MEYER HANDELMAN CO Q1 2025 Filing

Filed April 8, 2025

Portfolio Value

$2.9T

Holdings

213

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (213 positions)

#StockSharesValue% PortfolioType
101
SWKSTANLEY BLACK & DECKER INC
72,068$5.5B0.19%
102
DELLDELL TECHNOLOGIES INC
60,693$5.5B0.19%
103
LWLAMB WESTON HLDGS INC
102,499$5.5B0.19%
104
MOALTRIA GROUP INC
89,532$5.4B0.19%
105
PSXPHILLIPS 66
38,472$4.8B0.17%
106
KRKROGER CO
68,336$4.6B0.16%
107
DYHTARGET CORP
43,350$4.5B0.16%
108
ZBHZIMMER BIOMET HOLDINGS INC
38,745$4.4B0.15%
109
SRESEMPRA
56,050$4.0B0.14%
110
XELXCEL ENERGY INC
52,006$3.7B0.13%
111
CITHE CIGNA GROUP
11,175$3.7B0.13%
112
CPBTHE CAMPBELLS COMPANY
82,635$3.3B0.11%
113
BPBP PLC
97,175$3.3B0.11%
114
DWDMORGAN STANLEY
27,568$3.2B0.11%
115
PWRQUANTA SVCS INC
12,000$3.1B0.11%
116
CTVACORTEVA INC
47,295$3.0B0.10%
117
METMETLIFE INC
36,994$3.0B0.10%
118
NFLXNETFLIX INC
3,180$3.0B0.10%
119
SNPSSYNOPSYS INC
6,750$2.9B0.10%
120
BRK/BBERKSHIRE HATHAWAY INC DEL
5,080$2.7B0.09%
121
HPEHEWLETT PACKARD ENTERPRISE C
174,644$2.7B0.09%
122
LMTLOCKHEED MARTIN CORP
5,892$2.6B0.09%
123
IVVISHARES TR
4,670$2.6B0.09%
124
WECWEC ENERGY GROUP INC
23,928$2.6B0.09%
125
REGNREGENERON PHARMACEUTICALS
3,994$2.5B0.09%
126
UNPUNION PAC CORP
10,590$2.5B0.09%
127
XYLXYLEM INC
20,611$2.5B0.09%
128
EWEDWARDS LIFESCIENCES CORP
33,078$2.4B0.08%
129
GEHCGE HEALTHCARE TECHNOLOGIES I
27,744$2.2B0.08%
130
DISDISNEY WALT CO
22,083$2.2B0.08%
131
CAHCARDINAL HEALTH INC
15,122$2.1B0.07%
132
WYWEYERHAEUSER CO MTN BE
71,135$2.1B0.07%
133
INTCINTEL CORP
91,351$2.1B0.07%
134
CBSHCOMMERCE BANCSHARES INC
31,299$1.9B0.07%
135
FTVFORTIVE CORP
26,500$1.9B0.07%
136
BDXBECTON DICKINSON & CO
8,316$1.9B0.07%
137
SPYSPDR S&P 500 ETF TR
3,210$1.8B0.06%
138
ENBENBRIDGE INC
39,141$1.7B0.06%
139
IDXXIDEXX LABS INC
3,991$1.7B0.06%
140
SPGIS&P GLOBAL INC
3,255$1.7B0.06%
141
SLBSCHLUMBERGER LTD
39,362$1.6B0.06%
142
COSTCOSTCO WHSL CORP NEW
1,658$1.6B0.05%
143
SSFSENSIENT TECHNOLOGIES CORP
20,190$1.5B0.05%
144
HEIHEICO CORP NEW
5,613$1.5B0.05%
145
TAT&T INC
49,433$1.4B0.05%
146
SYFSYNCHRONY FINANCIAL
26,284$1.4B0.05%
147
MARMARRIOTT INTL INC NEW
5,813$1.4B0.05%
148
UBERUBER TECHNOLOGIES INC
18,870$1.4B0.05%
149
SEESEALED AIR CORP NEW
46,300$1.3B0.05%
150
TRVCCITIGROUP INC
17,670$1.3B0.04%
151
WCNWASTE CONNECTIONS INC
6,049$1.2B0.04%
152
ALVAUTOLIV INC
13,236$1.2B0.04%
153
POSTPOST HLDGS INC
9,500$1.1B0.04%
154
SJMSMUCKER J M CO
9,087$1.1B0.04%
155
VLTOVERALTO CORP
10,326$1.0B0.04%
156
CMACOMERICA INC
16,831$994.0M0.03%
157
PNRPENTAIR PLC
11,220$981.5M0.03%
158
ZTSZOETIS INC
5,948$979.3M0.03%
159
DEDEERE & CO
2,075$973.9M0.03%
160
EMNEASTMAN CHEM CO
10,000$881.1M0.03%
161
OXYOCCIDENTAL PETE CORP
17,775$877.4M0.03%
162
HSYHERSHEY CO
4,800$820.9M0.03%
163
ITTITT INC
6,310$815.0M0.03%
164
DVNDEVON ENERGY CORP NEW
20,901$781.7M0.03%
165
BRBROADRIDGE FINL SOLUTIONS IN
3,105$752.8M0.03%
166
WMWASTE MGMT INC DEL
3,050$706.1M0.02%
167
GSKGSK PLC
18,057$699.5M0.02%
168
ADSKAUTODESK INC
2,599$680.4M0.02%
169
YUMYUM BRANDS INC
4,185$658.6M0.02%
170
NOWSERVICENOW INC
825$656.8M0.02%
171
MTRNMATERION CORP
7,900$644.6M0.02%
172
HIGHARTFORD INSURANCE GROUP INC
4,998$618.4M0.02%
173
KHCKRAFT HEINZ CO
20,165$613.6M0.02%
174
UI2KEMPER CORP
9,135$610.7M0.02%
175
FEFIRSTENERGY CORP
14,867$600.9M0.02%
176
LPXLOUISIANA PAC CORP
6,300$579.5M0.02%
177
FASTFASTENAL CO
7,000$542.9M0.02%
178
FISVFISERV INC
2,400$530.0M0.02%
179
CMCSACOMCAST CORP NEW
14,227$525.0M0.02%
180
AVGOBROADCOM INC
3,073$514.5M0.02%
181
PAYXPAYCHEX INC
3,100$478.3M0.02%
182
UPSUNITED PARCEL SERVICE INC
4,300$473.0M0.02%
183
SLGSL GREEN RLTY CORP
7,990$461.0M0.02%
184
SOLVSOLVENTUM CORP
5,311$403.8M0.01%
185
FMSFRESENIUS MEDICAL CARE AG
16,000$398.4M0.01%
186
ALBALBEMARLE CORP
4,900$352.9M0.01%
187
BKBANK NEW YORK MELLON CORP
3,696$310.0M0.01%
188
TSLATESLA INC
1,180$305.8M0.01%
189
ELVELEVANCE HEALTH INC
700$304.5M0.01%
190
LOWLOWES COS INC
1,300$303.2M0.01%
191
MAMASTERCARD INCORPORATED
543$297.6M0.01%
192
CEGCONSTELLATION ENERGY CORP
1,427$287.7M0.01%
193
IBKRINTERACTIVE BROKERS GROUP IN
1,700$281.5M0.01%
194
VMCVULCAN MATLS CO
1,193$278.3M0.01%
195
AQLTISHARES TR
11,791$271.0M0.01%
196
SONYSONY GROUP CORP
10,435$264.9M0.01%
197
BABAALIBABA GROUP HLDG LTD
2,000$264.5M0.01%
198
VGITVANGUARD SCOTTSDALE FDS
4,296$255.2M0.01%
199
TSMTAIWAN SEMICONDUCTOR MFG LTD
1,535$254.8M0.01%
200
MLB1MERCADOLIBRE INC
128$249.7M0.01%
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