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Meyer Handelman Co.

CIK 45319 · latest 13F filed 3 August 2026 · Read the filing on EDGAR

Meyer Handelman Co. reported 274 US-listed holdings worth $3.53 billion in its 13F for the quarter ended 30 June 2026, filed 3 August 2026. Its largest: Microsoft Corp. (5.0%), Apple Inc. (4.6%) and Alphabet Inc. (3.0%). Against the quarter before, it opened 61 positions, added to 40, trimmed 109 and sold out of 7.

Reported holdings$3.53B+9.9% on Q1 2026
Positions274+54 on Q1 2026
The largest ten31.7%of its reported holdings
Latest 13FQ2 2026filed 3 August 2026
Where the money is
Added toHeldTrimmed
MSFT5.0%AAPL4.6%GOOG3.0%CAT3.0%JPM2.9%IBM2.9%TT2.8%GLW2.8%AMZN2.4%WMT2.3%CSCO2.2%PG2.1%MCK2.0%HON1.8%260 more60.2%

The 14 largest of its 274 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $2.96 billion in 212 positions$2.96BQ3 24Q4 2024: $2.89 billion in 210 positions$2.89BQ4 24Q1 2025: $2.87 billion in 213 positions$2.87BQ1 25Q2 2025: $3.03 billion in 216 positions$3.03BQ2 25Q3 2025: $3.16 billion in 214 positions$3.16BQ3 25Q4 2025: $3.19 billion in 214 positions$3.19BQ4 25Q1 2026: $3.22 billion in 220 positions$3.22BQ1 26Q2 2026: $3.53 billion in 274 positions$3.53BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 61Added 40Held 64Trimmed 109Sold out 7
Opened: 61Added: 40Held: 64Trimmed: 109Sold out: 7

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 61

  1. Honeywell Aerospace Inc. Com HONA$42.1 million
  2. Honeywell International Inc. HON$11.6 million
  3. Targa Resources Corp. TRGP$9.9 million
  4. DuPont de Nemours, Inc. DD$2.3 million
  5. Axon Enterprise, Inc. AXON$1.4 million
  6. Samsung Electronics GDR$937,860
  7. iShares Gold Trust IAU$609,441
  8. Asml Holding NV Eur0 09 (post Split)$560,902

and 53 more in the table below

Added to 40

  1. NVIDIA Corp. NVDA+51,432 shares · +38%
  2. PTC Inc. PTC+44,340 shares · +91%
  3. Motorola Solutions, Inc. MSI+8,692 shares · +24%
  4. Taiwan Semiconductor Manufacturing Company Limited TSM+5,462 shares · +10%
  5. Cencora, Inc. COR+7,849 shares · +46%
  6. Meta Platforms, Inc. META+2,600 shares · +4%
  7. NRG Energy, Inc. NRG+10,003 shares · +8%
  8. International Business Machines Corp. IBM+5,095 shares · +1%

and 32 more in the table below

Trimmed 109

  1. Honeywell International Inc. HON-109,138 shares · -28%
  2. Caterpillar Inc. CAT-6,244 shares · -6%
  3. McKesson Corp. MCK-7,730 shares · -8%
  4. Kimberly Clark Corp. KMB-52,854 shares · -12%
  5. Ss&c Technologies Hldgs Inc. SSNC-74,066 shares · -60%
  6. Trane Technologies plc TT-6,350 shares · -3%
  7. Qualcomm Inc. QCOM-13,982 shares · -6%
  8. Corning Inc. GLW-9,814 shares · -2%

and 101 more in the table below

Sold out of 7

  1. DuPont de Nemours, Inc. DD$2.7 million last quarter
  2. Sealed Air Corp. New SEE$1.1 million last quarter
  3. Spotify Technology S.A. SPOT$307,918 last quarter
  4. SL Green Realty Corp. SLG$295,151 last quarter
  5. Comcast Corp. CMCSA$212,569 last quarter
  6. iShares Silver Trust SLV$204,420 last quarter
  7. TotalEnergies SE TTE$200,156 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Microsoft Corp. MSFT476,711$177.8 million5.03%+345
Apple Inc. AAPL558,997$161.7 million4.58%-5,422
Alphabet Inc. GOOG301,994$106.7 million3.02%-3,260
Caterpillar Inc. CAT98,242$104.6 million2.96%-6,244
JPMorgan Chase & Co. JPM317,169$103.8 million2.94%+3,895
International Business Machines Corp. IBM359,584$101.1 million2.86%+5,095
Trane Technologies plc TT202,817$99.6 million2.82%-6,350
Corning Inc. GLW385,938$98.6 million2.79%-9,814
Amazon.com Inc. AMZN356,595$85.0 million2.40%+1,752
Walmart Inc. WMT723,760$82.0 million2.32%-22,109
Cisco Systems, Inc. CSCO664,200$78.0 million2.21%+6,955
Procter & Gamble Co. PG504,595$74.0 million2.09%-4,802
McKesson Corp. MCK94,750$71.6 million2.03%-7,730
Honeywell International Inc. HON277,001$62.0 million1.75%-109,138
General Electric Co. GE157,402$58.8 million1.66%-2,634
Verizon Communications Inc. VZ1,278,561$54.1 million1.53%+33,318
Marathon Petroleum Corp. MPC210,043$53.7 million1.52%-9,385
ExxonMobil Holdings Corp. XOM377,010$51.5 million1.46%-4,497
Allstate Corp. ALL216,399$51.5 million1.46%+5,390
Merck & Co., Inc. MRK382,328$49.1 million1.39%+1,623
AbbVie Inc. ABBV183,536$46.2 million1.31%+5,211
Qualcomm Inc. QCOM238,762$44.1 million1.25%-13,982
Kimberly Clark Corp. KMB394,561$43.3 million1.23%-52,854
Eaton Corp. plc ETN100,584$42.9 million1.21%-3,175
GE Vernova Inc. GEV36,133$42.5 million1.20%-406
Alphabet Inc. GOOGL118,245$42.3 million1.20%+131
Honeywell Aerospace Inc. Com HONA1,903,105$42.1 million1.19%new
Amgen Inc. AMGN111,120$40.2 million1.14%-4,645
Gilead Sciences, Inc. GILD316,637$40.0 million1.13%-18,912
Meta Platforms, Inc. META70,707$39.8 million1.13%+2,600
Home Depot, Inc. HD112,636$39.7 million1.12%-4,161
Texas Instruments Inc. TXN130,738$39.0 million1.10%-3,775
Visa Inc. V109,944$37.7 million1.07%+933
NVIDIA Corp. NVDA186,205$37.3 million1.05%+51,432
Illinois Tool Works Inc. ITW136,986$37.1 million1.05%-1,850
Sysco Corp. SYY430,824$36.0 million1.02%-12,574
Dell Technologies Inc. DELL79,096$34.1 million0.97%+2,376
Chevron Corp. CVX203,838$33.8 million0.96%-3,185
Eli Lilly & Co. LLY26,804$32.2 million0.91%-315
RTX Corp. RTX169,274$32.1 million0.91%-2,852
PepsiCo Inc. PEP230,484$31.2 million0.88%-1,170
Johnson & Johnson JNJ113,039$28.7 million0.81%-1,567
Taiwan Semiconductor Manufacturing Company Limited TSM59,364$28.4 million0.80%+5,462
Pfizer Inc. PFE1,098,861$26.5 million0.75%-28,979
3M Co. MMM161,686$26.2 million0.74%-5,678
McDonald's Corp. MCD94,264$25.5 million0.72%-311
Jabil Inc. JBL64,195$24.7 million0.70%+626
Bristol-Myers Squibb Co. BMY412,364$23.8 million0.67%-18,801
TJX Companies Inc. TJX153,083$23.2 million0.66%-12,051
Coca-Cola Co. KO268,048$21.8 million0.62%-5,027
CME Group Inc. CME93,639$20.7 million0.59%+6,325
Newmont Corp. NEM220,653$20.6 million0.58%-2,170
Automatic Data Processing Inc. ADP90,612$20.3 million0.57%+2,414
TE Connectivity plc TEL94,950$19.1 million0.54%-1,000
NRG Energy, Inc. NRG130,092$19.0 million0.54%+10,003
PPG Industries Inc. PPG156,013$18.9 million0.54%-1,260
Ingersoll Rand Inc. IR229,182$18.8 million0.53%-2,778
Motorola Solutions, Inc. MSI44,651$18.5 million0.52%+8,692
Freeport-McMoRan Inc. FCX290,832$18.3 million0.52%no change
Wells Fargo & Company WFC215,511$17.8 million0.50%-2,750
Omnicom Group Inc. OMC243,726$17.8 million0.50%+3,260
Expedia Group, Inc. EXPE68,576$17.5 million0.50%+3,317
ConocoPhillips COP154,290$16.0 million0.45%-3,845
Nucor Corp. NUE70,132$15.6 million0.44%-150
Colgate-Palmolive Co. CL163,508$15.0 million0.42%-932
NextEra Energy Inc. NEE163,090$14.3 million0.41%-150
Goldman Sachs Group Inc. GS13,860$14.0 million0.40%-135
Entergy Corp. ETR119,588$13.7 million0.39%-3,850
Emerson Electric Co. EMR95,918$13.7 million0.39%-1,567
American Express Co. AXP34,365$11.6 million0.33%no change
Honeywell International Inc. HON51,810$11.6 million0.33%new
Johnson Controls International plc JCI77,977$11.4 million0.32%-341
Royal Gold Inc. RGLD54,548$10.9 million0.31%+3,968
PTC Inc. PTC92,884$10.6 million0.30%+44,340
Philip Morris International Inc. PM57,339$10.4 million0.29%+20
Check Point Software Technologies Ltd. CHKP77,897$10.2 million0.29%+3,805
Autozone Inc. AZO3,182$10.2 million0.29%+86
Targa Resources Corp. TRGP36,943$9.9 million0.28%new
Abbott Laboratories ABT108,221$9.8 million0.28%+1,354
Genuine Parts Co. GPC82,817$9.8 million0.28%-1,750
Kroger Co. KR157,977$8.8 million0.25%+5,770
Allegion plc ALLE61,254$8.6 million0.24%-920
American Electric Power Co. Inc. AEP62,329$8.5 million0.24%-602
Blackstone Inc. BX71,980$8.5 million0.24%-177
Quanta Services, Inc. PWR11,295$8.1 million0.23%-30
Starbucks Corp. SBUX76,928$7.9 million0.22%-2,745
Mondelez International, Inc. MDLZ135,139$7.8 million0.22%-9,548
Danaher Corp. DHR40,732$7.8 million0.22%-5,600
Hewlett Packard Enterprise Co. HPE166,209$7.5 million0.21%-3,035
Travelers Companies, Inc. TRV22,400$7.4 million0.21%no change
Solstice Advanced Materials Inc. SOLS82,570$7.3 million0.21%-957
Boeing Co. BA33,211$7.2 million0.20%-2,500
Cencora, Inc. COR24,781$7.0 million0.20%+7,849
Carrier Global Corp. CARR92,400$6.8 million0.19%-5,590
Qnity Electronics, Inc. Q41,490$6.8 million0.19%-87
Air Products & Chemicals, Inc. APD22,743$6.7 million0.19%-525
Duke Energy Corp. DUK52,277$6.6 million0.19%-3,553
Altria Group, Inc. MO90,463$6.5 million0.18%no change
Morgan Stanley MS26,714$5.6 million0.16%-624
Phillips 66 PSX32,672$5.5 million0.16%-400
Stanley Black & Decker, Inc. SWK58,215$5.5 million0.16%-2,867
Intel Corp. INTC36,160$5.0 million0.14%-3,700
Lockheed Martin Corp. LMT9,814$5.0 million0.14%+172
Sempra SRE51,073$4.7 million0.13%-1,600
CVS Health Corp. CVS39,572$4.1 million0.12%-4,000
Xcel Energy Inc. XEL47,946$3.9 million0.11%-875
HP Inc. HPQ173,259$3.8 million0.11%-22,035
Corteva, Inc. CTVA42,481$3.6 million0.10%-3,764
Cardinal Health Inc. CAH14,932$3.5 million0.10%no change
BP plc BP91,782$3.4 million0.10%-1,474
iShares Core S&P 500 ETF IVV4,456$3.3 million0.09%-50
International Paper Co. IP83,884$3.2 million0.09%-46,778
SPDR S&P 500 SPY4,247$3.2 million0.09%+1,239
Ss&c Technologies Hldgs Inc. SSNC48,461$3.0 million0.09%-74,066
Union Pacific Corp. UNP10,282$2.8 million0.08%+362
General Mills Inc. GIS77,150$2.7 million0.08%-3,000
Berkshire Hathaway Inc. Class B BRKB5,290$2.6 million0.07%no change
WEC Energy Group, Inc. WEC22,550$2.6 million0.07%no change
Otis Worldwide Corp. OTIS36,367$2.6 million0.07%-13,235
Target Corp. TGT19,434$2.5 million0.07%-5,050
Materion Corp. MTRN7,900$2.3 million0.07%no change
Synopsys Inc. SNPS5,265$2.3 million0.07%no change
DuPont de Nemours, Inc. DD17,314$2.3 million0.07%new
Halliburton Co. HAL68,400$2.3 million0.07%-200
Metlife Inc. MET26,310$2.2 million0.06%-1,325
Xylem Inc. XYL18,191$2.2 million0.06%-1,460
Edwards Lifesciences Corp. EW22,800$2.1 million0.06%-2,400
Heico Corp. New HEI5,613$2.0 million0.06%no change
Synchrony Financial SYF26,007$2.0 million0.06%-277
Sensient Technologies Corp. SXT15,790$1.9 million0.06%no change
Walt Disney Co. DIS19,683$1.9 million0.05%no change
Commerce Bancshares Inc. CBSH31,355$1.8 million0.05%no change
IDEXX Laboratories Inc. IDXX3,369$1.8 million0.05%no change
iShares Core MSCI Eafe ETF IEFA17,101$1.7 million0.05%+1,840
Medtronic plc MDT20,924$1.6 million0.05%-26,583
Regeneron Pharmaceuticals, Inc. REGN2,609$1.6 million0.05%+28
Netflix Inc. NFLX22,600$1.6 million0.05%-7,400
Campbell'S Co. CPB70,855$1.6 million0.04%-6,850
Enbridge Inc ENB28,701$1.6 million0.04%-3,307
Costco Wholesale Corp. COST1,655$1.5 million0.04%+17
Dow Inc. DOW55,828$1.5 million0.04%-5,340
Fortive Corp. FTV25,000$1.5 million0.04%no change
iShares Core MSCI Emerging Mark IEMG18,074$1.5 million0.04%+1,600
Marriott International Inc. MAR3,833$1.4 million0.04%no change
Fifth Third Bancorp FITB25,171$1.4 million0.04%no change
Axon Enterprise, Inc. AXON2,485$1.4 million0.04%new
Citigroup Inc. C9,925$1.4 million0.04%-300
Broadcom Inc. AVGO3,605$1.4 million0.04%+655
Uber Technologies, Inc. UBER18,725$1.4 million0.04%-645
Cigna Group CI4,643$1.3 million0.04%no change
GE HealthCare Technologies Inc. GEHC19,467$1.2 million0.04%-5,206
Zimmer Biomet Holdings, Inc. ZBH14,455$1.2 million0.04%-1,304
Deere & Co. DE1,955$1.2 million0.04%no change
Lamb Weston Holdings, Inc. LW27,133$1.2 million0.03%-14,717
Avery Dennison Corp. AVY7,010$1.1 million0.03%-6,467
ITT Inc. ITT5,750$1.1 million0.03%-460
Autoliv Inc. ALV8,736$1.0 million0.03%no change
Weyerhaeuser Co. WY40,990$981,3010.03%-300
Samsung Electronics GDR174$937,8600.03%new
Veralto Corp. VLTO10,326$915,7100.03%no change
AT&T Inc. T43,715$904,9010.03%no change
Vulcan Materials Co. VMC3,049$899,4850.03%+928
S&P Global Inc. SPGI2,195$893,9360.03%-40
Hershey Co. HSY4,800$842,1600.02%no change
GSK plc GSK16,027$840,1350.02%no change
Post Holdings, Inc. POST9,500$838,4700.02%no change
SLB Limited SLB17,212$800,1860.02%no change
Pentair plc PNR9,770$748,9680.02%-1,000
Fastenal Co. FAST14,981$718,9190.02%+981
Baxter International Inc. BAX32,798$699,2530.02%-21,754
Advanced Micro Devices Inc. AMD1,162$675,0170.02%no change
Waste Management Inc. WM2,973$662,7190.02%+198
Tesla, Inc. TSLA1,505$633,0030.02%-50
Salesforce, Inc. CRM3,975$622,7240.02%-10,735
Yum! Brands, Inc. YUM3,830$612,2640.02%no change
iShares Gold Trust IAU8,071$609,4410.02%new
Interactive Brokers Group, Inc. IBKR6,800$591,8720.02%no change
Asml Holding NV Eur0 09 (post Split)285$560,9020.02%new
Hartford Insurance Group, Inc. HIG4,198$556,3190.02%no change
Constellation Energy Corp. CEG2,163$537,2240.02%no change
Eastman Chemical Co. EMN8,000$535,8400.02%no change
Bank of New York Mellon Corp. BNY3,696$534,4790.02%no change
Occidental Petroleum Corp. OXY10,950$531,8420.02%-500
Firstenergy Corp. FE10,867$516,6170.01%-4,000
Autodesk, Inc. ADSK2,599$505,2980.01%no change
Cameco Corp. CCJ4,950$504,2070.01%no change
MercadoLibre, Inc. MELI295$500,7300.01%-342
Louisiana-Pacific Corp. LPX6,300$495,5580.01%no change
LB Pharmaceuticals Inc. LBRX15,094$489,8760.01%no change
Adobe Inc. ADBE2,300$471,5460.01%-11,611
Albemarle Corp. ALB3,234$436,6870.01%-1,666
Zoetis Inc. ZTS5,948$427,4230.01%-823
Waste Connections Inc. WCN2,500$416,7250.01%-3,549
ServiceNow, Inc. NOW4,125$409,5300.01%no change
Keysight Technologies, Inc. KEYS1,125$393,8290.01%no change
Advantest Corp NPV1,927$383,4440.01%new
BlackRock, Inc. BLK393$377,1760.01%+63
Tokio Marine Holdings Inc8,441$374,0480.01%new
Banco Santander26,932$372,0830.01%new
AstraZeneca PLC AZN1,962$371,5320.01%no change
Fresenius Medical Care AG FMS16,000$361,7600.01%no change
Prysmian Spa2,156$360,0070.01%new
Iberdrola SA Euro13,955$348,4520.01%new
Mitsubishi UFJ Financial Group17,550$346,3030.01%new
Standard Chartered12,735$344,9810.01%new
Astrazeneca PLC1,818$340,2250.01%new
Conagra Brands Inc. CAG24,618$331,3580.01%-26,167
Novartis AG NVS1,948$305,2910.01%-372
Paychex Inc. PAYX3,100$304,8230.01%no change
Westinghouse Air Brake Technologies Corp. WAB1,125$303,3000.01%no change
iShares Trust GOVT13,131$299,1240.01%no change
Bank of America Corp. BAC5,065$288,6040.01%no change
iShares Trust IBDR11,864$287,4650.01%new
BNP Paribas F BNPQY4,918$287,1540.01%new
Lowe's Companies Inc. LOW1,300$286,6370.01%no change
AAR Corp. AIR2,000$285,8600.01%no change
Vertex Pharmaceuticals Inc. VRTX575$285,6200.01%no change
Allianz Se599$283,5910.01%new
Capital One Financial Corp. COF1,404$281,6700.01%no change
Take-Two Interactive Software, Inc. TTWO1,100$274,9780.01%no change
Coca-Cola HBC AG Ord CHF6 704,184$273,2180.01%new
Vanguard Mid Cap Index ETF VO3,332$268,1260.01%new
Deutsche Telekom Npv(regd)9,759$266,1060.01%new
Aia Group Ltd Spons ADR AAGIY7,296$265,9000.01%new
Elevance Health, Inc. ELV675$261,0430.01%new
Micron Technology Inc. MU226$260,8700.01%new
Vinci1,780$260,0820.01%new
J.M. Smucker Co. SJM2,283$256,8380.01%-1,828
Total3,280$255,1140.01%new
Hitachi NPV9,256$254,6290.01%new
Vanguard Scottsdale FDS VGIT4,296$253,3780.01%no change
Mastercard Inc. MA487$250,1230.01%no change
Schwab Strategic Trust SCHG7,096$240,1290.01%no change
Sony Group Corporation11,862$239,3930.01%new
Infineon Technolog Ord NPV (regd)2,562$239,2220.01%new
Shell PLC Ord Eur0 076,011$233,9980.01%new
Shin-Etsu Chemical5,425$233,9230.01%new
Linde plc LIN450$233,5230.01%no change
Rio Tinto2,364$223,4610.01%new
Tencent Holdings LTD4,033$221,0370.01%new
Aia Group Ltd23,942$218,1390.01%new
Deutsche Post AG Npv(regd)3,537$214,7290.01%new
Daifuku Co LTD NPV4,886$214,1990.01%new
Vanguard Short Term Government VGSH3,644$212,0810.01%no change
Kemper Corp. KMPR7,845$211,5010.01%no change
Cie De ST-Gobain2,319$209,8780.01%new
Sony Group Corporation SONY10,435$209,3260.01%no change
Intesa Sanpaolo Eur0 5229,886$204,6700.01%new
ASE Technology Holding Co., Ltd. ASX4,500$203,0400.01%new
Charles Schwab Corp. SCHW2,200$202,9940.01%no change
Roche Holdings, Ltd. RHHBY3,910$201,6440.01%new
Ecolab Inc. ECL719$200,3210.01%new
Pitney Bowes Inc. PBI10,000$175,2000.00%no change
NTHN Star Res LTD NPV13,291$174,4920.00%new
Suzuki Motor Corp13,465$162,0110.00%new
Gpo Mexico SA12,093$137,1950.00%new
Alibaba Group HLDG Usd11,481$135,9350.00%new
Z Holdings Corp47,099$125,7130.00%new
Ping An Insurance Group Co-H17,085$111,2200.00%new
Citic Securities 'H'CNY131,661$110,0580.00%new
Norsk Hydro Asa Nok1 09811,184$101,4930.00%new
Grab Holdings Limited GRAB24,952$94,0690.00%no change
Companhia De Saneamento Basico Do Estado De Sao Paulo - Sabesp SBS14,235$82,2780.00%new
Dongfang Elect Cor 'H'CNY127,562$74,9320.00%new
CP All PCL THB1(NVDR)52,474$73,8450.00%new
Bdo Unibank Inc PHP1036,930$71,3090.00%new
BK Rakyat Idr250442,655$67,5870.00%new
China Merchants BK HCNY111,657$66,7720.00%new
China Res Land HKD0 1017,199$65,7950.00%new
Mitra Adiperkasa Idr50757,743$64,6290.00%new
Xiaomi Corporation Usd0 0000025 (a &22,593$62,3450.00%new
Airtel Africa PLC Ord Usd0 512,690$55,1770.00%new
Elicio Therapeutics Inc. ELTX13,899$54,3450.00%no change
Akbank Turk Anonim Sirketi ADR AKBTY12,092$39,9130.00%new
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 7 it sold out of are in the box above.