MEYER HANDELMAN CO Q1 2018 Filing

Filed April 23, 2018

Portfolio Value

$2.0T

Holdings

189

Report Date

Q1 2018

Filing Type

13F-HR

All Holdings (189 positions)

#StockSharesValue% PortfolioType
101
METMETLIFE INC
86,100$4.0B0.20%
102
DYHTARGET CORP COM
55,850$3.9B0.20%
103
DWDMORGAN STANLEY
69,558$3.8B0.19%
104
CUCAAVIS BUDGET GROUP
80,000$3.7B0.19%
105
TRVTHE TRAVELERS COMPANIES INC
26,700$3.7B0.19%
106
FTVFORTIVE CORP COM
45,656$3.5B0.18%
107
PNRPENTAIR PLC
51,401$3.5B0.18%
108
AXPAMERICAN EXPRESS CO COM
37,110$3.5B0.18%
109
RTN1USDRAYTHEON CO
15,962$3.4B0.18%
110
XELXCEL ENERGY INC.
74,121$3.4B0.17%
111
TRVCCITIGROUP INC
49,521$3.3B0.17%
112
DISWALT DISNEY COMPANY COM
29,993$3.0B0.15%
113
LLYELI LILLY & CO.
38,058$2.9B0.15%
114
ZBHZIMMER BIOMET HOLDINGS, INC
26,639$2.9B0.15%
115
SEESEALED AIR CORP NEW COM
65,968$2.8B0.14%
116
SHIRE PLC
18,416$2.8B0.14%
117
WECWEC ENERGY GROUP INC
43,050$2.7B0.14%
118
VVISA INC-CLASS A SHARES
20,450$2.4B0.12%
119
DXCDXC TECHNOLOGY CO COM
23,792$2.4B0.12%
120
UPSUNITED PARCEL SERVICE INC
22,330$2.3B0.12%
121
UNPUNION PAC CORP COM
16,900$2.3B0.12%
122
GSKGLAXO SMITHKLINE
55,777$2.2B0.11%
123
SSFSENSIENT TECHNOLOGIES CORP
29,425$2.1B0.11%
124
CMACOMERICA
18,631$1.8B0.09%
125
MSIMOTOROLA SOLUTIONS INC
16,567$1.7B0.09%
126
SYFSYNCHRONY FINL
49,396$1.7B0.08%
127
XYLXYLEM INC
21,400$1.6B0.08%
128
VIABVIACOM INC CL B NEW
52,625$1.6B0.08%
129
METAFACEBOOK INC CL A
9,824$1.6B0.08%
130
ILFISHARES TR LATN AMER 40 ETF
39,548$1.5B0.08%
131
FMSFRESENIUS MED CARE AG & CO SPD
24,000$1.2B0.06%
132
BIAUXBROWN ADVISORY SMALL CAP
42,708$1.2B0.06%
133
DDOMINION RES INC VA COM
17,099$1.2B0.06%
134
ALVAUTOLIV, INC.
7,536$1.1B0.06%
135
ARCONIC INC
47,326$1.1B0.06%
136
ZTSZOETIS INC
11,828$988.0M0.05%
137
HALYARD HEALTH INC
20,160$929.0M0.05%
138
BUNGE LIMITED
12,400$917.0M0.05%
139
EXPRESS SCRIPTS INC
12,600$870.0M0.04%
140
EMNEASTMAN CHEMICAL COMPANY COM
8,000$845.0M0.04%
141
RDS/AROYAL DUTCH SHELL PLC SPD ADR
12,392$791.0M0.04%
142
UI2KEMPER CORP
13,680$780.0M0.04%
143
CDKCDK GLOBAL INC
12,230$775.0M0.04%
144
LMTLOCKHEED MARTIN CORP
2,290$774.0M0.04%
145
SIEBSIEMENS A G SPONSORED ADR
12,050$766.0M0.04%
146
PHH CORP
70,000$732.0M0.04%
147
AVYAVERY DENNISON CORP
6,700$712.0M0.04%
148
ADNTADIENT PLC
11,834$708.0M0.04%
149
VWOVANGUARD FTSE EMERGING MARKETS
15,000$705.0M0.04%
150
PBIPITNEY BOWES INC
62,300$678.0M0.03%
151
VEAVANGUARD FTSE DEVELOPED MARKET
15,000$664.0M0.03%
152
YUMYUM BRANDS INC
7,250$617.0M0.03%
153
EWEDWARDS LIFESCIENCES COM
4,400$614.0M0.03%
154
ALBALBEMARLE CORP COM
6,386$593.0M0.03%
155
MICRO FOCUS INTERNATIO SPON AD
41,630$584.0M0.03%
156
AAALCOA INC COM NEW
12,075$543.0M0.03%
157
CMCSACOMCAST CORP NEW
15,800$540.0M0.03%
158
ADBEADOBE SYS INC
2,500$540.0M0.03%
159
BKBANK OF NEW YORK MELLON CORP
9,696$500.0M0.03%
160
KSSKOHLS CORP COM
7,600$498.0M0.03%
161
MTRNMATERION CORPORATION
9,500$485.0M0.02%
162
ITTITT INC
9,900$485.0M0.02%
163
HSYTHE HERSHEY COMPANY
4,800$475.0M0.02%
164
BBTUSDBB&T CORP COM
9,100$473.0M0.02%
165
BACBANK OF AMERICA CORP
15,486$464.0M0.02%
166
ELVANTHEM INC
2,100$461.0M0.02%
167
HESHESS CORP
9,050$458.0M0.02%
168
PWRQUANTA SVCS INC
12,600$433.0M0.02%
169
HRSEURHARRIS CORP DEL
2,646$427.0M0.02%
170
MARMARRIOTT INTL INC NEW CL A
3,040$413.0M0.02%
171
SNPSSYNOPSYS INC COM
4,600$383.0M0.02%
172
GRA1EURW.R. GRACE & CO
6,000$367.0M0.02%
173
DUN & BRADSTREET CORP-NEW
3,000$351.0M0.02%
174
NBRNABORS INDS LTD SHS ISIN#BMG63
44,800$313.0M0.02%
175
VODVODAFONE GROUP PLC NEW
11,096$309.0M0.02%
176
PAYXPAYCHEX INC COM
4,900$302.0M0.02%
177
YUMCYUM CHINA HLDGS INC COM
7,250$301.0M0.02%
178
LPXLOUISIANA PAC CORP COM
10,000$288.0M0.01%
179
VSMEURVERSUM MATLS INC COM
7,350$277.0M0.01%
180
MTS SYS CORP
5,000$258.0M0.01%
181
WMWASTE MGMT INC DEL
3,000$252.0M0.01%
182
DEDEERE & CO.
1,600$249.0M0.01%
183
TUPTUPPERWARE BRANDS CORP
4,955$240.0M0.01%
184
MURMURPHY OIL CORP
9,000$233.0M0.01%
185
CREE INC COM
5,000$202.0M0.01%
186
BANCO SANTANDER CENTRAL
20,246$132.0M0.01%
187
CVECENOVUS ENERGY INC
10,000$85.0M0.00%
188
PENNEY J C INC COM
27,192$82.0M0.00%
189
REEDS INC
10,000$17.0M0.00%
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