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Meyer Handelman Co

SEC CIK
0000045319
Latest filing
Aug 3, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Jul 16, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
205
+2 vs. Q1 2024
Portfolio value
$2.84B
−$11.8M (−0.4%) vs. Q1 2024
Filed
Jul 16, 2024
SEC
Holdings of Meyer Handelman Co in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock496,590$222.0M7.8%−650.0%ReducedHistory
AAPLApple Inc.Stock601,932$126.8M4.5%−2,275−0.4%ReducedHistory
PGProcter & Gamble CoStock563,586$92.9M3.3%−1,680−0.3%ReducedHistory
HONHoneywell International IncCOM413,359$88.3M3.1%−445−0.1%ReducedHistory
TTTrane Technologies plcSHS266,118$87.5M3.1%−6,805−2.5%ReducedHistory
MCKMcKesson CorpStock112,597$65.8M2.3%−100−0.1%ReducedHistory
IBMInternational Business Machines CorpStock360,465$62.3M2.2%+2,890+0.8%AddedHistory
AMZNAmazon Com IncStock321,995$62.2M2.2%+2,095+0.7%AddedHistory
QCOMQualcomm IncStock310,201$61.8M2.2%−1,270−0.4%ReducedHistory
KMBKimberly Clark CorpStock440,247$60.8M2.1%+1,430+0.3%AddedHistory
JPMJPMorgan Chase & CoStock289,716$58.6M2.1%+6,090+2.1%AddedHistory
GOOGAlphabet Inc.Stock303,498$55.7M2.0%+325+0.1%AddedHistory
WMTWalmart Inc.Stock747,506$50.6M1.8%+8,845+1.2%AddedHistory
HDHome Depot, Inc.Stock131,359$45.2M1.6%00.0%UnchangedHistory
XOMExxonMobil Holdings CorpCOM390,100$44.9M1.6%−1,493−0.4%ReducedHistory
MRKMerck & Co., Inc.Stock358,235$44.3M1.6%+4,790+1.4%AddedHistory
MPCMarathon Petroleum CorpStock249,361$43.3M1.5%−935−0.4%ReducedHistory
CATCaterpillar IncStock127,241$42.4M1.5%−1,985−1.5%ReducedHistory
PEPPepsiCo IncStock253,664$41.8M1.5%−1050.0%ReducedHistory
AMGNAmgen IncStock129,831$40.6M1.4%+8,700+7.2%AddedHistory
VZVerizon Communications IncStock973,547$40.1M1.4%+53,929+5.9%AddedHistory
PFEPfizer IncStock1,423,218$39.8M1.4%−35,805−2.5%ReducedHistory
ETNEaton Corp plcStock126,898$39.8M1.4%−1,710−1.3%ReducedHistory
SYYSysco CorpStock531,319$37.9M1.3%−25,475−4.6%ReducedHistory
ITWIllinois Tool Works IncStock151,307$35.9M1.3%−469−0.3%ReducedHistory
CVXChevron CorpStock223,499$35.0M1.2%−1,415−0.6%ReducedHistory
TXNTexas Instruments IncStock154,813$30.1M1.1%−4,700−2.9%ReducedHistory
CSCOCisco Systems, Inc.Stock629,561$29.9M1.1%+4,795+0.8%AddedHistory
MCDMcDonalds CorpStock111,500$28.4M1.0%−5,185−4.4%ReducedHistory
METAMeta Platforms, Inc.Stock54,824$27.6M1.0%+3,110+6.0%AddedHistory
ALLAllstate CorpStock172,385$27.5M1.0%+6,460+3.9%AddedHistory
GEGeneral Electric CoStock169,569$27.0M0.9%−11,725−6.5%ReducedHistory
LLYEli Lilly & CoStock29,764$26.9M0.9%−380−1.3%ReducedHistory
GILDGilead Sciences, Inc.Stock383,369$26.3M0.9%−8,743−2.2%ReducedHistory
ABBVAbbVie Inc.Stock148,078$25.4M0.9%+8,395+6.0%AddedHistory
IRIngersoll Rand Inc.COM276,455$25.1M0.9%−502−0.2%ReducedHistory
BMYBristol Myers Squibb CoStock575,029$23.9M0.8%−11,605−2.0%ReducedHistory
PPGPPG Industries IncStock183,294$23.1M0.8%−6,955−3.7%ReducedHistory
JNJJohnson & JohnsonStock147,902$21.6M0.8%−2,113−1.4%ReducedHistory
RTXRTX CorpStock213,368$21.4M0.8%−2,700−1.2%ReducedHistory
VVisa Inc.Stock79,648$20.9M0.7%+3,285+4.3%AddedHistory
MMM3M CoStock198,173$20.3M0.7%+3,530+1.8%AddedHistory
NEENextera Energy IncStock282,670$20.0M0.7%−30,045−9.6%ReducedHistory
TJXTJX Companies IncStock179,829$19.8M0.7%+13,255+8.0%AddedHistory
GOOGLAlphabet Inc.Stock105,833$19.3M0.7%+1,075+1.0%AddedHistory
KOCoca Cola CoStock293,473$18.7M0.7%−400−0.1%ReducedHistory
FCXFreeport-McMoran IncStock382,501$18.6M0.7%−4,295−1.1%ReducedHistory
CLColgate Palmolive CoStock188,406$18.3M0.6%00.0%UnchangedHistory
ADPAutomatic Data Processing IncStock75,366$18.0M0.6%−210−0.3%ReducedHistory
INTCIntel CorpStock569,311$17.6M0.6%−152,792−21.2%ReducedHistory
GLWCorning IncCOM429,082$16.7M0.6%−53,040−11.0%ReducedHistory
NVDANVIDIA CorpStock131,820$16.3M0.6%−3,600−2.7%ReducedConverted for a 10-for-1 splitHistory
CAGConagra Brands Inc.Stock560,981$15.9M0.6%−57,985−9.4%ReducedHistory
TELTE Connectivity plcREG SHS105,448$15.9M0.6%−375−0.4%ReducedHistory
DOWDow Inc.Stock298,329$15.8M0.6%−8,350−2.7%ReducedHistory
WFCWells Fargo & CompanyStock255,804$15.2M0.5%−140−0.1%ReducedHistory
OMCOmnicom Group Inc.COM157,497$14.1M0.5%+23,127+17.2%AddedHistory
DHRDanaher CorpStock56,523$14.1M0.5%−2,000−3.4%ReducedHistory
GPCGenuine Parts CoStock97,234$13.4M0.5%00.0%UnchangedHistory
NUENucor CorpCOM83,292$13.2M0.5%−400−0.5%ReducedHistory
EMREmerson Electric CoStock118,430$13.0M0.5%−180−0.2%ReducedHistory
MDTMedtronic plcStock164,785$13.0M0.5%−23,322−12.4%ReducedHistory
BAXBaxter International IncStock385,972$12.9M0.5%+51,155+15.3%AddedHistory
MDLZMondelez International, Inc.Stock196,235$12.8M0.5%−11,350−5.5%ReducedHistory
ABTAbbott LaboratoriesStock108,033$11.2M0.4%−500−0.5%ReducedHistory
LWLamb Weston Holdings, Inc.Stock133,271$11.2M0.4%−266−0.2%ReducedHistory
BABoeing CoStock61,216$11.1M0.4%−1,740−2.8%ReducedHistory
DDDuPont de Nemours, Inc.COM125,800$10.1M0.4%−54,821−30.4%ReducedHistory
OTISOtis Worldwide CorpStock103,276$9.94M0.4%+1,670+1.6%AddedHistory
ETREntergy CorpCOM92,109$9.86M0.3%−7,235−7.3%ReducedHistory
APDAir Products & Chemicals, Inc.Stock38,018$9.81M0.3%−50−0.1%ReducedHistory
NEMNEWMONT CorpStock233,758$9.79M0.3%−12,347−5.0%ReducedHistory
GSGoldman Sachs Group IncStock21,470$9.71M0.3%−430−2.0%ReducedHistory
BXBlackstone Inc.COM75,262$9.32M0.3%−1,250−1.6%ReducedHistory
CRMSalesforce, Inc.Stock35,091$9.02M0.3%+46+0.1%AddedHistory
HALHalliburton CoStock266,549$9.00M0.3%−1,400−0.5%ReducedHistory
COPConocoPhillipsStock77,760$8.89M0.3%−580−0.7%ReducedHistory
HPQHP IncStock246,044$8.62M0.3%−850−0.3%ReducedHistory
ALLEAllegion plcORD SHS72,462$8.56M0.3%−900−1.2%ReducedHistory
JCIJohnson Controls International plcStock128,477$8.54M0.3%−4,247−3.2%ReducedHistory
IPInternational Paper CoCOM186,094$8.03M0.3%−11,790−6.0%ReducedHistory
AXPAmerican Express CoStock34,500$7.99M0.3%00.0%UnchangedHistory
CARRCarrier Global CorpStock126,440$7.98M0.3%−675−0.5%ReducedHistory
DUKDuke Energy CORPStock79,150$7.93M0.3%−18,057−18.6%ReducedHistory
TGTTarget CorpStock52,645$7.79M0.3%−30−0.1%ReducedHistory
CVSCVS Health CorpStock130,515$7.71M0.3%−475−0.4%ReducedHistory
SWKStanley Black & Decker, Inc.COM91,812$7.33M0.3%−17,636−16.1%ReducedHistory
GEVGE Vernova Inc.Stock42,304$7.26M0.3%+42,304NewHistory
SBUXStarbucks CorpStock92,093$7.17M0.3%−1,295−1.4%ReducedHistory
MROMarathon Oil CorpCOM239,580$6.87M0.2%−4,000−1.6%ReducedHistory
GISGeneral Mills IncStock106,680$6.75M0.2%00.0%UnchangedHistory
PMPhilip Morris International Inc.Stock64,234$6.51M0.2%−4,200−6.1%ReducedHistory
CHKPCheck Point Software Technologies LtdORD38,523$6.36M0.2%+6,880+21.7%AddedHistory
KKellanovaStock106,700$6.15M0.2%00.0%UnchangedHistory
AEPAmerican Electric Power Co IncStock68,419$6.00M0.2%−2,720−3.8%ReducedHistory
PSXPhillips 66Stock39,772$5.61M0.2%−100−0.3%ReducedHistory
TRVTravelers Companies, Inc.Stock27,400$5.57M0.2%−50−0.2%ReducedHistory
MSIMotorola Solutions, Inc.Stock13,741$5.30M0.2%−80−0.6%ReducedHistory
ZBHZimmer Biomet Holdings, Inc.Stock48,190$5.23M0.2%−6,070−11.2%ReducedHistory
CCitigroup IncStock81,561$5.18M0.2%−29,134−26.3%ReducedHistory

Sold out since Q1 2024 (5)

Positions held at the end of Q1 2024 that are gone from this filing.

Positions of Meyer Handelman Co sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
AMTAmerican Tower CorpREIT4,053$800.8K<0.1%History
CSGPCostar Group, Inc.COM2,750$265.6K<0.1%History
Vanguard S&P 500 ETF922908363ETF454$218.2K<0.1%–
RLMDRelmada Therapeutics, Inc.COM32,545$151.3K<0.1%History
LABStandard Biotools Inc.COM17,500$47.4K<0.1%History