Meyer Handelman Co
- SEC CIK
- 0000045319
- 最新申報
- 2026/8/3
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/16 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 216
- 較 2025 年第 1 季 +3
- 總值
- $30.3 億
- 較 2025 年第 1 季 +$1.62 億 (+5.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 475,528 | $2.37 億 | 7.8% | −3,906−0.8% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 581,776 | $1.19 億 | 3.9% | −5,623−1.0% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 355,207 | $1.05 億 | 3.5% | +2,216+0.6% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 231,654 | $1.01 億 | 3.3% | −17,649−7.1% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 407,490 | $9,490 萬 | 3.1% | −815−0.2% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 548,790 | $8,743 萬 | 2.9% | −4,831−0.9% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 301,059 | $8,728 萬 | 2.9% | +1,515+0.5% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 107,081 | $7,847 萬 | 2.6% | −2,531−2.3% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 753,809 | $7,371 萬 | 2.4% | −1,200−0.2% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 329,727 | $7,234 萬 | 2.4% | +2,324+0.7% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 441,805 | $5,696 萬 | 1.9% | +1,383+0.3% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 307,678 | $5,458 萬 | 1.8% | +9,875+3.3% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 1,135,054 | $4,911 萬 | 1.6% | +24,106+2.2% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 123,276 | $4,786 萬 | 1.6% | −860−0.7% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 123,711 | $4,536 萬 | 1.5% | −647−0.5% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 60,153 | $4,440 萬 | 1.5% | +3,084+5.4% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 626,505 | $4,347 萬 | 1.4% | +7,292+1.2% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 270,139 | $4,302 萬 | 1.4% | −13,473−4.8% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 162,160 | $4,174 萬 | 1.4% | −497−0.3% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 382,101 | $4,119 萬 | 1.4% | −1,550−0.4% | 減碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 241,536 | $4,012 萬 | 1.3% | −400−0.2% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 356,619 | $3,954 萬 | 1.3% | −8,905−2.4% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 109,094 | $3,895 萬 | 1.3% | −1,385−1.3% | 減碼 | 歷史 |
| ALLAllstate Corp | Stock | 190,802 | $3,841 萬 | 1.3% | +3,281+1.7% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 148,347 | $3,668 萬 | 1.2% | −720−0.5% | 減碼 | 歷史 |
| SYYSysco Corp | Stock | 476,924 | $3,612 萬 | 1.2% | −19,350−3.9% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 128,794 | $3,596 萬 | 1.2% | −3,118−2.4% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 89,644 | $3,183 萬 | 1.0% | +2,903+3.3% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 237,529 | $3,136 萬 | 1.0% | −3,765−1.6% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 1,280,447 | $3,104 萬 | 1.0% | −11,350−0.9% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 216,466 | $3,100 萬 | 1.0% | −4,789−2.2% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 164,866 | $3,060 萬 | 1.0% | +2,622+1.6% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 146,953 | $3,051 萬 | 1.0% | −70.0% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 103,309 | $3,018 萬 | 1.0% | −2,267−2.1% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 371,148 | $2,938 萬 | 1.0% | +926+0.3% | 加碼 | 歷史 |
| MMM3M Co | Stock | 180,280 | $2,745 萬 | 0.9% | −18,746−9.4% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 178,561 | $2,607 萬 | 0.9% | −9,072−4.8% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 84,153 | $2,595 萬 | 0.9% | +9,177+12.2% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 527,956 | $2,444 萬 | 0.8% | −17,307−3.2% | 減碼 | 歷史 |
| GLWCorning Inc | COM | 423,842 | $2,229 萬 | 0.7% | −5,000−1.2% | 減碼 | 歷史 |
| IRIngersoll Rand Inc. | COM | 266,393 | $2,216 萬 | 0.7% | −3,215−1.2% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 28,329 | $2,208 萬 | 0.7% | −539−1.9% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 138,347 | $2,186 萬 | 0.7% | +2,061+1.5% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 171,825 | $2,122 萬 | 0.7% | −6,245−3.5% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 39,027 | $2,065 萬 | 0.7% | +22+0.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 116,854 | $2,059 萬 | 0.7% | +3,855+3.4% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 282,775 | $2,001 萬 | 0.7% | −3,017−1.1% | 減碼 | 歷史 |
| PPGPPG Industries Inc | Stock | 167,838 | $1,909 萬 | 0.6% | −2,415−1.4% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 122,159 | $1,866 萬 | 0.6% | −13,950−10.2% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 218,711 | $1,752 萬 | 0.6% | −1,000−0.5% | 減碼 | 歷史 |
| TELTE Connectivity plc | Stock | 101,370 | $1,710 萬 | 0.6% | −240−0.2% | 減碼 | 歷史 |
| OMCOmnicom Group Inc. | COM | 235,999 | $1,698 萬 | 0.6% | +10,868+4.8% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 61,572 | $1,697 萬 | 0.6% | +12,779+26.2% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 240,315 | $1,668 萬 | 0.6% | +800.0% | 加碼 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 98,226 | $1,577 萬 | 0.5% | +4,249+4.5% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 173,410 | $1,576 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 107,187 | $1,458 萬 | 0.5% | −100−0.1% | 減碼 | 歷史 |
| ETREntergy Corp | COM | 170,858 | $1,420 萬 | 0.5% | −1,325−0.8% | 減碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 318,463 | $1,381 萬 | 0.5% | −2,850−0.9% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 153,507 | $1,378 萬 | 0.5% | +1,119+0.7% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 102,305 | $1,364 萬 | 0.4% | −1,313−1.3% | 減碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 232,178 | $1,353 萬 | 0.4% | −195−0.1% | 減碼 | 歷史 |
| BAXBaxter International Inc | Stock | 422,083 | $1,278 萬 | 0.4% | +7,001+1.7% | 加碼 | 歷史 |
| JBLJabil Inc | Stock | 54,071 | $1,179 萬 | 0.4% | +1,755+3.4% | 加碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 93,862 | $1,139 萬 | 0.4% | −950−1.0% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 15,775 | $1,116 萬 | 0.4% | −2,800−15.1% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 73,792 | $1,104 萬 | 0.4% | −660−0.9% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 34,460 | $1,099 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 160,785 | $1,084 萬 | 0.4% | −19,900−11.0% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 57,814 | $1,053 萬 | 0.3% | −805−1.4% | 減碼 | 歷史 |
| NUENucor Corp | COM | 81,112 | $1,051 萬 | 0.3% | −250−0.3% | 減碼 | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 46,739 | $1,034 萬 | 0.3% | +1,500+3.3% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 49,327 | $974.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ALLEAllegion plc | ORD SHS | 64,930 | $935.8 萬 | 0.3% | −1,813−2.7% | 減碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 86,205 | $910.5 萬 | 0.3% | −6,180−6.7% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 31,733 | $895.1 萬 | 0.3% | −55−0.2% | 減碼 | 歷史 |
| BABoeing Co | Stock | 42,206 | $884.3 萬 | 0.3% | −2,325−5.2% | 減碼 | 歷史 |
| OTISOtis Worldwide Corp | Stock | 88,376 | $875.1 萬 | 0.3% | −14,369−14.0% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 22,460 | $868.9 萬 | 0.3% | +5,900+35.6% | 加碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 117,565 | $860.5 萬 | 0.3% | −3,675−3.0% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 30,761 | $838.8 萬 | 0.3% | −929−2.9% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 69,730 | $822.8 萬 | 0.3% | −842−1.2% | 減碼 | 歷史 |
| AZOAutoZone Inc | COM | 2,185 | $811.1 萬 | 0.3% | +40+1.9% | 加碼 | 歷史 |
| IPInternational Paper Co | COM | 173,126 | $810.7 萬 | 0.3% | −2,368−1.3% | 減碼 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 47,555 | $802.2 萬 | 0.3% | +13,537+39.8% | 加碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 64,786 | $794.3 萬 | 0.3% | +4,093+6.7% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 86,198 | $789.8 萬 | 0.3% | −475−0.5% | 減碼 | 歷史 |
| SSNCSS&C Technologies Holdings Inc | COM | 91,111 | $754.4 萬 | 0.2% | +5,806+6.8% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 79,792 | $695.5 萬 | 0.2% | −15,610−16.4% | 減碼 | 歷史 |
| KKellanova | Stock | 86,700 | $689.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 66,186 | $686.7 萬 | 0.2% | −1,545−2.3% | 減碼 | 歷史 |
| KRKroger Co | Stock | 95,714 | $686.6 萬 | 0.2% | +27,378+40.1% | 加碼 | 歷史 |
| AVYAvery Dennison Corp | COM | 38,171 | $669.8 萬 | 0.2% | +5,888+18.2% | 加碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 22,400 | $599.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 85,779 | $588.4 萬 | 0.2% | −9,836−10.3% | 減碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 13,741 | $577.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MOAltria Group, Inc. | Stock | 90,225 | $529.0 萬 | 0.2% | +693+0.8% | 加碼 | 歷史 |
| HPQHP Inc | Stock | 209,444 | $512.3 萬 | 0.2% | −9,700−4.4% | 減碼 | 歷史 |
| CAGConagra Brands Inc. | Stock | 243,890 | $499.2 萬 | 0.2% | −27,966−10.3% | 減碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 96,192 | $498.4 萬 | 0.2% | −6,880−6.7% | 減碼 | 歷史 |
2025 年第 1 季之後清倉（3 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。