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
AAPLAPPLE INC
$43.6M
MSFTMICROSOFT CORP
$39.5M
GOOGLALPHABET INC CL A
$29.6M
AMZNAMAZON INC
$29.1M
IWFISHARES RUSSELL 1000 GROWTH
$26.9M
HDHOME DEPOT INC
$25.5M
MAMASTERCARD INC
$25.3M
ZBRAZEBRA TECHNOLOGIES CORP
$25.2M
JNJJOHNSON & JOHNSON
$18.6M
IACIEURIAC INTERACTIVECORP
$17.5M
FISVFISERV INC
$16.8M
GVIISHARES BARCLAYS INT GOVT/CRED
$16.0M
MUMICRON TECHNOLOGY
$16.0M
IWDISHARES RUSSELL 1000 VALUE
$12.2M
VTVVANGUARD VALUE ETF
$12.0M
METAFACEBOOK INC.
$11.9M
LENLENNAR CORP
$11.5M
KBESPDR S&P BANK ETF
$11.5M
ADBEADOBE INC
$10.6M
SPGIS&P GLOBAL INC
$9.4M
BACVERIZON COMMUNICATIONS
$9.3M
IGSBISHARES SHORT-TERM CORPORATE B
$9.2M
BABOEING CO
$9.1M
HSYHERSHEY
$9.1M
ORLYO'REILLY AUTOMOTIVE INC
$8.9M
AMEAMETEK INC
$8.9M
PEGPUBLIC SERVICE ENTERPRISE GRP
$8.7M
AMGNAMGEN
$8.5M
GMEDGLOBUS MEDICAL INC.
$8.3M
TAT & T INC
$8.2M
1GSNNOVANTA INC
$7.9M
IRINGERSOLL-RAND PLC
$7.8M
ISRGINTUITIVE SURGICAL INC
$7.4M
NDSNNORDSON CORP
$7.3M
IEXIDEX CORPORATION
$7.2M
NKENIKE INC CL B
$7.2M
KLACKLA CORPORATION
$7.1M
STSENSATA TECHNOLOGIES HOLDING P
$6.7M
SYKSTRYKER CORP
$6.7M
DYHTARGET CORP
$6.4M
SBUXSTARBUCKS CORP
$6.3M
LRCXEURLAM RESEARCH
$6.2M
HUBBHUBBELL INC
$6.2M
XLFICONSUMER STAPLES SELECT SECTOR
$6.1M
FOXFFOX FACTORY HOLDING CORP
$6.0M
KEYSKEYSIGHT TECHNOLOGIES INC
$5.9M
MNSTMONSTER BEVERAGE CORPORATION
$5.7M
AMEDAMEDISYS INC
$5.6M
WMTWAL-MART STORES INC
$5.6M
PPLPPL CORP
$5.6M
DHRDANAHER CORP
$5.5M
ILMNILLUMINA INC.
$5.4M
BMYBRISTOL-MYERS SQUIBB
$5.4M
AG8AGILENT TECHNOLOGIES
$5.3M
NHINATIONAL HEALTH INVESTORS
$5.3M
CVXCHEVRON CORP
$5.3M
GPNGLOBAL PAYMENTS INC
$5.3M
A4SAMERIPRISE FINANCIAL INC
$5.2M
GLGLOBE LIFE INC
$5.2M
VEEVVEEVA SYSTEMS
$5.1M
FTNTFORTINET INC.
$5.0M
STANLEY BLACK & DECKER INC 5.3
$5.0M
KOCOCA COLA CO
$4.9M
INTCINTEL CORP
$4.8M
KEYKEYCORP
$4.7M
IDAIDACORP INC
$4.6M
CVSCVS HEALTH CORP
$4.5M
IBMINTL BUSINESS MACHINES
$4.5M
BMTABRITISH AMERICAN TAB PLC ADR
$4.4M
ORIOLD REPUBLIC INTL
$4.4M
PFEPFIZER INC
$4.4M
METMETLIFE INC
$4.3M
PNWPINNACLE WEST CAPITAL CP
$4.3M
SPYS & P 500 DEPOSITARY RECEIPT
$4.2M
PG4PRINCIPAL FINANCIAL GROUP INC
$4.2M
BRK/BBERKSHIRE HATHAWAY INC CL B
$4.2M
VLOVALERO ENERGY CORP
$4.2M
INFYINFOSYS LTD SPONSORED ADR
$4.0M
R6C2ROYAL DUTCH PETROLEUM COMPANY
$3.9M
RGAREINSURANCE GROUP OF AMERICA I
$3.9M
CMCSACOMCAST CORP CL A
$3.8M
MRKMERCK & CO INC
$3.8M
LAZLAZARD LTD
$3.8M
WNSNWNS HOLDINGS LIMITED ADR
$3.7M
JPMJP MORGAN CHASE & CO
$3.7M
RDS/AROYAL DUTCH SHELL PLC-ADR A
$3.6M
CDWCDW CORP
$3.6M
PSXPHILLIPS 66 COM
$3.6M
SPHDINVESCO S&P 500 HIGH DIV LOW V
$3.6M
KMIKINDER MORGAN INC
$3.6M
SPGSIMON PPTY GROUP REIT
$3.5M
PRAHPRA HEALTH SCIENCES INC
$3.5M
STTSTATE STREET CORPORATION
$3.5M
IPINTERNATIONAL PAPER CO
$3.4M
SHMSPDR BARCLAYS CAPITAL SHRT TER
$3.4M
AZOAUTOZONE INC
$3.4M
PLDPROLOGIS INC
$3.4M
PDMPIEDMONT OFFICE REALTY TRUST I
$3.3M
CFGCITIZENS FINANCIAL GROUP INC
$3.3M
RHHBYROCHE HLDG LTD SPONSORED ADR
$3.3M
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