Meyer Handelman Co
- SEC CIK
- 0000045319
- 最新申報
- 2026/8/3
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/16 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 214
- 較 2025 年第 2 季 −2
- 總值
- $31.6 億
- 較 2025 年第 2 季 +$1.31 億 (+4.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| PBIPitney Bowes Inc | COM | 10,000 | $11.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ELTXElicio Therapeutics, Inc. | COM | 13,899 | $15.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HLNHaleon plc | ADR | 17,169 | $15.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LINLinde PLC | Stock | 450 | $21.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 3,644 | $21.4 萬 | <0.1% | 00.0% | 不變 | – |
| Cyberark Software LtdM2682V108 | SHS | 450 | $21.7 萬 | <0.1% | +450 | 新進 | – |
| WABWestinghouse Air Brake Technologies Corp | Stock | 1,125 | $22.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ELVElevance Health, Inc. | Stock | 700 | $22.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 7,096 | $22.6 萬 | <0.1% | +7,096 | 新進 | – |
| CMCSAComcast Corp | Stock | 7,404 | $23.3 萬 | <0.1% | −300−3.9% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 2,492 | $23.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MELIMercadolibre Inc | COM | 102 | $23.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 900 | $25.3 萬 | <0.1% | +900 | 新進 | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 4,296 | $25.8 萬 | <0.1% | 00.0% | 不變 | – |
| BACBank of America Corp | Stock | 5,065 | $26.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SOLVSolventum Corp | Stock | 3,736 | $27.3 萬 | <0.1% | −1,300−25.8% | 減碼 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 1,100 | $28.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BLKBlackRock, Inc. | Stock | 255 | $29.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COFCapital One Financial Corp | Stock | 1,404 | $29.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 10,435 | $30.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 13,131 | $30.4 萬 | <0.1% | 00.0% | 不變 | – |
| MAMastercard Inc | Stock | 543 | $30.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FISVFiserv Inc | Stock | 2,400 | $30.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,300 | $32.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 1,131 | $35.0 萬 | <0.1% | +1,131 | 新進 | 歷史 |
| VMCVulcan Materials CO | COM | 1,193 | $36.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PAYXPaychex Inc | Stock | 3,100 | $39.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 2,200 | $39.3 萬 | <0.1% | +200+10.0% | 加碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 564 | $39.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALBAlbemarle Corp | Stock | 4,900 | $39.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 3,696 | $40.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KMPRKEMPER Corp | COM | 7,845 | $40.4 萬 | <0.1% | −35−0.4% | 減碼 | 歷史 |
| CCJCameco Corp | Stock | 4,950 | $41.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FMSFresenius Medical Care AG | SPONSORED ADR | 16,000 | $42.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SLBSLB Limited | Stock | 12,312 | $42.3 萬 | <0.1% | −15,700−56.0% | 減碼 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 1,945 | $46.3 萬 | <0.1% | −1,010−34.2% | 減碼 | 歷史 |
| IBKRInteractive Brokers Group, Inc. | Stock | 6,800 | $46.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CEGConstellation Energy Corp | Stock | 1,427 | $47.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SLGSL Green Realty Corp | COM | 7,990 | $47.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DVNDevon Energy Corp | Stock | 15,701 | $55.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LPXLouisiana-Pacific Corp | COM | 6,300 | $56.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| YUMYum Brands Inc | Stock | 3,830 | $58.2 萬 | <0.1% | −355−8.5% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 2,775 | $61.3 萬 | <0.1% | −150−5.1% | 減碼 | 歷史 |
| EMNEastman Chemical Co | Stock | 10,000 | $63.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 4,998 | $66.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FASTFastenal Co | Stock | 14,000 | $68.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 1,555 | $69.2 萬 | <0.1% | +375+31.8% | 加碼 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 14,800 | $69.9 萬 | <0.1% | −450−3.0% | 減碼 | 歷史 |
| FEFirstenergy Corp | COM | 15,362 | $70.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NOWServiceNow, Inc. | Stock | 825 | $75.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GSKGSK plc | ADR | 18,212 | $78.6 萬 | <0.1% | −640−3.4% | 減碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 2,599 | $82.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ZTSZoetis Inc. | Stock | 5,948 | $87.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 1,955 | $89.4 萬 | <0.1% | −120−5.8% | 減碼 | 歷史 |
| HSYHershey Co | COM | 4,800 | $89.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CMAComerica Inc | COM | 13,488 | $92.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MTRNMATERION Corp | COM | 7,900 | $95.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WCNWaste Connections, Inc. | COM | 6,049 | $106.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 3,250 | $107.2 萬 | <0.1% | +250+8.3% | 加碼 | 歷史 |
| SEESealed Air Corp | COM | 30,400 | $107.5 萬 | <0.1% | −12,000−28.3% | 減碼 | 歷史 |
| VLTOVeralto Corp | Stock | 10,326 | $110.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ITTItt Inc. | COM | 6,210 | $111.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PNRPENTAIR plc | SHS | 10,770 | $119.3 萬 | <0.1% | −450−4.0% | 減碼 | 歷史 |
| POSTPost Holdings, Inc. | COM | 11,500 | $123.6 萬 | <0.1% | +2,000+21.1% | 加碼 | 歷史 |
| FTVFortive Corp | Stock | 25,900 | $126.9 萬 | <0.1% | −600−2.3% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 2,615 | $127.3 萬 | <0.1% | −440−14.4% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 47,928 | $135.3 萬 | <0.1% | −2,000−4.0% | 減碼 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 54,667 | $135.5 萬 | <0.1% | −10,151−15.7% | 減碼 | 歷史 |
| MARMarriott International Inc | Stock | 5,813 | $151.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,658 | $153.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 14,268 | $155.0 萬 | <0.1% | +3,979+38.7% | 加碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 2,860 | $160.8 萬 | 0.1% | −612−17.6% | 減碼 | 歷史 |
| ALVAutoliv Inc | COM | 13,236 | $163.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ENBEnbridge Inc | Stock | 32,992 | $166.5 萬 | 0.1% | −2,312−6.5% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 16,525 | $167.7 萬 | 0.1% | −500−2.9% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 52,705 | $176.8 萬 | 0.1% | −24,212−31.5% | 減碼 | 歷史 |
| CBSHCommerce Bancshares Inc | Stock | 30,149 | $180.2 萬 | 0.1% | −1,150−3.7% | 減碼 | 歷史 |
| HEIHeico Corp | COM | 5,613 | $181.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SXTSensient Technologies Corp | COM | 19,490 | $182.9 萬 | 0.1% | −200−1.0% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 18,870 | $184.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 24,718 | $185.6 萬 | 0.1% | −500−2.0% | 減碼 | 歷史 |
| SYFSynchrony Financial | COM | 26,284 | $186.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HALHalliburton Co | Stock | 82,950 | $204.1 萬 | 0.1% | −30,049−26.6% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,110 | $207.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DOWDow Inc. | Stock | 90,858 | $208.3 萬 | 0.1% | −43,013−32.1% | 減碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 3,369 | $215.2 萬 | 0.1% | −622−15.6% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 19,683 | $225.4 萬 | 0.1% | −100−0.5% | 減碼 | 歷史 |
| CAHCardinal Health Inc | Stock | 14,932 | $234.4 萬 | 0.1% | −190−1.3% | 減碼 | 歷史 |
| CAGConagra Brands Inc. | Stock | 131,628 | $241.0 萬 | 0.1% | −112,262−46.0% | 減碼 | 歷史 |
| CPBCAMPBELL'S Co | COM | 77,705 | $245.4 萬 | 0.1% | −3,000−3.7% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 31,578 | $245.6 萬 | 0.1% | −1,500−4.5% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 10,590 | $250.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 22,550 | $258.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,290 | $265.9 萬 | 0.1% | +100+1.9% | 加碼 | 歷史 |
| XYLXylem Inc. | COM | 20,611 | $304.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| METMetlife Inc | Stock | 37,005 | $304.8 萬 | 0.1% | +711+2.0% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 4,590 | $307.2 萬 | 0.1% | −80−1.7% | 減碼 | – |
| TGTTarget Corp | Stock | 34,505 | $309.5 萬 | 0.1% | −4,190−10.8% | 減碼 | 歷史 |
| CTVACorteva, Inc. | Stock | 46,945 | $317.5 萬 | 0.1% | −350−0.7% | 減碼 | 歷史 |
| CICigna Group | Stock | 11,175 | $322.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2025 年第 2 季之後清倉（6 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BDXBecton Dickinson & Co | Stock | 8,316 | $143.2 萬 | <0.1% | 歷史 |
| KHCKraft Heinz Co | Stock | 13,640 | $35.2 萬 | <0.1% | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 3,100 | $31.3 萬 | <0.1% | 歷史 |
| AIRAar Corp | Stock | 3,000 | $20.6 萬 | <0.1% | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 491 | $20.1 萬 | <0.1% | 歷史 |
| SLXNSilexion Therapeutics Corp | SHS NEW | 32,967 | $2.67 萬 | <0.1% | 歷史 |