MEYER HANDELMAN CO
Sector Allocation
- Technology32.0%$1.1B
- Industrials15.3%$539.6M
- Healthcare10.1%$357.1M
- Consumer Staples10.0%$355.0M
- Financials8.7%$306.5M
- Consumer Discretionary7.3%$258.2M
- Materials6.7%$235.2M
- Energy5.1%$179.1M
- Communication Services2.2%$76.3M
- Utilities2.1%$75.6M
AUM History
13fpro.ai/research/fund/meyer-handelman-co-45319
Conviction and streaks
Stable · top 10 = 31.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
MSFT
$177.8MAAPL
$161.7MGOOG
$106.7MCAT
$104.6MJPM
$103.8MIBM
$101.1MTT
$99.6MGLW
$98.6MAMZN
$85.0MWMT
$82.0MCSCO
$78.0MPG
$74.0MMCK
$71.6MHON
$62.0MGE
$58.8MVZ
$54.1MMPC
$53.7MXOM.R34088
$51.5MALL
$51.5MMRK
$49.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/meyer-handelman-co-45319
MEYER HANDELMAN CO 13F holdings — Q2 2026
$3.5B portfolio (+9.9% QoQ) · 274 holdings · Q2 2026 13F · top 10 are 32% of the stock portfolio
$177.8M
5.0% of stocks
+0.1%This quarter+9.2%Since filed2+ qtrsHeld$161.7M
4.6% of stocks
-1.0%This quarter+13.3%Since filed2+ qtrsHeld$106.7M
3.0% of stocks
-1%This quarter-15.7%Since filed2+ qtrsHeld$104.6M
3.0% of stocks
-6%This quarter-16.6%Since filed2+ qtrsHeld$103.8M
2.9% of stocks
+1%This quarter-5.3%Since filed2+ qtrsHeld$101.1M
2.9% of stocks
+1%This quarter+12.0%Since filed2+ qtrsHeld$99.6M
2.8% of stocks
-3%This quarter-1.3%Since filed2+ qtrsHeld$98.6M
2.8% of stocks
-2%This quarter-12.9%Since filed2+ qtrsHeld$85.0M
2.4% of stocks
+0.5%This quarter-12.3%Since filed2+ qtrsHeld$82.0M
2.3% of stocks
-3%This quarter+8.7%Since filed2+ qtrsHeld
All holdings — MEYER HANDELMAN CO (Q2 2026)
274 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | CISCO SYSTEMS, INC. | Technology | $78.0M | 2.2% | 664K | +1% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | PROCTER & GAMBLE Co | Consumer Staples | $74.0M | 2.1% | 505K | -0.9% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | MCKESSON CORP | Consumer Staples | $71.6M | 2.0% | 95K | -8% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | HONEYWELL INTERNATIONAL INC | Industrials | $62.0M | 1.8% | 277K | -28% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | GENERAL ELECTRIC CO | Industrials | $58.8M | 1.7% | 157K | -2% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | VERIZON COMMUNICATIONS INC | Communication Services | $54.1M | 1.5% | 1.28M | +3% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Marathon Petroleum Corp | Energy | $53.7M | 1.5% | 210K | -4% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | EXXON MOBIL CORP | Energy | $51.5M | 1.5% | 377K | -1% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | ALLSTATE CORP | Financials | $51.5M | 1.5% | 216K | +3% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Merck & Co., Inc. | Healthcare | $49.1M | 1.4% | 382K | +0.4% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | AbbVie Inc. | Healthcare | $46.2M | 1.3% | 184K | +3% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | QUALCOMM INC/DE | Technology | $44.1M | 1.3% | 239K | -6% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | KIMBERLY CLARK CORP | Materials | $43.3M | 1.2% | 395K | -12% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Eaton Corp plc | Industrials | $42.9M | 1.2% | 101K | -3% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | GE Vernova Inc. | Industrials | $42.5M | 1.2% | 36K | -1% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $GOOGL | Alphabet Inc. | Technology | $42.3M | 1.2% | 118K | +0.1% | |||
| 27 | $HONA | Honeywell Aerospace Inc. | Industrials | $42.1M | 1.2% | 1.90M | New | |||
| 28 | $AMGN | AMGEN INC | Healthcare | $40.2M | 1.1% | 111K | -4% | |||
| 29 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $40.0M | 1.1% | 317K | -6% | |||
| 30 | $META | Meta Platforms, Inc. | Technology | $39.8M | 1.1% | 71K | +4% | |||
| 31 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $39.7M | 1.1% | 113K | -4% | |||
| 32 | $TXN | TEXAS INSTRUMENTS INC | Technology | $39.0M | 1.1% | 131K | -3% | |||
| 33 | $V | VISA INC. | Financials | $37.7M | 1.1% | 110K | +0.9% | |||
| 34 | $NVDA | NVIDIA CORP | Technology | $37.3M | 1.1% | 186K | +38% | |||
| 35 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $37.1M | 1.1% | 137K | -1% | |||
| 36 | $SYY | SYSCO CORP | Consumer Discretionary | $36.0M | 1.0% | 431K | -3% | |||
| 37 | $DELL | Dell Technologies Inc. | Technology | $34.1M | 1.0% | 79K | +3% | |||
| 38 | $CVX | CHEVRON CORP | Energy | $33.8M | 1.0% | 204K | -2% | |||
| 39 | $LLY | ELI LILLY & Co | Healthcare | $32.2M | 0.9% | 27K | -1% | |||
| 40 | $RTX | RTX Corp | Industrials | $32.1M | 0.9% | 169K | -2% | |||
| 41 | $PEP | PEPSICO INC | Consumer Staples | $31.2M | 0.9% | 230K | -0.5% | |||
| 42 | $JNJ | JOHNSON & JOHNSON | Healthcare | $28.7M | 0.8% | 113K | -1% | |||
| 43 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $28.4M | 0.8% | 59K | +10% | |||
| 44 | $PFE | PFIZER INC | Healthcare | $26.5M | 0.8% | 1.10M | -3% | |||
| 45 | $MMM | 3M CO | Healthcare | $26.2M | 0.7% | 162K | -3% | |||
| 46 | $MCD | MCDONALDS CORP | Consumer Discretionary | $25.5M | 0.7% | 94K | -0.3% | |||
| 47 | $JBL | JABIL INC | Technology | $24.7M | 0.7% | 64K | +1.0% | |||
| 48 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $23.8M | 0.7% | 412K | -4% | |||
| 49 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $23.2M | 0.7% | 153K | -7% | |||
| 50 | $KO | COCA COLA CO | Consumer Staples | $21.8M | 0.6% | 268K | -2% | |||
| 51 | $CME | CME GROUP INC. | Financials | $20.7M | 0.6% | 94K | +7% | |||
| 52 | $NEM | NEWMONT Corp /DE/ | Materials | $20.6M | 0.6% | 221K | -1.0% | |||
| 53 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $20.3M | 0.6% | 91K | +3% | |||
| 54 | $TEL | TE Connectivity plc | Technology | $19.1M | 0.5% | 95K | -1% | |||
| 55 | $NRG | NRG ENERGY, INC. | Utilities | $19.0M | 0.5% | 130K | +8% | |||
| 56 | $PPG | PPG INDUSTRIES INC | Materials | $18.9M | 0.5% | 156K | -0.8% | |||
| 57 | $IR | Ingersoll Rand Inc. | Industrials | $18.8M | 0.5% | 229K | -1% | |||
| 58 | $MSI | Motorola Solutions, Inc. | Technology | $18.5M | 0.5% | 45K | +24% | |||
| 59 | $FCX | FREEPORT-MCMORAN INC | Materials | $18.3M | 0.5% | 291K | — | |||
| 60 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $17.8M | 0.5% | 216K | -1% | |||
| 61 | $OMC | OMNICOM GROUP INC. | Communication Services | $17.8M | 0.5% | 244K | +1% | |||
| 62 | $EXPE | Expedia Group, Inc. | Consumer Discretionary | $17.5M | 0.5% | 69K | +5% | |||
| 63 | $COP | CONOCOPHILLIPS | Energy | $16.0M | 0.5% | 154K | -2% | |||
| 64 | $NUE | NUCOR CORP | Materials | $15.6M | 0.4% | 70K | -0.2% | |||
| 65 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $15.0M | 0.4% | 164K | -0.6% | |||
| 66 | $NEE | NEXTERA ENERGY INC | Utilities | $14.3M | 0.4% | 163K | -0.1% | |||
| 67 | $GS | GOLDMAN SACHS GROUP INC | Financials | $14.0M | 0.4% | 14K | -1.0% | |||
| 68 | $ETR | ENTERGY CORP /DE/ | Utilities | $13.7M | 0.4% | 120K | -3% | |||
| 69 | $EMR | EMERSON ELECTRIC CO | Industrials | $13.7M | 0.4% | 96K | -2% | |||
| 70 | $AXP | AMERICAN EXPRESS CO | Financials | $11.6M | 0.3% | 34K | — | |||
| 71 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $11.6M | 0.3% | 52K | New | |||
| 72 | $JCI | Johnson Controls International plc | Industrials | $11.4M | 0.3% | 78K | -0.4% | |||
| 73 | $RGLD | ROYAL GOLD INC | Financials | $10.9M | 0.3% | 55K | +8% | |||
| 74 | $PTC | PTC INC. | Technology | $10.6M | 0.3% | 93K | +91% | |||
| 75 | $PM | Philip Morris International Inc. | Consumer Staples | $10.4M | 0.3% | 57K | +0.0% | |||
| 76 | $CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | Technology | $10.2M | 0.3% | 78K | +5% | |||
| 77 | $AZO | AUTOZONE INC | Consumer Discretionary | $10.2M | 0.3% | 3,182 | +3% | |||
| 78 | $TRGP | Targa Resources Corp. | Energy | $9.9M | 0.3% | 37K | New | |||
| 79 | $ABT | ABBOTT LABORATORIES | Healthcare | $9.8M | 0.3% | 108K | +1% | |||
| 80 | $GPC | GENUINE PARTS CO | Consumer Discretionary | $9.8M | 0.3% | 83K | -2% | |||
| 81 | $KR | KROGER CO | Consumer Staples | $8.8M | 0.3% | 158K | +4% | |||
| 82 | $ALLE | Allegion plc | Industrials | $8.6M | 0.2% | 61K | -1% | |||
| 83 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $8.5M | 0.2% | 62K | -1.0% | |||
| 84 | $BX | Blackstone Inc. | Financials | $8.5M | 0.2% | 72K | -0.2% | |||
| 85 | $PWR | QUANTA SERVICES, INC. | Industrials | $8.1M | 0.2% | 11K | -0.3% | |||
| 86 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $7.9M | 0.2% | 77K | -3% | |||
| 87 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $7.8M | 0.2% | 135K | -7% | |||
| 88 | $DHR | DANAHER CORP /DE/ | Healthcare | $7.8M | 0.2% | 41K | -12% | |||
| 89 | $HPE | Hewlett Packard Enterprise Co | Technology | $7.5M | 0.2% | 166K | -2% | |||
| 90 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $7.4M | 0.2% | 22K | — | |||
| 91 | $SOLS | Solstice Advanced Materials Inc. | Healthcare | $7.3M | 0.2% | 83K | -1% | |||
| 92 | $BA | BOEING CO | Industrials | $7.2M | 0.2% | 33K | -7% | |||
| 93 | $COR | Cencora, Inc. | Consumer Staples | $7.0M | 0.2% | 25K | +46% | |||
| 94 | $CARR | CARRIER GLOBAL Corp | Industrials | $6.8M | 0.2% | 92K | -6% | |||
| 95 | $Q | Qnity Electronics, Inc. | Technology | $6.8M | 0.2% | 41K | -0.2% | |||
| 96 | $APD | Air Products & Chemicals, Inc. | Materials | $6.7M | 0.2% | 23K | -2% | |||
| 97 | $DUK | Duke Energy CORP | Utilities | $6.6M | 0.2% | 52K | -6% | |||
| 98 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $6.5M | 0.2% | 90K | — | |||
| 99 | $MS | MORGAN STANLEY | Financials | $5.6M | 0.2% | 27K | -2% | |||
| 100 | $PSX | Phillips 66 | Energy | $5.5M | 0.2% | 33K | -1% | |||
| 101 | $SWK | STANLEY BLACK & DECKER, INC. | Industrials | $5.5M | 0.2% | 58K | -5% | |||
| 102 | $INTC | INTEL CORP | Technology | $5.0M | 0.1% | 36K | -9% | |||
| 103 | $LMT | LOCKHEED MARTIN CORP | Industrials | $5.0M | 0.1% | 9,814 | +2% | |||
| 104 | $SRE | SEMPRA | Utilities | $4.7M | 0.1% | 51K | -3% | |||
| 105 | $CVS | CVS HEALTH Corp | Healthcare | $4.1M | 0.1% | 40K | -9% | |||
| 106 | $XEL | XCEL ENERGY INC | Utilities | $3.9M | 0.1% | 48K | -2% | |||
| 107 | $HPQ | HP INC | Technology | $3.8M | 0.1% | 173K | -11% | |||
| 108 | $CTVA | Corteva, Inc. | Consumer Staples | $3.6M | 0.1% | 42K | -8% | |||
| 109 | $CAH | CARDINAL HEALTH INC | Consumer Staples | $3.5M | 0.1% | 15K | — | |||
| 110 | $BP | BP PLC | Energy | $3.4M | 0.1% | 92K | -2% | |||
| 111 | — | iShares TR Core S&P 500 ETF - CORE S&P500 ETF | — | $3.3M | 0.1% | 4,456 | -1% | |||
| 112 | $IP | INTERNATIONAL PAPER CO /NEW/ | Materials | $3.2M | 0.1% | 84K | -36% | |||
| 113 | $SPY | SPDR S&P 500 ETF TRUST | — | $3.2M | 0.1% | 4,247 | +41% | |||
| 114 | $SSNC | SS&C Technologies Holdings Inc | Technology | $3.0M | 0.1% | 48K | -60% | |||
| 115 | $UNP | UNION PACIFIC CORP | Industrials | $2.8M | 0.1% | 10K | +4% | |||
| 116 | $GIS | GENERAL MILLS INC | Consumer Staples | $2.7M | 0.1% | 77K | -4% | |||
| 117 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $2.6M | 0.1% | 5,290 | — | |||
| 118 | $WEC | WEC ENERGY GROUP, INC. | Utilities | $2.6M | 0.1% | 23K | — | |||
| 119 | $OTIS | Otis Worldwide Corp | Industrials | $2.6M | 0.1% | 36K | -27% | |||
| 120 | $TGT | TARGET CORP | Consumer Staples | $2.5M | 0.1% | 19K | -21% | |||
| 121 | $MTRN | MATERION Corp | Industrials | $2.3M | 0.1% | 7,900 | — | |||
| 122 | $SNPS | SYNOPSYS INC | Technology | $2.3M | 0.1% | 5,265 | — | |||
| 123 | $DD | DuPont de Nemours, Inc. | Materials | $2.3M | 0.1% | 17K | -70% | |||
| 124 | $HAL | HALLIBURTON CO | Energy | $2.3M | 0.1% | 68K | -0.3% | |||
| 125 | $MET | METLIFE INC | Financials | $2.2M | 0.1% | 26K | -5% | |||
| 126 | $XYL | Xylem Inc. | Industrials | $2.2M | 0.1% | 18K | -7% | |||
| 127 | $EW | Edwards Lifesciences Corp | Healthcare | $2.1M | 0.1% | 23K | -10% | |||
| 128 | $HEI | HEICO CORP | Industrials | $2.0M | 0.1% | 5,613 | — | |||
| 129 | $SYF | Synchrony Financial | Financials | $2.0M | 0.1% | 26K | -1% | |||
| 130 | $SXT | SENSIENT TECHNOLOGIES CORP | Materials | $1.9M | 0.1% | 16K | — | |||
| 131 | $DIS | Walt Disney Co | Communication Services | $1.9M | 0.1% | 20K | — | |||
| 132 | $CBSH | COMMERCE BANCSHARES INC /MO/ | Financials | $1.8M | 0.1% | 31K | — | |||
| 133 | $IDXX | IDEXX LABORATORIES INC /DE | Healthcare | $1.8M | 0.1% | 3,369 | — | |||
| 134 | — | iShares TR Core MSCI EAFE ETF - CORE MSCI EAFE | — | $1.7M | 0.1% | 17K | +12% | |||
| 135 | $MDT | Medtronic plc | Healthcare | $1.6M | 0.1% | 21K | -56% | |||
| 136 | $REGN | REGENERON PHARMACEUTICALS, INC. | Healthcare | $1.6M | 0.1% | 2,609 | +1% | |||
| 137 | $NFLX | NETFLIX INC | Communication Services | $1.6M | 0.1% | 23K | -25% | |||
| 138 | $CPB | CAMPBELL'S Co | Consumer Staples | $1.6M | 0.0% | 71K | -9% | |||
| 139 | $ENB | ENBRIDGE INC | Energy | $1.6M | 0.0% | 29K | -10% | |||
| 140 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.5M | 0.0% | 1,655 | +1% | |||
| 141 | $DOW | DOW INC. | Materials | $1.5M | 0.0% | 56K | -9% | |||
| 142 | $FTV | Fortive Corp | Industrials | $1.5M | 0.0% | 25K | — | |||
| 143 | — | iShares Inc Core MSCI Emerging MKTS ETF - MSCI AUST ETF | — | $1.5M | 0.0% | 18K | +10% | |||
| 144 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $1.4M | 0.0% | 3,833 | — | |||
| 145 | $FITB | FIFTH THIRD BANCORP | Financials | $1.4M | 0.0% | 25K | — | |||
| 146 | $AXON | AXON ENTERPRISE, INC. | Industrials | $1.4M | 0.0% | 2,485 | New | |||
| 147 | $C | CITIGROUP INC | Financials | $1.4M | 0.0% | 9,925 | -3% | |||
| 148 | $AVGO | Broadcom Inc. | Technology | $1.4M | 0.0% | 3,605 | +22% | |||
| 149 | $UBER | Uber Technologies, Inc | Technology | $1.4M | 0.0% | 19K | -3% | |||
| 150 | $CI | Cigna Group | Healthcare | $1.3M | 0.0% | 4,643 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 57 new, 42 added to, 111 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.
New positions (57)
$HONAHoneywell Aerospace Inc.$42.1M
first bought this quarter
$TRGPTarga Resources Corp.$9.9M
first bought this quarter
$AXONAXON ENTERPRISE, INC.$1.4M
first bought this quarter
- Samsung Electronics GDR - COM$938K
first bought this quarter
$IAUISHARES GOLD TRUST$609K
first bought this quarter
- Asml Holding NV Eur0 09 (post Split) - COM$561K
first bought this quarter
+51 more in the Excel export
Added to (42)
$NVDANVIDIA CORP+38%
now $37.3M · held 2+ qtrs
$PTCPTC INC.+91%
now $10.6M · held 2+ qtrs
$MSIMotorola Solutions, Inc.+24%
now $18.5M · held 2+ qtrs
$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD+10%
now $28.4M · held 2+ qtrs
$CORCencora, Inc.+46%
now $7.0M · held 2+ qtrs
$METAMeta Platforms, Inc.+4%
now $39.8M · held 2+ qtrs
+36 more in the Excel export
Trimmed (111)
now $62.0M · held 2+ qtrs
now $104.6M · held 2+ qtrs
now $71.6M · held 2+ qtrs
$KMBKIMBERLY CLARK CORP-12%
now $43.3M · held 2+ qtrs
$DDDuPont de Nemours, Inc.-70%
now $2.3M · held 2+ qtrs
$SSNCSS&C Technologies Holdings Inc-60%
now $3.0M · held 2+ qtrs
+105 more in the Excel export
Holdings by quarter
Every 13F MEYER HANDELMAN CO has filed, 38 earlier quarters. Pick one to see what it held then.
Is it too late to follow MEYER HANDELMAN?
Q2 2026 13F filed with the SEC on Aug 3, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of MEYER HANDELMAN's top 20 holdings: 70/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-0.6%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter
Top 10 weight
32%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2026 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
MEYER HANDELMAN CO disclosed 274 positions worth $3.5B in its Form 13F-HR for Q2 2026, led by $MSFT (MICROSOFT CORP) at 5.0% of the equity portfolio, followed by $AAPL and $GOOG. During the quarter the fund opened 57 new positions and exited 6 — including a new stake in $HONA and a full exit from $SDA. The portfolio is most concentrated in Technology (32.0% of disclosed assets). All figures are sourced directly from MEYER HANDELMAN CO’s Form 13F-HR filing with the SEC under CIK 45319.
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AI-Powered Hedge Fund Analysis: MEYER HANDELMAN CO
13F Pro is an AI hedge fund tracker and stock research platform. For MEYER HANDELMAN CO (SEC CIK: 45319), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in MEYER HANDELMAN CO's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.