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Institutional Investment Manager
MERITAGE PORTFOLIO MANAGEMENT
MERITAGE PORTFOLIO MANAGEMENT (CIK: 0000881432) incorporated in Kansas, located at 7500 College Boulevard, Overland Park, KS. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q2)
Original 13F HR (0000881432-14-000006) filed in 2014.07.28
#
Name
Shares
Value ($)
%
Options
Notes
1 Zurich Financial Services ADR 176,541 5,314 0.58%
2 Weyerhaeuser Company 85,460 4,850 0.53%
3 WESTAR ENERGY 112,440 4,294 0.47%
4 WELLS FARGO & CO NEW 122,120 6,419 0.70%
5 WAL-MART STORES INC 14,700 1,104 0.12%
6 Valeo SA ADR 114,290 7,680 0.84%
7 VOYA FINANCIAL INC 155,119 5,637 0.61%
8 VERIZON COMMUNICATIONS INC 100,301 4,908 0.53%
9 VANGUARD WORLD FDS 78,605 3,646 0.40%
10 VANGUARD TAX MANAGED INTERNATI 10,996 116 0.01%
11 VANGUARD NAT RES LLC COM UNIT 116,757 3,760 0.41%
12 VALMONT INDS INC 30,419 4,622 0.50%
13 US BANCORP DEL 16,927 733 0.08%
14 UNITEDHEALTH GROUP INC 56,150 4,590 0.50%
15 UNITED THERAPEUTICS CORP DEL 57,557 5,093 0.55%
16 UNION PAC CORP 92,784 9,255 1.01%
17 UNIFIRST CORP MASS COM 35,698 3,784 0.41%
18 UMB FINL CORP 36,844 2,336 0.25%
19 Titan Medical Inc 12,000 29 0.00%
20 Targa Resources Partners LP 66,930 4,814 0.52%
21 TRW AUTOMOTIVE HLDGS CORP 49,390 4,421 0.48%
22 TRUEBLUE INC COM 149,975 4,135 0.45%
23 TORCHMARK CORP COM 88,633 7,261 0.79%
24 TJX COS INC NEW 160,701 8,541 0.93%
25 TEVA PHARMACEUTICAL INDS LTD 113,109 5,929 0.65%
26 TELSTRA LTD SPON ADR FINAL INS 187,625 4,616 0.50%
27 TELEFONICA BRASIL SA 244,385 5,012 0.55%
28 TELECOM CORP NEW ZEALAND LTD 317,540 3,722 0.41%
29 SYNOPSYS INC 134,661 5,228 0.57%
30 SUPERIOR INDS INTL INC COM 130,740 2,696 0.29%
31 STAG INDL INC 115,255 2,767 0.30%
32 SPDR SER TR 12,490 957 0.10%
33 SPDR S&P 500 ETF TR 16,104 3,152 0.34%
34 SOUTHWEST AIRLS CO 180,810 4,857 0.53%
35 SKYWORKS SOLUTIONS INC 120,378 5,653 0.62%
36 SILICON MOTION TECHN 211,733 4,326 0.47%
37 SELECT SECTOR SPDR TR 297,705 13,176 1.43%
38 SEAGATE TECHNOLOGY PLC 60,793 3,454 0.38%
39 SEADRILL PARTNERS LLC 135,940 4,508 0.49%
40 SEABOARD CORP COM 4,651 14,047 1.53%
41 SCRIPPS NETWORKS INTERACT IN 90,105 7,311 0.80%
42 SCHWAB TOTAL STOCK MKT INDEX 15,957 574 0.06%
43 SCHLUMBERGER LTD 57,276 6,756 0.74%
44 SAPIENT CORP 234,840 3,815 0.42%
45 SANMINA CORPORATION COM 320,547 7,302 0.80%
46 SANDISK CORP 39,896 4,166 0.45%
47 SANDISK CORP 25 3 0.00%
48 SAMSON OIL & GAS LTD 12,570 6 0.00%
49 RYDEX ETF TRUST 4,629 355 0.04%
50 ROYAL DUTCH SHELL PLC 53,422 4,400 0.48%
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