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Meyer Handelman Co

SEC CIK
0000045319
Latest filing
Aug 3, 2026

Holdings in Q2 2021

Holdings as of Jun 30, 2021, filed Aug 18, 2021. Long positions only; changes compare share counts with Q1 2021.

Institution overview
Positions
203
+3 vs. Q1 2021
Portfolio value
$2.53B
+$117.1M (+4.9%) vs. Q1 2021
Filed
Aug 18, 2021
SEC
Holdings of Meyer Handelman Co in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock565,196$153.1M6.0%−1,050−0.2%ReducedHistory
HONHoneywell International IncCOM470,796$103.3M4.1%−5,350−1.1%ReducedHistory
PGProcter & Gamble CoStock612,504$82.6M3.3%−800−0.1%ReducedHistory
AAPLApple Inc.Stock570,618$78.2M3.1%−1,600−0.3%ReducedHistory
TTTrane Technologies plcCOM327,398$60.3M2.4%−2,900−0.9%ReducedHistory
KMBKimberly Clark CorpStock434,692$58.2M2.3%+5,920+1.4%AddedHistory
PFEPfizer IncStock1,420,295$55.6M2.2%+17,816+1.3%AddedHistory
IBMInternational Business Machines CorpStock351,189$51.5M2.0%+800+0.2%AddedHistory
SYYSysco CorpStock575,768$44.8M1.8%−10,000−1.7%ReducedHistory
BMYBristol Myers Squibb CoStock668,238$44.7M1.8%−10,900−1.6%ReducedHistory
VZVerizon Communications IncStock784,418$44.0M1.7%+21,806+2.9%AddedHistory
INTCIntel CorpStock745,273$41.8M1.7%+34,967+4.9%AddedHistory
PEPPepsiCo IncStock279,644$41.4M1.6%−600−0.2%ReducedHistory
MMM3M CoStock208,190$41.4M1.6%−184−0.1%ReducedHistory
TXNTexas Instruments IncStock208,751$40.1M1.6%00.0%UnchangedHistory
HDHome Depot, Inc.Stock125,879$40.1M1.6%−900−0.7%ReducedHistory
QCOMQualcomm IncStock276,062$39.5M1.6%+20,575+8.1%AddedHistory
ITWIllinois Tool Works IncStock175,596$39.3M1.6%+750+0.4%AddedHistory
JPMJPMorgan Chase & CoStock249,002$38.7M1.5%−1,350−0.5%ReducedHistory
WMTWalmart Inc.Stock242,962$34.3M1.4%−400−0.2%ReducedHistory
PPGPPG Industries IncStock194,579$33.0M1.3%−2,385−1.2%ReducedHistory
CSCOCisco Systems, Inc.Stock605,749$32.1M1.3%+7,800+1.3%AddedHistory
AMZNAmazon Com IncStock9,180$31.6M1.2%+155+1.7%AddedHistory
MCKMcKesson CorpStock160,565$30.7M1.2%−1,100−0.7%ReducedHistory
MDTMedtronic plcStock242,315$30.1M1.2%−6,853−2.8%ReducedHistory
CATCaterpillar IncStock137,416$29.9M1.2%−4,150−2.9%ReducedHistory
XOMExxonMobil Holdings CorpCOM472,585$29.8M1.2%+3,104+0.7%AddedHistory
SWKStanley Black & Decker, Inc.COM144,013$29.5M1.2%−100−0.1%ReducedHistory
GILDGilead Sciences, Inc.Stock419,524$28.9M1.1%+11,000+2.7%AddedHistory
CVXChevron CorpStock274,206$28.7M1.1%+1000.0%AddedHistory
MRKMerck & Co., Inc.Stock358,786$27.9M1.1%00.0%UnchangedHistory
AMGNAmgen IncStock114,196$27.8M1.1%−1,800−1.6%ReducedHistory
DDDuPont de Nemours, Inc.COM346,771$26.8M1.1%+854+0.2%AddedHistory
MCDMcDonalds CorpStock113,458$26.2M1.0%−700−0.6%ReducedHistory
CLColgate Palmolive CoStock318,546$25.9M1.0%00.0%UnchangedHistory
JNJJohnson & JohnsonStock156,667$25.8M1.0%+1,300+0.8%AddedHistory
GEGeneral Electric CoStock1,898,510$25.6M1.0%+1,898,510NewHistory
NEENextera Energy IncStock320,400$23.5M0.9%00.0%UnchangedHistory
CAGConagra Brands Inc.Stock639,531$23.3M0.9%+4,000+0.6%AddedHistory
DOWDow Inc.Stock349,229$22.1M0.9%+854+0.2%AddedHistory
ETNEaton Corp plcStock147,398$21.8M0.9%−700−0.5%ReducedHistory
GOOGAlphabet Inc.Stock8,637$21.6M0.9%+50+0.6%AddedHistory
GLWCorning IncCOM525,182$21.5M0.8%−3,000−0.6%ReducedHistory
BAXBaxter International IncStock266,352$21.4M0.8%00.0%UnchangedHistory
MPCMarathon Petroleum CorpStock323,925$19.6M0.8%−33,100−9.3%ReducedHistory
FCXFreeport-McMoran IncStock523,573$19.4M0.8%+2,264+0.4%AddedHistory
ALLAllstate CorpStock148,343$19.4M0.8%−1,640−1.1%ReducedHistory
RTXRTX CorpStock221,508$18.9M0.7%+400+0.2%AddedHistory
TELTE Connectivity plcREG SHS135,212$18.3M0.7%00.0%UnchangedHistory
IPInternational Paper CoCOM275,477$16.9M0.7%−694−0.3%ReducedHistory
Paramount Global92556H206CL B371,118$16.8M0.7%+24,692+7.1%Added–
NEMNEWMONT CorpStock251,427$15.9M0.6%+1,500+0.6%AddedHistory
ADPAutomatic Data Processing IncStock79,101$15.7M0.6%00.0%UnchangedHistory
JCIJohnson Controls International plcStock225,889$15.5M0.6%−300−0.1%ReducedHistory
IRIngersoll Rand Inc.COM305,992$14.9M0.6%00.0%UnchangedHistory
KOCoca Cola CoStock269,000$14.6M0.6%−300−0.1%ReducedHistory
ABBVAbbVie Inc.Stock126,310$14.2M0.6%+2,800+2.3%AddedHistory
GPCGenuine Parts CoStock104,399$13.2M0.5%00.0%UnchangedHistory
MDLZMondelez International, Inc.Stock209,351$13.1M0.5%−5,548−2.6%ReducedHistory
BABoeing CoStock54,395$13.0M0.5%+600+1.1%AddedHistory
ETREntergy CorpCOM128,044$12.8M0.5%00.0%UnchangedHistory
DHRDanaher CorpStock46,850$12.6M0.5%−1,400−2.9%ReducedHistory
EMREmerson Electric CoStock130,030$12.5M0.5%00.0%UnchangedHistory
APDAir Products & Chemicals, Inc.Stock43,142$12.4M0.5%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock106,943$12.4M0.5%+800+0.8%AddedHistory
DUKDuke Energy CORPStock123,537$12.2M0.5%00.0%UnchangedHistory
ALLEAllegion plcORD SHS82,394$11.5M0.5%00.0%UnchangedHistory
WFCWells Fargo & CompanyStock248,684$11.3M0.4%+6,200+2.6%AddedHistory
TAT&T Inc.Stock378,183$10.9M0.4%−200−0.1%ReducedHistory
CCitigroup IncStock153,776$10.9M0.4%+14,920+10.7%AddedHistory
LWLamb Weston Holdings, Inc.Stock134,822$10.9M0.4%+1,000+0.7%AddedHistory
CVSCVS Health CorpStock124,725$10.4M0.4%−7,100−5.4%ReducedHistory
NUENucor CorpCOM104,148$9.99M0.4%−7,550−6.8%ReducedHistory
SBUXStarbucks CorpStock88,092$9.85M0.4%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock3,845$9.39M0.4%00.0%UnchangedHistory
GSGoldman Sachs Group IncStock23,400$8.88M0.4%00.0%UnchangedHistory
OTISOtis Worldwide CorpStock105,912$8.66M0.3%+350+0.3%AddedHistory
LLYEli Lilly & CoStock36,608$8.40M0.3%00.0%UnchangedHistory
KHCKraft Heinz CoStock192,112$7.83M0.3%+7,000+3.8%AddedHistory
BPBP PLCADR294,340$7.78M0.3%−18,848−6.0%ReducedHistory
CARRCarrier Global CorpStock157,625$7.66M0.3%+700+0.4%AddedHistory
HPQHP IncStock251,214$7.58M0.3%+1,200+0.5%AddedHistory
SLBSLB LimitedStock236,680$7.58M0.3%−1,000−0.4%ReducedHistory
TGTTarget CorpStock30,650$7.41M0.3%−3,000−8.9%ReducedHistory
COPConocoPhillipsStock119,723$7.29M0.3%−18,534−13.4%ReducedHistory
ENBEnbridge IncStock176,531$7.08M0.3%−2,460−1.4%ReducedHistory
KKellanovaStock108,800$7.00M0.3%00.0%UnchangedHistory
VVisa Inc.Stock29,194$6.83M0.3%+2,300+8.6%AddedHistory
GISGeneral Mills IncStock111,080$6.77M0.3%00.0%UnchangedHistory
HALHalliburton CoStock290,200$6.71M0.3%+6,000+2.1%AddedHistory
WBAWalgreens Boots Alliance, Inc.COM124,750$6.56M0.3%−3,600−2.8%ReducedHistory
DISWalt Disney CoStock35,293$6.20M0.2%00.0%UnchangedHistory
AEPAmerican Electric Power Co IncStock71,004$6.01M0.2%00.0%UnchangedHistory
MSMorgan StanleyStock63,542$5.83M0.2%00.0%UnchangedHistory
CPBCAMPBELL'S CoCOM127,250$5.80M0.2%00.0%UnchangedHistory
CICigna GroupStock24,267$5.75M0.2%00.0%UnchangedHistory
AXPAmerican Express CoStock34,560$5.71M0.2%00.0%UnchangedHistory
PMPhilip Morris International Inc.Stock55,898$5.54M0.2%−917−1.6%ReducedHistory
CRMSalesforce, Inc.Stock21,412$5.23M0.2%+5,910+38.1%AddedHistory
SEESealed Air CorpCOM86,300$5.11M0.2%00.0%UnchangedHistory

Sold out since Q1 2021 (3)

Positions held at the end of Q1 2021 that are gone from this filing.

Positions of Meyer Handelman Co sold out since Q1 2021
SecurityClassShares in Q1 2021Value in Q1 2021% of portfolio in Q1 2021History
GEGeneral Electric CoCOM1,911,110$25.1M1.0%History
MTS Sys Corp553777103COM5,000$291.0K<0.1%–
SMGScotts Miracle-Gro CoStock1,000$245.0K<0.1%History