Meyer Handelman Co
- SEC CIK
- 0000045319
- Latest filing
- Aug 3, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 15, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 214
- 0 vs. Q3 2025
- Portfolio value
- $3.19B
- +$31.2M (+1.0%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PBIPitney Bowes Inc | COM | 10,000 | $105.7K | <0.1% | 00.0% | Unchanged | History |
| ELTXElicio Therapeutics, Inc. | COM | 13,899 | $110.6K | <0.1% | 00.0% | Unchanged | History |
| Cyberark Software LtdM2682V108 | SHS | 450 | $200.7K | <0.1% | 00.0% | Unchanged | – |
| LINLinde PLC | Stock | 496 | $211.5K | <0.1% | +46+10.2% | Added | History |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 3,644 | $214.0K | <0.1% | 00.0% | Unchanged | – |
| SCHWSchwab Charles Corp | Stock | 2,200 | $219.8K | <0.1% | −292−11.7% | Reduced | History |
| CMCSAComcast Corp | Stock | 7,404 | $221.3K | <0.1% | 00.0% | Unchanged | History |
| KEYSKeysight Technologies, Inc. | Stock | 1,125 | $228.6K | <0.1% | +1,125 | New | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 7,096 | $231.5K | <0.1% | 00.0% | Unchanged | – |
| EXASExact Sciences Corp | COM | 2,350 | $238.7K | <0.1% | +2,350 | New | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 1,125 | $240.1K | <0.1% | 00.0% | Unchanged | History |
| ELVElevance Health, Inc. | Stock | 700 | $245.4K | <0.1% | 00.0% | Unchanged | History |
| AMDAdvanced Micro Devices Inc | Stock | 1,162 | $248.9K | <0.1% | +1,162 | New | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 575 | $260.7K | <0.1% | +575 | New | History |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 4,364 | $261.5K | <0.1% | +68+1.6% | Added | – |
| SONYSony Group Corp | SPONSORED ADR | 10,435 | $267.1K | <0.1% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 5,065 | $278.6K | <0.1% | 00.0% | Unchanged | History |
| TTWOTake Two Interactive Software Inc | COM | 1,100 | $281.6K | <0.1% | 00.0% | Unchanged | History |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 13,131 | $302.3K | <0.1% | 00.0% | Unchanged | – |
| MAMastercard Inc | Stock | 543 | $310.0K | <0.1% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 1,300 | $313.5K | <0.1% | 00.0% | Unchanged | History |
| KMPRKEMPER Corp | COM | 7,845 | $318.0K | <0.1% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 2,200 | $322.5K | <0.1% | 00.0% | Unchanged | History |
| SPOTSpotify Technology S.A. | Stock | 564 | $327.5K | <0.1% | 00.0% | Unchanged | History |
| COFCapital One Financial Corp | Stock | 1,404 | $340.3K | <0.1% | 00.0% | Unchanged | History |
| PAYXPaychex Inc | Stock | 3,100 | $347.8K | <0.1% | 00.0% | Unchanged | History |
| BLKBlackRock, Inc. | Stock | 330 | $353.2K | <0.1% | +75+29.4% | Added | History |
| SLGSL Green Realty Corp | COM | 7,990 | $366.5K | <0.1% | 00.0% | Unchanged | History |
| FMSFresenius Medical Care AG | SPONSORED ADR | 16,000 | $381.1K | <0.1% | 00.0% | Unchanged | History |
| BNYBank of New York Mellon Corp | Stock | 3,696 | $429.1K | <0.1% | 00.0% | Unchanged | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 1,945 | $434.1K | <0.1% | 00.0% | Unchanged | History |
| IBKRInteractive Brokers Group, Inc. | Stock | 6,800 | $437.3K | <0.1% | 00.0% | Unchanged | History |
| CCJCameco Corp | Stock | 4,950 | $452.9K | <0.1% | 00.0% | Unchanged | History |
| SLBSLB Limited | Stock | 12,312 | $472.5K | <0.1% | 00.0% | Unchanged | History |
| VMCVulcan Materials CO | COM | 1,730 | $493.4K | <0.1% | +537+45.0% | Added | History |
| CEGConstellation Energy Corp | Stock | 1,427 | $504.1K | <0.1% | 00.0% | Unchanged | History |
| LPXLouisiana-Pacific Corp | COM | 6,300 | $508.8K | <0.1% | 00.0% | Unchanged | History |
| OXYOccidental Petroleum Corp | Stock | 13,250 | $544.8K | <0.1% | −1,550−10.5% | Reduced | History |
| FASTFastenal Co | Stock | 14,000 | $561.8K | <0.1% | 00.0% | Unchanged | History |
| YUMYum Brands Inc | Stock | 3,830 | $579.4K | <0.1% | 00.0% | Unchanged | History |
| WMWaste Management Inc | Stock | 2,775 | $609.7K | <0.1% | 00.0% | Unchanged | History |
| NOWServiceNow, Inc. | Stock | 4,125 | $631.9K | <0.1% | 00.0% | UnchangedConverted for a 5-for-1 split | History |
| EMNEastman Chemical Co | Stock | 10,000 | $638.3K | <0.1% | 00.0% | Unchanged | History |
| FEFirstenergy Corp | COM | 15,032 | $673.0K | <0.1% | −330−2.1% | Reduced | History |
| HIGHartford Insurance Group, Inc. | Stock | 4,998 | $688.7K | <0.1% | 00.0% | Unchanged | History |
| ALBAlbemarle Corp | Stock | 4,900 | $693.1K | <0.1% | 00.0% | Unchanged | History |
| TSLATesla, Inc. | Stock | 1,555 | $699.3K | <0.1% | 00.0% | Unchanged | History |
| ADSKAutodesk, Inc. | COM | 2,599 | $769.3K | <0.1% | 00.0% | Unchanged | History |
| GSKGSK plc | ADR | 17,332 | $850.0K | <0.1% | −880−4.8% | Reduced | History |
| ZTSZoetis Inc. | Stock | 6,771 | $851.9K | <0.1% | +823+13.8% | Added | History |
| HSYHershey Co | COM | 4,800 | $873.5K | <0.1% | 00.0% | Unchanged | History |
| MELIMercadolibre Inc | COM | 444 | $894.3K | <0.1% | +342+335.3% | Added | History |
| DEDeere & Co | Stock | 1,955 | $910.2K | <0.1% | 00.0% | Unchanged | History |
| POSTPost Holdings, Inc. | COM | 9,500 | $941.0K | <0.1% | −2,000−17.4% | Reduced | History |
| MTRNMATERION Corp | COM | 7,900 | $982.1K | <0.1% | 00.0% | Unchanged | History |
| WYWeyerhaeuser Co | COM NEW | 41,590 | $985.3K | <0.1% | −13,077−23.9% | Reduced | History |
| VLTOVeralto Corp | Stock | 10,326 | $1.03M | <0.1% | 00.0% | Unchanged | History |
| ALVAutoliv Inc | COM | 8,736 | $1.04M | <0.1% | −4,500−34.0% | Reduced | History |
| SEESealed Air Corp | COM | 25,500 | $1.06M | <0.1% | −4,900−16.1% | Reduced | History |
| WCNWaste Connections, Inc. | COM | 6,049 | $1.06M | <0.1% | 00.0% | Unchanged | History |
| ITTItt Inc. | COM | 6,210 | $1.08M | <0.1% | 00.0% | Unchanged | History |
| TAT&T Inc. | Stock | 44,280 | $1.10M | <0.1% | −3,648−7.6% | Reduced | History |
| PNRPENTAIR plc | SHS | 10,770 | $1.12M | <0.1% | 00.0% | Unchanged | History |
| AVGOBroadcom Inc. | Stock | 3,250 | $1.12M | <0.1% | 00.0% | Unchanged | History |
| CAGConagra Brands Inc. | Stock | 67,360 | $1.17M | <0.1% | −64,268−48.8% | Reduced | History |
| CMAComerica Inc | COM | 13,488 | $1.17M | <0.1% | 00.0% | Unchanged | History |
| MARMarriott International Inc | Stock | 3,833 | $1.19M | <0.1% | −1,980−34.1% | Reduced | History |
| CCitigroup Inc | Stock | 11,025 | $1.29M | <0.1% | −5,500−33.3% | Reduced | History |
| SJMJ M SMUCKER Co | Stock | 13,973 | $1.37M | <0.1% | −295−2.1% | Reduced | History |
| FTVFortive Corp | Stock | 25,000 | $1.38M | <0.1% | −900−3.5% | Reduced | History |
| CICigna Group | Stock | 5,193 | $1.43M | <0.1% | −5,982−53.5% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 1,658 | $1.43M | <0.1% | 00.0% | Unchanged | History |
| SXTSensient Technologies Corp | COM | 15,790 | $1.48M | <0.1% | −3,700−19.0% | Reduced | History |
| INTCIntel Corp | Stock | 40,660 | $1.50M | <0.1% | −12,045−22.9% | Reduced | History |
| ENBEnbridge Inc | Stock | 32,117 | $1.54M | <0.1% | −875−2.7% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 18,870 | $1.54M | <0.1% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 2,990 | $1.56M | <0.1% | +375+14.3% | Added | History |
| CBSHCommerce Bancshares Inc | Stock | 31,655 | $1.66M | 0.1% | +1,506+5.0% | Added | History |
| DOWDow Inc. | Stock | 72,468 | $1.69M | 0.1% | −18,390−20.2% | Reduced | History |
| HEIHeico Corp | COM | 5,613 | $1.82M | 0.1% | 00.0% | Unchanged | History |
| BAXBaxter International Inc | Stock | 100,652 | $1.92M | 0.1% | −136,680−57.6% | Reduced | History |
| HALHalliburton Co | Stock | 68,800 | $1.94M | 0.1% | −14,150−17.1% | Reduced | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 24,688 | $2.02M | 0.1% | −30−0.1% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,145 | $2.14M | 0.1% | +35+1.1% | Added | History |
| EWEdwards Lifesciences Corp | Stock | 25,200 | $2.15M | 0.1% | −6,378−20.2% | Reduced | History |
| CPBCAMPBELL'S Co | COM | 77,705 | $2.17M | 0.1% | 00.0% | Unchanged | History |
| SYFSynchrony Financial | COM | 26,284 | $2.19M | 0.1% | 00.0% | Unchanged | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 2,878 | $2.22M | 0.1% | +18+0.6% | Added | History |
| DISWalt Disney Co | Stock | 19,683 | $2.24M | 0.1% | 00.0% | Unchanged | History |
| IDXXIDEXX Laboratories Inc | COM | 3,369 | $2.28M | 0.1% | 00.0% | Unchanged | History |
| UNPUnion Pacific Corp | Stock | 10,050 | $2.32M | 0.1% | −540−5.1% | Reduced | History |
| WECWec Energy Group, Inc. | Stock | 22,550 | $2.38M | 0.1% | 00.0% | Unchanged | History |
| LWLamb Weston Holdings, Inc. | Stock | 58,000 | $2.43M | 0.1% | 00.0% | Unchanged | History |
| TGTTarget Corp | Stock | 25,659 | $2.51M | 0.1% | −8,846−25.6% | Reduced | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 29,169 | $2.62M | 0.1% | −5,700−16.3% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 5,290 | $2.66M | 0.1% | 00.0% | Unchanged | History |
| METMetlife Inc | Stock | 34,035 | $2.69M | 0.1% | −2,970−8.0% | Reduced | History |
| XYLXylem Inc. | COM | 20,586 | $2.80M | 0.1% | −25−0.1% | Reduced | History |
| SNPSSynopsys Inc | COM | 6,140 | $2.88M | 0.1% | −610−9.0% | Reduced | History |
| NFLXNetflix Inc | Stock | 31,300 | $2.93M | 0.1% | +1,800+6.1% | AddedConverted for a 10-for-1 split | History |
Sold out since Q3 2025 (7)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| KKellanova | Stock | 86,700 | $7.11M | 0.2% | History |
| DVNDevon Energy Corp | Stock | 15,701 | $550.5K | <0.1% | History |
| AJGArthur J. Gallagher & Co. | COM | 1,131 | $350.3K | <0.1% | History |
| FISVFiserv Inc | Stock | 2,400 | $309.4K | <0.1% | History |
| SOLVSolventum Corp | Stock | 3,736 | $272.7K | <0.1% | History |
| ORCLOracle Corp | Stock | 900 | $253.1K | <0.1% | History |
| HLNHaleon plc | ADR | 17,169 | $154.0K | <0.1% | History |