Meyer Handelman Co
- SEC CIK
- 0000045319
- Latest filing
- Aug 3, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Oct 16, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 214
- −2 vs. Q2 2025
- Portfolio value
- $3.16B
- +$130.5M (+4.3%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PBIPitney Bowes Inc | COM | 10,000 | $114.1K | <0.1% | 00.0% | Unchanged | History |
| ELTXElicio Therapeutics, Inc. | COM | 13,899 | $152.1K | <0.1% | 00.0% | Unchanged | History |
| HLNHaleon plc | ADR | 17,169 | $154.0K | <0.1% | 00.0% | Unchanged | History |
| LINLinde PLC | Stock | 450 | $213.8K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 3,644 | $214.4K | <0.1% | 00.0% | Unchanged | – |
| Cyberark Software LtdM2682V108 | SHS | 450 | $217.4K | <0.1% | +450 | New | – |
| WABWestinghouse Air Brake Technologies Corp | Stock | 1,125 | $225.5K | <0.1% | 00.0% | Unchanged | History |
| ELVElevance Health, Inc. | Stock | 700 | $226.2K | <0.1% | 00.0% | Unchanged | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 7,096 | $226.4K | <0.1% | +7,096 | New | – |
| CMCSAComcast Corp | Stock | 7,404 | $232.6K | <0.1% | −300−3.9% | Reduced | History |
| SCHWSchwab Charles Corp | Stock | 2,492 | $237.9K | <0.1% | 00.0% | Unchanged | History |
| MELIMercadolibre Inc | COM | 102 | $238.4K | <0.1% | 00.0% | Unchanged | History |
| ORCLOracle Corp | Stock | 900 | $253.1K | <0.1% | +900 | New | History |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 4,296 | $257.9K | <0.1% | 00.0% | Unchanged | – |
| BACBank of America Corp | Stock | 5,065 | $261.3K | <0.1% | 00.0% | Unchanged | History |
| SOLVSolventum Corp | Stock | 3,736 | $272.7K | <0.1% | −1,300−25.8% | Reduced | History |
| TTWOTake Two Interactive Software Inc | COM | 1,100 | $284.2K | <0.1% | 00.0% | Unchanged | History |
| BLKBlackRock, Inc. | Stock | 255 | $297.3K | <0.1% | 00.0% | Unchanged | History |
| COFCapital One Financial Corp | Stock | 1,404 | $298.5K | <0.1% | 00.0% | Unchanged | History |
| SONYSony Group Corp | SPONSORED ADR | 10,435 | $300.4K | <0.1% | 00.0% | Unchanged | History |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 13,131 | $303.6K | <0.1% | 00.0% | Unchanged | – |
| MAMastercard Inc | Stock | 543 | $308.9K | <0.1% | 00.0% | Unchanged | History |
| FISVFiserv Inc | Stock | 2,400 | $309.4K | <0.1% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 1,300 | $326.7K | <0.1% | 00.0% | Unchanged | History |
| AJGArthur J. Gallagher & Co. | COM | 1,131 | $350.3K | <0.1% | +1,131 | New | History |
| VMCVulcan Materials CO | COM | 1,193 | $367.0K | <0.1% | 00.0% | Unchanged | History |
| PAYXPaychex Inc | Stock | 3,100 | $393.0K | <0.1% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 2,200 | $393.2K | <0.1% | +200+10.0% | Added | History |
| SPOTSpotify Technology S.A. | Stock | 564 | $393.7K | <0.1% | 00.0% | Unchanged | History |
| ALBAlbemarle Corp | Stock | 4,900 | $397.3K | <0.1% | 00.0% | Unchanged | History |
| BNYBank of New York Mellon Corp | Stock | 3,696 | $402.7K | <0.1% | 00.0% | Unchanged | History |
| KMPRKEMPER Corp | COM | 7,845 | $404.4K | <0.1% | −35−0.4% | Reduced | History |
| CCJCameco Corp | Stock | 4,950 | $415.1K | <0.1% | 00.0% | Unchanged | History |
| FMSFresenius Medical Care AG | SPONSORED ADR | 16,000 | $421.3K | <0.1% | 00.0% | Unchanged | History |
| SLBSLB Limited | Stock | 12,312 | $423.2K | <0.1% | −15,700−56.0% | Reduced | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 1,945 | $463.2K | <0.1% | −1,010−34.2% | Reduced | History |
| IBKRInteractive Brokers Group, Inc. | Stock | 6,800 | $467.9K | <0.1% | 00.0% | Unchanged | History |
| CEGConstellation Energy Corp | Stock | 1,427 | $469.6K | <0.1% | 00.0% | Unchanged | History |
| SLGSL Green Realty Corp | COM | 7,990 | $477.9K | <0.1% | 00.0% | Unchanged | History |
| DVNDevon Energy Corp | Stock | 15,701 | $550.5K | <0.1% | 00.0% | Unchanged | History |
| LPXLouisiana-Pacific Corp | COM | 6,300 | $559.7K | <0.1% | 00.0% | Unchanged | History |
| YUMYum Brands Inc | Stock | 3,830 | $582.2K | <0.1% | −355−8.5% | Reduced | History |
| WMWaste Management Inc | Stock | 2,775 | $612.8K | <0.1% | −150−5.1% | Reduced | History |
| EMNEastman Chemical Co | Stock | 10,000 | $630.5K | <0.1% | 00.0% | Unchanged | History |
| HIGHartford Insurance Group, Inc. | Stock | 4,998 | $666.7K | <0.1% | 00.0% | Unchanged | History |
| FASTFastenal Co | Stock | 14,000 | $686.6K | <0.1% | 00.0% | Unchanged | History |
| TSLATesla, Inc. | Stock | 1,555 | $691.5K | <0.1% | +375+31.8% | Added | History |
| OXYOccidental Petroleum Corp | Stock | 14,800 | $699.3K | <0.1% | −450−3.0% | Reduced | History |
| FEFirstenergy Corp | COM | 15,362 | $703.9K | <0.1% | 00.0% | Unchanged | History |
| NOWServiceNow, Inc. | Stock | 825 | $759.2K | <0.1% | 00.0% | Unchanged | History |
| GSKGSK plc | ADR | 18,212 | $786.0K | <0.1% | −640−3.4% | Reduced | History |
| ADSKAutodesk, Inc. | COM | 2,599 | $825.6K | <0.1% | 00.0% | Unchanged | History |
| ZTSZoetis Inc. | Stock | 5,948 | $870.3K | <0.1% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 1,955 | $893.9K | <0.1% | −120−5.8% | Reduced | History |
| HSYHershey Co | COM | 4,800 | $897.8K | <0.1% | 00.0% | Unchanged | History |
| CMAComerica Inc | COM | 13,488 | $924.2K | <0.1% | 00.0% | Unchanged | History |
| MTRNMATERION Corp | COM | 7,900 | $954.4K | <0.1% | 00.0% | Unchanged | History |
| WCNWaste Connections, Inc. | COM | 6,049 | $1.06M | <0.1% | 00.0% | Unchanged | History |
| AVGOBroadcom Inc. | Stock | 3,250 | $1.07M | <0.1% | +250+8.3% | Added | History |
| SEESealed Air Corp | COM | 30,400 | $1.07M | <0.1% | −12,000−28.3% | Reduced | History |
| VLTOVeralto Corp | Stock | 10,326 | $1.10M | <0.1% | 00.0% | Unchanged | History |
| ITTItt Inc. | COM | 6,210 | $1.11M | <0.1% | 00.0% | Unchanged | History |
| PNRPENTAIR plc | SHS | 10,770 | $1.19M | <0.1% | −450−4.0% | Reduced | History |
| POSTPost Holdings, Inc. | COM | 11,500 | $1.24M | <0.1% | +2,000+21.1% | Added | History |
| FTVFortive Corp | Stock | 25,900 | $1.27M | <0.1% | −600−2.3% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 2,615 | $1.27M | <0.1% | −440−14.4% | Reduced | History |
| TAT&T Inc. | Stock | 47,928 | $1.35M | <0.1% | −2,000−4.0% | Reduced | History |
| WYWeyerhaeuser Co | COM NEW | 54,667 | $1.36M | <0.1% | −10,151−15.7% | Reduced | History |
| MARMarriott International Inc | Stock | 5,813 | $1.51M | <0.1% | 00.0% | Unchanged | History |
| COSTCostco Wholesale Corp | Stock | 1,658 | $1.53M | <0.1% | 00.0% | Unchanged | History |
| SJMJ M SMUCKER Co | Stock | 14,268 | $1.55M | <0.1% | +3,979+38.7% | Added | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 2,860 | $1.61M | 0.1% | −612−17.6% | Reduced | History |
| ALVAutoliv Inc | COM | 13,236 | $1.63M | 0.1% | 00.0% | Unchanged | History |
| ENBEnbridge Inc | Stock | 32,992 | $1.66M | 0.1% | −2,312−6.5% | Reduced | History |
| CCitigroup Inc | Stock | 16,525 | $1.68M | 0.1% | −500−2.9% | Reduced | History |
| INTCIntel Corp | Stock | 52,705 | $1.77M | 0.1% | −24,212−31.5% | Reduced | History |
| CBSHCommerce Bancshares Inc | Stock | 30,149 | $1.80M | 0.1% | −1,150−3.7% | Reduced | History |
| HEIHeico Corp | COM | 5,613 | $1.81M | 0.1% | 00.0% | Unchanged | History |
| SXTSensient Technologies Corp | COM | 19,490 | $1.83M | 0.1% | −200−1.0% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 18,870 | $1.85M | 0.1% | 00.0% | Unchanged | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 24,718 | $1.86M | 0.1% | −500−2.0% | Reduced | History |
| SYFSynchrony Financial | COM | 26,284 | $1.87M | 0.1% | 00.0% | Unchanged | History |
| HALHalliburton Co | Stock | 82,950 | $2.04M | 0.1% | −30,049−26.6% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,110 | $2.07M | 0.1% | 00.0% | Unchanged | History |
| DOWDow Inc. | Stock | 90,858 | $2.08M | 0.1% | −43,013−32.1% | Reduced | History |
| IDXXIDEXX Laboratories Inc | COM | 3,369 | $2.15M | 0.1% | −622−15.6% | Reduced | History |
| DISWalt Disney Co | Stock | 19,683 | $2.25M | 0.1% | −100−0.5% | Reduced | History |
| CAHCardinal Health Inc | Stock | 14,932 | $2.34M | 0.1% | −190−1.3% | Reduced | History |
| CAGConagra Brands Inc. | Stock | 131,628 | $2.41M | 0.1% | −112,262−46.0% | Reduced | History |
| CPBCAMPBELL'S Co | COM | 77,705 | $2.45M | 0.1% | −3,000−3.7% | Reduced | History |
| EWEdwards Lifesciences Corp | Stock | 31,578 | $2.46M | 0.1% | −1,500−4.5% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 10,590 | $2.50M | 0.1% | 00.0% | Unchanged | History |
| WECWec Energy Group, Inc. | Stock | 22,550 | $2.58M | 0.1% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 5,290 | $2.66M | 0.1% | +100+1.9% | Added | History |
| XYLXylem Inc. | COM | 20,611 | $3.04M | 0.1% | 00.0% | Unchanged | History |
| METMetlife Inc | Stock | 37,005 | $3.05M | 0.1% | +711+2.0% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 4,590 | $3.07M | 0.1% | −80−1.7% | Reduced | – |
| TGTTarget Corp | Stock | 34,505 | $3.10M | 0.1% | −4,190−10.8% | Reduced | History |
| CTVACorteva, Inc. | Stock | 46,945 | $3.17M | 0.1% | −350−0.7% | Reduced | History |
| CICigna Group | Stock | 11,175 | $3.22M | 0.1% | 00.0% | Unchanged | History |
Sold out since Q2 2025 (6)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| BDXBecton Dickinson & Co | Stock | 8,316 | $1.43M | <0.1% | History |
| KHCKraft Heinz Co | Stock | 13,640 | $352.2K | <0.1% | History |
| UPSUnited Parcel Service Inc | Stock | 3,100 | $312.9K | <0.1% | History |
| AIRAar Corp | Stock | 3,000 | $206.4K | <0.1% | History |
| CHTRCharter Communications, Inc. | CL A | 491 | $200.7K | <0.1% | History |
| SLXNSilexion Therapeutics Corp | SHS NEW | 32,967 | $26.7K | <0.1% | History |