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Meyer Handelman Co

SEC CIK
0000045319
Latest filing
Aug 3, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed Apr 8, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
213
+3 vs. Q4 2024
Portfolio value
$2.87B
−$20.3M (−0.7%) vs. Q4 2024
Filed
Apr 8, 2025
SEC
Holdings of Meyer Handelman Co in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
SLXNSilexion Therapeutics CorpSHS NEW32,967$36.3K<0.1%+32,967NewHistory
ELTXElicio Therapeutics, Inc.COM13,899$85.6K<0.1%00.0%UnchangedHistory
PBIPitney Bowes IncCOM10,000$90.5K<0.1%−5,000−33.3%ReducedHistory
AESAES CorpStock10,000$124.2K<0.1%+10,000NewHistory
WABWestinghouse Air Brake Technologies CorpStock1,125$204.0K<0.1%00.0%UnchangedHistory
LINLinde PLCStock450$209.5K<0.1%+450NewHistory
BACBank of America CorpStock5,065$211.4K<0.1%−73−1.4%ReducedHistory
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS3,644$213.9K<0.1%00.0%Unchanged–
CCJCameco CorpStock5,200$214.0K<0.1%00.0%UnchangedHistory
ASMLASML Holding NVADR325$215.4K<0.1%−200−38.1%ReducedHistory
TTWOTake Two Interactive Software IncCOM1,100$228.0K<0.1%00.0%UnchangedHistory
DFSDiscover Financial ServicesCOM1,380$235.6K<0.1%00.0%UnchangedHistory
BLKBlackRock, Inc.Stock255$241.4K<0.1%00.0%UnchangedHistory
MELIMercadolibre IncCOM128$249.7K<0.1%00.0%UnchangedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR1,535$254.8K<0.1%−80−5.0%ReducedHistory
Vanguard Scottsdale FDS92206C706INTER TERM TREAS4,296$255.2K<0.1%00.0%Unchanged–
BABAAlibaba Group Holding LtdADR2,000$264.5K<0.1%+2,000NewHistory
SONYSony Group CorpSPONSORED ADR10,435$264.9K<0.1%00.0%UnchangedHistory
iShares U.S. Treasury Bond ETF46429B267ETF11,791$271.0K<0.1%+1,500+14.6%Added–
VMCVulcan Materials COCOM1,193$278.3K<0.1%+1,193NewHistory
IBKRInteractive Brokers Group, Inc.Stock1,700$281.5K<0.1%00.0%UnchangedHistory
CEGConstellation Energy CorpStock1,427$287.7K<0.1%+1,427NewHistory
MAMastercard IncStock543$297.6K<0.1%00.0%UnchangedHistory
LOWLowes Companies IncStock1,300$303.2K<0.1%−57−4.2%ReducedHistory
ELVElevance Health, Inc.Stock700$304.5K<0.1%00.0%UnchangedHistory
TSLATesla, Inc.Stock1,180$305.8K<0.1%00.0%UnchangedHistory
BNYBank of New York Mellon CorpStock3,696$310.0K<0.1%−13−0.4%ReducedHistory
ALBAlbemarle CorpStock4,900$352.9K<0.1%00.0%UnchangedHistory
FMSFresenius Medical Care AGSPONSORED ADR16,000$398.4K<0.1%00.0%UnchangedHistory
SOLVSolventum CorpStock5,311$403.8K<0.1%−7,111−57.2%ReducedHistory
SLGSL Green Realty CorpCOM7,990$461.0K<0.1%00.0%UnchangedHistory
UPSUnited Parcel Service IncStock4,300$473.0K<0.1%00.0%UnchangedHistory
PAYXPaychex IncStock3,100$478.3K<0.1%00.0%UnchangedHistory
AVGOBroadcom Inc.Stock3,073$514.5K<0.1%00.0%UnchangedHistory
CMCSAComcast CorpStock14,227$525.0K<0.1%−6,525−31.4%ReducedHistory
FISVFiserv IncStock2,400$530.0K<0.1%00.0%UnchangedHistory
FASTFastenal CoStock7,000$542.9K<0.1%00.0%UnchangedHistory
LPXLouisiana-Pacific CorpCOM6,300$579.5K<0.1%00.0%UnchangedHistory
FEFirstenergy CorpCOM14,867$600.9K<0.1%−400−2.6%ReducedHistory
KMPRKEMPER CorpCOM9,135$610.7K<0.1%00.0%UnchangedHistory
KHCKraft Heinz CoStock20,165$613.6K<0.1%−7,414−26.9%ReducedHistory
HIGHartford Insurance Group, Inc.Stock4,998$618.4K<0.1%00.0%UnchangedHistory
MTRNMATERION CorpCOM7,900$644.6K<0.1%00.0%UnchangedHistory
NOWServiceNow, Inc.Stock825$656.8K<0.1%00.0%UnchangedHistory
YUMYum Brands IncStock4,185$658.6K<0.1%−1,885−31.1%ReducedHistory
ADSKAutodesk, Inc.COM2,599$680.4K<0.1%00.0%UnchangedHistory
GSKGSK plcADR18,057$699.5K<0.1%−960−5.0%ReducedHistory
WMWaste Management IncStock3,050$706.1K<0.1%00.0%UnchangedHistory
BRBroadridge Financial Solutions, Inc.Stock3,105$752.8K<0.1%−125−3.9%ReducedHistory
DVNDevon Energy CorpStock20,901$781.7K<0.1%+170+0.8%AddedHistory
ITTItt Inc.COM6,310$815.0K<0.1%00.0%UnchangedHistory
HSYHershey CoCOM4,800$820.9K<0.1%00.0%UnchangedHistory
OXYOccidental Petroleum CorpStock17,775$877.4K<0.1%−1,790−9.1%ReducedHistory
EMNEastman Chemical CoStock10,000$881.1K<0.1%−1,500−13.0%ReducedHistory
DEDeere & CoStock2,075$973.9K<0.1%00.0%UnchangedHistory
ZTSZoetis Inc.Stock5,948$979.3K<0.1%00.0%UnchangedHistory
PNRPENTAIR plcSHS11,220$981.5K<0.1%−1,200−9.7%ReducedHistory
CMAComerica IncCOM16,831$994.0K<0.1%00.0%UnchangedHistory
VLTOVeralto CorpStock10,326$1.01M<0.1%00.0%UnchangedHistory
SJMJ M SMUCKER CoStock9,087$1.08M<0.1%+2,724+42.8%AddedHistory
POSTPost Holdings, Inc.COM9,500$1.11M<0.1%00.0%UnchangedHistory
ALVAutoliv IncCOM13,236$1.17M<0.1%−2,691−16.9%ReducedHistory
WCNWaste Connections, Inc.COM6,049$1.18M<0.1%00.0%UnchangedHistory
CCitigroup IncStock17,670$1.25M<0.1%−28,150−61.4%ReducedHistory
SEESealed Air CorpCOM46,300$1.34M<0.1%−750−1.6%ReducedHistory
UBERUber Technologies, IncStock18,870$1.37M<0.1%+1,770+10.4%AddedHistory
MARMarriott International IncStock5,813$1.38M<0.1%00.0%UnchangedHistory
SYFSynchrony FinancialCOM26,284$1.39M<0.1%−50.0%ReducedHistory
TAT&T Inc.Stock49,433$1.40M<0.1%−2,419−4.7%ReducedHistory
HEIHeico CorpCOM5,613$1.50M0.1%00.0%UnchangedHistory
SXTSensient Technologies CorpCOM20,190$1.50M0.1%−2,000−9.0%ReducedHistory
COSTCostco Wholesale CorpStock1,658$1.57M0.1%−45−2.6%ReducedHistory
SLBSLB LimitedStock39,362$1.65M0.1%−6,894−14.9%ReducedHistory
SPGIS&P Global Inc.Stock3,255$1.65M0.1%−375−10.3%ReducedHistory
IDXXIDEXX Laboratories IncCOM3,991$1.68M0.1%00.0%UnchangedHistory
ENBEnbridge IncStock39,141$1.73M0.1%−10,152−20.6%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF3,210$1.80M0.1%−302−8.6%ReducedHistory
BDXBecton Dickinson & CoStock8,316$1.90M0.1%−2,360−22.1%ReducedHistory
FTVFortive CorpStock26,500$1.94M0.1%00.0%UnchangedHistory
CBSHCommerce Bancshares IncStock31,299$1.95M0.1%00.0%UnchangedHistory
INTCIntel CorpStock91,351$2.07M0.1%−109,429−54.5%ReducedHistory
WYWeyerhaeuser CoCOM NEW71,135$2.08M0.1%+103+0.1%AddedHistory
CAHCardinal Health IncStock15,122$2.08M0.1%00.0%UnchangedHistory
DISWalt Disney CoStock22,083$2.18M0.1%−5,760−20.7%ReducedHistory
GEHCGE HealthCare Technologies Inc.Stock27,744$2.24M0.1%+15+0.1%AddedHistory
EWEdwards Lifesciences CorpStock33,078$2.40M0.1%−1,530−4.4%ReducedHistory
XYLXylem Inc.COM20,611$2.46M0.1%00.0%UnchangedHistory
UNPUnion Pacific CorpStock10,590$2.50M0.1%00.0%UnchangedHistory
REGNRegeneron Pharmaceuticals, Inc.COM3,994$2.53M0.1%−125−3.0%ReducedHistory
WECWec Energy Group, Inc.Stock23,928$2.61M0.1%00.0%UnchangedHistory
iShares Core S&P 500 ETF464287200ETF4,670$2.62M0.1%00.0%Unchanged–
LMTLockheed Martin CorpStock5,892$2.63M0.1%+375+6.8%AddedHistory
HPEHewlett Packard Enterprise CoCOM174,644$2.69M0.1%−9,420−5.1%ReducedHistory
BRK.BBerkshire Hathaway IncStock5,080$2.71M0.1%−30−0.6%ReducedHistory
SNPSSynopsys IncCOM6,750$2.89M0.1%−530−7.3%ReducedHistory
NFLXNetflix IncStock3,180$2.97M0.1%−100−3.0%ReducedHistory
METMetlife IncStock36,994$2.97M0.1%−2,105−5.4%ReducedHistory
CTVACorteva, Inc.Stock47,295$2.98M0.1%00.0%UnchangedHistory
PWRQuanta Services, Inc.COM12,000$3.05M0.1%−500−4.0%ReducedHistory
MSMorgan StanleyStock27,568$3.22M0.1%−230−0.8%ReducedHistory

Sold out since Q4 2024 (5)

Positions held at the end of Q4 2024 that are gone from this filing.

Positions of Meyer Handelman Co sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
AIRAar CorpStock9,000$551.5K<0.1%History
CCOICogent Communications Holdings, Inc.COM NEW3,689$284.3K<0.1%History
FLRFluor CorpStock5,600$276.2K<0.1%History
PNCPNC Financial Services Group, Inc.Stock1,200$231.4K<0.1%History
Cyberark Software LtdM2682V108SHS630$209.9K<0.1%–