MEYER HANDELMAN CO Q1 2019 Filing

Filed April 30, 2019

Portfolio Value

$1.9T

Holdings

194

Report Date

Q1 2019

Filing Type

13F-HR

All Holdings (194 positions)

#StockSharesValue% PortfolioType
101
METMETLIFE INC
81,800$3.6B0.19%
102
TRVTHE TRAVELERS COMPANIES INC
26,600$3.5B0.18%
103
DISWALT DISNEY COMPANY COM
30,393$3.5B0.18%
104
WECWEC ENERGY GROUP INC
43,050$3.3B0.17%
105
DVNDEVON ENERGY CORPORATION NEW
112,500$3.1B0.16%
106
WHWYNDHAM HOTELS & RESOR COM
60,000$3.1B0.16%
107
ZBHZIMMER BIOMET HOLDINGS, INC
25,239$3.1B0.16%
108
TRVCCITIGROUP INC
48,486$3.0B0.16%
109
VVISA INC-CLASS A SHARES
19,664$3.0B0.15%
110
DWDMORGAN STANLEY
66,562$2.8B0.14%
111
WYNEURWYNDHAM DESTINATIONS,INC
60,000$2.5B0.13%
112
RTN1USDRAYTHEON CO
13,484$2.5B0.13%
113
MSIMOTOROLA SOLUTIONS INC
16,407$2.3B0.12%
114
UNPUNION PAC CORP COM
13,500$2.2B0.12%
115
CUCAAVIS BUDGET GROUP
65,000$2.2B0.12%
116
DYHTARGET CORP COM
28,350$2.2B0.11%
117
UPSUNITED PARCEL SERVICE INC
19,580$2.1B0.11%
118
PNRPENTAIR PLC
48,711$2.1B0.11%
119
XYLXYLEM INC
25,314$1.9B0.10%
120
SSFSENSIENT TECHNOLOGIES CORP
29,325$1.9B0.10%
121
REZIRESIDEO TECHNOLOGIES I COM
92,495$1.9B0.10%
122
GSKGLAXO SMITHKLINE
44,384$1.8B0.09%
123
CBSHCOMMERCE BANCSHARES INC
27,047$1.6B0.09%
124
SYFSYNCHRONY FINL
48,082$1.5B0.08%
125
CMACOMERICA
18,631$1.5B0.08%
126
VIABVIACOM INC CL B NEW
52,625$1.5B0.08%
127
DDOMINION RES INC VA COM
18,099$1.4B0.07%
128
METAFACEBOOK INC CL A
7,600$1.3B0.07%
129
DXCDXC TECHNOLOGY CO COM
19,814$1.3B0.07%
130
FTVFORTIVE CORP COM
15,700$1.3B0.07%
131
ILFISHARES TR LATN AMER 40 ETF
37,736$1.3B0.07%
132
BXBLACKSTONE GROUP L P COM UNIT
35,500$1.2B0.06%
133
ZTSZOETIS INC
11,828$1.1B0.06%
134
BSXBOSTON SCIENTIFIC CORP COM
26,400$1.1B0.05%
135
BROWN ADVISORY FDS ADV SMCP IN
42,640$1.0B0.05%
136
UI2KEMPER CORP
12,475$1.0B0.05%
137
EMNEASTMAN CHEMICAL COMPANY COM
11,500$928.0M0.05%
138
APTIV PLC
11,062$914.0M0.05%
139
FMSFRESENIUS MED CARE AG & CO SPD
24,000$908.0M0.05%
140
LMTLOCKHEED MARTIN CORP
2,972$905.0M0.05%
141
BABAALIBABA GROUP HLDG LTD
4,792$864.0M0.04%
142
WABWABTEC CORP COM
12,002$853.0M0.04%
143
EWEDWARDS LIFESCIENCES COM
4,400$764.0M0.04%
144
RDS/AROYAL DUTCH SHELL PLC SPD ADR
12,392$758.0M0.04%
145
CDKCDK GLOBAL INC
12,730$747.0M0.04%
146
AVYAVERY DENNISON CORP
6,700$731.0M0.04%
147
ARCONIC INC
38,522$725.0M0.04%
148
NVTNVENT ELECTRIC PLC SHS
26,590$717.0M0.04%
149
YUMYUM BRANDS INC
7,250$709.0M0.04%
150
AVNSAVANOS MEDICAL INC
15,635$675.0M0.04%
151
ADBEADOBE SYS INC
2,500$652.0M0.03%
152
VWOVANGUARD FTSE EMERGING MARKETS
15,000$629.0M0.03%
153
ELVANTHEM INC
2,100$622.0M0.03%
154
CMCSACOMCAST CORP NEW
15,800$619.0M0.03%
155
VEAVANGUARD FTSE DEVELOPED MARKET
15,000$609.0M0.03%
156
HRSEURHARRIS CORP DEL
3,708$606.0M0.03%
157
ALVAUTOLIV, INC.
7,536$589.0M0.03%
158
ITTITT INC
9,900$572.0M0.03%
159
SIEBSIEMENS A G SPONSORED ADR
10,500$565.0M0.03%
160
PWRQUANTA SVCS INC
15,600$560.0M0.03%
161
MTRNMATERION CORPORATION
9,500$549.0M0.03%
162
HSYTHE HERSHEY COMPANY
4,800$535.0M0.03%
163
CELGCELGENE CORP
6,200$529.0M0.03%
164
KSSKOHLS CORP COM
7,600$529.0M0.03%
165
HESHESS CORP
9,050$506.0M0.03%
166
BKBANK OF NEW YORK MELLON CORP
9,696$502.0M0.03%
167
SNPSSYNOPSYS INC COM
4,600$485.0M0.03%
168
GTXGARRETT MOTION INC.
31,661$482.0M0.03%
169
GRA1EURW.R. GRACE & CO
6,000$468.0M0.02%
170
BBTUSDBB&T CORP COM
9,100$454.0M0.02%
171
ALBALBEMARLE CORP COM
5,300$453.0M0.02%
172
PBIPITNEY BOWES INC
62,300$417.0M0.02%
173
PAYXPAYCHEX INC COM
4,900$380.0M0.02%
174
MARMARRIOTT INTL INC NEW CL A
2,940$354.0M0.02%
175
LHC GROUP INC COM
2,836$305.0M0.02%
176
WMWASTE MGMT INC DEL
3,000$300.0M0.02%
177
MICRO FOCUS INTERNATIO SPON AD
12,112$298.0M0.02%
178
YUMCYUM CHINA HLDGS INC COM
7,250$296.0M0.02%
179
VSMEURVERSUM MATLS INC COM
5,550$272.0M0.01%
180
BUNGE LIMITED
5,200$269.0M0.01%
181
CREE INC COM
5,000$269.0M0.01%
182
MURMURPHY OIL CORP
9,000$268.0M0.01%
183
MTS SYS CORP
5,000$266.0M0.01%
184
DEDEERE & CO.
1,600$257.0M0.01%
185
LPXLOUISIANA PAC CORP COM
10,000$257.0M0.01%
186
AAALCOA INC COM NEW
8,926$246.0M0.01%
187
FISVFISERV INC COM
2,600$224.0M0.01%
188
FASTFASTENAL CO COM
3,500$216.0M0.01%
189
VODVODAFONE GROUP PLC NEW
11,096$202.0M0.01%
190
HIGHARTFORD FINL SVCS GROUP INC
4,200$202.0M0.01%
191
NBRNABORS INDS LTD SHS ISIN#BMG63
44,800$147.0M0.01%
192
CVECENOVUS ENERGY INC
10,000$86.0M0.00%
193
PENNEY J C INC COM
24,592$45.0M0.00%
194
REEDS INC
10,000$26.0M0.00%
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