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Meyer Handelman Co Portfolio
$3.5B across 275 positions as of 2026-09-30, with 32% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+13.5%
-1.0% a year vs the S&P 500
3 years
+16.4%
-4.9% a year vs the S&P 500
5 years
+10.1%
-2.0% a year vs the S&P 500
Quarters ahead
6 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +0.9% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +10.3% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -0.2% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +2.2% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +6.3% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +5.7% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | +0.3% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -1.8% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| MSFTMicrosoft Corp | $245.2M | 7.0% | 478,040 |
| AAPLApple Inc | $183.2M | 5.2% | 550,219 |
| JPMJPMorgan Chase & Co | $105.7M | 3.0% | 319,428 |
| GOOGAlphabet Inc | $102.8M | 2.9% | 301,741 |
| Trane Technologies plc | $91.1M | 2.6% | 201,579 |
| AMZNAmazon.com Inc | $89.5M | 2.6% | 359,305 |
| IBMInternational Business Machines Corp | $80.4M | 2.3% | 365,520 |
| MPCMarathon Petroleum Corp | $79.1M | 2.3% | 200,098 |
| MCKMcKesson Corp | $76.8M | 2.2% | 89,970 |
| CATCaterpillar Inc | $75M | 2.1% | 92,523 |
| WMTWalmart Inc | $74.5M | 2.1% | 716,948 |
| PGProcter & Gamble Co | $72.9M | 2.1% | 501,995 |
| CSCOCisco Systems Inc | $72M | 2.1% | 669,356 |
| XOMExxonmobil Holdings Corp | $60.6M | 1.7% | 372,401 |
| VZVerizon Communications Inc | $59.6M | 1.7% | 1,298,866 |
| GLWCorning Inc | $58.1M | 1.7% | 377,855 |
| MRKMerck & Co Inc | $55.7M | 1.6% | 383,153 |
| METAMeta Platforms Inc | $53.6M | 1.5% | 73,894 |
| NVDANVIDIA Corp | $49.7M | 1.4% | 217,682 |
| ABBVAbbVie Inc | $49M | 1.4% | 187,198 |
| GEGeneral Electric Co | $48.8M | 1.4% | 156,323 |
| ALLAllstate Corp | $48.2M | 1.4% | 217,218 |
| GILDGilead Sciences, Inc | $46.5M | 1.3% | 311,663 |
| AMGNAmgen Inc | $44.4M | 1.3% | 105,344 |
| Eaton Corporation plc | $42.7M | 1.2% | 99,433 |
| QCOMQualcomm Inc | $42.7M | 1.2% | 231,833 |
| GOOGLAlphabet Inc | $41.9M | 1.2% | 121,913 |
| CVXChevron Corp | $40.6M | 1.2% | 198,949 |
| VVisa Inc | $40.3M | 1.2% | 112,200 |
| HONHoneywell International Inc | $39.8M | 1.1% | 188,653 |
| TXNTexas Instruments Inc | $36.6M | 1.0% | 130,578 |
| KMBKimberly-Clark Corp | $36.6M | 1.0% | 375,192 |
| ITWIllinois Tool Works Inc | $34.9M | 1.0% | 135,546 |
| GEVGE Vernova Inc | $34.1M | 1.0% | 35,861 |
| SYYSysco Corp | $33.2M | 0.9% | 425,501 |
| RTXRTX Corp | $31.3M | 0.9% | 168,554 |
| PFEPfizer Inc | $30.7M | 0.9% | 1,075,353 |
| LLYEli Lilly and Co | $30.6M | 0.9% | 26,447 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $30.6M | 0.9% | 66,980 |
| HDHome Depot Inc | $30.2M | 0.9% | 106,146 |
| JNJJohnson & Johnson | $29.4M | 0.8% | 111,201 |
| HONAHoneywell Aerospace Inc | $29.2M | 0.8% | 188,713 |
| PEPPepsiCo Inc | $26.8M | 0.8% | 211,605 |
| AVGOBroadcom Inc | $25.6M | 0.7% | 72,881 |
| MMM3M Co | $25.6M | 0.7% | 155,797 |
| BMYBristol-Myers Squibb Co | $25.4M | 0.7% | 406,439 |
| CMECME Group Inc | $25.1M | 0.7% | 95,865 |
| NEMNewmont Corporation | $24.1M | 0.7% | 209,318 |
| ADPAutomatic Data Processing Inc | $24.1M | 0.7% | 93,245 |
| KOCoca-Cola Co | $23.1M | 0.7% | 268,248 |
| MCDMcDonald's Corp | $21.4M | 0.6% | 92,672 |
| MSIMotorola Solutions Inc | $20.3M | 0.6% | 45,617 |
| FCXFreeport-McMoRan Inc | $20.3M | 0.6% | 289,377 |
| TJXTJX Companies Inc | $20.3M | 0.6% | 153,083 |
| TE Connectivity plc | $19.8M | 0.6% | 93,730 |
| COPConocoPhillips | $18.9M | 0.5% | 150,719 |
| JBLJabil Inc | $18.7M | 0.5% | 65,121 |
| OMCOmnicom Group Inc | $18.6M | 0.5% | 252,939 |
| EXPEExpedia Group Inc | $18.2M | 0.5% | 69,081 |
| IRIngersoll Rand Inc | $17.2M | 0.5% | 228,414 |
| WFCWells Fargo & Co | $17M | 0.5% | 212,861 |
| NUENucor Corp | $16.4M | 0.5% | 70,032 |
| PPGPPG Industries Inc | $16.1M | 0.5% | 154,498 |
| EMREmerson Electric Co | $14.6M | 0.4% | 94,114 |
| RGLDRoyal Gold Inc | $14.4M | 0.4% | 61,105 |
| CLColgate-Palmolive Co | $13.9M | 0.4% | 163,258 |
| PTCPTC Inc | $13.9M | 0.4% | 99,278 |
| NRGNRG Energy Inc | $12.9M | 0.4% | 134,612 |
| GSGoldman Sachs Group Inc | $12.4M | 0.4% | 13,810 |
| NEENextera Energy Inc | $12.3M | 0.4% | 161,865 |
| ETREntergy Corp | $11.4M | 0.3% | 114,373 |
| Johnson Controls International plc | $11.2M | 0.3% | 75,367 |
| PMPhilip Morris International Inc | $10.9M | 0.3% | 57,339 |
| HPEHewlett Packard Enterprise Co | $10.6M | 0.3% | 166,209 |
| AXPAmerican Express Co | $10.5M | 0.3% | 34,365 |
| TRGPTarga Resources Corp | $10.4M | 0.3% | 38,560 |
| ABTAbbott Laboratories | $10.3M | 0.3% | 103,831 |
| GPCGenuine Parts Co | $10.2M | 0.3% | 81,117 |
| KRKroger Co | $9.6M | 0.3% | 163,435 |
| AZOAutozone Inc | $9.4M | 0.3% | 3,326 |
| Check Point Software Technologies | $9.2M | 0.3% | 71,988 |
| Allegion plc | $8.5M | 0.2% | 55,055 |
| PSXPhillips 66 | $8.3M | 0.2% | 32,672 |
| TRVTravelers Companies Inc | $8M | 0.2% | 22,300 |
| DHRDanaher Corp | $7.9M | 0.2% | 35,732 |
| CORCencora Inc | $7.9M | 0.2% | 26,269 |
| BXBlackstone Inc | $7.5M | 0.2% | 66,955 |
| AEPAmerican Electric Power Company Inc | $7.4M | 0.2% | 61,972 |
| MDLZMondelez International Inc | $7.1M | 0.2% | 123,571 |
| PWRQuanta Services Inc | $7.1M | 0.2% | 11,120 |
| SBUXStarbucks Corp | $6.9M | 0.2% | 73,048 |
| MOAltria Group Inc | $6.1M | 0.2% | 90,333 |
| APDAir Products and Chemicals Inc | $5.9M | 0.2% | 21,177 |
| DUKDuke Energy Corp | $5.9M | 0.2% | 51,584 |
| BABoeing Co | $5.8M | 0.2% | 30,911 |
| LMTLockheed Martin Corp | $5.6M | 0.2% | 10,957 |
| HPQHP Inc | $5.4M | 0.2% | 173,259 |
| QQnity Electronics Inc | $5.2M | 0.1% | 41,490 |
| SWKStanley Black & Decker Inc | $4.9M | 0.1% | 55,765 |
| MSMorgan Stanley | $4.9M | 0.1% | 26,034 |
| CARRCarrier Global Corp | $4.8M | 0.1% | 87,950 |
| SOLSSolstice Advanced Materials Inc | $4.5M | 0.1% | 79,663 |
| INTCIntel Corp | $4.3M | 0.1% | 36,160 |
| BPBP PLC | $4M | 0.1% | 90,308 |
| SRESempra | $3.9M | 0.1% | 50,171 |
| IVViShares Core S&P 500 ETF | $3.3M | 0.1% | 4,356 |
| CTVACorteva Inc | $3.3M | 0.1% | 42,481 |
| SPYState Street SPDR S&P 500 ETF Trust | $3.2M | 0.1% | 4,252 |
| CAHCardinal Health Inc | $3.2M | 0.1% | 14,359 |
| CVSCVS Health Corp | $3.2M | 0.1% | 37,217 |
| TGTTarget Corp | $3M | 0.1% | 19,084 |
| XELXcel Energy Inc | $3M | 0.1% | 42,193 |
| UNPUnion Pacific Corp | $2.8M | 0.1% | 10,282 |
| BRK.BBerkshire Hathaway Inc | $2.6M | 0.1% | 5,290 |
| METMetLife Inc | $2.5M | 0.1% | 26,310 |
| IPInternational Paper Co | $2.5M | 0.1% | 74,384 |
| GISGeneral Mills Inc | $2.3M | 0.1% | 71,900 |
| SNPSSynopsys Inc | $2.3M | 0.1% | 5,265 |
| WECWEC Energy Group Inc | $2.3M | 0.1% | 22,550 |
| DDDupont De Nemours Inc | $2.2M | 0.1% | 17,314 |
| Materion Corp Com | $2.1M | 0.1% | 7,900 |
| OTISOtis Worldwide Corp | $2.1M | 0.1% | 33,067 |
| DISWalt Disney Co | $2.1M | 0.1% | 19,683 |
| Sensient Technologies Corp | $2.1M | 0.1% | 15,790 |
| REGNRegeneron Pharmaceuticals Inc | $1.9M | 0.1% | 2,552 |
| SYFSynchrony Financial | $1.8M | 0.1% | 26,007 |
| IDXXIDEXX Laboratories Inc | $1.8M | 0.1% | 3,385 |
| XYLXylem Inc | $1.8M | 0.1% | 17,446 |
| EWEdwards Lifesciences Corp | $1.8M | 0.1% | 20,375 |
| CBSHCommerce Bancshares Inc | $1.7M | 0.0% | 31,355 |
| HEIHEICO Corp | $1.7M | 0.0% | 5,613 |
| IEFAiShares Core MSCI EAFE ETF | $1.7M | 0.0% | 17,101 |
| HALHalliburton Co | $1.6M | 0.0% | 51,000 |
| Medtronic plc | $1.6M | 0.0% | 18,237 |
| NFLXNetflix Inc | $1.6M | 0.0% | 22,400 |
| COSTCostco Wholesale Corp | $1.5M | 0.0% | 1,615 |
| IEMGiShares Core MSCI Emerging Markets ETF | $1.5M | 0.0% | 18,074 |
| DOWDow Inc | $1.4M | 0.0% | 52,228 |
| SSNCSS&C Technologies Holdings Inc | $1.4M | 0.0% | 18,375 |
| FTVFortive Corp | $1.4M | 0.0% | 25,000 |
| MARMarriott International Inc | $1.4M | 0.0% | 3,833 |
| DELLDell Technologies Inc | $1.3M | 0.0% | 2,496 |
| ZBHZimmer Biomet Holdings, Inc | $1.3M | 0.0% | 14,455 |
| UBERUber Technologies Inc | $1.3M | 0.0% | 18,725 |
| FITBFifth Third Bancorp | $1.3M | 0.0% | 25,171 |
| CICigna Group | $1.3M | 0.0% | 4,643 |
| GEHCGE Healthcare Technologies Inc | $1.3M | 0.0% | 19,130 |
| DEDeere & Co | $1.2M | 0.0% | 1,810 |
| ENBEnbridge Inc | $1.2M | 0.0% | 26,120 |
| CPBCampbell's Co | $1.2M | 0.0% | 61,055 |
| CCitigroup Inc | $1.2M | 0.0% | 9,069 |
| AVYAvery Dennison Corp | $1.1M | 0.0% | 6,685 |
| ITTITT Inc | $1.1M | 0.0% | 5,380 |
| TAT&T Inc | $1.1M | 0.0% | 43,715 |
| AXONAxon Enterprise Inc | $1M | 0.0% | 2,485 |
| CEGConstellation Energy Corp | $1M | 0.0% | 3,949 |
| ALVAutoliv Inc | $977.5K | 0.0% | 8,736 |
| VLTOVeralto Corp | $973.9K | 0.0% | 10,326 |
| SLBSLB NV | $782.5K | 0.0% | 16,062 |
| GSKGSK plc | $772K | 0.0% | 16,027 |
| LWLamb Weston Holdings Inc | $758.3K | 0.0% | 18,188 |
| HSYHershey Co | $756.5K | 0.0% | 4,800 |
| VMCVulcan Materials Co | $745.9K | 0.0% | 3,049 |
| FASTFastenal Co | $742K | 0.0% | 14,981 |
| SPIBSPDR Portfolio Intermediate Term Corporate Bond ETF | $732.3K | 0.0% | 22,687 |
| AMDAdvanced Micro Devices Inc | $710.9K | 0.0% | 1,162 |
| POSTPost Holdings Inc | $692.1K | 0.0% | 9,500 |
| Samsung Electronics GDR | $675.1K | 0.0% | 138 |
| TPLTexas Pacific Land Corp | $643.5K | 0.0% | 1,975 |
| LB Pharmaceuticals Inc | $632K | 0.0% | 16,466 |
| SPGIS&P Global Inc | $631.2K | 0.0% | 1,600 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $630.3K | 0.0% | 8,071 |
| WMWaste Management Inc | $606.3K | 0.0% | 2,973 |
| OXYOccidental Petroleum Corp | $605.8K | 0.0% | 10,950 |
| IBKRInteractive Brokers Group Inc | $580.9K | 0.0% | 6,800 |
| NOWServiceNow Inc | $577.4K | 0.0% | 4,309 |
| ADBEAdobe Inc | $551.9K | 0.0% | 2,300 |
| Bank Of New York Mellon Corp | $534.6K | 0.0% | 3,696 |
| TSLATesla Inc | $534K | 0.0% | 1,505 |
| iShares TR Ibonds Oct 2027 Term TIPS ETF | $530.6K | 0.0% | 20,488 |
| IBTHiShares iBonds Dec 2027 Term Treasury ETF | $529.6K | 0.0% | 23,729 |
| YUMYum! Brands Inc | $522.2K | 0.0% | 3,830 |
| Pentair plc | $517.7K | 0.0% | 9,770 |
| Asml Holding NV Eur0 09 (post Split) | $516.9K | 0.0% | 285 |
| HIGHartford Insurance Group Inc | $513.7K | 0.0% | 4,198 |
| MELIMercadoLibre Inc | $509.9K | 0.0% | 295 |
| GOVTiShares U.S. Treasury Bond ETF | $473.1K | 0.0% | 21,631 |
| FEFirstEnergy Corp | $470.9K | 0.0% | 10,867 |
| EMNEastman Chemical Co | $470.1K | 0.0% | 7,250 |
| SLViShares Silver Trust | $435.8K | 0.0% | 7,995 |
| CCJCameco Corp | $429K | 0.0% | 4,950 |
| FNVFranco-Nevada Corp | $427.4K | 0.0% | 1,795 |
| Advantest Corp NPV | $420.1K | 0.0% | 1,927 |
| BLKBlackRock Inc | $415.9K | 0.0% | 393 |
| ZTSZoetis Inc | $415.3K | 0.0% | 5,948 |
| Mitsubishi UFJ Financial Group | $413.2K | 0.0% | 17,550 |
| KEYSKeysight Technologies Inc | $409.5K | 0.0% | 1,125 |
| LPXLouisiana-Pacific Corp | $406.7K | 0.0% | 6,300 |
| Standard Chartered | $388.8K | 0.0% | 12,735 |
| WCNWaste Connections, Inc | $384.8K | 0.0% | 2,500 |
| Banco Santander | $377.1K | 0.0% | 26,932 |
| MUBiShares National Muni Bond ETF | $368.1K | 0.0% | 3,641 |
| BAXBaxter International Inc | $358.7K | 0.0% | 14,944 |
| FMSFresenius Medical Care AG | $358.1K | 0.0% | 16,000 |
| Tokio Marine Holdings Inc | $352.9K | 0.0% | 6,867 |
| VRTXVertex Pharmaceuticals Inc | $342.4K | 0.0% | 655 |
| CRMSalesforce Inc | $338.6K | 0.0% | 1,475 |
| WPMWheaton Precious Metals Corp | $334.3K | 0.0% | 2,500 |
| Iberdrola SA Euro | $326.7K | 0.0% | 13,955 |
| Hitachi NPV | $323.3K | 0.0% | 9,256 |
| WABWestinghouse Air Brake Technologies Corp | $323.1K | 0.0% | 1,125 |
| Astrazeneca PLC Ord | $317.1K | 0.0% | 1,962 |
| VBVanguard Small-Cap ETF | $312.9K | 0.0% | 1,100 |
| PAYXPaychex Inc | $305.4K | 0.0% | 3,100 |
| Prysmian Spa | $303.7K | 0.0% | 2,156 |
| Astrazeneca PLC | $296.6K | 0.0% | 1,818 |
| MAMastercard Inc | $293.4K | 0.0% | 532 |
| Deutsche Telekom Npv(regd) | $289.4K | 0.0% | 9,759 |
| BACBank of America Corp | $286.1K | 0.0% | 5,257 |
| Shell PLC Ord Eur0 07 | $285K | 0.0% | 6,011 |
| Sony Group Corporation | $283.8K | 0.0% | 11,862 |
| Allianz Se | $283.2K | 0.0% | 599 |
| Total | $282K | 0.0% | 3,280 |
| NVSNovartis AG | $277.7K | 0.0% | 1,948 |
| AAGIYAIA Group Ltd | $273.7K | 0.0% | 7,296 |
| SKHYSK Hynix Inc | $271.6K | 0.0% | 1,475 |
| COFCapital One Financial Corp | $271.1K | 0.0% | 1,404 |
| BNPQYBNP Paribas SA | $265.3K | 0.0% | 4,918 |
| ELVElevance Health Inc | $262.5K | 0.0% | 675 |
| VOVanguard Mid-Cap ETF | $259.3K | 0.0% | 3,307 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $255K | 0.0% | 7,096 |
| iShares TR Ibonds Dec 2026 Term Corp ETF | $249.9K | 0.0% | 10,309 |
| SONYSony Group Corp | $245.5K | 0.0% | 10,435 |
| VLOValero Energy Corp | $245K | 0.0% | 632 |
| VGITVanguard Scottsdale Intermediate Term Treasury | $243.4K | 0.0% | 4,296 |
| Coca-Cola HBC AG Ord CHF6 70 | $242K | 0.0% | 4,184 |
| MUMicron Technology Inc | $240.7K | 0.0% | 226 |
| LOWLowe's Companies Inc | $239.6K | 0.0% | 1,300 |
| CAGConagra Brands Inc | $236.8K | 0.0% | 17,618 |
| NTHN Star Res LTD NPV | $229K | 0.0% | 13,291 |
| Deutsche Post AG Npv(regd) | $229K | 0.0% | 3,537 |
| TTWOTake-Two Interactive Software Inc | $228.3K | 0.0% | 1,100 |
| Intesa Sanpaolo Eur0 52 | $225.6K | 0.0% | 29,886 |
| Aia Group LTD Hong | $224.6K | 0.0% | 23,942 |
| Rio Tinto | $222.9K | 0.0% | 2,364 |
| Tencent Holdings LTD | $221.5K | 0.0% | 4,033 |
| Vinci | $216.2K | 0.0% | 1,780 |
| SCHWCharles Schwab Corp | $215K | 0.0% | 2,200 |
| Linde plc | $213.6K | 0.0% | 450 |
| VGSHVanguard Short-Term Treasury ETF | $209.7K | 0.0% | 3,644 |
| SJMJ.M. Smucker Co | $207.1K | 0.0% | 1,742 |
| RHHBYRoche Holding AG | $204.4K | 0.0% | 3,910 |
| AAR Corp | $202.9K | 0.0% | 2,000 |
| ASXASE Technology Holding Co Ltd | $200.1K | 0.0% | 4,500 |
| Suzuki Motor Corp | $170.4K | 0.0% | 13,465 |
| Pitney Bowes Inc | $163.2K | 0.0% | 10,000 |
| Alibaba Group HLDG Usd | $156K | 0.0% | 11,481 |
| Z Holdings Corp | $153.7K | 0.0% | 47,099 |
| Gpo Mexico SA | $152.9K | 0.0% | 12,155 |
| Ping An Insurance Group Co-H | $114.9K | 0.0% | 17,085 |
| Citic Securities 'H'CNY1 | $98.5K | 0.0% | 31,661 |
| Norsk Hydro Asa Nok1 098 | $96.4K | 0.0% | 11,184 |
| BK Rakyat Idr250 | $77.8K | 0.0% | 442,655 |
| Grab Holdings Limited Class A Ord | $77.6K | 0.0% | 24,952 |
| China Merchants BK 'H'CNY1 | $76.5K | 0.0% | 11,657 |
| Xiaomi Corporation Usd0 0000025 (a & | $72.7K | 0.0% | 22,593 |
| China Res Land HKD0 10 | $67K | 0.0% | 17,199 |
| Bdo Unibank Inc PHP10 | $66.6K | 0.0% | 36,930 |
| CP All PCL THB1(NVDR) | $66.5K | 0.0% | 52,474 |
| Mitra Adiperkasa Idr50 | $65.7K | 0.0% | 757,743 |
| Dongfang Elect Cor 'H'CNY1 | $64.7K | 0.0% | 27,562 |
| Companhia De Saneamento Basico ADR | $59.3K | 0.0% | 11,169 |
| Airtel Africa PLC Ord Usd0 5 | $50.7K | 0.0% | 12,690 |
| Akbank Turk Anonim Sirketi | $33.1K | 0.0% | 12,092 |
| Elicio Therapeutics Inc Com | $25.3K | 0.0% | 13,899 |
Quarter ending 2026-09-30.
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