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
$56.5B
$4.54 Million 0.15% of portfolio
12,000
Q1 2025 Reduced 4.0%
$25.1B
$4.25 Million 0.14% of portfolio
56,050
Q1 2025 Reduced 3.27%
$530B
$4.21 Million 0.14% of portfolio
3,145
Q2 2025 Reduced 1.1%
$80.2B
$4.1 Million 0.14% of portfolio
59,468
Q2 2025 Reduced 27.44%
$237B
$3.85 Million 0.13% of portfolio
27,338
Q2 2025 Reduced 0.83%
$49B
$3.82 Million 0.13% of portfolio
38,695
Q2 2025 Reduced 10.74%
$20.9B
$3.54 Million 0.12% of portfolio
133,871
Q2 2025 Reduced 18.7%
$40B
$3.53 Million 0.12% of portfolio
51,881
Q2 2025 Reduced 0.24%
$94.1B
$3.46 Million 0.12% of portfolio
6,750
Q1 2025 Reduced 7.28%
$91.6B
$3.69 Million 0.12% of portfolio
11,175
Q1 2025 Reduced 0.66%
$53B
$3.52 Million 0.12% of portfolio
47,295
Q3 2024 Reduced 0.21%
$26.3B
$3.48 Million 0.12% of portfolio
170,244
Q2 2025 Reduced 2.52%
$7.07B
$3.34 Million 0.11% of portfolio
64,365
Q2 2025 Reduced 37.2%
$20.3B
$3.42 Million 0.11% of portfolio
37,444
Q2 2025 Reduced 3.36%
$0
$2.9 Million 0.1% of portfolio
4,670
Q2 2024 Added 35.52%
$99.7B
$2.87 Million 0.1% of portfolio
95,995
Q2 2025 Reduced 1.21%
$108B
$2.88 Million 0.1% of portfolio
6,208
Q2 2025 Added 5.36%
$47.2B
$2.59 Million 0.09% of portfolio
33,078
Q1 2025 Reduced 4.42%
$23.6B
$2.67 Million 0.09% of portfolio
20,611
Q3 2024 Reduced 1.72%
$41.2B
$2.54 Million 0.09% of portfolio
15,122
Q4 2021 Added 37.47%
$622B
$2.52 Million 0.08% of portfolio
5,190
Q2 2025 Added 2.17%
$221B
$2.45 Million 0.08% of portfolio
19,783
Q2 2025 Reduced 10.42%
$19.4B
$2.3 Million 0.08% of portfolio
112,999
Q2 2025 Reduced 52.04%
$34.7B
$2.35 Million 0.08% of portfolio
22,550
Q2 2025 Reduced 5.76%
$9.66B
$2.47 Million 0.08% of portfolio
80,705
Q2 2025 Reduced 2.34%
$141B
$2.44 Million 0.08% of portfolio
10,590
Q4 2024 Reduced 2.4%
$7.67B
$1.95 Million 0.07% of portfolio
31,299
Q4 2024 Added 5.0%
$44.3B
$2.14 Million 0.07% of portfolio
3,991
Q1 2024 New
$0
$1.92 Million 0.06% of portfolio
3,110
Q2 2025 Reduced 3.12%
$4.53B
$1.94 Million 0.06% of portfolio
19,690
Q2 2025 Reduced 2.48%
$60.1B
$1.82 Million 0.06% of portfolio
3,472
Q2 2025 Reduced 13.07%
$95.4B
$1.72 Million 0.06% of portfolio
76,917
Q2 2025 Reduced 15.8%
$182B
$1.76 Million 0.06% of portfolio
18,870
Q1 2025 Added 10.35%
$17.2B
$1.84 Million 0.06% of portfolio
5,613
Q1 2024 New
$19.4B
$1.67 Million 0.06% of portfolio
64,818
Q2 2025 Reduced 8.88%
$31.8B
$1.75 Million 0.06% of portfolio
26,284
Q1 2025 Reduced 0.02%
$169B
$1.61 Million 0.05% of portfolio
3,055
Q2 2025 Reduced 6.14%
$18.1B
$1.38 Million 0.05% of portfolio
26,500
Q1 2024 Added 73.77%
$91.5B
$1.6 Million 0.05% of portfolio
35,304
Q2 2025 Reduced 9.8%
$417B
$1.64 Million 0.05% of portfolio
1,658
Q1 2025 Reduced 2.64%
$51.7B
$1.43 Million 0.05% of portfolio
8,316
Q1 2025 Reduced 22.11%
$182B
$1.45 Million 0.05% of portfolio
17,025
Q2 2025 Reduced 3.65%
$9.89B
$1.48 Million 0.05% of portfolio
13,236
Q1 2025 Reduced 16.9%
$195B
$1.44 Million 0.05% of portfolio
49,928
Q2 2025 Added 1.0%
$88.6B
$1.59 Million 0.05% of portfolio
5,813
Q1 2024 Reduced 6.21%
$4.55B
$1.32 Million 0.04% of portfolio
42,400
Q2 2025 Reduced 8.42%
$153B
$1.06 Million 0.04% of portfolio
2,075
Q1 2024 Reduced 17.82%
$17.3B
$1.15 Million 0.04% of portfolio
11,220
Q1 2025 Reduced 9.66%
$47.5B
$1.13 Million 0.04% of portfolio
6,049
Q1 2024 New

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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