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Meyer Handelman Co Top Holdings and 13F Report (2025)

About Meyer Handelman Co

Investment Activity

  • Meyer Handelman Co has $2.87 billion in total holdings as of March 31, 2025.
  • Meyer Handelman Co owns shares of 213 different stocks, but just 55 companies or ETFs make up 80% of its holdings.
  • Approximately 1.50% of the portfolio was purchased this quarter.
  • About 1.99% of the portfolio was sold this quarter.
  • This quarter, Meyer Handelman Co has purchased 210 new stocks and bought additional shares in 36 stocks.
  • Meyer Handelman Co sold shares of 115 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Microsoft
$179,974,729
Apple
$130,478,940
Procter & Gamble
$94,348,091

Largest New Holdings this Quarter

30212P303 - Expedia Group
$5,718,426 Holding
501044101 - Kroger
$4,625,664 Holding
21037T109 - Constellation Energy
$287,726 Holding
929160109 - Vulcan Materials
$278,327 Holding
01609W102 - Alibaba Group
$264,460 Holding

Largest Purchases this Quarter

CME Group
22,336 shares (about $5.93M)
Expedia Group
34,018 shares (about $5.72M)
Adobe
14,060 shares (about $5.39M)
Kroger
68,336 shares (about $4.63M)
Verizon Communications
76,083 shares (about $3.45M)

Largest Sales this Quarter

QUALCOMM
18,580 shares (about $2.85M)
DOW
78,004 shares (about $2.72M)
Intel
109,429 shares (about $2.49M)
RTX
16,925 shares (about $2.24M)
Wells Fargo & Company
31,093 shares (about $2.23M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMeyer Handelman Co

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Microsoft Co. stock logo
MSFT
Microsoft
$179,974,729$29,656 0.0%479,4346.3%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$130,478,940$1,108,873 -0.8%587,3994.5%Computer and Technology
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$94,348,091$394,011 -0.4%553,6213.3%Consumer Staples
International Business Machines Co. stock logo
IBM
International Business Machines
$87,774,742$198,431 0.2%352,9913.1%Computer and Technology
Honeywell International Inc. stock logo
HON
Honeywell International
$86,458,584$107,781 -0.1%408,3053.0%Multi-Sector Conglomerates
Trane Technologies plc stock logo
TT
Trane Technologies
$83,995,167$1,771,188 -2.1%249,3032.9%Construction
McKesson Co. stock logo
MCK
McKesson
$73,767,780$1,094,955 -1.5%109,6122.6%Medical
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$73,478,143$255,848 0.3%299,5442.6%Finance
Walmart Inc. stock logo
WMT
Walmart
$66,282,240$396,460 -0.6%755,0092.3%Retail/Wholesale
Kimberly-Clark Co. stock logo
KMB
Kimberly-Clark
$62,636,817$150,895 0.2%440,4222.2%Consumer Staples
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$62,291,695$265,222 0.4%327,4032.2%Retail/Wholesale
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$50,392,602$3,451,125 7.4%1,110,9481.8%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$46,525,762$581,176 -1.2%297,8031.6%Computer and Technology
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$45,627,613$117,146 -0.3%383,6511.6%Energy
The Home Depot, Inc. stock logo
HD
Home Depot
$45,575,963$1,901,717 -4.0%124,3581.6%Retail/Wholesale
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$43,565,639$2,854,074 -6.1%283,6121.5%Computer and Technology
Amgen Inc. stock logo
AMGN
Amgen
$41,097,184$306,565 -0.7%131,9121.4%Medical
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$40,956,964$409,543 -1.0%365,5241.4%Medical
Caterpillar Inc. stock logo
CAT
Caterpillar
$40,940,053$108,834 -0.3%124,1361.4%Industrials
The Allstate Co. stock logo
ALL
Allstate
$38,829,973$2,052,064 5.6%187,5211.4%Finance
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$38,211,634$829,382 -2.1%619,2131.3%Computer and Technology
Sysco Co. stock logo
SYY
Sysco
$37,240,401$557,547 -1.5%496,2741.3%Consumer Staples
Chevron Co. stock logo
CVX
Chevron
$37,013,749$57,548 0.2%221,2551.3%Energy
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$36,970,106$155,006 -0.4%149,0671.3%Industrials
PepsiCo, Inc. stock logo
PEP
PepsiCo
$36,179,622$8,547 0.0%241,2941.3%Consumer Staples
Marathon Petroleum Co. stock logo
MPC
Marathon Petroleum
$35,247,656$33,509 -0.1%241,9361.2%Energy
AbbVie Inc. stock logo
ABBV
AbbVie
$33,993,363$1,546,886 4.8%162,2441.2%Medical
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$33,255,590$482,126 -1.4%545,2631.2%Medical
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$33,231,127$573,566 1.8%370,2221.2%Medical
McDonald's Co. stock logo
MCD
McDonald's
$32,978,776$630,675 -1.9%105,5761.1%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$32,892,289$72,045 0.2%57,0691.1%Computer and Technology
Pfizer Inc. stock logo
PFE
Pfizer
$32,734,136$237,284 -0.7%1,291,7971.1%Medical
General Electric stock logo
GE
General Electric
$32,555,799$86,865 -0.3%162,6571.1%Transportation
Visa Inc. stock logo
V
Visa
$30,399,251$104,437 0.3%86,7411.1%Business Services
Eaton Co. plc stock logo
ETN
Eaton
$30,031,507$1,651,911 -5.2%110,4791.0%Industrials
3M stock logo
MMM
3M
$29,228,958$206,779 0.7%199,0261.0%Multi-Sector Conglomerates
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$26,408,7120.0%146,9600.9%Computer and Technology
RTX Co. stock logo
RTX
RTX
$24,853,867$2,241,885 -8.3%187,6330.9%Aerospace
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$23,842,370$133,797 -0.6%28,8680.8%Medical
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$22,907,417$59,578 -0.3%74,9760.8%Business Services
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$22,572,317$206,305 -0.9%136,1090.8%Medical
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$21,688,926$497,797 -2.2%178,0700.8%Retail/Wholesale
Ingersoll Rand Inc. stock logo
IR
Ingersoll Rand
$21,576,728$73,548 0.3%269,6080.8%Industrials
The Coca-Cola Company stock logo
KO
Coca-Cola
$20,468,423$114,592 -0.6%285,7920.7%Consumer Staples
Corning Incorporated stock logo
GLW
Corning
$19,632,3870.0%428,8420.7%Computer and Technology
Omnicom Group Inc. stock logo
OMC
Omnicom Group
$18,665,611$2,886,677 18.3%225,1310.7%Business Services
PPG Industries, Inc. stock logo
PPG
PPG Industries
$18,617,166$743,143 -3.8%170,2530.6%Basic Materials
Alphabet Inc. stock logo
GOOGL
Alphabet
$17,474,165$198,558 1.1%112,9990.6%Computer and Technology
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$17,030,259$1,437,507 -7.8%240,2350.6%Utilities
Colgate-Palmolive stock logo
CL
Colgate-Palmolive
$16,248,517$1,687 0.0%173,4100.6%Consumer Staples
ConocoPhillips stock logo
COP
ConocoPhillips
$16,003,787$149,128 0.9%152,3880.6%Energy
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$15,773,053$2,232,167 -12.4%219,7110.5%Finance
NVIDIA Co. stock logo
NVDA
NVIDIA
$14,770,677$399,597 2.8%136,2860.5%Computer and Technology
Entergy Corporation stock logo
ETR
Entergy
$14,719,925$547,991 -3.6%172,1830.5%Utilities
TE CONNECTIVITY PLC
$14,359,526$4,240 0.0%101,6100.5%ORD SHS
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$14,231,621$19,367 -0.1%107,2870.5%Medical
Baxter International Inc. stock logo
BAX
Baxter International
$14,208,257$1,126,544 8.6%415,0820.5%Medical
CME Group Inc. stock logo
CME
CME Group
$12,944,295$5,925,517 84.4%48,7930.5%Finance
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$12,259,477$793,845 -6.1%180,6850.4%Consumer Staples
Freeport-McMoRan Inc. stock logo
FCX
Freeport-McMoRan
$12,164,910$1,289,777 -9.6%321,3130.4%Basic Materials
GE VERNOVA INC
$11,907,446$10,380 -0.1%39,0050.4%COM
Emerson Electric Co. stock logo
EMR
Emerson Electric
$11,360,678$200,093 -1.7%103,6180.4%Industrials
Genuine Parts stock logo
GPC
Genuine Parts
$11,295,902$101,269 -0.9%94,8120.4%Retail/Wholesale
Newmont Co. stock logo
NEM
Newmont
$11,218,968$19,071 -0.2%232,3730.4%Basic Materials
Otis Worldwide Co. stock logo
OTIS
Otis Worldwide
$10,603,284$291,334 -2.7%102,7450.4%Construction
Blackstone Inc. stock logo
BX
Blackstone
$10,406,901$78,277 -0.7%74,4520.4%Finance
Check Point Software Technologies Ltd. stock logo
CHKP
Check Point Software Technologies
$10,310,873$877,492 9.3%45,2390.4%Computer and Technology
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$10,147,337$1,293,068 -11.3%18,5750.4%Finance
Danaher Co. stock logo
DHR
Danaher
$10,112,035$542,840 -5.1%49,3270.4%Medical
Nucor Co. stock logo
NUE
Nucor
$9,791,103$51,746 -0.5%81,3620.3%Basic Materials
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$9,374,917$185,800 -1.9%31,7880.3%Basic Materials
International Paper stock logo
IP
International Paper
$9,362,605$77,358 -0.8%175,4940.3%Basic Materials
Philip Morris International Inc. stock logo
PM
Philip Morris International
$9,304,5940.0%58,6190.3%Consumer Staples
American Express stock logo
AXP
American Express
$9,271,463$11,031 -0.1%34,4600.3%Finance
NRG Energy, Inc. stock logo
NRG
NRG Energy
$8,971,044$1,431,423 19.0%93,9770.3%Utilities
Allegion plc stock logo
ALLE
Allegion
$8,707,292$318,583 -3.5%66,7430.3%Industrials
Duke Energy Co. stock logo
DUK
Duke Energy
$8,607,667$610,460 -6.6%70,5720.3%Utilities
Medtronic plc stock logo
MDT
Medtronic
$8,572,823$1,021,349 -10.6%95,4020.3%Medical
Salesforce, Inc. stock logo
CRM
Salesforce
$8,504,329$39,181 -0.5%31,6900.3%Computer and Technology
Starbucks Co. stock logo
SBUX
Starbucks
$8,501,755$263,470 -3.0%86,6730.3%Retail/Wholesale
AutoZone, Inc. stock logo
AZO
AutoZone
$8,178,413$152,511 1.9%2,1450.3%Retail/Wholesale
Carrier Global Co. stock logo
CARR
Carrier Global
$7,686,616$129,336 -1.7%121,2400.3%Computer and Technology
The Boeing Company stock logo
BA
Boeing
$7,594,762$1,057,410 -12.2%44,5310.3%Aerospace
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$7,400,966$63,704 -0.9%67,7310.3%Utilities
Johnson Controls International plc stock logo
JCI
Johnson Controls International
$7,400,962$1,779,804 -19.4%92,3850.3%Construction
Conagra Brands, Inc. stock logo
CAG
Conagra Brands
$7,250,400$1,616,736 -18.2%271,8560.3%Consumer Staples
Kellanova stock logo
K
Kellanova
$7,151,8830.0%86,7000.2%Consumer Discretionary
DuPont de Nemours, Inc. stock logo
DD
DuPont de Nemours
$7,140,528$1,046,341 -12.8%95,6150.2%Basic Materials
SS&C Technologies Holdings, Inc. stock logo
SSNC
SS&C Technologies
$7,125,527$887,506 14.2%85,3050.2%Computer and Technology
Jabil Inc. stock logo
JBL
Jabil
$7,118,638$183,558 2.6%52,3160.2%Computer and Technology
Adobe Inc. stock logo
ADBE
Adobe
$6,351,257$5,392,432 562.4%16,5600.2%Computer and Technology
General Mills, Inc. stock logo
GIS
General Mills
$6,162,675$215,244 -3.4%103,0720.2%Consumer Staples
HP Inc. stock logo
HPQ
HP
$6,068,097$127,679 -2.1%219,1440.2%Computer and Technology
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$6,015,9470.0%13,7410.2%Computer and Technology
Halliburton stock logo
HAL
Halliburton
$5,977,147$512,474 -7.9%235,5990.2%Energy
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$5,923,9040.0%22,4000.2%Finance
Dow Inc. stock logo
DOW
DOW
$5,749,753$2,723,900 -32.1%164,6550.2%Basic Materials
Avery Dennison Co. stock logo
AVY
Avery Dennison
$5,745,406$1,690,893 41.7%32,2830.2%Industrials
Expedia Group, Inc. stock logo
EXPE
Expedia Group
$5,718,426$5,718,426 New Holding34,0180.2%Retail/Wholesale
CVS Health Co. stock logo
CVS
CVS Health
$5,552,858$2,090,088 -27.3%81,9610.2%Medical

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