MERITAGE PORTFOLIO MANAGEMENT Q2 2016 Filing

Filed July 20, 2016

Portfolio Value

$889.6B

Holdings

190

Report Date

Q2 2016

Filing Type

13F-HR

All Holdings (190 positions)

#StockSharesValue% PortfolioType
101
KOCOCA COLA CO
98,819$4.5B0.50%
102
THOTHOR INDUSTRIES
68,039$4.4B0.50%
103
RHT1EURRED HAT INC
60,560$4.4B0.49%
104
MELLANOX TECHNOLOGIES LTD
91,610$4.4B0.49%
105
FFORD MOTOR
346,875$4.4B0.49%
106
IVZINVESCO LTD SHS
170,190$4.3B0.49%
107
JAZZJAZZ PHARMACEUTICALS PLC
30,248$4.3B0.48%
108
LYBLYONDELLBASELL INDUSTRIES NV
56,170$4.2B0.47%
109
UBNTEURUBIQUITI NETWORKS INC
106,778$4.1B0.46%
110
STAGSTAG INDUSTRIAL INC
172,710$4.1B0.46%
111
IXP*ISHARES S&P GLOBAL TELECOMMUNI
64,318$4.1B0.46%
112
LVSLAS VEGAS SANDS CORP
93,055$4.0B0.45%
113
SNASNAP-ON INC
25,439$4.0B0.45%
114
GCI1EURGANNETT INC
290,305$4.0B0.45%
115
IWFISHARES RUSSELL 1000 GROWTH
39,590$4.0B0.45%
116
KSSKOHLS CORP
104,645$4.0B0.45%
117
VMWEURVMWARE INC CL A
69,215$4.0B0.45%
118
TERADATA CORPORATION
157,715$4.0B0.44%
119
TESSERA TECHNOLOGIES INC.
126,745$3.9B0.44%
120
LMTLOCKHEED MARTIN CORP
15,448$3.8B0.43%
121
MPTMEDICAL PROPERTIES TRUST INC.
249,290$3.8B0.43%
122
EPREPR PROPERTIES
45,677$3.7B0.41%
123
SPYS & P 500 DEPOSITARY RECEIPT
17,386$3.6B0.41%
124
VOYAVOYA FINANCIAL INC
146,124$3.6B0.41%
125
BLXBANCO LATINOAMERICANO DE EXPOR
136,058$3.6B0.41%
126
PUBLIC STORAGE 5.125% PFD
139,090$3.6B0.40%
127
SCHWCHARLES SCHWAB 5.95% PFD 6/1/2
134,145$3.6B0.40%
128
GMEGAMESTOP CORP
134,860$3.6B0.40%
129
SPKKYSPARK NEW ZEALAND SPONSORED AD
285,560$3.6B0.40%
130
SLRCSOLAR CAPITAL LTD
187,550$3.6B0.40%
131
EMREMERSON ELECTRIC
68,405$3.6B0.40%
132
WNSNWNS HOLDINGS LIMITED ADR
129,799$3.5B0.39%
133
ETNEATON CORP PLC
56,635$3.4B0.38%
134
MHLAMAIDEN HOLDINGS LTD
274,835$3.4B0.38%
135
UFSDOMTAR CORP
95,722$3.4B0.38%
136
MICHAEL KORS HOLDINGS LTD
63,689$3.2B0.35%
137
ABALLIANCEBERNSTEIN HOLDING LP
133,530$3.1B0.35%
138
QLOGIC CORP
197,465$2.9B0.33%
139
COHRII-VI INC
154,488$2.9B0.33%
140
TERTERADYNE INC
136,501$2.7B0.30%
141
DOEURDIAMOND OFFSHORE DRILL
109,170$2.7B0.30%
142
FIDELITY & GUARANTY LIFE
113,338$2.6B0.30%
143
PG4PRINCIPAL FINANCIAL GROUP INC
54,085$2.2B0.25%
144
UMBFUMB FINL CORP
36,686$2.0B0.22%
145
AQLTISHARES DOW JONES SELECT DIVID
16,343$1.4B0.16%
146
INTCINTEL CORP
34,488$1.1B0.13%
147
SLBSCHLUMBERGER LTD
14,050$1.1B0.12%
148
DST SYSTEMS INC.
8,930$1.0B0.12%
149
WEILLER HEDGE FUND
1$975.0M0.11%
150
WMTWAL-MART STORES INC
13,184$963.0M0.11%
151
USBUS BANCORP
21,446$865.0M0.10%
152
GEGENERAL ELECTRIC
26,580$837.0M0.09%
153
XOMEXXON MOBIL CORP
8,425$790.0M0.09%
154
SDYSPDR S&P DIVIDEND ETF
7,945$667.0M0.07%
155
KSUEURKANSAS CITY SOUTHERN
7,000$631.0M0.07%
156
IVEISHARES S&P 500 VALUE INDEX
6,415$596.0M0.07%
157
IJRISHARES S&P SMALLCAP 600
4,825$561.0M0.06%
158
PEPPEPSICO
5,209$552.0M0.06%
159
SWTSXSCHWAB TOTAL STOCK MARKET INDE
13,385$500.0M0.06%
160
MSFTMICROSOFT CORP
9,720$497.0M0.06%
161
BIIBBIOGEN INC
2,015$487.0M0.05%
162
DUPONT (EI) DE NEMOURS
7,500$486.0M0.05%
163
MCDMCDONALDS
3,900$469.0M0.05%
164
SSOPROSHARES ULTRA S&P 500
6,800$451.0M0.05%
165
AMJEURJPMORGAN ALERIAN MLP INDEX ETN
13,865$441.0M0.05%
166
BRK-BBERKSHIRE HATHAWAY INC-CL A
2$434.0M0.05%
167
NSRGYNESTLE S.A. ADR
5,586$432.0M0.05%
168
PGPROCTER & GAMBLE CO
4,802$406.0M0.05%
169
LLYLILLY (ELI)
5,002$394.0M0.04%
170
ANEFXNEW ECONOMY FD SH BEN INT
10,766$368.0M0.04%
171
FCNTXFIDELITY CONTRAFUND
3,752$364.0M0.04%
172
AGTHXGROWTH FD AMER INC COM
8,493$352.0M0.04%
173
AIVSXAMERICAN INVEST CO OF AMERICA
9,867$350.0M0.04%
174
PXDEURPIONEER NAT RES CO
2,245$339.0M0.04%
175
RAFFLES HEDGE FUND
1$310.0M0.03%
176
IWMISHARES RUSSELL 2000
2,670$307.0M0.03%
177
BAMBROOKFIELD ASSET MANAGEMENT IN
9,000$298.0M0.03%
178
SCHBSCHWAB US BROAD MARKET ETF
5,480$276.0M0.03%
179
AXPAMERICAN EXPRESS CO
4,391$267.0M0.03%
180
VANGUARD SMALL-CAP VALUE INDEX
5,847$265.0M0.03%
181
VASGXVANGUARD LIFESTRATEGY GROWTH F
9,332$259.0M0.03%
182
FIDELITY SELECT GOLD PORTFOLIO
10,203$257.0M0.03%
183
CERNCHFCERNER CORP
3,678$216.0M0.02%
184
VSMGXVANGUARD LIFESTRAT MODERATE GR
8,865$210.0M0.02%
185
EQREQUITY RESIDENT PPTYS SH BEN I
3,000$207.0M0.02%
186
VASIXVANGUARD LIFESTRATEGY INCOME F
13,277$201.0M0.02%
187
SCOUT MID CAP FUND
11,668$176.0M0.02%
188
PROTEON THERAPEUTICS INC
14,289$115.0M0.01%
189
TITAN MEDICAL INC.
34,500$23.0M0.00%
190
BUKSBUTLER NATL CORP
10,000$2.0M0.00%
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