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 |
|---|---|---|---|---|---|---|---|
| VZVerizon Communications Inc | Stock | 1,209,848 | $49.3M | 1.5% | +48,942+4.2% | Added | History |
| GEGeneral Electric Co | Stock | 160,126 | $49.3M | 1.5% | −1,244−0.8% | Reduced | History |
| CATCaterpillar Inc | Stock | 115,721 | $66.3M | 2.1% | −3,870−3.2% | Reduced | History |
| PGProcter & Gamble Co | Stock | 514,607 | $73.7M | 2.3% | −22,853−4.3% | Reduced | History |
| HONHoneywell International Inc | COM | 396,092 | $77.3M | 2.4% | −5,173−1.3% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 347,309 | $80.2M | 2.5% | +9,897+2.9% | Added | History |
| WMTWalmart Inc. | Stock | 750,844 | $83.7M | 2.6% | −2,320−0.3% | Reduced | History |
| MCKMcKesson Corp | Stock | 104,906 | $86.1M | 2.7% | +3,520+3.5% | Added | History |
| TTTrane Technologies plc | SHS | 227,254 | $88.4M | 2.8% | −3,020−1.3% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 305,664 | $95.9M | 3.0% | +1,920+0.6% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 305,648 | $98.5M | 3.1% | +3,351+1.1% | Added | History |
| IBMInternational Business Machines Corp | Stock | 353,523 | $104.7M | 3.3% | −3,127−0.9% | Reduced | History |
| AAPLApple Inc. | Stock | 568,294 | $154.5M | 4.8% | +26,218+4.8% | Added | History |
| MSFTMicrosoft Corp | Stock | 475,682 | $230.0M | 7.2% | −1690.0% | Reduced | 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 |