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Meyer Handelman Co

Portfolio Manager
Meyer Handelman Co
Performance
-3.16% (2026 Q1)
AUM (13F)
$3.22B
# of Holdings
220
Performance Rank
Allocation (Top 20)
49.3%

Meyer Handelman Co Holdings Map

Top 50 Meyer Handelman Co Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
MSFT
MICROSOFT CORP
5.48%476.4K$176.3M
+0.14%(+684)
2025-Q1: 479.4K shares2025-Q2: 475.5K shares2025-Q3: 475.9K shares2025-Q4: 475.7K shares2026-Q1: 476.4K shares
$58.03(+598.24%)
2026-03-31
AAPL
APPLE INC
4.45%564.4K$143.2M
-0.68%(-3.88K)
2025-Q1: 587.4K shares2025-Q2: 581.8K shares2025-Q3: 542.1K shares2025-Q4: 568.3K shares2026-Q1: 564.4K shares
$92.61(+222.72%)
2026-03-31
WMT
WALMART INC
2.88%745.9K$92.7M
-0.66%(-4.97K)
2025-Q1: 755.0K shares2025-Q2: 753.8K shares2025-Q3: 753.2K shares2025-Q4: 750.8K shares2026-Q1: 745.9K shares
$20.42(+543.97%)
2026-03-31
JPM
JPMORGAN CHASE & CO
2.87%313.3K$92.2M
+2.50%(+7.63K)
2025-Q1: 299.5K shares2025-Q2: 301.1K shares2025-Q3: 302.3K shares2025-Q4: 305.6K shares2026-Q1: 313.3K shares
$82.14(+265.55%)
2026-03-31
MCK
MCKESSON CORP
2.76%102.5K$88.7M
-2.31%(-2.43K)
2025-Q1: 109.6K shares2025-Q2: 107.1K shares2025-Q3: 101.4K shares2025-Q4: 104.9K shares2026-Q1: 102.5K shares
$127.38(+478.70%)
2026-03-31
GOOG
ALPHABET INC
2.72%305.3K$87.6M
-0.13%(-410)
2025-Q1: 297.8K shares2025-Q2: 307.7K shares2025-Q3: 303.7K shares2025-Q4: 305.7K shares2026-Q1: 305.3K shares
$93.52(+326.69%)
2026-03-31
HON
HONEYWELL INTL INC
2.71%386.1K$87.3M
-2.51%(-9.95K)
2025-Q1: 408.3K shares2025-Q2: 407.5K shares2025-Q3: 401.3K shares2025-Q4: 396.1K shares2026-Q1: 386.1K shares
$76.39(+185.32%)
2026-03-31
TT
TRANE TECHNOLOGIES PLC
2.71%209.2K$87.2M
-7.96%(-18.09K)
2025-Q1: 249.3K shares2025-Q2: 231.7K shares2025-Q3: 230.3K shares2025-Q4: 227.3K shares2026-Q1: 209.2K shares
$156.45(+201.07%)
2026-03-31
IBM
INTERNATIONAL BUSINESS MACHS
2.67%354.5K$85.9M
+0.27%(+966)
2025-Q1: 353.0K shares2025-Q2: 355.2K shares2025-Q3: 356.6K shares2025-Q4: 353.5K shares2026-Q1: 354.5K shares
$125.29(+71.32%)
2026-03-31
CAT
CATERPILLAR INC
2.3%104.5K$74.0M
-9.71%(-11.23K)
2025-Q1: 124.1K shares2025-Q2: 123.3K shares2025-Q3: 119.6K shares2025-Q4: 115.7K shares2026-Q1: 104.5K shares
$102.82(+777.59%)
2026-03-31

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