Meyer Handelman CO Portfolio Holdings

Meyer Handelman CO

  • $3.11 Billion
  • Q3 2025

Meyer Handelman CO has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.11 Billion distributed in 281 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $246M, Apple Inc. with a value of $138M, International Business Machines Corp with a value of $101M, Trane Technologies PLC with a value of $97.2M, and Jpmorgan Chase & CO with a value of $95.4M.

Examining the 13F form we can see an increase of $126M in the current position value, from $2.99B to 3.11B.

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

Portfolio value $3.11 Billion
Technology: $753 Million
Industrials: $560 Million
Consumer Defensive: $381 Million
Healthcare: $377 Million
Financial Services: $271 Million
Consumer Cyclical: $230 Million
Communication Services: $227 Million
Energy: $151 Million
Other: $164 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.85T
$246 Million 7.92% of portfolio
475,851
Q3 2025 Added 0.07%
$4.32T
$138 Million 4.43% of portfolio
542,076
Q3 2025 Reduced 6.82%
$273B
$101 Million 3.23% of portfolio
356,650
Q3 2025 Added 0.41%
$103B
$97.2 Million 3.12% of portfolio
230,274
Q3 2025 Reduced 0.6%
$907B
$95.4 Million 3.06% of portfolio
302,297
Q3 2025 Added 0.41%
$133B
$84.5 Million 2.71% of portfolio
401,265
Q3 2025 Reduced 1.53%
$351B
$82.6 Million 2.65% of portfolio
537,460
Q3 2025 Reduced 2.06%
$118B
$78.3 Million 2.52% of portfolio
101,386
Q3 2025 Reduced 5.32%
$276B
$77.6 Million 2.49% of portfolio
753,164
Q3 2025 Reduced 0.09%
$1.73T
$74 Million 2.38% of portfolio
303,744
Q3 2025 Reduced 1.28%
$2.59T
$74.1 Million 2.38% of portfolio
337,412
Q3 2025 Added 2.33%
$301B
$57.1 Million 1.83% of portfolio
119,591
Q3 2025 Reduced 2.99%
$34.5B
$55.2 Million 1.77% of portfolio
444,080
Q3 2025 Added 0.51%
$166B
$51 Million 1.64% of portfolio
1,160,906
Q3 2025 Added 2.28%
$337B
$48.5 Million 1.56% of portfolio
161,370
Q3 2025 Reduced 0.49%
$387B
$47.9 Million 1.54% of portfolio
118,286
Q3 2025 Reduced 4.39%
$1.46T
$45.2 Million 1.45% of portfolio
61,564
Q3 2025 Added 2.35%
$203B
$43.8 Million 1.41% of portfolio
263,202
Q3 2025 Reduced 2.57%
$306B
$43.3 Million 1.39% of portfolio
632,240
Q3 2025 Added 0.92%
$474B
$43.2 Million 1.39% of portfolio
383,422
Q3 2025 Added 0.35%
$51.7B
$42.4 Million 1.36% of portfolio
197,349
Q3 2025 Added 3.43%
$154B
$39.9 Million 1.28% of portfolio
106,669
Q3 2025 Reduced 2.22%
$375B
$39.4 Million 1.26% of portfolio
169,964
Q3 2025 Added 3.09%
$36.9B
$38.5 Million 1.24% of portfolio
467,346
Q3 2025 Reduced 2.01%
$153B
$38.6 Million 1.24% of portfolio
347,369
Q3 2025 Reduced 2.59%
$74.7B
$38.4 Million 1.23% of portfolio
147,362
Q3 2025 Reduced 0.66%
$159B
$35.3 Million 1.13% of portfolio
124,913
Q3 2025 Reduced 3.01%
$302B
$33.5 Million 1.08% of portfolio
215,783
Q3 2025 Reduced 0.32%
$198B
$33 Million 1.06% of portfolio
234,889
Q3 2025 Reduced 1.11%
$74B
$32.9 Million 1.06% of portfolio
401,032
Q3 2025 Reduced 5.38%
$551B
$32.6 Million 1.05% of portfolio
95,445
Q3 2025 Added 6.47%
$209B
$31.7 Million 1.02% of portfolio
377,173
Q3 2025 Added 1.62%
$138B
$31.5 Million 1.01% of portfolio
1,237,617
Q3 2025 Reduced 3.34%
$218B
$30 Million 0.96% of portfolio
98,809
Q3 2025 Reduced 4.36%
$260B
$29.4 Million 0.94% of portfolio
175,541
Q3 2025 Reduced 1.69%
$177B
$28.6 Million 0.92% of portfolio
146,953
Q2 2025 Reduced -0.0%
$1.68T
$28.5 Million 0.92% of portfolio
117,281
Q3 2025 Added 0.37%
$89.6B
$27.5 Million 0.88% of portfolio
177,523
Q3 2025 Reduced 1.53%
$516B
$25.7 Million 0.82% of portfolio
137,538
Q3 2025 Reduced 0.58%
$107B
$25.1 Million 0.81% of portfolio
85,584
Q3 2025 Added 1.7%
$163B
$24.4 Million 0.78% of portfolio
168,955
Q3 2025 Reduced 1.67%
$487B
$22.3 Million 0.72% of portfolio
120,209
Q3 2025 Reduced 1.6%
$30.6B
$21.6 Million 0.69% of portfolio
261,452
Q3 2025 Reduced 1.85%
$97.8B
$21.4 Million 0.69% of portfolio
475,518
Q3 2025 Reduced 9.93%
$852B
$21.3 Million 0.68% of portfolio
27,852
Q3 2025 Reduced 1.68%
$14.9B
$20.6 Million 0.66% of portfolio
252,679
Q3 2025 Added 7.07%
$94.9B
$19.3 Million 0.62% of portfolio
71,549
Q3 2025 Added 16.2%
$64.8B
$19.3 Million 0.62% of portfolio
228,735
Q3 2025 Reduced 1.48%
$294B
$18.8 Million 0.6% of portfolio
282,775
Q2 2025 Reduced 1.06%

Summary

  • Portfolio
  • No. of Stocks 281
  • Current Value $3.11 Billion
  • Prior Value $2.99 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 16, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 107 stocks
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