MERITAGE PORTFOLIO MANAGEMENT Q2 2017 Filing

Filed July 25, 2017

Portfolio Value

$972.6B

Holdings

198

Report Date

Q2 2017

Filing Type

13F-HR

All Holdings (198 positions)

StockValue
AAPLAPPLE INC
$24.5B
GOOGLALPHABET INC CL A
$20.0B
SEBSEABOARD CORP
$18.6B
MSFTMICROSOFT CORP
$18.1B
HDHOME DEPOT INC
$16.8B
AMZNAMAZON INC
$16.2B
MAMASTERCARD INC
$15.8B
THOTHOR INDUSTRIES
$15.5B
XLFICONSUMER STAPLES SELECT SECTOR
$14.8B
JNJJOHNSON & JOHNSON
$14.6B
BKNGPRICELINE.COM INCORPORATED
$14.0B
ETRENTERGY CORP
$11.3B
IBBISHARES NASDAQ BIOTECH ETF
$10.4B
TCEHYTENCENT HOLDINGS LTD ADR
$9.9B
FISVFISERV INC
$9.9B
NVDANVIDIA CORP
$8.9B
CSCOCISCO SYSTEMS INC
$8.5B
BRK/BBERKSHIRE HATHAWAY INC CL B
$8.2B
NSYNICE LTD SPONSORED ADR
$8.2B
DLXDELUXE CORP
$7.9B
STTSTATE STREET CORPORATION
$7.8B
RGAREINSURANCE GROUP OF AMERICA I
$7.8B
BIIBBIOGEN INC
$7.8B
OMCOMNICOM
$7.7B
MTDMETTLER-TOLEDO INTERNATIONAL
$7.7B
AMGNAMGEN
$7.7B
REEVEREST RE GROUP LTD
$7.4B
LUVSOUTHWEST AIRLINES
$7.1B
EAELECTRONIC ARTS INC
$7.0B
PRUPRUDENTIAL FINANCIAL INC
$7.0B
CLCOLGATE-PALMOLIVE
$6.9B
TTCTORO COMPANY
$6.9B
AETNA INC
$6.9B
DELPHI AUTOMOTIVE PLC
$6.9B
BABOEING CO
$6.9B
CELGCELGENE CORP
$6.9B
UNHUNITEDHEALTH GROUP INC
$6.8B
MOALTRIA GROUP INC
$6.8B
MXLMAXLINEAR INC
$6.7B
TMKTORCHMARK CORP
$6.7B
WNSNWNS HOLDINGS LIMITED ADR
$6.6B
SNPUSDCHINA PETROLEUM & CHEMICAL COR
$6.5B
4I1PHILIP MORRIS INTERNATIONAL
$6.5B
VOYAVOYA FINANCIAL INC
$6.5B
BCBRUNSWICK CORPORATION
$6.4B
RDS/AROYAL DUTCH SHELL PLC-ADR A
$6.4B
AMATAPPLIED MATLS INC
$6.4B
AEEAMEREN CORP
$6.3B
CHKPCHECK POINT SOFTWARE TECH
$6.2B
ISRGINTUITIVE SURGICAL INC
$6.2B
KBESPDR KBW BANK ETF
$6.2B
TFXTELEFLEX INC
$6.2B
TRVCCITIGROUP INC
$6.2B
CVXCHEVRON CORP
$6.1B
AONAON PLC ADR
$6.1B
ICLRICON PLC
$6.1B
WELLWELLTOWER INC
$6.1B
S9QSPIRIT AEROSYS HLDGS I COM CL
$6.1B
NDSNNORDSON CORP
$6.0B
RTN1USDRAYTHEON COMPANY
$6.0B
RRXREGAL-BELOIT CORPORATION
$5.8B
TREXTREX CO INC
$5.8B
CICIGNA CORP
$5.8B
AMEAMETEK INC
$5.8B
IRINGERSOLL-RAND PLC
$5.8B
MMSMAXIMUS INC
$5.7B
HCQAMN HEALTHCARE SERVICES INC
$5.7B
XLEENERGY SELECT SECTOR SPDR
$5.6B
MPTMEDICAL PROPERTIES TRUST INC.
$5.6B
ATGEADTALEM GLOBAL EDUCATION INC
$5.6B
HELEHELEN OF TROY CORP LTD
$5.6B
VSHVISHAY INTERTECHNOLOGY
$5.5B
IVZINVESCO LTD SHS
$5.5B
AWMSKYWORKS SOLUTIONS INC.
$5.5B
LYBLYONDELLBASELL INDUSTRIES NV
$5.4B
BHEBENCHMARK ELECTRONICS INC
$5.4B
FLEXFLEX LTD
$5.4B
GRMNGARMIN LTD ADR
$5.3B
GMEDGLOBUS MEDICAL INC.
$5.3B
SANMSANMINA CORP
$5.3B
ASPEN INSURANCE HOLDINGS LTD
$5.3B
RECKITT BENCKISER-SPON ADR
$5.3B
PHGROYAL PHILIPS NV ADR
$5.3B
UNMUNUM GROUP
$5.2B
PRAHPRA HEALTH SCIENCES INC
$5.2B
IBMINTL BUSINESS MACHINES
$5.1B
REYNOLDS AMERICAN INC
$5.1B
BIGGQBIG LOTS INC
$5.1B
PEGPUBLIC SERVICE ENTERPRISE GRP
$5.1B
HMNHORACE MANN EDUCATORS CORP
$5.0B
ENSENERSYS
$5.0B
VNQVANGUARD REIT ETF
$4.9B
3M4MASIMO CORPORATION
$4.9B
EXPEAGLE MATERIALS
$4.9B
MRKMERCK & CO INC
$4.9B
PEOEXELON CORP
$4.9B
FHIFEDERATED INVESTORS CL B
$4.8B
ATHMAUTOHOME INC
$4.8B
PFEPFIZER INC
$4.7B
SNPSSYNOPSYS
$4.7B
Page 1 of 2Next