EdgeMarket › What Meyer Handelman Co reported owning

What Meyer Handelman Co reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

3.2B

Positions

220

Quarter

2026-03-31

Shown below

50
largest by value
holdingvalue% of booksharesprice1y
MSFT
MICROSOFT CORP
176.3M5.5%476.4K483.24-4.4%
AAPL
Apple Inc.
143.2M4.5%564.4K309.35+36.9%
WMT
Walmart Inc.
92.7M2.9%745.9K103.70+1.1%
JPM
JPMORGAN CHASE & CO
92.2M2.9%313.3K351.58+20.3%
MCK
MCKESSON CORP
88.7M2.8%102.5K858.90+22.2%
GOOG
Alphabet Inc.
87.6M2.7%305.3K341.75+70.7%
HON
HONEYWELL INTERNATIONAL INC
87.3M2.7%386.1K215.90-50.3%
TT
Trane Technologies plc
87.2M2.7%209.2K453.43+6.4%
IBM
INTERNATIONAL BUSINESS MACHINES CORP
85.9M2.7%354.5K235.68-2.8%
CAT
CATERPILLAR INC
74.0M2.3%104.5K827.90+96.8%
AMZN
AMAZON COM INC
73.9M2.3%354.8K258.63+15.6%
PG
PROCTER & GAMBLE Co
73.6M2.3%509.4K144.68-9.3%
XOM
ExxonMobil Holdings Corp
64.7M2.0%381.5K165.11+52.1%
VZ
VERIZON COMMUNICATIONS INC
62.5M1.9%1.2M49.45+9.7%
GLW
CORNING INC /NY
53.8M1.7%395.8K149.84+132.0%
MPC
Marathon Petroleum Corp
53.6M1.7%219.4K360.72+117.5%
CSCO
CISCO SYSTEMS, INC.
51.0M1.6%657.2K111.04+65.5%
GILD
GILEAD SCIENCES, INC.
46.8M1.5%335.5K146.12+23.1%
MRK
Merck & Co., Inc.
45.8M1.4%380.7K152.55+80.2%
GE
GENERAL ELECTRIC CO
45.4M1.4%160.0K348.37+30.7%
ALL
ALLSTATE CORP
43.8M1.4%211.0K253.83+18.8%
KMB
KIMBERLY CLARK CORP
43.2M1.3%447.4K109.31-18.0%
CVX
CHEVRON CORP
42.8M1.3%207.0K205.27+34.0%
AMGN
AMGEN INC
40.7M1.3%115.8K439.33+48.2%
META
Meta Platforms, Inc.
39.0M1.2%68.1K549.90-26.5%
ABBV
AbbVie Inc.
38.8M1.2%178.3K264.96+26.7%
HD
HOME DEPOT, INC.
38.4M1.2%116.8K335.61-16.5%
ETN
Eaton Corp plc
37.1M1.2%103.8K419.20+21.1%
ITW
ILLINOIS TOOL WORKS INC
36.1M1.1%138.8K282.29+7.7%
PEP
PEPSICO INC
36.0M1.1%231.7K143.48-4.8%
GOOGL
Alphabet Inc.
34.0M1.1%118.1K344.82+73.0%
RTX
RTX Corp
33.2M1.0%172.1K209.91+34.1%
V
VISA INC.
32.9M1.0%109.0K371.04+7.9%
QCOM
QUALCOMM INC/DE
32.5M1.0%252.7K160.75+3.4%
GEV
GE Vernova Inc.
31.9M1.0%36.5K956.85+58.3%
PFE
PFIZER INC
31.7M1.0%1.1M28.07+10.6%
SYY
SYSCO CORP
31.6M1.0%443.4K84.10+3.9%
MCD
MCDONALDS CORP
29.4M0.9%94.6K270.95-13.5%
JNJ
JOHNSON & JOHNSON
28.0M0.9%114.6K270.24+51.1%
TJX
TJX COMPANIES INC /DE/
26.4M0.8%165.1K140.53+1.6%
BMY
BRISTOL MYERS SQUIBB CO
26.2M0.8%431.2K67.01+38.9%
TXN
TEXAS INSTRUMENTS INC
26.1M0.8%134.5K264.36+31.7%
CME
CME GROUP INC.
25.8M0.8%87.3K274.98+0.1%
LLY
ELI LILLY & Co
24.9M0.8%27.1K1,255.40+78.0%
MMM
3M CO
24.3M0.8%167.4K178.96+15.6%
NEM
NEWMONT Corp /DE/
24.1M0.7%222.8K131.58+90.7%
NVDA
NVIDIA CORP
23.5M0.7%134.8K214.72+22.4%
COP
CONOCOPHILLIPS
20.9M0.6%158.1K134.87+42.1%
KO
COCA COLA CO
20.8M0.6%273.1K91.10+28.9%
TEL
TE Connectivity plc
20.1M0.6%96.0K203.52+1.0%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

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