MERITAGE PORTFOLIO MANAGEMENT Q3 2019 Filing

Filed October 25, 2019

Portfolio Value

$1.1B

Holdings

229

Report Date

Q3 2019

Filing Type

13F-HR

All Holdings (229 positions)

StockValue
STXSEAGATE TECHNOLOGY
$3.2M
UNHUNITEDHEALTH GROUP INC
$3.2M
UHSUNIVERSAL HLTH SVCS CL B
$3.1M
DWDMORGAN STANLEY
$3.1M
LAMRLAMAR ADVERTISING CO
$3.1M
PHMPULTEGROUP INC
$3.1M
AFLAFLAC INC
$3.0M
MOBILE MINI INC.
$3.0M
DFSEURDISCOVER FINL SVCS
$3.0M
WFCWELLS FARGO COMPANY
$3.0M
COPCONOCOPHILLIPS
$3.0M
ADCAGREE REALTY CORP
$3.0M
PRUPRUDENTIAL FINANCIAL INC
$3.0M
IARTINTEGRA LIFESCIENCE HLDG
$3.0M
MOALTRIA GROUP INC
$3.0M
HIWHIGHWOODS PROPERTIES
$3.0M
NTBBANK OF NT BUTTERFIELD AND SON
$2.9M
ASBFYASSOCIATED BRITISH FOODS PLC
$2.9M
AVGOBROADCOM LTD
$2.9M
BACBANK OF AMERICA CORP
$2.9M
EMEEMCOR GROUP INC
$2.9M
ROSTROSS STORES INC
$2.8M
ULUNILEVER PLC SPON ADR
$2.8M
VIABVIACOM INC
$2.8M
DREUSDDUKE REALTY CORP
$2.8M
LUVSOUTHWEST AIRLINES
$2.8M
PHPARKER HANNIFIN CORP
$2.8M
PAGPPLAINS GP HOLDINGS LP
$2.8M
BHPBHP BILLITON LTD SP ADR
$2.8M
HXLHEXCEL CORP
$2.8M
AANUSDAARONS INC
$2.8M
EDCONSOLIDATED EDISON
$2.8M
AEEAMEREN CORP
$2.8M
CPTCAMDEN PPTY TR SH BEN INT
$2.8M
ACNACCENTURE PLC
$2.8M
AMATAPPLIED MATLS INC
$2.8M
SIEBSIEMENS A G SPONSORED ADR
$2.8M
GIB/ACGI GROUP INC.
$2.7M
NVONOVO-NORDISK A S ADR
$2.7M
COFCAPITAL ONE FINL CORP
$2.7M
INGRINGREDION INC
$2.7M
UNMUNUM GROUP
$2.7M
ICLRICON PLC
$2.7M
KMBKIMBERLY CLARK CORP
$2.7M
ZIONZIONS BANCORPORATION
$2.7M
VOYAVOYA FINANCIAL INC
$2.7M
BUNGE LIMITED
$2.6M
OTXOPEN TEXT CORP
$2.6M
TMOTHERMO FISHER SCIENTIFIC INC
$2.6M
IMOIMPERIAL OIL LTD
$2.6M
ARLPALLIANCE RESOURCE PARTNERS LP
$2.5M
TTENTOTAL SA
$2.5M
NSCNORFOLK SOUTHERN CORP
$2.5M
SDYSPDR S&P DIVIDEND ETF
$2.4M
ELVANTHEM INC
$2.3M
PKGPACKAGING CORP OF AMERICA
$2.3M
JBLUJETBLUE AIRWAYS CORP
$2.3M
ILPTINDUSTRIAL LOGISTICS PPTYS TRU
$2.3M
CSCOCISCO SYSTEMS INC
$2.3M
7HPHP INC
$2.3M
XPERI CORP
$2.3M
EMNEASTMAN CHEMICAL COMPANY
$2.2M
GRMNGARMIN LTD ADR
$2.2M
CBS INC
$2.2M
ETENERGY TRANSFER LP
$2.1M
SKFRYSKF AB
$2.1M
PSAPUBLIC STORAGE INC
$2.1M
AMJEURJPMORGAN ALERIAN MLP INDEX ETN
$1.8M
UMBFUMB FINL CORP
$1.7M
BRK-BBERKSHIRE HATHAWAY INC-CL A
$1.6M
ABALLIANCEBERNSTEIN HOLDING LP
$1.5M
USBUS BANCORP
$1.2M
XOMEXXON MOBIL CORP
$1.1M
XLUUTILITIES SELECT SECTOR SPDR
$1.1M
KSUEURKANSAS CITY SOUTHERN
$924K
VDCVANGUARD CONSUMER STAPLES ETF
$902K
MCDMCDONALDS
$901K
VNQVANGUARD REIT ETF
$864K
SCHGSCHWAB US LARGE-CAP GROWTH ETF
$784K
VTIVANGUARD TOTAL STOCK MKT ETF
$777K
SCHVSCHWAB US LARGE-CAP VALUE ETF
$719K
PSCHINVESCO S&P SMALLCAP HEALTH CA
$712K
SSOPROSHARES ULTRA S&P 500
$702K
PEPPEPSICO
$672K
PGPROCTER & GAMBLE CO
$588K
LLYLILLY (ELI)
$582K
MMSMAXIMUS INC
$568K
MUBISHARES NATIONAL AMT-FREE MUNI
$539K
DGDOLLAR GENERAL CORP
$504K
GILDGILEAD SCIENCES INC
$492K
AQLTISHARES DOW JONES SELECT DVD E
$487K
CFBCROSSFIRST BANKSHARES INC
$482K
SLBSCHLUMBERGER LTD
$475K
4I1PHILIP MORRIS INTERNATIONAL
$470K
IJRISHARES S&P SMALLCAP 600
$461K
CMFISHARES CALIFORNIA MUNI BOND E
$442K
MTDMETTLER-TOLEDO INTERNATIONAL
$428K
BROBROWN & BROWN INC
$428K
VEUVANGUARD FTSE ALL-WORLD EX-US
$411K
IWMISHARES RUSSELL 2000
$407K
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