MEYER HANDELMAN CO
CIK: 0000045319SEC EDGAR →
Portfolio Value
$3.2T
Holdings
214
As of
Q4 2025
New Positions
214
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 475,682 | $230.0B | 7.20% |
| 2 | APPLE INC | 568,294 | $154.5B | 4.84% |
| 3 | INTERNATIONAL BUSINESS MACHS | 353,523 | $104.7B | 3.28% |
| 4 | JPMORGAN CHASE & CO. | 305,648 | $98.5B | 3.08% |
| 5 | ALPHABET INC | 305,664 | $95.9B | 3.00% |
| 6 | TRANE TECHNOLOGIES PLC | 227,254 | $88.4B | 2.77% |
| 7 | MCKESSON CORP | 104,906 | $86.1B | 2.69% |
| 8 | WALMART INC | 750,844 | $83.7B | 2.62% |
| 9 | AMAZON COM INC | 347,309 | $80.2B | 2.51% |
| 10 | HONEYWELL INTL INC | 396,092 | $77.3B | 2.42% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (214)
$230.0B · 476K shares
$154.5B · 568K shares
$104.7B · 354K shares
$98.5B · 306K shares
$95.9B · 306K shares
$88.4B · 227K shares
$86.1B · 105K shares
$83.7B · 751K shares
$80.2B · 347K shares
$77.3B · 396K shares
$73.7B · 515K shares
$66.3B · 116K shares
$49.3B · 160K shares
$49.3B · 1.2M shares
$49.0B · 636K shares
$46.1B · 383K shares
$44.7B · 262K shares
$44.5B · 441K shares
$43.2B · 65K shares
$43.0B · 207K shares
$41.3B · 337K shares
$40.6B · 118K shares
$40.3B · 176K shares
$39.8B · 378K shares
$39.0B · 119K shares
$37.0B · 228K shares
$36.8B · 118K shares
$35.3B · 101K shares
$35.0B · 399K shares
$34.3B · 139K shares
$33.4B · 233K shares
$33.3B · 104K shares
$32.9B · 447K shares
$32.1B · 175K shares
$32.1B · 210K shares
$29.9B · 28K shares
$29.6B · 1.2M shares
$29.0B · 95K shares
$28.0B · 175K shares
$25.9B · 168K shares
$25.4B · 136K shares
$24.0B · 37K shares
$23.8B · 115K shares
$23.5B · 136K shares
$23.5B · 436K shares
$22.8B · 229K shares
$22.5B · 99K shares
$22.1B · 81K shares
$21.9B · 85K shares
$20.4B · 218K shares
$20.2B · 255K shares
$19.6B · 280K shares
$18.3B · 115K shares
$17.4B · 61K shares
$17.0B · 212K shares
$16.5B · 161K shares
$15.5B · 166K shares
$15.1B · 296K shares
$15.0B · 186K shares
$14.0B · 61K shares
$13.5B · 108K shares
$13.3B · 44K shares
$13.1B · 165K shares
$13.0B · 98K shares
$12.7B · 34K shares
$12.6B · 14K shares
$11.9B · 73K shares
$11.4B · 124K shares
$11.3B · 73K shares
$11.2B · 60K shares
$11.0B · 89K shares
$10.9B · 48K shares
$9.9B · 62K shares
$9.6B · 109K shares
$9.5B · 79K shares
$9.4B · 27K shares
$9.2B · 57K shares
$8.8B · 70K shares
$8.8B · 3K shares
$8.7B · 139K shares
$8.1B · 37K shares
$8.0B · 149K shares
$8.0B · 36K shares
$7.5B · 28K shares
$7.4B · 63K shares
$7.4B · 64K shares
$7.2B · 82K shares
$6.7B · 80K shares
$6.5B · 68K shares
$6.5B · 22K shares
$6.1B · 25K shares
$5.5B · 104K shares
$5.3B · 14K shares
$5.2B · 132K shares
$5.2B · 90K shares
$5.2B · 12K shares
$4.9B · 27K shares
$4.8B · 98K shares
$4.7B · 53K shares
$4.6B · 9K shares
$4.6B · 205K shares
$4.5B · 61K shares
$4.3B · 33K shares
$4.1B · 169K shares
$3.8B · 83K shares
$3.8B · 48K shares
$3.6B · 20K shares
$3.6B · 49K shares
$3.4B · 42K shares
$3.3B · 82K shares
$3.3B · 94K shares
$3.2B · 5K shares
$3.1B · 47K shares
$3.1B · 15K shares
$2.9B · 31K shares
$2.9B · 6K shares
$2.8B · 21K shares
$2.7B · 34K shares
$2.7B · 5K shares
$2.6B · 29K shares
$2.5B · 26K shares
$2.4B · 58K shares
$2.4B · 23K shares
$2.3B · 10K shares
$2.3B · 3K shares
$2.2B · 20K shares
$2.2B · 3K shares
$2.2B · 26K shares
$2.2B · 78K shares
$2.1B · 25K shares
$2.1B · 3K shares
$2.0B · 25K shares
$1.9B · 69K shares
$1.9B · 101K shares
$1.8B · 6K shares
$1.7B · 72K shares
$1.7B · 32K shares
$1.6B · 3K shares
$1.5B · 19K shares
$1.5B · 32K shares
$1.5B · 41K shares
$1.5B · 16K shares
$1.4B · 5K shares
$1.4B · 2K shares
$1.4B · 25K shares
$1.4B · 14K shares
$1.3B · 11K shares
$1.2B · 4K shares
$1.2B · 13K shares
$1.2B · 67K shares
$1.1B · 3K shares
$1.1B · 11K shares
$1.1B · 44K shares
$1.1B · 6K shares
$1.1B · 6K shares
$1.1B · 26K shares
$1.0B · 9K shares
$1.0B · 10K shares
$985.0M · 42K shares
$982.0M · 8K shares
$940.0M · 10K shares
$910.0M · 2K shares
$894.0M · 444 shares
$873.0M · 5K shares
$851.0M · 7K shares
$849.0M · 17K shares
$769.0M · 3K shares
$699.0M · 2K shares
$693.0M · 5K shares
$688.0M · 5K shares
$672.0M · 15K shares
$638.0M · 10K shares
$631.0M · 4K shares
$609.0M · 3K shares
$579.0M · 4K shares
$561.0M · 14K shares
$544.0M · 13K shares
$508.0M · 6K shares
$504.0M · 1K shares
$493.0M · 2K shares
$472.0M · 12K shares
$452.0M · 5K shares
$437.0M · 7K shares
$434.0M · 2K shares
$429.0M · 4K shares
$381.0M · 16K shares
$366.0M · 8K shares
$353.0M · 330 shares
$347.0M · 3K shares
$340.0M · 1K shares
$327.0M · 564 shares
$322.0M · 2K shares
$318.0M · 8K shares
$313.0M · 1K shares
$309.0M · 543 shares
$302.0M · 13K shares
$281.0M · 1K shares
$278.0M · 5K shares
$267.0M · 10K shares
$261.0M · 4K shares
$260.0M · 575 shares
$248.0M · 1K shares
$245.0M · 700 shares
$240.0M · 1K shares
$238.0M · 2K shares
$231.0M · 7K shares
$228.0M · 1K shares
$221.0M · 7K shares
$219.0M · 2K shares
$214.0M · 4K shares
$211.0M · 496 shares
$200.0M · 450 shares
$110.0M · 14K shares
$105.0M · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 31 | $787.1B | 24.6% |
| Industrials | 33 | $536.2B | 16.8% |
| Healthcare | 28 | $408.7B | 12.8% |
| Consumer Defensive | 18 | $337.1B | 10.6% |
| Financial Services | 26 | $285.8B | 8.9% |
| Consumer Cyclical | 16 | $229.8B | 7.2% |
| Communication Services | 11 | $198.6B | 6.2% |
| Energy | 10 | $142.7B | 4.5% |
| Basic Materials | 16 | $96.8B | 3.0% |
| Unknown | 13 | $90.6B | 2.8% |
| Utilities | 10 | $79.1B | 2.5% |
| Real Estate | 2 | $1.4B | 0.0% |