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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$220B
$14.6 Million 0.49% of portfolio
107,187
Q2 2025 Reduced 0.09%
$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%
$239B
$11.2 Million 0.37% of portfolio
15,775
Q2 2025 Reduced 15.07%
$120B
$11 Million 0.37% of portfolio
73,792
Q2 2025 Reduced 0.89%
$227B
$11 Million 0.37% of portfolio
34,460
Q1 2025 Reduced 0.12%
$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%
$256B
$10.5 Million 0.35% of portfolio
57,814
Q2 2025 Reduced 1.37%
$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%
$264B
$8.39 Million 0.28% of portfolio
30,761
Q2 2025 Reduced 2.93%
$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%
$18.7B
$8.11 Million 0.27% of portfolio
173,126
Q2 2025 Reduced 1.35%
$71.6B
$8.11 Million 0.27% of portfolio
2,185
Q2 2025 Added 1.86%
$111B
$7.9 Million 0.26% of portfolio
86,198
Q2 2025 Reduced 0.55%
$21.3B
$7.54 Million 0.25% of portfolio
91,111
Q2 2025 Added 6.81%
$122B
$6.96 Million 0.23% of portfolio
79,792
Q2 2025 Reduced 16.36%
$52B
$6.87 Million 0.23% of portfolio
95,714
Q2 2025 Added 40.06%
$56.6B
$6.87 Million 0.23% of portfolio
66,186
Q2 2025 Reduced 2.28%
$27.2B
$6.9 Million 0.23% of portfolio
86,700
Q3 2024 Reduced 18.74%
$14.8B
$6.7 Million 0.22% of portfolio
38,171
Q2 2025 Added 18.24%
$38.8B
$5.88 Million 0.2% of portfolio
85,779
Q2 2025 Reduced 10.29%
$62.5B
$5.99 Million 0.2% of portfolio
22,400
Q3 2024 Reduced 18.25%
$70.3B
$5.78 Million 0.19% of portfolio
13,741
Q2 2024 Reduced 0.58%
$107B
$5.29 Million 0.18% of portfolio
90,225
Q2 2025 Added 0.77%
$26.3B
$5.12 Million 0.17% of portfolio
209,444
Q2 2025 Reduced 4.43%
$9.3B
$4.99 Million 0.17% of portfolio
243,890
Q2 2025 Reduced 10.29%
$30.2B
$4.98 Million 0.17% of portfolio
96,192
Q2 2025 Reduced 6.67%
$10.8B
$4.4 Million 0.15% of portfolio
64,953
Q2 2025 Reduced 9.87%
$60.7B
$4.5 Million 0.15% of portfolio
37,722
Q2 2025 Reduced 1.95%

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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