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 |
|---|---|---|---|---|---|---|---|
| VZVerizon Communications Inc | Stock | 1,160,906 | $51.0M | 1.6% | +25,852+2.3% | Added | History |
| KMBKimberly Clark Corp | Stock | 444,080 | $55.2M | 1.7% | +2,275+0.5% | Added | History |
| CATCaterpillar Inc | Stock | 119,591 | $57.1M | 1.8% | −3,685−3.0% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 303,744 | $74.0M | 2.3% | −3,934−1.3% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 337,412 | $74.1M | 2.3% | +7,685+2.3% | Added | History |
| WMTWalmart Inc. | Stock | 753,164 | $77.6M | 2.5% | −645−0.1% | Reduced | History |
| MCKMcKesson Corp | Stock | 101,386 | $78.3M | 2.5% | −5,695−5.3% | Reduced | History |
| PGProcter & Gamble Co | Stock | 537,460 | $82.6M | 2.6% | −11,330−2.1% | Reduced | History |
| HONHoneywell International Inc | COM | 401,265 | $84.5M | 2.7% | −6,225−1.5% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 302,297 | $95.4M | 3.0% | +1,238+0.4% | Added | History |
| TTTrane Technologies plc | SHS | 230,274 | $97.2M | 3.1% | −1,380−0.6% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 356,650 | $100.6M | 3.2% | +1,443+0.4% | Added | History |
| AAPLApple Inc. | Stock | 542,076 | $138.0M | 4.4% | −39,700−6.8% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 475,851 | $246.5M | 7.8% | +323+0.1% | Added | 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 |