MERITAGE PORTFOLIO MANAGEMENT Q3 2018 Filing

Filed October 30, 2018

Portfolio Value

$1.1T

Holdings

198

Report Date

Q3 2018

Filing Type

13F-HR

All Holdings (198 positions)

StockValue
NHINATIONAL HEALTH INVESTORS
$4.9B
PDMPIEDMONT OFFICE REALTY TRUST I
$4.9B
IWFISHARES RUSSELL 1000 GROWTH
$4.9B
DGDOLLAR GENERAL CORP
$4.8B
MOALTRIA GROUP INC
$4.8B
CNPCENTERPOINT ENERGY INC
$4.8B
ATHENE HOLDING LTD
$4.7B
WNSNWNS HOLDINGS LIMITED ADR
$4.7B
METAFACEBOOK INC.
$4.7B
R6C2ROYAL DUTCH PETROLEUM COMPANY
$4.6B
STAYUSDEXTENDED STAY AMERICA INC
$4.5B
MLKNMILLER HERMAN
$4.5B
INVAINNOVIVA INC
$4.5B
SPYS & P 500 DEPOSITARY RECEIPT
$4.4B
URBNURBAN OUTFITTERS
$4.4B
REPYYREPSOL YPF S.A. (ADR)
$4.4B
PG4PRINCIPAL FINANCIAL GROUP INC
$4.4B
METMETLIFE INC
$4.3B
ORIOLD REPUBLIC INTL
$4.3B
4I1PHILIP MORRIS INTERNATIONAL
$4.3B
KOCOCA COLA CO
$4.2B
LAZLAZARD LTD
$4.2B
CHLUSDCHINA MOBILE LTD ADS
$4.1B
SPGSIMON PPTY GROUP REIT
$4.0B
ABALLIANCEBERNSTEIN HOLDING LP
$4.0B
GRMNGARMIN LTD ADR
$4.0B
GISGENERAL MILLS INC
$3.9B
BABOEING CO
$3.8B
DSW INC
$3.7B
ARLPALLIANCE RES PARTNR LP UT LTD
$3.7B
KMBKIMBERLY CLARK CORP
$3.6B
PBCTEURPEOPLE'S UNITED FINANCIAL
$3.5B
ARCPEURVEREIT INC
$3.4B
EPDENTERPRISE PRODS PARTNERS L.P.
$3.4B
MPTMEDICAL PROPERTIES TRUST INC.
$3.4B
DYHTARGET CORP
$3.4B
RHHBYROCHE HLDG LTD SPONSORED ADR
$3.3B
SLRCSOLAR CAPITAL LTD
$3.1B
IMBBYIMPERIAL BRANDS PLC
$3.0B
IVZINVESCO LTD SHS
$3.0B
ULUNILEVER PLC SPON ADR
$3.0B
STANLEY BLACK & DECKER INC 5.3
$2.9B
OSBCADNORBORD INC
$2.9B
KLICKULICKE AND SOFFA INDUSTRIES I
$2.8B
POWER FINANCIAL CORPORATION AD
$2.7B
7HPHP INC
$2.5B
UNITUNITI GROUP INC
$2.5B
XHRXENIA HOTELS & RESORTS INC
$2.4B
UFSDOMTAR CORP
$2.4B
AMJEURJPMORGAN ALERIAN MLP INDEX ETN
$2.3B
UMBFUMB FINL CORP
$2.2B
VODVODAFONE GROUP PLC SPONSORED A
$2.2B
GMEGAMESTOP CORP
$2.1B
PACWUSDPACWEST BANCORP
$2.1B
GMGENERAL MOTORS COMPANY
$1.9B
INTCINTEL CORP
$1.7B
BRK-BBERKSHIRE HATHAWAY INC-CL A
$1.6B
BRK/BBERKSHIRE HATHAWAY INC CL B
$1.6B
SDYSPDR S&P DIVIDEND ETF
$1.5B
XOMEXXON MOBIL CORP
$1.3B
WMTWAL-MART STORES INC
$1.2B
USBUS BANCORP
$1.1B
AQLTISHARES DOW JONES SELECT DVD E
$1.1B
SLBSCHLUMBERGER LTD
$847.0M
KSUEURKANSAS CITY SOUTHERN
$821.0M
SSOPROSHARES ULTRA S&P 500
$697.0M
VTIVANGUARD TOTAL STOCK MKT ETF
$668.0M
MCDMCDONALDS
$627.0M
DOWDUPONT INC
$618.0M
DONSPDR DOW JONES INDUSTRIAL AVER
$583.0M
GILDGILEAD SCIENCES INC
$575.0M
SCHBSCHWAB US BROAD MARKET ETF
$566.0M
PEPPEPSICO
$552.0M
IJRISHARES S&P SMALLCAP 600
$542.0M
LLYLILLY (ELI)
$538.0M
IVVISHARES S&P 500 INDEX
$528.0M
IWMISHARES RUSSELL 2000
$429.0M
BAMBROOKFIELD ASSET MANAGEMENT IN
$401.0M
PGPROCTER & GAMBLE CO
$378.0M
AFWALIGN TECHNOLOGY INC.
$371.0M
NVDANVIDIA CORP
$353.0M
BROBROWN & BROWN INC
$351.0M
CERNCHFCERNER CORP
$317.0M
NSRGYNESTLE S.A. ADR
$304.0M
GOOGALPHABET INC CL C
$294.0M
GEGENERAL ELECTRIC
$253.0M
WFCWELLS FARGO COMPANY
$253.0M
VUGVANGUARD GROWTH ETF
$250.0M
CMCSACOMCAST CORP CL A
$248.0M
VTVVANGUARD VALUE ETF
$246.0M
GQ9SPDR GOLD TRUST
$235.0M
SCHVSCHWAB US LARGE-CAP VALUE ETF
$227.0M
L-3 TECHNOLOGIES INC
$226.0M
JPMJP MORGAN CHASE & CO
$218.0M
EFSCENTERPRISE FINANCIAL SERVICES
$216.0M
IWNISHARES RUSSELL 2000 VALUE
$200.0M
WTIW&T OFFSHORE INC
$100.0M
ZIX CORP
$97.0M
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