K $1.04M
FTDR
Frontdoor, Inc.

Consumer Cyclical
92
+ 0.48%
$37.07 - $62.39 $3.41K - $5.74K
19.5K $747K
VBK
Vanguard Small Cap Growth ETF

ETFs
191
+ 1.37%
$247.97 - $296.33 $47.4K - $56.6K
14.1K $3.55M
EME
Emcor Group, Inc.

Industrials
391
+ 5.99%
$361.16 - $535.99 $141K - $210K
6.92K $2.56M
FIX
Comfort Systems Usa Inc

Industrials
439
+ 7.39%
$313.26 - $550.27 $138K - $242K
6.38K $2.06M
PYPL
Pay Pal Holdings, Inc.

Financial Services
35.6K
+ 18.76%
$65.15 - $91.81 $2.32M - $3.27M
226K $14.7M
Activity Summary
Buys All Purchases 90 New Holdings 22 Increased Positions 68 Sells All Sells 189 Reductions 189 Sold out 0 Options Calls 0 Puts 0
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