Meyer Handelman Co Top Holdings and 13F Report (2026) About Meyer Handelman CoInvestment ActivityMeyer Handelman Co has $3.22 billion in total holdings as of March 31, 2026.Meyer Handelman Co owns shares of 220 different stocks, but just 53 companies or ETFs make up 80% of its holdings.Approximately 2.02% of the portfolio was purchased this quarter.About 2.29% of the portfolio was sold this quarter.This quarter, Meyer Handelman Co has purchased 214 new stocks and bought additional shares in 34 stocks.Meyer Handelman Co sold shares of 110 stocks and completely divested from 6 stocks this quarter.Largest Holdings Microsoft $176,336,401Apple $143,243,898WALMART INC $92,696,599JPMorgan Chase & Co. $92,152,680McKesson $88,682,093 Largest New Holdings this Quarter 69370C100 - PTC $6,917,035 Holding03073E105 - Cencora $5,319,018 Holding46432F842 - iShares Core MSCI EAFE ETF $1,381,578 Holding316773100 - Fifth Third Bancorp $1,169,445 Holding46434G103 - iShares Core MSCI Emerging Markets ETF $1,149,062 Holding Largest Purchases this Quarter Motorola Solutions 22,218 shares (about $9.64M)PTC 48,544 shares (about $6.92M)Cencora 16,932 shares (about $5.32M)Omnicom Group 54,309 shares (about $4.09M)Royal Gold 14,572 shares (about $3.71M) Largest Sales this Quarter Caterpillar 11,235 shares (about $7.96M)Trane Technologies 18,087 shares (about $7.54M)NextEra Energy 48,400 shares (about $4.50M)Adobe 12,947 shares (about $3.15M)Otis Worldwide 32,776 shares (about $2.53M) 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$176,336,401$253,196 â–²0.1%476,3665.5%Computer and TechnologyAAPLApple$143,243,898$983,436 â–¼-0.7%564,4194.5%Computer and TechnologyWALMART INC$92,696,599$618,293 â–¼-0.7%745,8692.9%COMJPMJPMorgan Chase & Co.$92,152,680$2,243,264 â–²2.5%313,2742.9%FinanceMCKMcKesson$88,682,093$2,099,363 â–¼-2.3%102,4802.8%MedicalGOOGAlphabet$87,565,163$117,613 â–¼-0.1%305,2542.7%Computer and TechnologyHONHoneywell International$87,278,999$2,249,677 â–¼-2.5%386,1392.7%Multi-Sector ConglomeratesTTTrane Technologies$87,168,255$7,537,576 â–¼-8.0%209,1672.7%ConstructionIBMInternational Business Machines$85,924,588$234,149 â–²0.3%354,4892.7%Computer and TechnologyCATCaterpillar$74,024,152$7,959,548 â–¼-9.7%104,4862.3%IndustrialsAMZNAmazon.com$73,903,152$1,569,106 â–²2.2%354,8432.3%Retail/WholesalePGProcter & Gamble$73,577,302$752,532 â–¼-1.0%509,3972.3%Consumer StaplesXOMExxonMobil$64,726,478$200,199 â–¼-0.3%381,5072.0%EnergyVZVerizon Communications$62,511,199$1,776,829 â–²2.9%1,245,2431.9%Computer and TechnologyGLWCorning$53,810,399$486,773 â–¼-0.9%395,7521.7%Computer and TechnologyMPCMarathon Petroleum$53,579,929$2,016,194 â–¼-3.6%219,4281.7%EnergyCSCOCisco Systems$50,995,640$1,632,649 â–²3.3%657,2451.6%Computer and TechnologyGILDGilead Sciences$46,765,464$163,760 â–¼-0.3%335,5491.5%MedicalMRKMerck & Co., Inc.$45,795,004$290,861 â–²0.6%380,7051.4%MedicalGEGE Aerospace$45,413,416$25,539 â–¼-0.1%160,0361.4%AerospaceALLAllstate$43,750,606$875,389 â–²2.0%211,0091.4%FinanceKIMBERLY-CLARK CORP$43,162,125$587,502 â–²1.4%447,4151.3%COMCVXChevron$42,833,059$692,494 â–¼-1.6%207,0231.3%EnergyAMGNAmgen$40,731,915$1,219,512 â–¼-2.9%115,7651.3%MedicalMETAMeta Platforms$38,966,058$1,501,841 â–²4.0%68,1071.2%Computer and TechnologyABBVAbbVie$38,783,904$398,007 â–²1.0%178,3251.2%MedicalHDHome Depot$38,413,366$374,606 â–¼-1.0%116,7971.2%Retail/WholesaleETNEaton$37,111,482$236,062 â–¼-0.6%103,7591.2%IndustrialsITWIllinois Tool Works$36,137,622$143,159 â–¼-0.4%138,8361.1%IndustrialsPEPPepsiCo$35,973,549$159,172 â–¼-0.4%231,6541.1%Consumer StaplesGOOGLAlphabet$33,964,861$119,050 â–²0.4%118,1141.1%Computer and TechnologyRTXRTX$33,203,105$598,954 â–¼-1.8%172,1261.0%AerospaceVVisa$32,947,485$2,491,062 â–²8.2%109,0111.0%Business ServicesQCOMQualcomm$32,548,373$1,134,294 â–¼-3.4%252,7441.0%Computer and TechnologyGE VERNOVA INC$31,894,894$163,232 â–¼-0.5%36,5391.0%COMPFEPfizer$31,669,747$1,656,018 â–¼-5.0%1,127,8401.0%MedicalSYYSysco$31,627,579$230,467 â–¼-0.7%443,3981.0%Consumer StaplesMCDMcDonald's$29,392,965$70,860 â–¼-0.2%94,5750.9%Retail/WholesaleJNJJohnson & Johnson$28,014,290$42,288 â–¼-0.2%114,6060.9%MedicalTJXTJX Companies$26,371,900$535,155 â–¼-2.0%165,1340.8%Retail/WholesaleBMYBristol Myers Squibb$26,150,157$286,025 â–¼-1.1%431,1650.8%MedicalTXNTexas Instruments$26,114,354$205,788 â–¼-0.8%134,5130.8%Computer and TechnologyCMECME Group$25,788,190$1,912,982 â–²8.0%87,3140.8%FinanceLLYEli Lilly and Company$24,943,242$649,358 â–¼-2.5%27,1190.8%MedicalMMM3M$24,306,274$1,124,661 â–¼-4.4%167,3640.8%Multi-Sector ConglomeratesNEMNewmont$24,120,590$618,865 â–¼-2.5%222,8230.7%Basic MaterialsNVDANVIDIA$23,504,412$246,776 â–¼-1.0%134,7730.7%Computer and TechnologyCOPConocoPhillips$20,873,820$1,010,460 â–¼-4.6%158,1350.6%EnergyKOCocaCola$20,767,354$561,249 â–¼-2.6%273,0750.6%Consumer StaplesTE CONNECTIVITY PLC$20,055,469$627,060 â–¼-3.0%95,9500.6%ORD SHSIRIngersoll Rand$18,584,635$1,844,523 â–¼-9.0%231,9600.6%IndustrialsTSMTaiwan Semiconductor Manufacturing$18,216,181$3,466,015 â–²23.5%53,9020.6%Computer and TechnologyOMCOmnicom Group$18,109,494$4,090,011 â–²29.2%240,4660.6%Business ServicesADPAutomatic Data Processing$17,920,070$637,579 â–²3.7%88,1980.6%Computer and TechnologyNRGNRG Energy$17,549,806$762,705 â–²4.5%120,0890.5%UtilitiesWFCWells Fargo & Company$17,375,758$11,941 â–¼-0.1%218,2610.5%FinanceFCXFreeport-McMoRan$17,095,105$327,699 â–¼-1.9%290,8320.5%Basic MaterialsJBLJabil$16,885,833$600,589 â–²3.7%63,5690.5%Computer and TechnologyPPGPPG Industries$16,809,338$422,176 â–¼-2.5%157,2730.5%Basic MaterialsMSIMotorola Solutions$15,605,127$9,641,945 â–²161.7%35,9590.5%Computer and TechnologyNEENextEra Energy$15,161,731$4,495,392 â–¼-22.9%163,2400.5%UtilitiesEXPEExpedia Group$15,067,651$903,934 â–²6.4%65,2590.5%Retail/WholesaleCLColgate-Palmolive$14,015,221$85,230 â–¼-0.6%164,4400.4%Consumer StaplesETREntergy$13,869,494$23,596 â–¼-0.2%123,4380.4%UtilitiesRGLDRoyal Gold$12,872,104$3,708,428 â–²40.5%50,5800.4%Basic MaterialsEMREmerson Electric$12,772,485$20,308 â–¼-0.2%97,4850.4%IndustrialsDELLDell Technologies$12,592,054$1,056,341 â–²9.2%76,7200.4%Computer and TechnologyNUENucor$11,884,686$422,750 â–¼-3.4%70,2820.4%Basic MaterialsGSThe Goldman Sachs Group$11,839,630$308,786 â–¼-2.5%13,9950.4%FinanceKRKroger$11,013,699$920,853 â–²9.1%152,2070.3%Retail/WholesaleABTAbbott Laboratories$10,972,035$71,869 â–¼-0.7%106,8670.3%MedicalCHKPCheck Point Software Technologies$10,584,042$1,958,473 â–²22.7%74,0920.3%Computer and TechnologyAZOAutoZone$10,457,607$1,726,046 â–²19.8%3,0960.3%Retail/WholesaleAXPAmerican Express$10,394,7250.0%34,3650.3%FinanceJCIJohnson Controls International$10,255,742$120,474 â–¼-1.2%78,3180.3%ConstructionPMPhilip Morris International$9,477,123$10,747 â–¼-0.1%57,3190.3%Consumer StaplesALLEAllegion$9,033,2600.0%62,1740.3%IndustrialsGPCGenuine Parts$8,942,960$483,277 â–¼-5.1%84,5670.3%Retail/WholesaleDHRDanaher$8,784,547$284,400 â–¼-3.1%46,3320.3%MedicalMDLZMondelez International$8,339,759$239,206 â–¼-2.8%144,6870.3%Consumer StaplesBXBlackstone$8,297,333$119,015 â–¼-1.4%72,1570.3%FinanceSSNCSS&C Technologies$8,279,149$893,073 â–²12.1%122,5270.3%Computer and TechnologyAEPAmerican Electric Power$8,248,995$150,742 â–¼-1.8%62,9310.3%UtilitiesDUKDuke Energy$7,310,380$983,359 â–¼-11.9%55,8300.2%UtilitiesSBUXStarbucks$7,137,904$17,918 â–¼-0.3%79,6730.2%Retail/WholesaleBABoeing$7,107,560$298,545 â–¼-4.0%35,7110.2%AerospacePTCPTC$6,917,035$6,917,035 â–²New Holding48,5440.2%Computer and TechnologyAPDAir Products and Chemicals$6,759,121$389,257 â–¼-5.4%23,2680.2%Basic MaterialsTRVTravelers Companies$6,533,6320.0%22,4000.2%FinanceSOLSTICE ADVANCED MATLS INC$6,361,417$1,126,635 â–¼-15.0%83,5270.2%COM SHSPWRQuanta Services$6,217,652$494,118 â–¼-7.4%11,3250.2%ConstructionPSXPhillips 66$6,025,0570.0%33,0720.2%EnergyMOAltria Group$5,969,6530.0%90,4630.2%Consumer StaplesLMTLockheed Martin$5,827,528$97,911 â–²1.7%9,6420.2%AerospaceCARRCarrier Global$5,517,817$349,122 â–¼-6.0%97,9900.2%ConstructionCORCencora$5,319,018$5,319,018 â–²New Holding16,9320.2%MedicalSRESempra Energy$5,118,235$26,722 â–¼-0.5%52,6730.2%UtilitiesQNITY ELECTRONICS INC$4,797,1540.0%41,5770.1%COMMON STOCKIPInternational Paper$4,664,633$64,260 â–¼-1.4%130,6620.1%Basic MaterialsMSMorgan Stanley$4,499,0150.0%27,3380.1%FinanceShowing 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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