MERITAGE PORTFOLIO MANAGEMENT Q1 2016 Filing

Filed April 21, 2016

Portfolio Value

$884.3M

Holdings

174

Report Date

Q1 2016

Filing Type

13F-HR

All Holdings (174 positions)

StockValue
IWDISHARES RUSSELL 1000 VALUE
$25.8M
AAPLAPPLE COMPUTER INC
$19.2M
HDHOME DEPOT INC
$15.4M
XLFICONSUMER STAPLES SELECT SECTOR
$15.0M
SEBSEABOARD CORP
$14.0M
FDLFIRST TRUST MORNINGSTAR DVD LE
$13.7M
GOOGLALPHABET INC CL A
$13.2M
ETRENTERGY CORP
$13.0M
NVDANVIDIA CORP
$12.7M
JNJJOHNSON & JOHNSON
$12.5M
XLUUTILITIES SELECT SECTOR SPDR
$12.3M
AMZNAMAZON INC
$12.0M
DYHTARGET CORP
$11.4M
BKNGPRICELINE.COM INCORPORATED
$11.4M
GILDGILEAD SCIENCES INC
$10.9M
DR PEPPER SNAPPLE GROUP INC
$10.3M
TJXTJX COMPANIES
$10.0M
MAMASTERCARD INC
$9.3M
PEOEXELON CORP
$8.9M
AYIACUITY BRANDS INC
$8.8M
FISVFISERV INC
$8.7M
HELEHELEN OF TROY CORP LTD
$8.6M
CSCOCISCO SYSTEMS INC
$8.2M
INGRINGREDION INC
$7.7M
ALSALLSTATE CORP
$7.7M
LUVSOUTHWEST AIRLINES
$7.6M
EFXEQUIFAX INC
$7.5M
DLXDELUXE CORP
$7.5M
BACVERIZON COMMUNICATIONS
$7.3M
TAT & T INC
$7.2M
NSYNICE SYS LTD SPONSORED ADR
$7.1M
AMGNAMGEN
$7.0M
CLCOLGATE-PALMOLIVE
$7.0M
TMKTORCHMARK CORP
$6.8M
BCEBCE INC ADR
$6.8M
COHREURCOHERENT INC
$6.6M
CVSCVS HEALTH CORP
$6.6M
REYNOLDS AMERICAN INC
$6.6M
LMTLOCKHEED MARTIN CORP
$6.6M
MOALTRIA GROUP INC
$6.5M
RGAREINSURANCE GROUP OF AMERICA I
$6.5M
MATMATTEL INC
$6.4M
CBCHUBB LTD
$6.4M
AXSAXIS CAPITAL HOLDINGS LTD
$6.4M
RDS/AROYAL DUTCH SHELL PLC-ADR A
$6.4M
AEEAMEREN CORP
$6.3M
4I1PHILIP MORRIS INTERNATIONAL
$6.2M
SNPSSYNOPSYS
$6.2M
CVXCHEVRON CORP
$6.1M
REEVEREST RE GROUP LTD
$6.1M
UVVUNIVERSAL CORP
$5.9M
ENSENERSYS
$5.8M
TARO PHARMACEUTICAL IND
$5.8M
IBMINTL BUSINESS MACHINES
$5.7M
TEVATEVA PHARMACEUTICAL ADS
$5.7M
PPLPPL CORP
$5.6M
AETNA INC
$5.6M
ASPEN INSURANCE HOLDINGS LTD
$5.6M
CHKPCHECK POINT SOFTWARE TECH
$5.6M
MPTMEDICAL PROPERTIES TRUST INC.
$5.5M
UNFUNIFIRST CORP
$5.4M
NOCNORTHROP GRUMMAN
$5.4M
RCI/BROGERS COMMUNICATIONS CL B ADR
$5.4M
NGGNATIONAL GRID PLC (ADR)
$5.4M
WRUSDWESTAR ENERGY INC
$5.3M
MKSIMKS INSTRUMENTS INC
$5.3M
EXELON CORP 6.5% CONV PFD 6/1/
$5.3M
UNHUNITEDHEALTH GROUP INC
$5.3M
QUALITY SYS INC
$5.2M
CICIGNA CORP
$5.2M
FFIVF5 NETWORKS INC
$5.2M
ICLRICON PLC
$5.1M
PRUPRUDENTIAL FINANCIAL INC
$5.1M
GDGENERAL DYNAMICS CORP
$5.1M
AONAON PLC ADR
$5.1M
GSKGLAXOSMITHKLINE PLC SPONSORED
$5.1M
CTSHCOGNIZANT TECH SOLUTIONS CL A
$5.0M
PEGPUBLIC SERVICE ENTERPRISE GRP
$5.0M
MELLANOX TECHNOLOGIES LTD
$5.0M
LVSLAS VEGAS SANDS CORP
$5.0M
AMEAMETEK INC
$5.0M
OHIOMEGA HEALTHCARE INVESTORS INC
$5.0M
MHKMOHAWK INDS INC
$5.0M
QCOMQUALCOMM
$5.0M
RTN1USDRAYTHEON COMPANY
$4.9M
WRBW.R. BERKLEY CORPORATION
$4.9M
STXSEAGATE TECHNOLOGY
$4.8M
BPB P PLC-SPON ADR
$4.8M
VOXVANGUARD TELECOM SERVICES ETF
$4.8M
DHRDANAHER CORP
$4.8M
GRMNGARMIN LTD ADR
$4.8M
FFORD MOTOR
$4.8M
R6C2ROYAL DUTCH PETROLEUM COMPANY
$4.8M
MTDMETTLER-TOLEDO INTERNATIONAL
$4.7M
PFEPFIZER INC
$4.7M
ORIOLD REPUBLIC INTL
$4.7M
ABGAMERISOURCEBERGEN CORP
$4.7M
KOCOCA COLA CO
$4.6M
MRKMERCK & CO INC
$4.6M
HMNHORACE MANN EDUCATORS CORP
$4.6M
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