StockDriftsStockDriftsTop 50 Meyer Handelman CO Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | Microsoft Corporation | 7.02% | 478.0K | $245.2M | +0.28%(+1.33K) | $59.33(+795.61%) | 2026-09-30 | |
| AAPL | Apple Inc | 5.24% | 550.2K | $183.2M | -1.57%(-8.78K) | $92.61(+274.80%) | 2026-09-30 | |
| JPM | JPMorgan Chase & Co | 3.02% | 319.4K | $105.7M | +0.71%(+2.26K) | $86.61(+287.71%) | 2026-09-30 | |
| GOOG | Alphabet Inc | 2.94% | 301.7K | $102.8M | -0.08%(-253) | $93.52(+238.79%) | 2026-09-30 | |
| TT | Trane Technologies plc | 2.61% | 201.6K | $91.1M | -0.61%(-1.24K) | $156.45(+194.71%) | 2026-09-30 | |
| AMZN | Amazon com Inc | 2.56% | 359.3K | $89.5M | +0.76%(+2.71K) | $95.82(+164.14%) | 2026-09-30 | |
| IBM | International Business Machines Corp | 2.3% | 365.5K | $80.4M | +1.65%(+5.94K) | $129.19(+93.71%) | 2026-09-30 | |
| MPC | Marathon Petroleum Corporation | 2.26% | 200.1K | $79.1M | -4.73%(-9.95K) | $48.48(+799.21%) | 2026-09-30 | |
| MCK | McKesson Corporation | 2.2% | 90.0K | $76.8M | -5.04%(-4.78K) | $127.38(+659.13%) | 2026-09-30 | |
| CAT | Caterpillar Inc | 2.15% | 92.5K | $75.0M | -5.82%(-5.72K) | $102.82(+593.78%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.03% | +52.21% | +9.00% | +53.90% |
| Top 20 Holdings Unweighted | +15.53% | +54.21% | +9.33% | +56.22% |
Meyer Handelman CO reports $3.49B in US-listed equity holdings across 275 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (7.0%), AAPL (5.2%) and JPM (3.0%). The top 20 holdings account for 49.29% of reported assets. Its disclosed equity book has returned +52.21% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Meyer Handelman CO’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 45319). View Meyer Handelman CO’s 13F filings on SEC