MEYER HANDELMAN CO Q4 2025 Filing

Filed January 15, 2026

Portfolio Value

$3.2T

Holdings

214

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (214 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
475,682$230.0B7.20%
2
AAPLAPPLE INC
568,294$154.5B4.84%
3
IBMINTERNATIONAL BUSINESS MACHS
353,523$104.7B3.28%
4
JPMJPMORGAN CHASE & CO.
305,648$98.5B3.08%
5
GOOGALPHABET INC
305,664$95.9B3.00%
6
TTTRANE TECHNOLOGIES PLC
227,254$88.4B2.77%
7
MCKMCKESSON CORP
104,906$86.1B2.69%
8
WMTWALMART INC
750,844$83.7B2.62%
9
AMZNAMAZON COM INC
347,309$80.2B2.51%
10
HONHONEYWELL INTL INC
396,092$77.3B2.42%
11
PGPROCTER AND GAMBLE CO
514,607$73.7B2.31%
12
CATCATERPILLAR INC
115,721$66.3B2.08%
13
GEGE AEROSPACE
160,126$49.3B1.54%
14
BACVERIZON COMMUNICATIONS INC
1,209,848$49.3B1.54%
15
CSCOCISCO SYS INC
636,203$49.0B1.53%
16
XOMEXXON MOBIL CORP
382,687$46.1B1.44%
17
QCOMQUALCOMM INC
261,552$44.7B1.40%
18
KMBKIMBERLY-CLARK CORP
441,325$44.5B1.39%
19
METAMETA PLATFORMS INC
65,482$43.2B1.35%
20
ALSALLSTATE CORP
206,787$43.0B1.35%
21
GILDGILEAD SCIENCES INC
336,724$41.3B1.29%
22
HDHOME DEPOT INC
117,936$40.6B1.27%
23
ABBVABBVIE INC
176,495$40.3B1.26%
24
MRKMERCK & CO INC
378,287$39.8B1.25%
25
AMGNAMGEN INC
119,231$39.0B1.22%
26
MPCMARATHON PETE CORP
227,685$37.0B1.16%
27
GOOGLALPHABET INC
117,700$36.8B1.15%
28
VVISA INC
100,769$35.3B1.11%
29
GLWCORNING INC
399,332$35.0B1.09%
30
ITWILLINOIS TOOL WKS INC
139,386$34.3B1.07%
31
PEPPEPSICO INC
232,679$33.4B1.05%
32
ETNEATON CORP PLC
104,419$33.3B1.04%
33
SYYSYSCO CORP
446,629$32.9B1.03%
34
RTXRTX CORPORATION
175,231$32.1B1.01%
35
CVXCHEVRON CORP NEW
210,370$32.1B1.00%
36
LLYELI LILLY & CO
27,825$29.9B0.94%
37
PFEPFIZER INC
1,186,815$29.6B0.93%
38
MCDMCDONALDS CORP
94,803$29.0B0.91%
39
MMM3M CO
175,108$28.0B0.88%
40
TJXTJX COS INC NEW
168,485$25.9B0.81%
41
NVDANVIDIA CORPORATION
136,188$25.4B0.80%
42
GEVGE VERNOVA INC
36,726$24.0B0.75%
43
JNJJOHNSON & JOHNSON
114,779$23.8B0.74%
44
TXNTEXAS INSTRS INC
135,573$23.5B0.74%
45
BMYBRISTOL-MYERS SQUIBB CO
435,881$23.5B0.74%
46
NEMNEWMONT CORP
228,540$22.8B0.71%
47
TELTE CONNECTIVITY PLC
98,950$22.5B0.70%
48
CMECME GROUP INC
80,837$22.1B0.69%
49
ADPAUTOMATIC DATA PROCESSING IN
85,060$21.9B0.69%
50
WFCWELLS FARGO CO NEW
218,411$20.4B0.64%
51
IRINGERSOLL RAND INC
254,982$20.2B0.63%
52
KOCOCA COLA CO
280,455$19.6B0.61%
53
NRANRG ENERGY INC
114,870$18.3B0.57%
54
EXPEEXPEDIA GROUP INC
61,344$17.4B0.54%
55
NEENEXTERA ENERGY INC
211,640$17.0B0.53%
56
PPGPPG INDS INC
161,223$16.5B0.52%
57
COPCONOCOPHILLIPS
165,790$15.5B0.49%
58
FCXFREEPORT-MCMORAN INC
296,407$15.1B0.47%
59
OMCOMNICOM GROUP INC
186,157$15.0B0.47%
60
JBLJABIL INC
61,308$14.0B0.44%
61
ABTABBOTT LABS
107,567$13.5B0.42%
62
TSMTAIWAN SEMICONDUCTOR MFG LTD
43,646$13.3B0.42%
63
CLCOLGATE PALMOLIVE CO
165,440$13.1B0.41%
64
EMREMERSON ELEC CO
97,640$13.0B0.41%
65
AXPAMERICAN EXPRESS CO
34,365$12.7B0.40%
66
GSGOLDMAN SACHS GROUP INC
14,360$12.6B0.40%
67
NUENUCOR CORP
72,782$11.9B0.37%
68
ETRENTERGY CORP NEW
123,648$11.4B0.36%
69
BXBLACKSTONE INC
73,192$11.3B0.35%
70
CHKPCHECK POINT SOFTWARE TECH LT
60,382$11.2B0.35%
71
GPCGENUINE PARTS CO
89,137$11.0B0.34%
72
DHRDANAHER CORPORATION
47,832$10.9B0.34%
73
ALLEALLEGION PLC
62,174$9.9B0.31%
74
SSNCSS&C TECHNOLOGIES HLDGS INC
109,310$9.6B0.30%
75
JCIJOHNSON CTLS INTL PLC
79,238$9.5B0.30%
76
ADBEADOBE INC
26,858$9.4B0.29%
77
4I1PHILIP MORRIS INTL INC
57,384$9.2B0.29%
78
DELLDELL TECHNOLOGIES INC
70,284$8.8B0.28%
79
AZOAUTOZONE INC
2,585$8.8B0.27%
80
KRKROGER CO
139,481$8.7B0.27%
81
BABOEING CO
37,211$8.1B0.25%
82
MDLZMONDELEZ INTL INC
148,837$8.0B0.25%
83
RGLDROYAL GOLD INC
36,008$8.0B0.25%
84
CRMSALESFORCE INC
28,216$7.5B0.23%
85
DUKDUKE ENERGY CORP NEW
63,340$7.4B0.23%
86
AEPAMERICAN ELEC PWR CO INC
64,081$7.4B0.23%
87
OTISOTIS WORLDWIDE CORP
82,378$7.2B0.23%
88
SBUXSTARBUCKS CORP
79,873$6.7B0.21%
89
MDTMEDTRONIC PLC
67,794$6.5B0.20%
90
TRVTRAVELERS COMPANIES INC
22,400$6.5B0.20%
91
APDAIR PRODS & CHEMS INC
24,608$6.1B0.19%
92
CARRCARRIER GLOBAL CORPORATION
104,190$5.5B0.17%
93
MSIMOTOROLA SOLUTIONS INC
13,741$5.3B0.16%
94
IPINTERNATIONAL PAPER CO
132,462$5.2B0.16%
95
MOALTRIA GROUP INC
90,463$5.2B0.16%
96
PWRQUANTA SVCS INC
12,225$5.2B0.16%
97
DWDMORGAN STANLEY
27,338$4.9B0.15%
98
SOLSSOLSTICE ADVANCED MATLS INC
98,320$4.8B0.15%
99
SRESEMPRA
52,948$4.7B0.15%
100
LMTLOCKHEED MARTIN CORP
9,480$4.6B0.14%
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