MERITAGE PORTFOLIO MANAGEMENT Q3 2016 Filing

Filed November 8, 2016

Portfolio Value

$911.5M

Holdings

179

Report Date

Q3 2016

Filing Type

13F-HR

All Holdings (179 positions)

StockValue
IWDISHARES RUSSELL 1000 VALUE
$23.6M
AAPLAPPLE COMPUTER INC
$19.5M
GOOGLALPHABET INC CL A
$17.8M
NVDANVIDIA CORP
$17.7M
AMZNAMAZON INC
$16.9M
SEBSEABOARD CORP
$16.0M
XLFICONSUMER STAPLES SELECT SECTOR
$14.8M
IWFISHARES RUSSELL 1000 GROWTH
$14.5M
HDHOME DEPOT INC
$14.5M
JNJJOHNSON & JOHNSON
$13.4M
ETRENTERGY CORP
$12.1M
XLUUTILITIES SELECT SECTOR SPDR
$11.5M
BKNGPRICELINE.COM INCORPORATED
$11.4M
AYIACUITY BRANDS INC
$10.5M
DR PEPPER SNAPPLE GROUP INC
$10.4M
MAMASTERCARD INC
$9.8M
TJXTJX COMPANIES
$9.4M
GILDGILEAD SCIENCES INC
$9.3M
INGRINGREDION INC
$9.2M
CSCOCISCO SYSTEMS INC
$8.9M
FISVFISERV INC
$8.3M
OMCOMNICOM
$8.2M
PEOEXELON CORP
$7.9M
DLXDELUXE CORP
$7.8M
COHREURCOHERENT INC
$7.8M
AMGNAMGEN
$7.7M
DHRDANAHER CORP
$7.2M
SNPSSYNOPSYS
$7.2M
NSYNICE LTD SPONSORED ADR
$7.2M
CLCOLGATE-PALMOLIVE
$7.1M
TAT & T INC
$7.1M
HELEHELEN OF TROY CORP LTD
$7.1M
BRK/BBERKSHIRE HATHAWAY INC CL B
$6.9M
ENSENERSYS
$6.9M
RGAREINSURANCE GROUP OF AMERICA I
$6.9M
BACVERIZON COMMUNICATIONS
$6.8M
XLEENERGY SELECT SECTOR SPDR
$6.8M
BCEBCE INC ADR
$6.7M
CVXCHEVRON CORP
$6.5M
RDS/AROYAL DUTCH SHELL PLC-ADR A
$6.5M
QCOMQUALCOMM
$6.4M
MOALTRIA GROUP INC
$6.3M
UNFUNIFIRST CORP
$6.2M
FFIVF5 NETWORKS INC
$6.1M
AEEAMEREN CORP
$5.9M
4I1PHILIP MORRIS INTERNATIONAL
$5.9M
REPYYREPSOL YPF S.A. (ADR)
$5.9M
TMKTORCHMARK CORP
$5.9M
REYNOLDS AMERICAN INC
$5.9M
VLOVALERO ENERGY CORP
$5.8M
IBMINTL BUSINESS MACHINES
$5.8M
UVVUNIVERSAL CORP
$5.7M
REEVEREST RE GROUP LTD
$5.7M
THOTHOR INDUSTRIES
$5.7M
LYBLYONDELLBASELL INDUSTRIES NV
$5.7M
UBNTEURUBIQUITI NETWORKS INC
$5.7M
GDGENERAL DYNAMICS CORP
$5.7M
MTDMETTLER-TOLEDO INTERNATIONAL
$5.7M
GRMNGARMIN LTD ADR
$5.6M
MCKMCKESSON CORP
$5.6M
7HPHP INC
$5.6M
PRUPRUDENTIAL FINANCIAL INC
$5.5M
AETNA INC
$5.5M
RCI/BROGERS COMMUNICATIONS CL B ADR
$5.5M
BIIBBIOGEN INC
$5.5M
BPB P PLC-SPON ADR
$5.4M
CVSCVS HEALTH CORP
$5.4M
UNHUNITEDHEALTH GROUP INC
$5.4M
IVZINVESCO LTD SHS
$5.3M
AONAON PLC ADR
$5.3M
LEXMARK INTL GROUP INC CL A
$5.3M
MRKMERCK & CO INC
$5.3M
RTN1USDRAYTHEON COMPANY
$5.2M
AZZAZZ INC
$5.2M
PFEPFIZER INC
$5.2M
ASPEN INSURANCE HOLDINGS LTD
$5.2M
METAFACEBOOK INC.
$5.1M
NGGNATIONAL GRID PLC (ADR)
$5.1M
ICLRICON PLC
$5.1M
HMNHORACE MANN EDUCATORS CORP
$5.0M
MXLMAXLINEAR INC
$5.0M
MICHAEL KORS HOLDINGS LTD
$5.0M
ISRGINTUITIVE SURGICAL INC
$4.9M
UFSDOMTAR CORP
$4.9M
GCI1EURGANNETT INC
$4.9M
RHT1EURRED HAT INC
$4.9M
CTXSEURCITRIX SYS INC
$4.9M
S9QSPIRIT AEROSYS HLDGS I COM CL
$4.9M
EXELON CORP 6.5% CONV PFD 6/1/
$4.9M
OHIOMEGA HEALTHCARE INVESTORS INC
$4.9M
BABOEING CO
$4.8M
TESSERA TECHNOLOGIES INC.
$4.8M
AMATAPPLIED MATLS INC
$4.8M
GMEGAMESTOP CORP
$4.8M
TERADATA CORPORATION
$4.7M
CICIGNA CORP
$4.7M
AMEAMETEK INC
$4.7M
VOXVANGUARD TELECOM SERVICES ETF
$4.7M
CHKPCHECK POINT SOFTWARE TECH
$4.7M
SPYS & P 500 DEPOSITARY RECEIPT
$4.7M
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