MERITAGE PORTFOLIO MANAGEMENT Q1 2016 Filing

Filed April 21, 2016

Portfolio Value

$884.3B

Holdings

174

Report Date

Q1 2016

Filing Type

13F-HR

All Holdings (174 positions)

#StockSharesValue% PortfolioType
101
AZZAZZ INC
81,270$4.6B0.52%
102
GCI1EURGANNETT INC
303,395$4.6B0.52%
103
HMCHONDA MOTOR
167,805$4.6B0.52%
104
IWFISHARES RUSSELL 1000 GROWTH
45,795$4.6B0.52%
105
RHT1EURRED HAT INC
61,315$4.6B0.52%
106
CTXSEURCITRIX SYS INC
58,026$4.6B0.52%
107
STMSTMICROELECTRONICS N V ADR
801,635$4.5B0.51%
108
GMEGAMESTOP CORP
140,395$4.5B0.50%
109
TTENTOTAL SA
97,910$4.4B0.50%
110
VOYAVOYA FINANCIAL INC
148,469$4.4B0.50%
111
LINEAR TECHNOLOGY CORP
99,165$4.4B0.50%
112
WEYERHAEUSER 6.375% CONV PFD 7
81,245$4.2B0.47%
113
LIVNLIVANOVA PLC SHS
76,709$4.1B0.47%
114
IXP*ISHARES S&P GLOBAL TELECOMMUNI
65,328$4.1B0.46%
115
SNASNAP-ON INC
25,788$4.0B0.46%
116
WNSNWNS HOLDINGS LIMITED ADR
132,019$4.0B0.46%
117
TESSERA TECHNOLOGIES INC.
129,055$4.0B0.45%
118
XLEENERGY SELECT SECTOR SPDR
61,685$3.8B0.43%
119
CTLEURCENTURYLINK
119,412$3.8B0.43%
120
SPKKYSPARK NEW ZEALAND SPONSORED AD
299,500$3.8B0.42%
121
SHIRE PLC ADR
21,464$3.7B0.42%
122
MICHAEL KORS HOLDINGS LTD
64,644$3.7B0.42%
123
KFYKORN/FERRY INTERNATIONAL
130,152$3.7B0.42%
124
STAGSTAG INDUSTRIAL INC
179,860$3.7B0.41%
125
SCHWCHARLES SCHWAB 5.95% PFD 6/1/2
139,880$3.6B0.41%
126
SPYS & P 500 DEPOSITARY RECEIPT
16,891$3.5B0.39%
127
BLXBANCO LATINOAMERICANO DE EXPOR
142,158$3.4B0.39%
128
COHRII-VI INC
157,098$3.4B0.39%
129
SLRCSOLAR CAPITAL LTD
195,690$3.4B0.38%
130
ABALLIANCEBERNSTEIN HOLDING LP
142,795$3.3B0.38%
131
EPREPR PROPERTIES
47,712$3.2B0.36%
132
FIDELITY & GUARANTY LIFE
114,963$3.0B0.34%
133
TERTERADYNE INC
138,191$3.0B0.34%
134
ETNEATON CORP PLC
40,665$2.5B0.29%
135
LYBLYONDELLBASELL INDUSTRIES NV
29,080$2.5B0.28%
136
EPDENTERPRISE PRODS PARTNERS L.P.
86,385$2.1B0.24%
137
UMBFUMB FINL CORP
36,686$1.9B0.21%
138
BABOEING CO
9,620$1.2B0.14%
139
INTCINTEL CORP
36,524$1.2B0.13%
140
DST SYSTEMS INC.
9,730$1.1B0.12%
141
SLBSCHLUMBERGER LTD
14,050$1.0B0.12%
142
SDYSPDR S&P DIVIDEND ETF
12,960$1.0B0.12%
143
AQLTISHARES DOW JONES SELECT DIVID
11,178$913.0M0.10%
144
WMTWAL-MART STORES INC
13,184$903.0M0.10%
145
XOMEXXON MOBIL CORP
10,625$888.0M0.10%
146
GEGENERAL ELECTRIC
26,580$845.0M0.10%
147
USBUS BANCORP
17,811$723.0M0.08%
148
MSFTMICROSOFT CORP
10,950$605.0M0.07%
149
KSUEURKANSAS CITY SOUTHERN
7,000$598.0M0.07%
150
PEPPEPSICO
5,559$570.0M0.06%
151
IVEISHARES S&P 500 VALUE INDEX
6,080$547.0M0.06%
152
IJRISHARES S&P SMALLCAP 600
4,825$543.0M0.06%
153
SWTSXSCHWAB TOTAL STOCK MARKET INDE
14,409$525.0M0.06%
154
BIIBBIOGEN INC
2,011$524.0M0.06%
155
MCDMCDONALDS
4,000$503.0M0.06%
156
DUPONT (EI) DE NEMOURS
7,500$475.0M0.05%
157
BRK/BBERKSHIRE HATHAWAY INC CL B
3,285$466.0M0.05%
158
NSRGYNESTLE S.A. ADR
5,858$437.0M0.05%
159
SSOPROSHARES ULTRA S&P 500
6,800$434.0M0.05%
160
BRK-BBERKSHIRE HATHAWAY INC-CL A
2$427.0M0.05%
161
PGPROCTER & GAMBLE CO
4,802$395.0M0.04%
162
LLYLILLY (ELI)
5,002$360.0M0.04%
163
PXDEURPIONEER NAT RES CO
2,545$358.0M0.04%
164
AXPAMERICAN EXPRESS CO
5,632$346.0M0.04%
165
BAMBROOKFIELD ASSET MANAGEMENT IN
9,000$313.0M0.04%
166
IWMISHARES RUSSELL 2000
2,535$280.0M0.03%
167
GOOGALPHABET INC CL C
336$250.0M0.03%
168
EQREQUITY RESIDENT PPTYS SH BEN I
3,000$225.0M0.03%
169
IWNISHARES RUSSELL 2000 VALUE
2,317$216.0M0.02%
170
WFCWELLS FARGO COMPANY
4,258$206.0M0.02%
171
CMCSACOMCAST CORP CL A
3,289$201.0M0.02%
172
PROTEON THERAPEUTICS INC
14,289$111.0M0.01%
173
TITAN MEDICAL INC.
34,500$23.0M0.00%
174
BUKSBUTLER NATL CORP
10,000$2.0M0.00%
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