Meyer Handelman Co
- SEC CIK
- 0000045319
- Latest filing
- Aug 3, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 16, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 216
- +3 vs. Q1 2025
- Portfolio value
- $3.03B
- +$162.4M (+5.7%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SLXNSilexion Therapeutics Corp | SHS NEW | 32,967 | $26.7K | <0.1% | 00.0% | Unchanged | History |
| ELTXElicio Therapeutics, Inc. | COM | 13,899 | $107.3K | <0.1% | 00.0% | Unchanged | History |
| PBIPitney Bowes Inc | COM | 10,000 | $109.1K | <0.1% | 00.0% | Unchanged | History |
| HLNHaleon plc | ADR | 17,169 | $178.0K | <0.1% | +17,169 | New | History |
| CHTRCharter Communications, Inc. | CL A | 491 | $200.7K | <0.1% | +491 | New | History |
| AIRAar Corp | Stock | 3,000 | $206.4K | <0.1% | +3,000 | New | History |
| LINLinde PLC | Stock | 450 | $211.1K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 3,644 | $214.2K | <0.1% | 00.0% | Unchanged | – |
| BABAAlibaba Group Holding Ltd | ADR | 2,000 | $226.8K | <0.1% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 2,492 | $227.4K | <0.1% | +2,492 | New | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 1,125 | $235.5K | <0.1% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 5,065 | $239.7K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 4,296 | $256.9K | <0.1% | 00.0% | Unchanged | – |
| MELIMercadolibre Inc | COM | 102 | $266.6K | <0.1% | −26−20.3% | Reduced | History |
| TTWOTake Two Interactive Software Inc | COM | 1,100 | $267.1K | <0.1% | 00.0% | Unchanged | History |
| BLKBlackRock, Inc. | Stock | 255 | $267.6K | <0.1% | 00.0% | Unchanged | History |
| SONYSony Group Corp | SPONSORED ADR | 10,435 | $271.6K | <0.1% | 00.0% | Unchanged | History |
| ELVElevance Health, Inc. | Stock | 700 | $272.3K | <0.1% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 7,704 | $275.0K | <0.1% | −6,523−45.8% | Reduced | History |
| LOWLowes Companies Inc | Stock | 1,300 | $288.4K | <0.1% | 00.0% | Unchanged | History |
| COFCapital One Financial Corp | Stock | 1,404 | $298.7K | <0.1% | +1,404 | New | History |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 13,131 | $301.8K | <0.1% | +1,340+11.4% | Added | – |
| MAMastercard Inc | Stock | 543 | $305.1K | <0.1% | 00.0% | Unchanged | History |
| ALBAlbemarle Corp | Stock | 4,900 | $307.1K | <0.1% | 00.0% | Unchanged | History |
| VMCVulcan Materials CO | COM | 1,193 | $311.2K | <0.1% | 00.0% | Unchanged | History |
| UPSUnited Parcel Service Inc | Stock | 3,100 | $312.9K | <0.1% | −1,200−27.9% | Reduced | History |
| BNYBank of New York Mellon Corp | Stock | 3,696 | $336.7K | <0.1% | 00.0% | Unchanged | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,535 | $347.7K | <0.1% | 00.0% | Unchanged | History |
| KHCKraft Heinz Co | Stock | 13,640 | $352.2K | <0.1% | −6,525−32.4% | Reduced | History |
| CCJCameco Corp | Stock | 4,950 | $367.4K | <0.1% | −250−4.8% | Reduced | History |
| TSLATesla, Inc. | Stock | 1,180 | $374.8K | <0.1% | 00.0% | Unchanged | History |
| IBKRInteractive Brokers Group, Inc. | Stock | 6,800 | $376.8K | <0.1% | 00.0% | UnchangedConverted for a 4-for-1 split | History |
| SOLVSolventum Corp | Stock | 5,036 | $381.9K | <0.1% | −275−5.2% | Reduced | History |
| FISVFiserv Inc | Stock | 2,400 | $413.8K | <0.1% | 00.0% | Unchanged | History |
| SPOTSpotify Technology S.A. | Stock | 564 | $432.8K | <0.1% | +564 | New | History |
| PAYXPaychex Inc | Stock | 3,100 | $450.9K | <0.1% | 00.0% | Unchanged | History |
| FMSFresenius Medical Care AG | SPONSORED ADR | 16,000 | $457.1K | <0.1% | 00.0% | Unchanged | History |
| CEGConstellation Energy Corp | Stock | 1,427 | $460.6K | <0.1% | 00.0% | Unchanged | History |
| SLGSL Green Realty Corp | COM | 7,990 | $494.6K | <0.1% | 00.0% | Unchanged | History |
| DVNDevon Energy Corp | Stock | 15,701 | $499.4K | <0.1% | −5,200−24.9% | Reduced | History |
| KMPRKEMPER Corp | COM | 7,880 | $508.6K | <0.1% | −1,255−13.7% | Reduced | History |
| LPXLouisiana-Pacific Corp | COM | 6,300 | $541.7K | <0.1% | 00.0% | Unchanged | History |
| FASTFastenal Co | Stock | 14,000 | $588.0K | <0.1% | 00.0% | UnchangedConverted for a 2-for-1 split | History |
| FEFirstenergy Corp | COM | 15,362 | $618.5K | <0.1% | +495+3.3% | Added | History |
| YUMYum Brands Inc | Stock | 4,185 | $620.1K | <0.1% | 00.0% | Unchanged | History |
| MTRNMATERION Corp | COM | 7,900 | $627.0K | <0.1% | 00.0% | Unchanged | History |
| HIGHartford Insurance Group, Inc. | Stock | 4,998 | $634.1K | <0.1% | 00.0% | Unchanged | History |
| OXYOccidental Petroleum Corp | Stock | 15,250 | $640.7K | <0.1% | −2,525−14.2% | Reduced | History |
| WMWaste Management Inc | Stock | 2,925 | $669.3K | <0.1% | −125−4.1% | Reduced | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 2,955 | $718.2K | <0.1% | −150−4.8% | Reduced | History |
| GSKGSK plc | ADR | 18,852 | $723.9K | <0.1% | +795+4.4% | Added | History |
| EMNEastman Chemical Co | Stock | 10,000 | $746.6K | <0.1% | 00.0% | Unchanged | History |
| HSYHershey Co | COM | 4,800 | $796.6K | <0.1% | 00.0% | Unchanged | History |
| CMAComerica Inc | COM | 13,488 | $804.6K | <0.1% | −3,343−19.9% | Reduced | History |
| ADSKAutodesk, Inc. | COM | 2,599 | $804.6K | <0.1% | 00.0% | Unchanged | History |
| AVGOBroadcom Inc. | Stock | 3,000 | $827.0K | <0.1% | −73−2.4% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 825 | $848.2K | <0.1% | 00.0% | Unchanged | History |
| ZTSZoetis Inc. | Stock | 5,948 | $927.6K | <0.1% | 00.0% | Unchanged | History |
| SLBSLB Limited | Stock | 28,012 | $946.8K | <0.1% | −11,350−28.8% | Reduced | History |
| ITTItt Inc. | COM | 6,210 | $973.9K | <0.1% | −100−1.6% | Reduced | History |
| SJMJ M SMUCKER Co | Stock | 10,289 | $1.01M | <0.1% | +1,202+13.2% | Added | History |
| POSTPost Holdings, Inc. | COM | 9,500 | $1.04M | <0.1% | 00.0% | Unchanged | History |
| VLTOVeralto Corp | Stock | 10,326 | $1.04M | <0.1% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 2,075 | $1.06M | <0.1% | 00.0% | Unchanged | History |
| WCNWaste Connections, Inc. | COM | 6,049 | $1.13M | <0.1% | 00.0% | Unchanged | History |
| PNRPENTAIR plc | SHS | 11,220 | $1.15M | <0.1% | 00.0% | Unchanged | History |
| SEESealed Air Corp | COM | 42,400 | $1.32M | <0.1% | −3,900−8.4% | Reduced | History |
| FTVFortive Corp | Stock | 26,500 | $1.38M | <0.1% | 00.0% | Unchanged | History |
| BDXBecton Dickinson & Co | Stock | 8,316 | $1.43M | <0.1% | 00.0% | Unchanged | History |
| TAT&T Inc. | Stock | 49,928 | $1.44M | <0.1% | +495+1.0% | Added | History |
| CCitigroup Inc | Stock | 17,025 | $1.45M | <0.1% | −645−3.7% | Reduced | History |
| ALVAutoliv Inc | COM | 13,236 | $1.48M | <0.1% | 00.0% | Unchanged | History |
| MARMarriott International Inc | Stock | 5,813 | $1.59M | 0.1% | 00.0% | Unchanged | History |
| ENBEnbridge Inc | Stock | 35,304 | $1.60M | 0.1% | −3,837−9.8% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 3,055 | $1.61M | 0.1% | −200−6.1% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 1,658 | $1.64M | 0.1% | 00.0% | Unchanged | History |
| WYWeyerhaeuser Co | COM NEW | 64,818 | $1.67M | 0.1% | −6,317−8.9% | Reduced | History |
| INTCIntel Corp | Stock | 76,917 | $1.72M | 0.1% | −14,434−15.8% | Reduced | History |
| SYFSynchrony Financial | COM | 26,284 | $1.75M | 0.1% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 18,870 | $1.76M | 0.1% | 00.0% | Unchanged | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 3,472 | $1.82M | 0.1% | −522−13.1% | Reduced | History |
| HEIHeico Corp | COM | 5,613 | $1.84M | 0.1% | 00.0% | Unchanged | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 25,218 | $1.87M | 0.1% | −2,526−9.1% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,110 | $1.92M | 0.1% | −100−3.1% | Reduced | History |
| SXTSensient Technologies Corp | COM | 19,690 | $1.94M | 0.1% | −500−2.5% | Reduced | History |
| CBSHCommerce Bancshares Inc | Stock | 31,299 | $1.95M | 0.1% | 00.0% | Unchanged | History |
| IDXXIDEXX Laboratories Inc | COM | 3,991 | $2.14M | 0.1% | 00.0% | Unchanged | History |
| HALHalliburton Co | Stock | 112,999 | $2.30M | 0.1% | −122,600−52.0% | Reduced | History |
| WECWec Energy Group, Inc. | Stock | 22,550 | $2.35M | 0.1% | −1,378−5.8% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 10,590 | $2.44M | 0.1% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 19,783 | $2.45M | 0.1% | −2,300−10.4% | Reduced | History |
| CPBCAMPBELL'S Co | COM | 80,705 | $2.47M | 0.1% | −1,930−2.3% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 5,190 | $2.52M | 0.1% | +110+2.2% | Added | History |
| CAHCardinal Health Inc | Stock | 15,122 | $2.54M | 0.1% | 00.0% | Unchanged | History |
| EWEdwards Lifesciences Corp | Stock | 33,078 | $2.59M | 0.1% | 00.0% | Unchanged | History |
| XYLXylem Inc. | COM | 20,611 | $2.67M | 0.1% | 00.0% | Unchanged | History |
| BPBP PLC | ADR | 95,995 | $2.87M | 0.1% | −1,180−1.2% | Reduced | History |
| LMTLockheed Martin Corp | Stock | 6,208 | $2.88M | 0.1% | +316+5.4% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 4,670 | $2.90M | 0.1% | 00.0% | Unchanged | – |
| METMetlife Inc | Stock | 36,294 | $2.92M | 0.1% | −700−1.9% | Reduced | History |
Sold out since Q1 2025 (3)
Positions held at the end of Q1 2025 that are gone from this filing.