MERITAGE PORTFOLIO MANAGEMENT Q2 2019 Filing

Filed July 30, 2019

Portfolio Value

$982.0B

Holdings

220

Report Date

Q2 2019

Filing Type

13F-HR

All Holdings (220 positions)

StockValue
AAPLAPPLE INC
$37.1B
MSFTMICROSOFT CORP
$36.6B
AMZNAMAZON INC
$30.2B
IWDISHARES RUSSELL 1000 VALUE
$25.6B
GOOGLALPHABET INC CL A
$24.8B
ZBRAZEBRA TECHNOLOGIES CORP
$24.7B
MAMASTERCARD INC
$23.7B
HDHOME DEPOT INC
$22.0B
CYBRCYBERARK SOFTWARE LTD
$18.1B
JNJJOHNSON & JOHNSON
$16.9B
IACIEURIAC INTERACTIVECORP
$16.7B
IWFISHARES RUSSELL 1000 GROWTH
$14.9B
FISVFISERV INC
$14.2B
METAFACEBOOK INC.
$12.2B
XLUUTILITIES SELECT SECTOR SPDR
$11.5B
KBESPDR S&P BANK ETF
$11.0B
ADBEADOBE INC
$10.8B
MTDMETTLER-TOLEDO INTERNATIONAL
$10.6B
SPHDINVESCO S&P 500 HIGH DIV LOW V
$9.6B
VNQVANGUARD REIT ETF
$9.6B
LENLENNAR CORP
$9.6B
VDCVANGUARD CONSUMER STAPLES ETF
$9.2B
1GSNNOVANTA INC
$8.8B
BABOEING CO
$8.6B
AMEAMETEK INC
$8.5B
SPGIS&P GLOBAL INC
$8.4B
BACVERIZON COMMUNICATIONS
$8.2B
ORLYO'REILLY AUTOMOTIVE INC
$8.0B
IRINGERSOLL-RAND PLC
$7.8B
FOXFFOX FACTORY HOLDING CORP
$7.7B
HSYHERSHEY
$7.5B
IEXIDEX CORPORATION
$7.2B
CDWCDW CORP
$7.0B
ISRGINTUITIVE SURGICAL INC
$6.9B
INTCINTEL CORP
$6.8B
DISDISNEY WALT CO DEL
$6.8B
NDSNNORDSON CORP
$6.8B
TAT & T INC
$6.8B
GMEDGLOBUS MEDICAL INC.
$6.6B
AZOAUTOZONE INC
$6.3B
VLOVALERO ENERGY CORP
$6.3B
STSENSATA TECHNOLOGIES HOLDING P
$6.2B
NKENIKE INC CL B
$6.1B
TECH DATA CORP
$6.1B
MNSTMONSTER BEVERAGE CORPORATION
$6.0B
TMKTORCHMARK CORP
$6.0B
CVXCHEVRON CORP
$5.9B
HDSUSDHD SUPPLY HOLDINGS INC
$5.9B
PFEPFIZER INC
$5.7B
KMIKINDER MORGAN INC
$5.7B
XLFICONSUMER STAPLES SELECT SECTOR
$5.6B
WFCWELLS FARGO COMPANY
$5.4B
PPLPPL CORP
$5.4B
XLNXEURXILINX INC
$5.3B
VEEVVEEVA SYSTEMS
$5.2B
PRAHPRA HEALTH SCIENCES INC
$5.1B
GPNGLOBAL PAYMENTS INC
$5.1B
DYHTARGET CORP
$5.0B
AMEDAMEDISYS INC
$5.0B
ULUNILEVER PLC SPON ADR
$5.0B
KLACKLA CORPORATION
$5.0B
STANLEY BLACK & DECKER INC 5.3
$5.0B
NHINATIONAL HEALTH INVESTORS
$4.9B
LRCXEURLAM RESEARCH
$4.9B
FTNTFORTINET INC.
$4.9B
TPRTAPESTRY INC
$4.8B
PRUPRUDENTIAL FINANCIAL INC
$4.8B
RGAREINSURANCE GROUP OF AMERICA I
$4.7B
WMTWAL-MART STORES INC
$4.7B
DFSEURDISCOVER FINL SVCS
$4.7B
BMYBRISTOL-MYERS SQUIBB
$4.7B
DGDOLLAR GENERAL CORP
$4.7B
RDS/AROYAL DUTCH SHELL PLC-ADR A
$4.6B
AFWALIGN TECHNOLOGY INC.
$4.6B
WNSNWNS HOLDINGS LIMITED ADR
$4.6B
KEYKEYCORP
$4.6B
KOCOCA COLA CO
$4.5B
CRCCANADIAN NAT RES LTD
$4.5B
UNHUNITEDHEALTH GROUP INC
$4.5B
METMETLIFE INC
$4.5B
MMSMAXIMUS INC
$4.4B
PEGPUBLIC SERVICE ENTERPRISE GRP
$4.4B
IMOIMPERIAL OIL LTD
$4.4B
SPYS & P 500 DEPOSITARY RECEIPT
$4.3B
CMCSACOMCAST CORP CL A
$4.2B
PG4PRINCIPAL FINANCIAL GROUP INC
$4.2B
IBMINTL BUSINESS MACHINES
$4.2B
R6C2ROYAL DUTCH PETROLEUM COMPANY
$4.2B
KMBKIMBERLY CLARK CORP
$4.1B
ORIOLD REPUBLIC INTL
$4.1B
AYIACUITY BRANDS INC
$4.1B
SNASNAP-ON INC
$4.0B
RHIROBERT HALF INTERNATIONAL INC
$4.0B
IMBBYIMPERIAL BRANDS PLC
$4.0B
LAZLAZARD LTD
$3.9B
HUBBHUBBELL INC
$3.9B
RRXREGAL-BELOIT CORPORATION
$3.9B
VPUVANGUARD UTILITIES ETF
$3.8B
CVSCVS HEALTH CORP
$3.8B
CFGCITIZENS FINANCIAL GROUP INC
$3.8B
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