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 |
|---|---|---|---|---|---|---|---|
| METAMeta Platforms, Inc. | Stock | 60,153 | $44.4M | 1.5% | +3,084+5.4% | Added | History |
| HDHome Depot, Inc. | Stock | 123,711 | $45.4M | 1.5% | −647−0.5% | Reduced | History |
| CATCaterpillar Inc | Stock | 123,276 | $47.9M | 1.6% | −860−0.7% | Reduced | History |
| VZVerizon Communications Inc | Stock | 1,135,054 | $49.1M | 1.6% | +24,106+2.2% | Added | History |
| GOOGAlphabet Inc. | Stock | 307,678 | $54.6M | 1.8% | +9,875+3.3% | Added | History |
| KMBKimberly Clark Corp | Stock | 441,805 | $57.0M | 1.9% | +1,383+0.3% | Added | History |
| AMZNAmazon Com Inc | Stock | 329,727 | $72.3M | 2.4% | +2,324+0.7% | Added | History |
| WMTWalmart Inc. | Stock | 753,809 | $73.7M | 2.4% | −1,200−0.2% | Reduced | History |
| MCKMcKesson Corp | Stock | 107,081 | $78.5M | 2.6% | −2,531−2.3% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 301,059 | $87.3M | 2.9% | +1,515+0.5% | Added | History |
| PGProcter & Gamble Co | Stock | 548,790 | $87.4M | 2.9% | −4,831−0.9% | Reduced | History |
| HONHoneywell International Inc | COM | 407,490 | $94.9M | 3.1% | −815−0.2% | Reduced | History |
| TTTrane Technologies plc | SHS | 231,654 | $101.3M | 3.3% | −17,649−7.1% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 355,207 | $104.7M | 3.5% | +2,216+0.6% | Added | History |
| AAPLApple Inc. | Stock | 581,776 | $119.4M | 3.9% | −5,623−1.0% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 475,528 | $236.5M | 7.8% | −3,906−0.8% | Reduced | History |
Sold out since Q1 2025 (3)
Positions held at the end of Q1 2025 that are gone from this filing.