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 $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
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