StockDriftsStockDriftsTop 50 Meyer Handelman CO Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | Microsoft Corporation | 5.03% | 476.7K | $177.8M | +0.07%(+345) | $58.26(+734.37%) | 2026-06-30 | |
| AAPL | Apple Inc | 4.58% | 559.0K | $161.7M | -0.96%(-5.42K) | $92.61(+229.75%) | 2026-06-30 | |
| GOOG | Alphabet Inc | 3.02% | 302.0K | $106.7M | -1.07%(-3.26K) | $93.52(+266.39%) | 2026-06-30 | |
| CAT | Caterpillar Inc | 2.96% | 98.2K | $104.6M | -5.98%(-6.24K) | $102.82(+745.67%) | 2026-06-30 | |
| JPM | JPMorgan Chase & Co | 2.94% | 317.2K | $103.8M | +1.24%(+3.90K) | $84.88(+329.69%) | 2026-06-30 | |
| IBM | International Business Machines Corp | 2.86% | 359.6K | $101.1M | +1.44%(+5.09K) | $127.18(+81.36%) | 2026-06-30 | |
| TT | Trane Technologies plc | 2.82% | 202.8K | $99.6M | -3.04%(-6.35K) | $156.45(+205.43%) | 2026-06-30 | |
| GLW | Corning Inc | 2.79% | 385.9K | $98.6M | -2.48%(-9.81K) | $15.41(+1000.77%) | 2026-06-30 | |
| AMZN | Amazon com Inc | 2.4% | 356.6K | $85.0M | +0.49%(+1.75K) | $94.70(+177.24%) | 2026-06-30 | |
| WMT | Walmart Inc | 2.32% | 723.8K | $82.0M | -2.96%(-22.11K) | $20.42(+462.86%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.15% | +44.88% | +8.59% | +51.01% |
| Top 20 Holdings Unweighted | +13.91% | +47.81% | +8.81% | +52.52% |
Meyer Handelman CO reports $3.53B in US-listed equity holdings across 274 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (5.0%), AAPL (4.6%) and GOOG (3.0%). The top 20 holdings account for 48.82% of reported assets. Its disclosed equity book has returned +44.88% on a three-year cumulative basis. Figures reflect the Q2 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