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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

MERITAGE PORTFOLIO MANAGEMENT

Quarter ended Q4 2023 · Filed October 30, 2023 · Accession 0000881432-23-000014

Total Value
$1.4M
Positions
332
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (332)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL475,320$81,3796.01%
2MICROSOFT CORPMSFT202,752$64,0194.73%
3ALPHABET INC CL AGOOG394,042$51,5643.81%
4BROADCOM LTDAVGO28,472$23,6481.75%
5CHENIERE ENERGY INCLNG131,333$21,7961.61%
6NOVO-NORDISK A S ADRNONOF232,900$21,1801.56%
7FORTINET INC.FTNT359,602$21,1011.56%
8CADENCE DESIGN SYSTEMS INCCDNS80,432$18,8451.39%
9AMETEK INCAME123,369$18,2291.35%
10AMAZON INCAMZN133,350$16,9511.25%
11PIONEER NAT RES CO72378710771,589$16,4331.21%
12ASML HOLDING NVASMLF26,926$15,8511.17%
13DANAHER CORP23585110263,754$15,8171.17%
14MASTERCARD INCMA37,779$14,9571.10%
15ADOBE INCADBE28,518$14,5411.07%
16SEABOARD CORPSE3,813$14,3101.06%
17BOOKING HOLDINGS INCBKNG4,615$14,2321.05%
18APA CORPAPA325,457$13,3760.99%
19VANECK VECTORS RARE EARTH/STRA92189H805188,709$12,5170.92%
20EXXON MOBIL CORPXOM102,512$12,0530.89%
21UTILITIES SELECT SECTOR SPDR81369Y886195,101$11,4970.85%
22KLA CORPORATIONKLAC24,934$11,4360.84%
23BHP BILLITON LTD SP ADRBHPLF200,226$11,3890.84%
24ISHARES SHORT-TERM CORPORATE B464288646224,217$11,1730.83%
25PENSKE AUTOMOTIVE GROUP INC70959W10362,911$10,5100.78%
26JAZZ PHARMACEUTICALS PLCJAZZ80,312$10,3960.77%
27META PLATFORMS INC.META33,617$10,0920.75%
28MERCEDES-BENZ GROUP AG233825207560,549$9,7200.72%
29SPDR S&P 500 VALUE ETF78464A508235,302$9,7090.72%
30CHEMED CORPCHE18,103$9,4080.69%
31HOLOGIC INCHOLX132,679$9,2080.68%
32HSBC HOLDINGS PLCHBCYF231,614$9,1390.67%
33HERSHEYHSY44,236$8,8510.65%
34DROPBOX INC.DBX321,961$8,7670.65%
35EXELIXIS INC.EXEL394,861$8,6280.64%
36JP MORGAN CHASE & COVYLD59,477$8,6250.64%
37HUMANA INCHUM17,611$8,5680.63%
38RELIANCE STEELRS32,435$8,5050.63%
39VERTEX PHARMACEUTICALS INCVRTX24,342$8,4650.63%
40ARISTA NETWORKSANET46,005$8,4620.62%
41MCDONALDSMCD32,105$8,4580.62%
42ON SEMICONDUCTORON89,021$8,2750.61%
43WILLIAMS-SONOMA INCWSM52,912$8,2220.61%
44JOHNSON & JOHNSONJNJ52,747$8,2150.61%
45ISHARES S&P 500 INDEX46428720018,291$7,8550.58%
46ISHARES RUSSELL 1000 GROWTH46428761429,350$7,8070.58%
47BERKSHIRE HATHAWAY INC CL BBRK-A21,927$7,6810.57%
48PULTEGROUP INC745867101102,819$7,6140.56%
49UNITEDHEALTH GROUP INCUNH14,860$7,4920.55%
50AUTODESK INCADSK33,927$7,0200.52%
51TRINET GROUP INCTNET59,986$6,9870.52%
52VERISIGN INCVRSN34,414$6,9700.51%
53SPDR S&P 500 GROWTH ETF78464A409117,372$6,9580.51%
54IDEX CORPORATION45167R10433,396$6,9470.51%
55AMGENAMGN25,658$6,8960.51%
56GRAINGER W W INC3848021049,821$6,7950.50%
57VOYA FINANCIAL INCVOYA-PB100,036$6,6470.49%
58CISCO SYSTEMS INCCSCO123,275$6,6270.49%
59PLAINS GP HOLDINGS LPPAGP404,454$6,5200.48%
60GSK PLCGLAXF178,730$6,4790.48%
61O'REILLY AUTOMOTIVE INC67103H1077,083$6,4370.48%
62WELLS FARGO COMPANY949746101155,290$6,3450.47%
63ARCH CAPITAL GROUPG0450A10578,250$6,2370.46%
64EOG RESOURCES INCEOG48,960$6,2060.46%
65PHILIP MORRIS INTERNATIONAL71817210966,775$6,1820.46%
66APPLIED MATLS INC03822210544,558$6,1690.46%
67COMCAST CORP CL ACCZ138,853$6,1570.45%
68CENCORA INCCOR34,176$6,1510.45%
69CHECK POINT SOFTWARE TECHM2246510445,510$6,0660.45%
70ISHARES S&P SHORT TERM NATIONA46428815858,569$6,0240.44%
71ENTERGY CORPENO64,346$5,9520.44%
72KROGER COKR132,221$5,9170.44%
73QUALCOMMQCOM52,724$5,8560.43%
74ACUITY BRANDS INCAYI34,187$5,8220.43%
75VMWARE INC CL A92856340234,767$5,7880.43%
76INTL BUSINESS MACHINESINTR40,882$5,7360.42%
77ELECTRONIC ARTS INCEA47,541$5,7240.42%
78ISHARES BARCLAYS INT GOVT/CRED46428861256,144$5,6890.42%
79EBAY INCEBAY128,491$5,6650.42%
80S & P 500 DEPOSITARY RECEIPTSPY13,228$5,6550.42%
81CANADIAN NAT RES LTD13638510187,053$5,6300.42%
82AFLAC INCAFL72,896$5,5950.41%
83SCHWAB SHORT-TERM U.S. TREASUR808524862113,704$5,4450.40%
84ELEVANCE HEALTH INCELV12,200$5,3120.39%
85LKQ CORPLKQ106,826$5,2890.39%
86AT & T INCT-PC345,878$5,1950.38%
87REAL ESTATE SELECT SECT SPDR81369Y860152,311$5,1890.38%
88FNB CORP302520101468,176$5,0520.37%
89ROCHE HLDG LTD SPONSORED ADR771195104147,553$5,0060.37%
90DR HORTON INC23331A10946,112$4,9560.37%
91CF INDUSTRIES HOLDINGS INC12526910057,742$4,9510.37%
92GILEAD SCIENCES INCGILD65,900$4,9390.36%
93PINNACLE WEST CAPITAL CPPNW66,673$4,9120.36%
94MATADOR RESOURCES COMPANYMTDR81,803$4,8660.36%
95KRAFT HEINZ COKHC142,221$4,7840.35%
96SKYWORKS SOLUTIONS INC.SWKS48,028$4,7350.35%
97ISHARES RUSSELL 1000 VALUE46428759831,070$4,7170.35%
98TAPESTRY INCTPR161,785$4,6510.34%
99STATE STREET CORPORATIONSTT-PG68,041$4,5560.34%
100AMERICAN ELECTRIC POWER02553710160,495$4,5500.34%
101ENI SPA ADR26874R108138,395$4,4180.33%
102B P PLC-SPON ADRBPPFF113,437$4,3920.32%
103CHEVRON CORPCVX25,835$4,3560.32%
104PUBLIC SERVICE ENTERPRISE GRP74457310675,606$4,3030.32%
105COCA COLA COKO76,245$4,2680.32%
106LOWES COMPANIES54866110720,325$4,2240.31%
107MERCK & CO INCMRK40,235$4,1420.31%
108CONOCOPHILLIPSCOP34,420$4,1240.30%
109SNAP-ON INCSNA16,064$4,0970.30%
110APPLE HOSPITALITY REIT INCAPLE265,632$4,0750.30%
111MORGAN STANLEYMS-PQ49,411$4,0350.30%
112BRISTOL-MYERS SQUIBBCELG-RI69,162$4,0140.30%
113ALGONQUIN POWER & UTILITIES CO015857873185,528$4,0060.30%
114BRITISH AMERICAN TOBACCO PLC A110448107126,343$3,9680.29%
115CONAGRA FOODS INCCAG144,636$3,9660.29%
116iSHARES INT-TERM CORP BOND ETF46428863879,244$3,8550.28%
117BAE SYSTEMS PLCBAESF77,338$3,8240.28%
118KONTOOR BRANDS INCKTB86,759$3,8100.28%
119UNITED OVERSEAS BK LTD SPONSORUNTCW91,417$3,8080.28%
120CITIGROUP INCC-PR91,935$3,7810.28%
121VANGUARD UTILITIES ETF92204A87629,584$3,7730.28%
122UNILEVER PLC SPON ADRUNLYF75,035$3,7070.27%
123COCA-COLA EUROPACIFIC PARTNERSCCEP58,604$3,6620.27%
124CVS HEALTH CORPCVS50,774$3,5450.26%
125COREBRIDGE FINANCIAL INC21871X109179,234$3,5400.26%
126VOLVO AB928854108169,146$3,4730.26%
127GARMIN LTD ADRGRMN32,900$3,4610.26%
128ESSEX PROPERTY TRUST INC29717810516,290$3,4550.26%
129FIDELITY NATIONAL INFORMATION 31620M10661,676$3,4090.25%
130NVIDIA CORPNVDA7,686$3,3430.25%
131WAL-MART STORES INCWMT20,400$3,2630.24%
132CUMMINS INCCMI14,238$3,2530.24%
133WISCONSIN ENERGY CORPWEC38,504$3,1010.23%
134PRINCIPAL FINANCIAL GROUP INCPFG41,833$3,0150.22%
135NISOURCE INCNI121,998$3,0110.22%
136MEDTRONIC HLDG LTDMDT37,936$2,9730.22%
137MSC INDUSTRIAL DIRECT55353010630,009$2,9450.22%
138OPEN TEXT CORPOTEX83,832$2,9430.22%
139VANGUARD TOTAL STOCK MKT ETF92290876913,831$2,9380.22%
140LEXINGTON INDUSTRIAL TRUSTLXP-PC329,118$2,9290.22%
141KEURIG DR PEPPER INCKDP91,469$2,8880.21%
142UNITED PARCEL SERVICE CL BUPS18,268$2,8470.21%
143ARTISAN PARTNERS ASSET MANAGEM04316A10875,142$2,8120.21%
144ELI LILLY & COLLY5,169$2,7760.20%
145HIGHWOODS PROPERTIES431284108134,455$2,7710.20%
146ISHARES NATIONAL AMT-FREE MUNI46428841426,711$2,7390.20%
147SCHWAB US TIPS ETF80852487053,756$2,7140.20%
148RIO TINTO PLC SPONSORED ADRRTNTF42,045$2,6760.20%
149NETAPP INC.NTAP35,064$2,6610.20%
150BERKSHIRE HATHAWAY INC-CL ABRK-A5$2,6570.20%
151NORTHWESTERN CORPNWE55,140$2,6500.20%
152COCA-COLA FEMSA SAB DE CVCOCSF33,304$2,6120.19%
153OMNICOMOMC34,983$2,6060.19%
154RADIAN GROUP INCRDN101,407$2,5460.19%
155CARETRUST REIT INCCTRE120,397$2,4680.18%
156AVALONBAY CMNTYS INCAWX14,356$2,4650.18%
157KENVUE INCKVUE119,033$2,3900.18%
158PATTERSON COS INC70339510380,463$2,3850.18%
159PAYCHEX INCPAYX20,661$2,3830.18%
160OLD REPUBLIC INTL68022310486,783$2,3380.17%
161SPDR BARCLAYS CAPITAL SHRT TER78468R73950,327$2,3270.17%
162EVERGY INCEVRG45,612$2,3130.17%
163BEST BUYBBY31,691$2,2020.16%
164METLIFE INCMET-PF34,925$2,1970.16%
165FLOWERS FOODS INCFLO97,665$2,1660.16%
166BNP PARIBAS ADR05565A20267,960$2,1580.16%
167SONOCO PRODUCTS COMPANY83549510239,289$2,1350.16%
168NATIONAL STORAGE AFFILIATES TRNSA-PB67,109$2,1300.16%
169VANGUARD HIGH DIVIDEND YIELD E92194640620,565$2,1250.16%
170CORNING INCGLW69,627$2,1220.16%
171BOEING COBA-PA10,958$2,1000.16%
172ISHARES S&P SMALLCAP 60046428780420,983$1,9790.15%
173SCHWAB INTERMEDIATE-TERM US TR80852485440,502$1,9420.14%
174SPDR S&P 600 SMALL CAP VALUE E78464A30025,648$1,8560.14%
175SCHWAB US LARGE-CAP GROWTH ETF80852430023,921$1,7400.13%
176COMMERCE BANCSHARESCBSH35,411$1,6990.13%
177W P CAREY & CO LLC92936U10927,864$1,5070.11%
178INTEL CORPINTC39,796$1,4150.10%
179INVESCO S&P 500 HIGH DIV LOW VIVZ34,806$1,3640.10%
180COMFORT SYSTEMS USA INC1999081047,989$1,3610.10%
181UMB FINL CORP90278810821,721$1,3480.10%
182ALLISON TRANSMISSION HOLDINGS ALSN22,422$1,3240.10%
183CROWN CASTLE INTL CORPCCI13,906$1,2800.09%
184MAGNOLIA OIL & GAS CORPMGY53,740$1,2310.09%
185PEPSICOPEP6,899$1,1690.09%
186RIVIAN AUTOMOTIVE INCRIVN45,413$1,1030.08%
187SCHWAB US BROAD MARKET ETF80852410222,108$1,1020.08%
188STERLING INFRASTRUCTURE INCSTRL14,932$1,0970.08%
189CLEARWAY ENERGY INC-CCWEN-A51,605$1,0920.08%
190HOME DEPOT INCHD3,430$1,0360.08%
191EMCOR GROUP INCEME4,897$1,0300.08%
192VANGUARD TOTAL INTL STOCK ETF92190976818,989$1,0160.08%
193VANGUARD FTSE ALL-WORLD EX-US92204277519,465$1,0100.07%
194ATKORE INTL GROUP INCATKR6,682$9970.07%
195PFIZER INCPFE30,047$9970.07%
196SUPERNUS PHARMACEUTICALS INCSUPN36,067$9940.07%
197KULICKE AND SOFFA INDUSTRIES I50124210120,352$9900.07%
198VANGUARD GROWTH ETF9229087363,558$9690.07%
199PROCTER & GAMBLE CO7427181096,521$9510.07%
200CANADIAN PACIFIC KANSAS CITY LCP12,077$8990.07%
201ISHARES RUSSELL 20004642876555,008$8850.07%
202LATTICE SEMICONDUCTORLSCC10,148$8720.06%
203WPP PLCWPPGF19,145$8530.06%
204SCHLUMBERGER LTDSLB14,285$8330.06%
205ALPHABET INC CL CGOOG6,289$8290.06%
206ISHARES S&P 500 GROWTH INDEX46428730911,972$8190.06%
207FISERV INCFISV7,091$8010.06%
208GROUP 1 AUTOMOTIVE INCGPI2,923$7850.06%
209BUCKLE INCBKE22,329$7460.06%
210TEXAS PACIFIC LAND CORPTPL389$7090.05%
211AXCELIS TECHNOLOGIES INCACLS4,317$7040.05%
212RAMBUS INCRMBS12,606$7030.05%
213US BANCORPUSB-PS21,097$6970.05%
214CORCEPT THERAPEUTICS INCCORT25,319$6900.05%
215SCHWAB US LARGE-CAP VALUE ETF80852440910,627$6850.05%
216MEDPACE HOLDINGSMEDP2,828$6850.05%
217SPDR DOW JONES INDUSTRIAL AVER78467X1092,005$6720.05%
218PROGRESS SOFTWARE CORP74331210012,708$6680.05%
219ISHARES RUSSELL 1000 INDEX4642876222,824$6630.05%
220INSTALLED BUILDING PRODUCTS45780R1015,286$6600.05%
221VANGUARD MID-CAP ETF9229086293,050$6350.05%
222PRESTIGE CONSUMER HEALTHCARE I74112D10111,057$6320.05%
223PATRICK INDUSTRIES INC.7033431037,813$5860.04%
224INVESCO QQQ TRUST SERIES1IVZ1,634$5850.04%
225SPDR S&P DIVIDEND ETF78464A7635,081$5840.04%
226CBIZ INCCBZ11,148$5790.04%
227YELP INCYELP13,813$5740.04%
228INMODE LTDINMD18,740$5710.04%
229ISHARES US TECHNOLOGY ETF4642877215,380$5640.04%
230APPLIED INDUSTRIAL TECHNOLOGIE03820C1053,565$5510.04%
231ABBVIE INCABBV3,670$5470.04%
232VERRA MOBILITY CORPVRRM28,794$5380.04%
233BERRY GLOBAL GROUP INC08579W1038,668$5370.04%
234TESLA, INC.TSLA2,121$5310.04%
235ZEBRA TECHNOLOGIES CORPZBRA2,241$5300.04%
236NEXSTAR MEDIA GROUPNXST3,607$5170.04%
237NAVIENT CORPJSM29,612$5100.04%
238EVERTEC INCEVTC13,501$5020.04%
239S&P GLOBAL INCSPGI1,363$4980.04%
240REGENERON PHARMACEUTICALSREGN595$4900.04%
241VANGUARD ESG US STOCK ETF9219107336,488$4880.04%
242SCHWAB US SMALL-CAP ETF80852460711,746$4870.04%
243COCA-COLA BOTTLING COCOKE728$4630.03%
244GODADDY INCGDDY6,160$4590.03%
245TAYLOR MORRISON HOME CORPTMHC10,656$4540.03%
246VANGUARD CONSUMER STAPLES ETF92204A2072,485$4540.03%
247ALPHA METALLURGICAL RESOURCES0207641061,724$4480.03%
248SPDR GOLD TRUSTGLD2,552$4380.03%
249AXIS CAPITAL HOLDINGS LTDG0692U1097,745$4370.03%
250ISHARES SILVER TRUSTSLV21,505$4370.03%
251SM ENERGY COSM10,876$4310.03%
252CNO FINANCIAL GROUP12621E10317,543$4160.03%
253BANCORP INCTBBK12,030$4150.03%
254ALTRIA GROUP INCMO9,872$4150.03%
255CROCS INCCROX4,697$4140.03%
256VANGUARD VALUE ETF9229087442,919$4030.03%
257MONDELEZ INTERNATIONAL INC.6092071055,746$3990.03%
258MUELLER INDUSTRIES INC6247561025,265$3960.03%
259NOVA MEASURING INSTRUMENTS LTDNVMI3,495$3930.03%
260COMMERCIAL METALCMC7,850$3880.03%
261ACADEMY SPORT AND OUTDOORS INCASO8,163$3860.03%
262UFP INDUSTRIES, INCUFPI3,747$3840.03%
263INVESCO KBW REGIONAL BANKING EIVZ8,585$3760.03%
264FORWARD AIR CORPORATIONFWRD5,446$3740.03%
265MGIC INVESTMENT CORP55284810322,436$3740.03%
266DIODES INCDIOD4,729$3730.03%
267A10 NETWORKS INCATEN24,736$3720.03%
268EAGLE MATERIALS26969P1082,212$3680.03%
269ARCBEST CORPARCB3,494$3550.03%
270OXFORD INDUSTRIES INC6914973093,532$3400.03%
271BROOKFIELD CORP CL A11271J10710,754$3360.02%
272COTERRA ENERGY INC.CTRA12,226$3310.02%
273TEXAS ROADHOUSE INCTXRH3,404$3270.02%
274CIVITAS RESOURCES INC17888H1034,017$3250.02%
275ISHARES COMEX GOLD TRUSTIAU9,210$3220.02%
276MCKESSON CORPMCK734$3190.02%
277IDEXX LABORATORIES INC45168D104730$3190.02%
278SKYLINE CHAMPION CORPSKY4,954$3160.02%
279EMPLOYERS HOLDINGSEIG7,868$3140.02%
280ADVANSIX INC COMASIX9,905$3080.02%
281EXTREME NETWORKS INC.EXTR12,341$2990.02%
282AXON ENTERPRISE INCAXON1,500$2980.02%
283FRONTDOOR INCFTDR9,628$2950.02%
284IPSEN SA4626292058,950$2920.02%
285ABBOTT LABORATORIESABLZF3,006$2910.02%
286VANGUARD SMALL-CAP VALUE ETF9229086111,798$2870.02%
287AUTONATIONINCAN1,882$2850.02%
288NESTLE S.A. ADR6410694062,520$2850.02%
289BEACON ROOFING SUPPLY INC.0736851093,678$2840.02%
290UNITED STATES OIL FUND LP ETFUNTCW3,500$2830.02%
291CROSSFIRST BANKSHARES INC22766M10927,984$2820.02%
292STIFEL FINL CORP8606301024,572$2810.02%
293MARAVA LIFES HLDGS INCMARA27,880$2790.02%
294CHEMOURS COCC9,928$2780.02%
295UNITED THERAPEUTIC DELUTHR1,225$2770.02%
296MDC HOLDINGS INC5526761086,625$2730.02%
297NEXTERA ENERGY INCNEE-PW4,701$2690.02%
298MALIBU BOATS INCMBUU5,376$2640.02%
299L3HARRIS TECHNOLOGIES INCLHX1,506$2620.02%
300ARROW ELECTRONICS0427351002,066$2590.02%
301ORACLE CORPORCL-PD2,412$2550.02%
302GMS INC36251C1033,946$2520.02%
303CIRRUS LOGIC INCCRUS3,404$2520.02%
304MICROCHIP TECHNOLOGYMCHPP3,138$2450.02%
305DUPONT DE NEMOURS INCDD3,205$2390.02%
306UNITIL CORPUTL5,513$2350.02%
307GREIF BROTHERSGEF-B3,423$2290.02%
308INVESCO S&P 500 EQUAL WEIGHTIVZ1,605$2270.02%
309GENERAL DYNAMICS CORPGD1,024$2260.02%
310KORN/FERRY INTERNATIONALKFY4,763$2260.02%
311SPDR PORTFOLIO WORLD ex-US78463X8897,303$2260.02%
312SCHWAB INTL EQUITY ETF8085248056,554$2230.02%
313INTUITIVE SURGICAL INCISRG751$2200.02%
314BANK OF NT BUTTERFIELD AND SONG0772R2088,137$2200.02%
315LANTHEUS HOLDINGS INCLNTH3,134$2180.02%
316DISNEY WALT CO DEL2546871062,592$2100.02%
317ISHARES MSCI EAFE INDEX FUND4642874653,012$2080.02%
318SCHRODINGER INCSDGR7,256$2050.02%
319MODERNA INCMRNA1,967$2030.01%
320HORIZON BANCORPHBNC18,791$2010.01%
321BRANDYWINE REALTY TRUST10536820332,651$1480.01%
322METLIFE INCMET-PF2,243$1410.01%
323CITY OFFICE REIT INCCHCO31,143$1320.01%
324SANGAMO BIOSCIENCES INCSGMO78,260$470.00%
325CALCIMEDICA INCCALC10,000$270.00%
326NEWHYDROGEN INCNEWH200,000$20.00%
327LAKE RESOURCES NLQ5431K10510,000$10.00%
328TOME CAP INC - REGISTRATION RE10502220621,000$00.00%
329MYFREIGHTWORLD TECHNOLOGIES628513103187,875$00.00%
330CONTIFINANCIAL LIQ TR UNIT BEN21075m10746,800$00.00%
331E'PRIME AEROSPACE CORPORATION26881730119,000$00.00%
332GECKOSYSTEMS INTL36840U1011,999,901$00.00%