Meyer Handelman Co
- SEC CIK
- 0000045319
- Latest filing
- Aug 3, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed Apr 20, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 220
- +6 vs. Q4 2025
- Portfolio value
- $3.22B
- +$22.8M (+0.7%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GRABGrab Holdings Ltd | CLASS A ORD | 24,952 | $91.3K | <0.1% | +24,952 | New | History |
| PBIPitney Bowes Inc | COM | 10,000 | $110.5K | <0.1% | 00.0% | Unchanged | History |
| ELTXElicio Therapeutics, Inc. | COM | 13,899 | $148.6K | <0.1% | 00.0% | Unchanged | History |
| TTETotalEnergies SE | ACT | 2,200 | $200.2K | <0.1% | +2,200 | New | History |
| SLViShares Silver Trust | ETF | 3,000 | $204.4K | <0.1% | +3,000 | New | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 7,096 | $206.7K | <0.1% | 00.0% | Unchanged | – |
| SCHWSchwab Charles Corp | Stock | 2,200 | $206.8K | <0.1% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 7,404 | $212.6K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 3,644 | $213.3K | <0.1% | 00.0% | Unchanged | – |
| SONYSony Group Corp | SPONSORED ADR | 10,435 | $216.0K | <0.1% | 00.0% | Unchanged | History |
| TTWOTake Two Interactive Software Inc | COM | 1,100 | $217.3K | <0.1% | 00.0% | Unchanged | History |
| AIRAar Corp | Stock | 2,000 | $218.9K | <0.1% | +2,000 | New | History |
| LINLinde PLC | Stock | 450 | $223.1K | <0.1% | −46−9.3% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 1,162 | $236.4K | <0.1% | 00.0% | Unchanged | History |
| KMPRKEMPER Corp | COM | 7,845 | $239.7K | <0.1% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 487 | $243.3K | <0.1% | −56−10.3% | Reduced | History |
| BACBank of America Corp | Stock | 5,065 | $246.9K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 4,296 | $255.8K | <0.1% | −68−1.6% | Reduced | – |
| COFCapital One Financial Corp | Stock | 1,404 | $256.1K | <0.1% | 00.0% | Unchanged | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 575 | $256.8K | <0.1% | 00.0% | Unchanged | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 1,125 | $281.1K | <0.1% | 00.0% | Unchanged | History |
| PAYXPaychex Inc | Stock | 3,100 | $285.6K | <0.1% | 00.0% | Unchanged | History |
| SLGSL Green Realty Corp | COM | 7,990 | $295.2K | <0.1% | 00.0% | Unchanged | History |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 13,131 | $300.8K | <0.1% | 00.0% | Unchanged | – |
| LOWLowes Companies Inc | Stock | 1,300 | $307.2K | <0.1% | 00.0% | Unchanged | History |
| SPOTSpotify Technology S.A. | Stock | 635 | $307.9K | <0.1% | +71+12.6% | Added | History |
| BLKBlackRock, Inc. | Stock | 330 | $317.4K | <0.1% | 00.0% | Unchanged | History |
| KEYSKeysight Technologies, Inc. | Stock | 1,125 | $317.7K | <0.1% | 00.0% | Unchanged | History |
| NVSNovartis AG | ADR | 2,320 | $354.4K | <0.1% | +2,320 | New | History |
| FMSFresenius Medical Care AG | SPONSORED ADR | 16,000 | $361.0K | <0.1% | 00.0% | Unchanged | History |
| LBRXLB Pharmaceuticals Inc | COM SHS | 15,094 | $372.2K | <0.1% | +15,094 | New | History |
| AZNAstraZeneca PLC | ADR | 1,962 | $386.2K | <0.1% | +1,962 | New | History |
| SJMJ M SMUCKER Co | Stock | 4,111 | $396.5K | <0.1% | −9,862−70.6% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 4,125 | $431.3K | <0.1% | 00.0% | Unchanged | History |
| BNYBank of New York Mellon Corp | Stock | 3,696 | $438.5K | <0.1% | 00.0% | Unchanged | History |
| IBKRInteractive Brokers Group, Inc. | Stock | 6,800 | $456.1K | <0.1% | 00.0% | Unchanged | History |
| LPXLouisiana-Pacific Corp | COM | 6,300 | $458.3K | <0.1% | 00.0% | Unchanged | History |
| CCJCameco Corp | Stock | 4,950 | $537.6K | <0.1% | 00.0% | Unchanged | History |
| HIGHartford Insurance Group, Inc. | Stock | 4,198 | $567.7K | <0.1% | −800−16.0% | Reduced | History |
| VMCVulcan Materials CO | COM | 2,121 | $577.5K | <0.1% | +391+22.6% | Added | History |
| TSLATesla, Inc. | Stock | 1,555 | $578.1K | <0.1% | 00.0% | Unchanged | History |
| YUMYum Brands Inc | Stock | 3,830 | $595.5K | <0.1% | 00.0% | Unchanged | History |
| CEGConstellation Energy Corp | Stock | 2,163 | $604.0K | <0.1% | +736+51.6% | Added | History |
| EMNEastman Chemical Co | Stock | 8,000 | $610.6K | <0.1% | −2,000−20.0% | Reduced | History |
| ADSKAutodesk, Inc. | COM | 2,599 | $622.2K | <0.1% | 00.0% | Unchanged | History |
| WMWaste Management Inc | Stock | 2,775 | $637.7K | <0.1% | 00.0% | Unchanged | History |
| FASTFastenal Co | Stock | 14,000 | $649.6K | <0.1% | 00.0% | Unchanged | History |
| OXYOccidental Petroleum Corp | Stock | 11,450 | $744.3K | <0.1% | −1,800−13.6% | Reduced | History |
| FEFirstenergy Corp | COM | 14,867 | $753.2K | <0.1% | −165−1.1% | Reduced | History |
| CAGConagra Brands Inc. | Stock | 50,785 | $798.3K | <0.1% | −16,575−24.6% | Reduced | History |
| ZTSZoetis Inc. | Stock | 6,771 | $800.4K | <0.1% | 00.0% | Unchanged | History |
| ALBAlbemarle Corp | Stock | 4,900 | $879.7K | <0.1% | 00.0% | Unchanged | History |
| SLBSLB Limited | Stock | 17,212 | $884.5K | <0.1% | +4,900+39.8% | Added | History |
| GSKGSK plc | ADR | 16,027 | $884.5K | <0.1% | −1,305−7.5% | Reduced | History |
| VLTOVeralto Corp | Stock | 10,326 | $913.0K | <0.1% | 00.0% | Unchanged | History |
| AVGOBroadcom Inc. | Stock | 2,950 | $913.1K | <0.1% | −300−9.2% | Reduced | History |
| BAXBaxter International Inc | Stock | 54,552 | $916.5K | <0.1% | −46,100−45.8% | Reduced | History |
| ALVAutoliv Inc | COM | 8,736 | $918.7K | <0.1% | 00.0% | Unchanged | History |
| PNRPENTAIR plc | SHS | 10,770 | $938.2K | <0.1% | 00.0% | Unchanged | History |
| POSTPost Holdings, Inc. | COM | 9,500 | $939.2K | <0.1% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 2,235 | $950.6K | <0.1% | −755−25.3% | Reduced | History |
| WCNWaste Connections, Inc. | COM | 6,049 | $982.6K | <0.1% | 00.0% | Unchanged | History |
| HSYHershey Co | COM | 4,800 | $997.9K | <0.1% | 00.0% | Unchanged | History |
| WYWeyerhaeuser Co | COM NEW | 41,290 | $1.01M | <0.1% | −300−0.7% | Reduced | History |
| SEESealed Air Corp | COM | 25,500 | $1.07M | <0.1% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 1,955 | $1.10M | <0.1% | 00.0% | Unchanged | History |
| MELIMercadolibre Inc | COM | 637 | $1.10M | <0.1% | +193+43.5% | Added | History |
| MTRNMATERION Corp | COM | 7,900 | $1.14M | <0.1% | 00.0% | Unchanged | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 16,474 | $1.15M | <0.1% | +16,474 | New | – |
| CCitigroup Inc | Stock | 10,225 | $1.16M | <0.1% | −800−7.3% | Reduced | History |
| FITBFifth Third Bancorp | COM | 25,171 | $1.17M | <0.1% | +25,171 | New | History |
| ITTItt Inc. | COM | 6,210 | $1.18M | <0.1% | 00.0% | Unchanged | History |
| CICigna Group | Stock | 4,643 | $1.24M | <0.1% | −550−10.6% | Reduced | History |
| MARMarriott International Inc | Stock | 3,833 | $1.25M | <0.1% | 00.0% | Unchanged | History |
| TAT&T Inc. | Stock | 43,715 | $1.27M | <0.1% | −565−1.3% | Reduced | History |
| SXTSensient Technologies Corp | COM | 15,790 | $1.36M | <0.1% | 00.0% | Unchanged | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 15,261 | $1.38M | <0.1% | +15,261 | New | – |
| FTVFortive Corp | Stock | 25,000 | $1.38M | <0.1% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 19,370 | $1.39M | <0.1% | +500+2.6% | Added | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 15,759 | $1.42M | <0.1% | −13,410−46.0% | Reduced | History |
| HEIHeico Corp | COM | 5,613 | $1.54M | <0.1% | 00.0% | Unchanged | History |
| CBSHCommerce Bancshares Inc | Stock | 31,355 | $1.54M | <0.1% | −300−0.9% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 1,638 | $1.63M | 0.1% | −20−1.2% | Reduced | History |
| CPBCAMPBELL'S Co | COM | 77,705 | $1.73M | 0.1% | 00.0% | Unchanged | History |
| ENBEnbridge Inc | Stock | 32,008 | $1.73M | 0.1% | −109−0.3% | Reduced | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 24,673 | $1.76M | 0.1% | −15−0.1% | Reduced | History |
| INTCIntel Corp | Stock | 39,860 | $1.76M | 0.1% | −800−2.0% | Reduced | History |
| LWLamb Weston Holdings, Inc. | Stock | 41,850 | $1.77M | 0.1% | −16,150−27.8% | Reduced | History |
| SYFSynchrony Financial | COM | 26,284 | $1.79M | 0.1% | 00.0% | Unchanged | History |
| IDXXIDEXX Laboratories Inc | COM | 3,369 | $1.89M | 0.1% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 19,683 | $1.90M | 0.1% | 00.0% | Unchanged | History |
| METMetlife Inc | Stock | 27,635 | $1.95M | 0.1% | −6,400−18.8% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,008 | $1.96M | 0.1% | −137−4.4% | Reduced | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 2,581 | $1.99M | 0.1% | −297−10.3% | Reduced | History |
| EWEdwards Lifesciences Corp | Stock | 25,200 | $2.02M | 0.1% | 00.0% | Unchanged | History |
| SNPSSynopsys Inc | COM | 5,265 | $2.09M | 0.1% | −875−14.3% | Reduced | History |
| AVYAvery Dennison Corp | COM | 13,477 | $2.33M | 0.1% | −6,443−32.3% | Reduced | History |
| XYLXylem Inc. | COM | 19,651 | $2.35M | 0.1% | −935−4.5% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 9,920 | $2.41M | 0.1% | −130−1.3% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 5,290 | $2.53M | 0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2025 (6)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| CMAComerica Inc | COM | 13,488 | $1.17M | <0.1% | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 1,945 | $434.1K | <0.1% | History |
| BABAAlibaba Group Holding Ltd | ADR | 2,200 | $322.5K | <0.1% | History |
| ELVElevance Health, Inc. | Stock | 700 | $245.4K | <0.1% | History |
| EXASExact Sciences Corp | COM | 2,350 | $238.7K | <0.1% | History |
| Cyberark Software LtdM2682V108 | SHS | 450 | $200.7K | <0.1% | – |