MEYER HANDELMAN CO Q2 2018 Filing

Filed July 30, 2018

Portfolio Value

$2.0T

Holdings

193

Report Date

Q2 2018

Filing Type

13F-HR

All Holdings (193 positions)

#StockSharesValue% PortfolioType
101
WHWYNDHAM HOTELS & RESOR COM
60,000$3.5B0.18%
102
FTVFORTIVE CORP COM
45,656$3.5B0.18%
103
XELXCEL ENERGY INC.
74,121$3.4B0.17%
104
TRVCCITIGROUP INC
49,871$3.3B0.17%
105
DWDMORGAN STANLEY
69,558$3.3B0.17%
106
TRVTHE TRAVELERS COMPANIES INC
26,600$3.3B0.17%
107
LLYELI LILLY & CO.
38,058$3.2B0.17%
108
DISWALT DISNEY COMPANY COM
30,393$3.2B0.16%
109
ZBHZIMMER BIOMET HOLDINGS, INC
26,639$3.0B0.15%
110
WECWEC ENERGY GROUP INC
43,050$2.8B0.14%
111
SHIRE PLC
16,416$2.8B0.14%
112
SEESEALED AIR CORP NEW COM
64,291$2.7B0.14%
113
WYNEURWYNDHAM WORLDWIDE CORP
60,000$2.7B0.14%
114
VVISA INC-CLASS A SHARES
19,664$2.6B0.13%
115
UNPUNION PAC CORP COM
16,900$2.4B0.12%
116
RTN1USDRAYTHEON CO
12,362$2.4B0.12%
117
UPSUNITED PARCEL SERVICE INC
22,330$2.4B0.12%
118
CUCAAVIS BUDGET GROUP
70,000$2.3B0.12%
119
PNRPENTAIR PLC
50,901$2.1B0.11%
120
SSFSENSIENT TECHNOLOGIES CORP
29,425$2.1B0.11%
121
GSKGLAXO SMITHKLINE
50,936$2.1B0.11%
122
MSIMOTOROLA SOLUTIONS INC
16,567$1.9B0.10%
123
DXCDXC TECHNOLOGY CO COM
23,243$1.9B0.10%
124
METAFACEBOOK INC CL A
8,832$1.7B0.09%
125
CMACOMERICA
18,631$1.7B0.09%
126
SYFSYNCHRONY FINL
49,396$1.6B0.08%
127
VIABVIACOM INC CL B NEW
52,625$1.6B0.08%
128
XYLXYLEM INC
21,666$1.5B0.07%
129
NVTNVENT ELECTRIC PLC SHS
50,901$1.3B0.07%
130
BIAUXBROWN ADVISORY SMALL CAP
42,708$1.2B0.06%
131
DDOMINION RES INC VA COM
18,099$1.2B0.06%
132
FMSFRESENIUS MED CARE AG & CO SPD
24,000$1.2B0.06%
133
AVNSAVANOS MEDICAL INC
20,160$1.2B0.06%
134
ILFISHARES TR LATN AMER 40 ETF
37,736$1.1B0.06%
135
ALVAUTOLIV, INC.
7,536$1.1B0.06%
136
UI2KEMPER CORP
13,480$1.0B0.05%
137
ZTSZOETIS INC
11,828$1.0B0.05%
138
EXPRESS SCRIPTS INC
12,832$991.0M0.05%
139
BSXBOSTON SCIENTIFIC CORP COM
26,400$864.0M0.04%
140
BUNGE LIMITED
12,400$864.0M0.04%
141
RDS/AROYAL DUTCH SHELL PLC SPD ADR
12,392$857.0M0.04%
142
SIEBSIEMENS A G SPONSORED ADR
12,656$837.0M0.04%
143
ARCONIC INC
47,327$805.0M0.04%
144
EMNEASTMAN CHEMICAL COMPANY COM
8,000$800.0M0.04%
145
CDKCDK GLOBAL INC
12,230$796.0M0.04%
146
PHH CORP
70,000$760.0M0.04%
147
APTIV PLC
7,862$719.0M0.04%
148
MICRO FOCUS INTERNATIO SPON AD
40,714$703.0M0.04%
149
LMTLOCKHEED MARTIN CORP
2,372$701.0M0.04%
150
AVYAVERY DENNISON CORP
6,700$684.0M0.04%
151
ALBALBEMARLE CORP COM
6,888$650.0M0.03%
152
VEAVANGUARD FTSE DEVELOPED MARKET
15,000$643.0M0.03%
153
EWEDWARDS LIFESCIENCES COM
4,400$641.0M0.03%
154
VWOVANGUARD FTSE EMERGING MARKETS
15,000$633.0M0.03%
155
ADBEADOBE SYS INC
2,500$610.0M0.03%
156
HESHESS CORP
9,050$605.0M0.03%
157
ADNTADIENT PLC
11,834$583.0M0.03%
158
YUMYUM BRANDS INC
7,250$567.0M0.03%
159
AAALCOA INC COM NEW
12,074$566.0M0.03%
160
KSSKOHLS CORP COM
7,600$554.0M0.03%
161
PBIPITNEY BOWES INC
62,300$534.0M0.03%
162
BKBANK OF NEW YORK MELLON CORP
9,696$523.0M0.03%
163
CMCSACOMCAST CORP NEW
15,800$518.0M0.03%
164
ITTITT INC
9,900$517.0M0.03%
165
MTRNMATERION CORPORATION
9,500$514.0M0.03%
166
ELVANTHEM INC
2,100$500.0M0.03%
167
BBTUSDBB&T CORP COM
9,100$459.0M0.02%
168
HSYTHE HERSHEY COMPANY
4,800$447.0M0.02%
169
GRA1EURW.R. GRACE & CO
6,000$440.0M0.02%
170
PWRQUANTA SVCS INC
12,600$421.0M0.02%
171
SNPSSYNOPSYS INC COM
4,600$394.0M0.02%
172
MARMARRIOTT INTL INC NEW CL A
3,040$385.0M0.02%
173
HRSEURHARRIS CORP DEL
2,646$382.0M0.02%
174
DUN & BRADSTREET CORP-NEW
3,000$368.0M0.02%
175
BABAALIBABA GROUP HLDG LTD
1,902$353.0M0.02%
176
PAYXPAYCHEX INC COM
4,900$335.0M0.02%
177
MURMURPHY OIL CORP
9,000$304.0M0.02%
178
NBRNABORS INDS LTD SHS ISIN#BMG63
44,800$288.0M0.01%
179
YUMCYUM CHINA HLDGS INC COM
7,250$279.0M0.01%
180
LPXLOUISIANA PAC CORP COM
10,000$272.0M0.01%
181
VODVODAFONE GROUP PLC NEW
11,096$270.0M0.01%
182
MTS SYS CORP
5,000$263.0M0.01%
183
WMWASTE MGMT INC DEL
3,000$244.0M0.01%
184
LHC GROUP INC COM
2,836$243.0M0.01%
185
PRSPPERSPECTA INC COM
11,601$238.0M0.01%
186
VSMEURVERSUM MATLS INC COM
6,350$236.0M0.01%
187
DEDEERE & CO.
1,600$224.0M0.01%
188
CREE INC COM
5,000$208.0M0.01%
189
TUPTUPPERWARE BRANDS CORP
4,955$204.0M0.01%
190
BANCO SANTANDER CENTRAL
20,246$108.0M0.01%
191
CVECENOVUS ENERGY INC
10,000$104.0M0.01%
192
PENNEY J C INC COM
27,192$64.0M0.00%
193
REEDS INC
10,000$28.0M0.00%
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