Meyer Handelman CO Portfolio Holdings

Meyer Handelman CO

  • $2.99 Billion
  • Q2 2025

Meyer Handelman CO has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.99 Billion distributed in 282 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $237M, Apple Inc. with a value of $119M, International Business Machines Corp with a value of $105M, Trane Technologies PLC with a value of $101M, and Honeywell International Inc with a value of $94.9M.

Examining the 13F form we can see an increase of $147M in the current position value, from $2.84B to 2.99B.

Below you can find more details about Meyer Handelman CO portfolio as well as his latest detailed transactions.

Portfolio value $2.99 Billion
Technology: $701 Million
Industrials: $554 Million
Consumer Defensive: $386 Million
Healthcare: $378 Million
Financial Services: $251 Million
Consumer Cyclical: $219 Million
Communication Services: $195 Million
Energy: $140 Million
Other: $163 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$104B
$101 Million 3.39% of portfolio
231,654
Q2 2025 Reduced 7.08%
$159B
$94.9 Million 3.18% of portfolio
407,490
Q2 2025 Reduced 0.2%
$102B
$78.5 Million 2.63% of portfolio
107,081
Q2 2025 Reduced 2.31%
$43.5B
$57 Million 1.91% of portfolio
441,805
Q2 2025 Added 0.31%
$180B
$49.1 Million 1.64% of portfolio
1,135,054
Q2 2025 Added 2.17%
$177B
$43 Million 1.44% of portfolio
270,139
Q2 2025 Reduced 4.75%
$87.4B
$40.1 Million 1.34% of portfolio
241,536
Q2 2025 Reduced 0.17%
$138B
$39.5 Million 1.32% of portfolio
356,619
Q2 2025 Reduced 2.44%
$148B
$38.9 Million 1.3% of portfolio
109,094
Q2 2025 Reduced 1.25%
$53.4B
$38.4 Million 1.29% of portfolio
190,802
Q2 2025 Added 1.75%
$79.9B
$36.7 Million 1.23% of portfolio
148,347
Q2 2025 Reduced 0.48%
$40.6B
$36.1 Million 1.21% of portfolio
476,924
Q2 2025 Reduced 3.9%
$164B
$36 Million 1.2% of portfolio
128,794
Q2 2025 Reduced 2.36%
$141B
$31 Million 1.04% of portfolio
1,280,447
Q2 2025 Reduced 0.88%
$177B
$28.6 Million 0.96% of portfolio
146,953
Q2 2025 Reduced -0.0%
$83.6B
$27.4 Million 0.92% of portfolio
180,280
Q2 2025 Reduced 9.42%
$102B
$24.4 Million 0.82% of portfolio
527,956
Q2 2025 Reduced 3.17%
$45.7B
$22.3 Million 0.75% of portfolio
423,842
Q2 2025 Reduced 1.17%
$34.4B
$22.2 Million 0.74% of portfolio
266,393
Q2 2025 Reduced 1.19%
$146B
$21.2 Million 0.71% of portfolio
171,825
Q2 2025 Reduced 3.51%
$27.1B
$19.1 Million 0.64% of portfolio
167,838
Q2 2025 Reduced 1.42%
$98.7B
$17 Million 0.57% of portfolio
61,572
Q2 2025 Added 26.19%
$15.3B
$17 Million 0.57% of portfolio
235,999
Q2 2025 Added 4.83%
$152B
$16.7 Million 0.56% of portfolio
240,315
Q2 2025 Added 0.03%
$74B
$15.8 Million 0.53% of portfolio
173,410
Q1 2025 Reduced 0.01%
$36.2B
$15.8 Million 0.53% of portfolio
98,226
Q2 2025 Added 4.52%
$18B
$14.2 Million 0.48% of portfolio
170,858
Q2 2025 Reduced 0.77%
$65.5B
$13.8 Million 0.46% of portfolio
318,463
Q2 2025 Reduced 0.89%
$118B
$13.8 Million 0.46% of portfolio
153,507
Q2 2025 Added 0.73%
$85.3B
$13.6 Million 0.46% of portfolio
102,305
Q2 2025 Reduced 1.27%
$49B
$13.5 Million 0.45% of portfolio
232,178
Q2 2025 Reduced 0.08%
$13.9B
$12.8 Million 0.43% of portfolio
422,083
Q2 2025 Added 1.69%
$29.7B
$11.8 Million 0.39% of portfolio
54,071
Q2 2025 Added 3.35%
$18.8B
$11.4 Million 0.38% of portfolio
93,862
Q2 2025 Reduced 1.0%
$120B
$11 Million 0.37% of portfolio
73,792
Q2 2025 Reduced 0.89%
$97B
$10.8 Million 0.36% of portfolio
160,785
Q2 2025 Reduced 11.01%
$28B
$10.3 Million 0.35% of portfolio
46,739
Q2 2025 Added 3.32%
$36.9B
$10.5 Million 0.35% of portfolio
81,112
Q2 2025 Reduced 0.31%
$138B
$9.74 Million 0.33% of portfolio
49,327
Q1 2025 Reduced 5.09%
$13.4B
$9.36 Million 0.31% of portfolio
64,930
Q2 2025 Reduced 2.72%
$74.6B
$9.1 Million 0.3% of portfolio
86,205
Q2 2025 Reduced 6.69%
$66.1B
$8.95 Million 0.3% of portfolio
31,733
Q2 2025 Reduced 0.17%
$136B
$8.84 Million 0.3% of portfolio
42,206
Q2 2025 Reduced 5.22%
$42.1B
$8.75 Million 0.29% of portfolio
88,376
Q2 2025 Reduced 13.99%
$63.9B
$8.6 Million 0.29% of portfolio
117,565
Q2 2025 Reduced 3.03%
$173B
$8.69 Million 0.29% of portfolio
22,460
Q2 2025 Added 35.63%
$93B
$8.23 Million 0.28% of portfolio
69,730
Q2 2025 Reduced 1.19%
$32.2B
$7.94 Million 0.27% of portfolio
64,786
Q2 2025 Added 6.74%
$28.8B
$8.02 Million 0.27% of portfolio
47,555
Q2 2025 Added 39.79%

Summary

  • Portfolio
  • No. of Stocks 282
  • Current Value $2.99 Billion
  • Prior Value $2.84 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 104 stocks
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