Meyer Handelman Co Top Holdings and 13F Report (2025) About Meyer Handelman CoInvestment ActivityMeyer Handelman Co has $3.03 billion in total holdings as of June 30, 2025.Meyer Handelman Co owns shares of 216 different stocks, but just 54 companies or ETFs make up 80% of its holdings.Approximately 1.01% of the portfolio was purchased this quarter.About 1.85% of the portfolio was sold this quarter.This quarter, Meyer Handelman Co has purchased 213 new stocks and bought additional shares in 41 stocks.Meyer Handelman Co sold shares of 104 stocks and completely divested from 3 stocks this quarter.Largest Holdings Microsoft $236,532,383Apple $119,362,982International Business Machines $104,707,920Trane Technologies $101,327,776Honeywell International $94,896,271 Largest New Holdings this Quarter L8681T102 - Spotify Technology $432,780 Holding14040H105 - Capital One Financial $298,715 Holding808513105 - Charles Schwab $227,370 Holding000361105 - AAR $206,370 Holding16119P108 - Charter Communications $200,726 Holding Largest Purchases this Quarter CME Group 12,779 shares (about $3.52M)Automatic Data Processing 9,177 shares (about $2.83M)Expedia Group 13,537 shares (about $2.28M)Adobe 5,900 shares (about $2.28M)Meta Platforms 3,084 shares (about $2.28M) Largest Sales this Quarter Trane Technologies 17,649 shares (about $7.72M)3M 18,746 shares (about $2.85M)Halliburton 122,600 shares (about $2.50M)QUALCOMM 13,473 shares (about $2.15M)Johnson & Johnson 13,950 shares (about $2.13M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMeyer Handelman Co Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$236,532,383$1,942,883 ▼-0.8%475,5287.8%Computer and TechnologyAAPLApple$119,362,982$1,153,671 ▼-1.0%581,7763.9%Computer and TechnologyIBMInternational Business Machines$104,707,920$653,232 ▲0.6%355,2073.5%Computer and TechnologyTTTrane Technologies$101,327,776$7,719,849 ▼-7.1%231,6543.3%ConstructionHONHoneywell International$94,896,271$189,797 ▼-0.2%407,4903.1%Multi-Sector ConglomeratesPGProcter & Gamble$87,433,223$769,675 ▼-0.9%548,7902.9%Consumer StaplesJPMJPMorgan Chase & Co.$87,280,015$439,214 ▲0.5%301,0592.9%FinanceMCKMcKesson$78,466,815$1,854,666 ▼-2.3%107,0812.6%MedicalWMTWalmart$73,707,444$117,336 ▼-0.2%753,8092.4%Retail/WholesaleAMZNAmazon.com$72,338,806$509,862 ▲0.7%329,7272.4%Retail/WholesaleKMBKimberly-Clark$56,957,501$178,296 ▲0.3%441,8051.9%Consumer StaplesGOOGAlphabet$54,579,001$1,751,726 ▲3.3%307,6781.8%Computer and TechnologyVZVerizon Communications$49,113,787$1,043,067 ▲2.2%1,135,0541.6%Computer and TechnologyCATCaterpillar$47,856,976$333,861 ▼-0.7%123,2761.6%IndustrialsHDHome Depot$45,357,401$237,216 ▼-0.5%123,7111.5%Retail/WholesaleMETAMeta Platforms$44,398,328$2,276,270 ▲5.4%60,1531.5%Computer and TechnologyCSCOCisco Systems$43,466,917$505,919 ▲1.2%626,5051.4%Computer and TechnologyQCOMQUALCOMM$43,022,338$2,145,710 ▼-4.8%270,1391.4%Computer and TechnologyGEGE Aerospace$41,738,362$127,923 ▼-0.3%162,1601.4%AerospaceXOMExxon Mobil$41,190,488$167,090 ▼-0.4%382,1011.4%EnergyMPCMarathon Petroleum$40,121,545$66,444 ▼-0.2%241,5361.3%EnergyGILDGilead Sciences$39,538,349$987,297 ▼-2.4%356,6191.3%MedicalETNEaton$38,945,467$494,431 ▼-1.3%109,0941.3%IndustrialsALLAllstate$38,410,351$660,498 ▲1.7%190,8021.3%FinanceITWIllinois Tool Works$36,678,796$178,020 ▼-0.5%148,3471.2%IndustrialsSYYSysco$36,122,224$1,465,569 ▼-3.9%476,9241.2%Consumer StaplesAMGNAmgen$35,960,573$870,577 ▼-2.4%128,7941.2%MedicalVVisa$31,828,102$1,030,710 ▲3.3%89,6441.0%Business ServicesPEPPepsiCo$31,363,329$497,131 ▼-1.6%237,5291.0%Consumer StaplesPFEPfizer$31,038,035$275,124 ▼-0.9%1,280,4471.0%MedicalCVXChevron$30,995,767$685,737 ▼-2.2%216,4661.0%EnergyABBVAbbVie$30,602,427$486,696 ▲1.6%164,8661.0%MedicalTXNTexas Instruments$30,510,381$1,453 ▼0.0%146,9531.0%Computer and TechnologyMCDMcDonald's$30,183,790$662,349 ▼-2.1%103,3091.0%Retail/WholesaleMRKMerck & Co., Inc.$29,380,076$73,302 ▲0.3%371,1481.0%MedicalMMM3M$27,445,828$2,853,891 ▼-9.4%180,2800.9%Multi-Sector ConglomeratesRTXRTX$26,073,477$1,324,693 ▼-4.8%178,5610.9%AerospaceADPAutomatic Data Processing$25,952,785$2,830,187 ▲12.2%84,1530.9%Computer and TechnologyBMYBristol Myers Squibb$24,439,083$801,141 ▼-3.2%527,9560.8%MedicalGLWCorning$22,289,851$262,950 ▼-1.2%423,8420.7%Computer and TechnologyIRIngersoll Rand$22,158,569$267,424 ▼-1.2%266,3930.7%IndustrialsLLYEli Lilly and Company$22,083,305$420,167 ▼-1.9%28,3290.7%MedicalNVDANVIDIA$21,857,442$325,617 ▲1.5%138,3470.7%Computer and TechnologyTJXTJX Companies$21,218,669$771,195 ▼-3.5%171,8250.7%Retail/WholesaleGE VERNOVA INC$20,651,137$11,641 ▲0.1%39,0270.7%COMGOOGLAlphabet$20,593,180$679,367 ▲3.4%116,8540.7%Computer and TechnologyKOCocaCola$20,006,331$213,453 ▼-1.1%282,7750.7%Consumer StaplesPPGPPG Industries$19,091,573$274,706 ▼-1.4%167,8380.6%Basic MaterialsJNJJohnson & Johnson$18,659,788$2,130,863 ▼-10.2%122,1590.6%MedicalWFCWells Fargo & Company$17,523,125$80,120 ▼-0.5%218,7110.6%FinanceTE CONNECTIVITY PLC$17,098,078$40,481 ▼-0.2%101,3700.6%ORD SHSOMCOmnicom Group$16,977,768$781,844 ▲4.8%235,9990.6%Business ServicesCMECME Group$16,970,475$3,522,148 ▲26.2%61,5720.6%FinanceNEENextEra Energy$16,682,667$5,554 ▲0.0%240,3150.6%UtilitiesNRGNRG Energy$15,773,131$682,304 ▲4.5%98,2260.5%UtilitiesCLColgate-Palmolive$15,762,9690.0%173,4100.5%Consumer StaplesABTAbbott Laboratories$14,578,504$13,601 ▼-0.1%107,1870.5%MedicalETREntergy$14,201,717$110,134 ▼-0.8%170,8580.5%UtilitiesFCXFreeport-McMoRan$13,805,372$123,548 ▼-0.9%318,4630.5%Basic MaterialsCOPConocoPhillips$13,775,718$100,419 ▲0.7%153,5070.5%EnergyEMREmerson Electric$13,640,326$175,062 ▼-1.3%102,3050.4%IndustrialsNEMNewmont$13,526,690$11,361 ▼-0.1%232,1780.4%Basic MaterialsBAXBaxter International$12,780,673$211,990 ▲1.7%422,0830.4%MedicalJBLJabil$11,792,885$382,765 ▲3.4%54,0710.4%Computer and TechnologyGPCGenuine Parts$11,386,399$115,244 ▼-1.0%93,8620.4%Retail/WholesaleGSThe Goldman Sachs Group$11,164,756$1,981,700 ▼-15.1%15,7750.4%FinanceBXBlackstone$11,037,807$98,723 ▼-0.9%73,7920.4%FinanceAXPAmerican Express$10,992,0510.0%34,4600.4%FinanceMDLZMondelez International$10,843,340$1,342,056 ▼-11.0%160,7850.4%Consumer StaplesPMPhilip Morris International$10,529,664$146,615 ▼-1.4%57,8140.3%Consumer StaplesNUENucor$10,507,248$32,385 ▼-0.3%81,1120.3%Basic MaterialsCHKPCheck Point Software Technologies$10,341,004$331,875 ▲3.3%46,7390.3%Computer and TechnologyDHRDanaher$9,744,0560.0%49,3270.3%MedicalALLEAllegion$9,357,711$261,290 ▼-2.7%64,9300.3%IndustrialsJCIJohnson Controls International$9,104,972$652,732 ▼-6.7%86,2050.3%ConstructionAPDAir Products and Chemicals$8,950,610$15,513 ▼-0.2%31,7330.3%Basic MaterialsBABoeing$8,843,423$487,157 ▼-5.2%42,2060.3%AerospaceOTISOtis Worldwide$8,750,992$1,422,818 ▼-14.0%88,3760.3%IndustrialsADBEAdobe$8,689,325$2,282,592 ▲35.6%22,4600.3%Computer and TechnologyCARRCarrier Global$8,604,582$268,973 ▼-3.0%117,5650.3%ConstructionCRMSalesforce$8,388,217$253,329 ▼-2.9%30,7610.3%Computer and TechnologyDUKDuke Energy$8,228,140$99,356 ▼-1.2%69,7300.3%UtilitiesAZOAutoZone$8,111,223$148,489 ▲1.9%2,1850.3%Retail/WholesaleIPInternational Paper$8,107,491$110,893 ▼-1.3%173,1260.3%Basic MaterialsEXPEExpedia Group$8,021,577$2,283,421 ▲39.8%47,5550.3%Retail/WholesaleDELLDell Technologies$7,942,764$501,802 ▲6.7%64,7860.3%Computer and TechnologySBUXStarbucks$7,898,323$43,524 ▼-0.5%86,1980.3%Retail/WholesaleSSNCSS&C Technologies$7,543,991$480,737 ▲6.8%91,1110.2%Computer and TechnologyMDTMedtronic$6,955,468$1,360,724 ▼-16.4%79,7920.2%MedicalKKellanova$6,895,2510.0%86,7000.2%Consumer DiscretionaryAEPAmerican Electric Power$6,867,459$160,309 ▼-2.3%66,1860.2%UtilitiesKRKroger$6,865,565$1,963,824 ▲40.1%95,7140.2%Retail/WholesaleAVYAvery Dennison$6,697,865$1,033,167 ▲18.2%38,1710.2%IndustrialsTRVTravelers Companies$5,992,8960.0%22,4000.2%FinanceDDDuPont de Nemours$5,883,582$674,651 ▼-10.3%85,7790.2%Basic MaterialsMSIMotorola Solutions$5,777,5410.0%13,7410.2%Computer and TechnologyMOAltria Group$5,289,892$40,631 ▲0.8%90,2250.2%Consumer StaplesHPQHP$5,123,000$237,262 ▼-4.4%209,4440.2%Computer and TechnologyCAGConagra Brands$4,992,428$572,464 ▼-10.3%243,8900.2%Consumer StaplesGISGeneral Mills$4,983,708$356,453 ▼-6.7%96,1920.2%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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