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
$3.95T
$237 Million 7.92% of portfolio
475,528
Q2 2025 Reduced 0.81%
$3.69T
$119 Million 4.0% of portfolio
581,776
Q2 2025 Reduced 0.96%
$210B
$105 Million 3.5% of portfolio
355,207
Q2 2025 Added 0.63%
$102B
$101 Million 3.39% of portfolio
231,654
Q2 2025 Reduced 7.08%
$146B
$94.9 Million 3.18% of portfolio
407,490
Q2 2025 Reduced 0.2%
$368B
$87.4 Million 2.93% of portfolio
548,790
Q2 2025 Reduced 0.87%
$859B
$87.3 Million 2.92% of portfolio
301,059
Q2 2025 Added 0.51%
$94.7B
$78.5 Million 2.63% of portfolio
107,081
Q2 2025 Reduced 2.31%
$281B
$73.7 Million 2.47% of portfolio
753,809
Q2 2025 Reduced 0.16%
$2.26T
$72.3 Million 2.42% of portfolio
329,727
Q2 2025 Added 0.71%
$45.1B
$57 Million 1.91% of portfolio
441,805
Q2 2025 Added 0.31%
$1.24T
$54.6 Million 1.83% of portfolio
307,678
Q2 2025 Added 3.32%
$182B
$49.1 Million 1.64% of portfolio
1,135,054
Q2 2025 Added 2.17%
$218B
$47.9 Million 1.6% of portfolio
123,276
Q2 2025 Reduced 0.69%
$405B
$45.4 Million 1.52% of portfolio
123,711
Q2 2025 Reduced 0.52%
$1.78T
$44.4 Million 1.49% of portfolio
60,153
Q2 2025 Added 5.4%
$173B
$43 Million 1.44% of portfolio
270,139
Q2 2025 Reduced 4.75%
$306B
$41.7 Million 1.4% of portfolio
162,160
Q2 2025 Reduced 0.31%
$442B
$41.2 Million 1.38% of portfolio
382,101
Q2 2025 Reduced 0.4%
$79.3B
$40.1 Million 1.34% of portfolio
241,536
Q2 2025 Reduced 0.17%
$150B
$39.5 Million 1.32% of portfolio
356,619
Q2 2025 Reduced 2.44%
$145B
$38.9 Million 1.3% of portfolio
109,094
Q2 2025 Reduced 1.25%
$55.9B
$38.4 Million 1.29% of portfolio
190,802
Q2 2025 Added 1.75%
$80B
$36.7 Million 1.23% of portfolio
148,347
Q2 2025 Reduced 0.48%
$40.9B
$36.1 Million 1.21% of portfolio
476,924
Q2 2025 Reduced 3.9%
$152B
$36 Million 1.2% of portfolio
128,794
Q2 2025 Reduced 2.36%
$551B
$31.8 Million 1.07% of portfolio
89,644
Q2 2025 Added 3.35%
$202B
$31.4 Million 1.05% of portfolio
237,529
Q2 2025 Reduced 1.56%
$302B
$31 Million 1.04% of portfolio
216,466
Q2 2025 Reduced 2.16%
$138B
$31 Million 1.04% of portfolio
1,280,447
Q2 2025 Reduced 0.88%
$351B
$30.6 Million 1.02% of portfolio
164,866
Q2 2025 Added 1.62%
$222B
$30.2 Million 1.01% of portfolio
103,309
Q2 2025 Reduced 2.15%
$203B
$29.4 Million 0.98% of portfolio
371,148
Q2 2025 Added 0.25%
$177B
$28.6 Million 0.96% of portfolio
146,953
Q2 2025 Reduced -0.0%
$87.3B
$27.4 Million 0.92% of portfolio
180,280
Q2 2025 Reduced 9.42%
$229B
$26.1 Million 0.87% of portfolio
178,561
Q2 2025 Reduced 4.83%
$124B
$26 Million 0.87% of portfolio
84,153
Q2 2025 Added 12.24%
$99B
$24.4 Million 0.82% of portfolio
527,956
Q2 2025 Reduced 3.17%
$55.6B
$22.3 Million 0.75% of portfolio
423,842
Q2 2025 Reduced 1.17%
$608B
$22.1 Million 0.74% of portfolio
28,329
Q2 2025 Reduced 1.87%
$31.6B
$22.2 Million 0.74% of portfolio
266,393
Q2 2025 Reduced 1.19%
$456B
$21.9 Million 0.73% of portfolio
138,347
Q2 2025 Added 1.51%
$155B
$21.2 Million 0.71% of portfolio
171,825
Q2 2025 Reduced 3.51%
$1.21T
$20.6 Million 0.69% of portfolio
116,854
Q2 2025 Added 3.41%
$306B
$20 Million 0.67% of portfolio
282,775
Q2 2025 Reduced 1.06%
$25.6B
$19.1 Million 0.64% of portfolio
167,838
Q2 2025 Reduced 1.42%
$452B
$18.7 Million 0.62% of portfolio
122,159
Q2 2025 Reduced 10.25%
$302B
$17.5 Million 0.59% of portfolio
218,711
Q2 2025 Reduced 0.46%
$99.2B
$17 Million 0.57% of portfolio
61,572
Q2 2025 Added 26.19%

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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