MEYER HANDELMAN CO Q1 2020 Filing

Filed April 22, 2020

Portfolio Value

$1.6T

Holdings

181

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (181 positions)

#StockSharesValue% PortfolioType
101
DYHTARGET CORP COM
28,350$2.6B0.16%
102
ZBHZIMMER BIOMET HOLDINGS, INC
25,239$2.6B0.16%
103
WFCWELLS FARGO & CO NEW COM
87,568$2.5B0.15%
104
SEESEALED AIR CORP NEW COM
94,691$2.3B0.14%
105
MSIMOTOROLA SOLUTIONS INC
15,908$2.1B0.13%
106
DWDMORGAN STANLEY
61,642$2.1B0.13%
107
TRVCCITIGROUP INC
45,602$1.9B0.12%
108
WHWYNDHAM HOTELS & RESOR COM
60,000$1.9B0.12%
109
HALHALLIBURTON CO COM
269,900$1.8B0.11%
110
BXBLACKSTONE GROUP INC
40,500$1.8B0.11%
111
UNPUNION PAC CORP COM
12,900$1.8B0.11%
112
WYWEYERHAEUSER COMPANY COM
97,857$1.7B0.10%
113
XYLXYLEM INC
25,314$1.6B0.10%
114
UPSUNITED PARCEL SERVICE INC
17,279$1.6B0.10%
115
RTN1USDRAYTHEON CO
12,184$1.6B0.10%
116
GSKGLAXO SMITHKLINE
41,681$1.6B0.10%
117
MRO*MARATHON OIL CORP
441,326$1.5B0.09%
118
ZTSZOETIS INC
11,826$1.4B0.09%
119
CBSHCOMMERCE BANCSHARES INC
27,407$1.4B0.08%
120
WYNEURWYNDHAM DESTINATIONS,INC
60,000$1.3B0.08%
121
PNRPENTAIR PLC
42,704$1.3B0.08%
122
DDOMINION ENERGY
17,599$1.3B0.08%
123
METAFACEBOOK INC CL A
7,600$1.3B0.08%
124
SSFSENSIENT TECHNOLOGIES CORP
28,300$1.2B0.08%
125
METMETLIFE INC
39,799$1.2B0.07%
126
LMTLOCKHEED MARTIN CORP
2,972$1.0B0.06%
127
BSXBOSTON SCIENTIFIC CORP COM
30,400$992.0M0.06%
128
BABAALIBABA GROUP HLDG LTD
4,992$970.0M0.06%
129
RELMADA THERAPEUTICS I COM
28,378$968.0M0.06%
130
GLDSPDR GOLD TRUST GOLD SHS
6,400$947.0M0.06%
131
UI2KEMPER CORP
12,025$894.0M0.05%
132
OXYOCCIDENTAL PETE CORP
76,647$888.0M0.05%
133
ILFISHARES TR LATN AMER 40 ETF
48,400$884.0M0.05%
134
FTVFORTIVE CORP COM
15,700$866.0M0.05%
135
EWEDWARDS LIFESCIENCES COM
4,400$830.0M0.05%
136
NVDANVIDIA CORP COM
3,020$796.0M0.05%
137
ADBEADOBE SYS INC
2,500$796.0M0.05%
138
FMSFRESENIUS MED CARE AG & CO SPD
24,000$787.0M0.05%
139
DVNDEVON ENERGY CORPORATION NEW
103,493$715.0M0.04%
140
AVYAVERY DENNISON CORP
6,700$683.0M0.04%
141
LHXL3HARRIS TECHNOLOGIES,INC.
3,708$668.0M0.04%
142
HSYTHE HERSHEY COMPANY
4,800$636.0M0.04%
143
CMCSACOMCAST CORP NEW
17,800$612.0M0.04%
144
SNPSSYNOPSYS INC COM
4,600$592.0M0.04%
145
TPRTAPESTRY INC
44,000$569.0M0.03%
146
SYFSYNCHRONY FINL
35,265$567.0M0.03%
147
CMACOMERICA
18,631$547.0M0.03%
148
EMNEASTMAN CHEMICAL COMPANY COM
11,500$536.0M0.03%
149
YUMYUM BRANDS INC
7,250$497.0M0.03%
150
DEODIAGEO PLC SPON ADR
3,894$496.0M0.03%
151
ELVANTHEM INC
2,100$477.0M0.03%
152
SIEBSIEMENS A G SPONSORED ADR
10,500$446.0M0.03%
153
ITTITT INC
9,450$429.0M0.03%
154
PWRQUANTA SVCS INC
13,500$428.0M0.03%
155
CUCAAVIS BUDGET GROUP
30,000$417.0M0.03%
156
RDS/AROYAL DUTCH SHELL PLC SPD ADR
11,972$417.0M0.03%
157
LHC GROUP INC COM
2,836$398.0M0.02%
158
DEDEERE & CO.
2,598$358.0M0.02%
159
ARCONIC INC
21,917$352.0M0.02%
160
ALVAUTOLIV, INC.
7,536$347.0M0.02%
161
REEDS INC
724,000$344.0M0.02%
162
BKBANK OF NEW YORK MELLON CORP
9,696$326.0M0.02%
163
YUMCYUM CHINA HLDGS INC COM
7,250$309.0M0.02%
164
APTIV PLC
6,262$308.0M0.02%
165
PAYXPAYCHEX INC COM
4,900$308.0M0.02%
166
HESHESS CORP
9,050$301.0M0.02%
167
ALBALBEMARLE CORP COM
5,300$299.0M0.02%
168
MTRNMATERION CORPORATION
8,500$298.0M0.02%
169
AVNSAVANOS MEDICAL INC
10,722$289.0M0.02%
170
TFCTRUIST FINANCIAL CORP.
9,100$281.0M0.02%
171
WMWASTE MGMT INC DEL
3,000$278.0M0.02%
172
FISVFISERV INC COM
2,600$247.0M0.02%
173
CDKCDK GLOBAL INC
7,398$243.0M0.01%
174
TENCENT HOLDINGS LTD
4,600$226.0M0.01%
175
MARMARRIOTT INTL INC NEW CL A
2,940$220.0M0.01%
176
FASTFASTENAL CO COM
7,000$219.0M0.01%
177
GRA1EURW.R. GRACE & CO
6,000$214.0M0.01%
178
CHTRCHARTER COMMUNICATIONS CL A
491$214.0M0.01%
179
DXCDXC TECHNOLOGY CO COM
12,004$157.0M0.01%
180
PBIPITNEY BOWES INC
60,000$122.0M0.01%
181
TLLTFTILT HOLDINGS INC
509,430$83.0M0.01%
PreviousPage 2 of 2