MEYER HANDELMAN CO
CIK: 0000045319SEC EDGAR →
Portfolio Value
$3.2B
Holdings
214
As of
Q4 2025
New Positions
214
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 475,682 | $230.0M | 7.20% |
| 2 | APPLE INC | 568,294 | $154.5M | 4.84% |
| 3 | INTERNATIONAL BUSINESS MACHS | 353,523 | $104.7M | 3.28% |
| 4 | JPMORGAN CHASE & CO. | 305,648 | $98.5M | 3.08% |
| 5 | ALPHABET INC | 305,664 | $95.9M | 3.00% |
| 6 | TRANE TECHNOLOGIES PLC | 227,254 | $88.4M | 2.77% |
| 7 | MCKESSON CORP | 104,906 | $86.1M | 2.69% |
| 8 | WALMART INC | 750,844 | $83.7M | 2.62% |
| 9 | AMAZON COM INC | 347,309 | $80.2M | 2.51% |
| 10 | HONEYWELL INTL INC | 396,092 | $77.3M | 2.42% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (214)
$230.0M · 476K shares
$154.5M · 568K shares
$104.7M · 354K shares
$98.5M · 306K shares
$95.9M · 306K shares
$88.4M · 227K shares
$86.1M · 105K shares
$83.7M · 751K shares
$80.2M · 347K shares
$77.3M · 396K shares
$73.7M · 515K shares
$66.3M · 116K shares
$49.3M · 160K shares
$49.3M · 1.2M shares
$49.0M · 636K shares
$46.1M · 383K shares
$44.7M · 262K shares
$44.5M · 441K shares
$43.2M · 65K shares
$43.0M · 207K shares
$41.3M · 337K shares
$40.6M · 118K shares
$40.3M · 176K shares
$39.8M · 378K shares
$39.0M · 119K shares
$37.0M · 228K shares
$36.8M · 118K shares
$35.3M · 101K shares
$35.0M · 399K shares
$34.3M · 139K shares
$33.4M · 233K shares
$33.3M · 104K shares
$32.9M · 447K shares
$32.1M · 175K shares
$32.1M · 210K shares
$29.9M · 28K shares
$29.6M · 1.2M shares
$29.0M · 95K shares
$28.0M · 175K shares
$25.9M · 168K shares
$25.4M · 136K shares
$24.0M · 37K shares
$23.8M · 115K shares
$23.5M · 136K shares
$23.5M · 436K shares
$22.8M · 229K shares
$22.5M · 99K shares
$22.1M · 81K shares
$21.9M · 85K shares
$20.4M · 218K shares
$20.2M · 255K shares
$19.6M · 280K shares
$18.3M · 115K shares
$17.4M · 61K shares
$17.0M · 212K shares
$16.5M · 161K shares
$15.5M · 166K shares
$15.1M · 296K shares
$15.0M · 186K shares
$14.0M · 61K shares
$13.5M · 108K shares
$13.3M · 44K shares
$13.1M · 165K shares
$13.0M · 98K shares
$12.7M · 34K shares
$12.6M · 14K shares
$11.9M · 73K shares
$11.4M · 124K shares
$11.3M · 73K shares
$11.2M · 60K shares
$11.0M · 89K shares
$10.9M · 48K shares
$9.9M · 62K shares
$9.6M · 109K shares
$9.5M · 79K shares
$9.4M · 27K shares
$9.2M · 57K shares
$8.8M · 70K shares
$8.8M · 3K shares
$8.7M · 139K shares
$8.1M · 37K shares
$8.0M · 149K shares
$8.0M · 36K shares
$7.5M · 28K shares
$7.4M · 63K shares
$7.4M · 64K shares
$7.2M · 82K shares
$6.7M · 80K shares
$6.5M · 68K shares
$6.5M · 22K shares
$6.1M · 25K shares
$5.5M · 104K shares
$5.3M · 14K shares
$5.2M · 132K shares
$5.2M · 90K shares
$5.2M · 12K shares
$4.9M · 27K shares
$4.8M · 98K shares
$4.7M · 53K shares
$4.6M · 9K shares
$4.6M · 205K shares
$4.5M · 61K shares
$4.3M · 33K shares
$4.1M · 169K shares
$3.8M · 83K shares
$3.8M · 48K shares
$3.6M · 20K shares
$3.6M · 49K shares
$3.4M · 42K shares
$3.3M · 82K shares
$3.3M · 94K shares
$3.2M · 5K shares
$3.1M · 47K shares
$3.1M · 15K shares
$2.9M · 31K shares
$2.9M · 6K shares
$2.8M · 21K shares
$2.7M · 34K shares
$2.7M · 5K shares
$2.6M · 29K shares
$2.5M · 26K shares
$2.4M · 58K shares
$2.4M · 23K shares
$2.3M · 10K shares
$2.3M · 3K shares
$2.2M · 20K shares
$2.2M · 3K shares
$2.2M · 26K shares
$2.2M · 78K shares
$2.1M · 25K shares
$2.1M · 3K shares
$2.0M · 25K shares
$1.9M · 69K shares
$1.9M · 101K shares
$1.8M · 6K shares
$1.7M · 72K shares
$1.7M · 32K shares
$1.6M · 3K shares
$1.5M · 19K shares
$1.5M · 32K shares
$1.5M · 41K shares
$1.5M · 16K shares
$1.4M · 5K shares
$1.4M · 2K shares
$1.4M · 25K shares
$1.4M · 14K shares
$1.3M · 11K shares
$1.2M · 4K shares
$1.2M · 13K shares
$1.2M · 67K shares
$1.1M · 3K shares
$1.1M · 11K shares
$1.1M · 44K shares
$1.1M · 6K shares
$1.1M · 6K shares
$1.1M · 26K shares
$1.0M · 9K shares
$1.0M · 10K shares
$985K · 42K shares
$982K · 8K shares
$940K · 10K shares
$910K · 2K shares
$894K · 444 shares
$873K · 5K shares
$851K · 7K shares
$849K · 17K shares
$769K · 3K shares
$699K · 2K shares
$693K · 5K shares
$688K · 5K shares
$672K · 15K shares
$638K · 10K shares
$631K · 4K shares
$609K · 3K shares
$579K · 4K shares
$561K · 14K shares
$544K · 13K shares
$508K · 6K shares
$504K · 1K shares
$493K · 2K shares
$472K · 12K shares
$452K · 5K shares
$437K · 7K shares
$434K · 2K shares
$429K · 4K shares
$381K · 16K shares
$366K · 8K shares
$353K · 330 shares
$347K · 3K shares
$340K · 1K shares
$327K · 564 shares
$322K · 2K shares
$318K · 8K shares
$313K · 1K shares
$309K · 543 shares
$302K · 13K shares
$281K · 1K shares
$278K · 5K shares
$267K · 10K shares
$261K · 4K shares
$260K · 575 shares
$248K · 1K shares
$245K · 700 shares
$240K · 1K shares
$238K · 2K shares
$231K · 7K shares
$228K · 1K shares
$221K · 7K shares
$219K · 2K shares
$214K · 4K shares
$211K · 496 shares
$200K · 450 shares
$110K · 14K shares
$105K · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 31 | $787.1M | 24.6% |
| Industrials | 33 | $536.2M | 16.8% |
| Healthcare | 28 | $408.7M | 12.8% |
| Consumer Defensive | 18 | $337.1M | 10.6% |
| Financial Services | 27 | $287.0M | 9.0% |
| Consumer Cyclical | 16 | $229.8M | 7.2% |
| Communication Services | 11 | $198.6M | 6.2% |
| Energy | 10 | $142.7M | 4.5% |
| Basic Materials | 16 | $96.8M | 3.0% |
| Unknown | 12 | $89.4M | 2.8% |
| Utilities | 10 | $79.1M | 2.5% |
| Real Estate | 2 | $1.4M | 0.0% |