MEYER HANDELMAN CO Q2 2019 Filing

Filed July 23, 2019

Portfolio Value

$2.0T

Holdings

191

Report Date

Q2 2019

Filing Type

13F-HR

All Holdings (191 positions)

#StockSharesValue% PortfolioType
101
TRVTHE TRAVELERS COMPANIES INC
26,600$4.0B0.20%
102
XELXCEL ENERGY INC.
66,321$3.9B0.20%
103
SEESEALED AIR CORP NEW COM
91,291$3.9B0.20%
104
CICIGNA CORP
24,035$3.8B0.19%
105
WECWEC ENERGY GROUP INC
43,050$3.6B0.18%
106
DVNDEVON ENERGY CORPORATION NEW
125,000$3.6B0.18%
107
VVISA INC-CLASS A SHARES
19,664$3.4B0.17%
108
WHWYNDHAM HOTELS & RESOR COM
60,000$3.3B0.17%
109
TRVCCITIGROUP INC
46,102$3.2B0.17%
110
ZBHZIMMER BIOMET HOLDINGS, INC
25,239$3.0B0.15%
111
WYWEYERHAEUSER COMPANY COM
105,857$2.8B0.14%
112
DWDMORGAN STANLEY
61,642$2.7B0.14%
113
MSIMOTOROLA SOLUTIONS INC
15,908$2.7B0.14%
114
WYNEURWYNDHAM DESTINATIONS,INC
60,000$2.6B0.13%
115
DYHTARGET CORP COM
28,350$2.5B0.13%
116
RTN1USDRAYTHEON CO
13,484$2.3B0.12%
117
CUCAAVIS BUDGET GROUP
65,000$2.3B0.12%
118
UNPUNION PAC CORP COM
13,500$2.3B0.12%
119
XYLXYLEM INC
25,314$2.1B0.11%
120
SSFSENSIENT TECHNOLOGIES CORP
28,800$2.1B0.11%
121
UPSUNITED PARCEL SERVICE INC
19,580$2.0B0.10%
122
BXBLACKSTONE GROUP L P COM UNIT
40,500$1.8B0.09%
123
GSKGLAXO SMITHKLINE
44,384$1.8B0.09%
124
PNRPENTAIR PLC
46,851$1.7B0.09%
125
CBSHCOMMERCE BANCSHARES INC
27,047$1.6B0.08%
126
ILFISHARES TR LATN AMER 40 ETF
45,400$1.5B0.08%
127
METAFACEBOOK INC CL A
7,600$1.5B0.08%
128
REZIRESIDEO TECHNOLOGIES I COM
64,876$1.4B0.07%
129
DDOMINION ENERGY
17,949$1.4B0.07%
130
CMACOMERICA
18,631$1.4B0.07%
131
ZTSZOETIS INC
11,828$1.3B0.07%
132
FTVFORTIVE CORP COM
15,700$1.3B0.07%
133
VIABVIACOM INC CL B NEW
41,775$1.2B0.06%
134
BSXBOSTON SCIENTIFIC CORP COM
28,800$1.2B0.06%
135
SYFSYNCHRONY FINL
35,265$1.2B0.06%
136
LMTLOCKHEED MARTIN CORP
2,972$1.1B0.06%
137
UI2KEMPER CORP
12,475$1.1B0.06%
138
BROWN ADVISORY FDS ADV SMCP IN
42,640$1.1B0.05%
139
DXCDXC TECHNOLOGY CO COM
18,423$1.0B0.05%
140
FMSFRESENIUS MED CARE AG & CO SPD
24,000$943.0M0.05%
141
ARCONIC INC
36,524$943.0M0.05%
142
EMNEASTMAN CHEMICAL COMPANY COM
11,500$895.0M0.05%
143
APTIV PLC
11,062$895.0M0.05%
144
EWEDWARDS LIFESCIENCES COM
4,400$813.0M0.04%
145
BABAALIBABA GROUP HLDG LTD
4,792$811.0M0.04%
146
RDS/AROYAL DUTCH SHELL PLC SPD ADR
12,392$807.0M0.04%
147
YUMYUM BRANDS INC
7,250$802.0M0.04%
148
AVYAVERY DENNISON CORP
6,700$775.0M0.04%
149
ADBEADOBE SYS INC
2,500$737.0M0.04%
150
HRSEURHARRIS CORP DEL
3,708$701.0M0.04%
151
CMCSACOMCAST CORP NEW
15,800$668.0M0.03%
152
MTRNMATERION CORPORATION
9,500$644.0M0.03%
153
HSYTHE HERSHEY COMPANY
4,800$643.0M0.03%
154
VWOVANGUARD FTSE EMERGING MARKETS
15,000$638.0M0.03%
155
SIEBSIEMENS A G SPONSORED ADR
10,500$626.0M0.03%
156
AVNSAVANOS MEDICAL INC
14,362$626.0M0.03%
157
ITTITT INC
9,450$619.0M0.03%
158
WABWABTEC CORP COM
8,477$608.0M0.03%
159
ELVANTHEM INC
2,100$593.0M0.03%
160
SNPSSYNOPSYS INC COM
4,600$592.0M0.03%
161
HESHESS CORP
9,050$575.0M0.03%
162
CELGCELGENE CORP
6,200$573.0M0.03%
163
ALVAUTOLIV, INC.
7,536$531.0M0.03%
164
PWRQUANTA SVCS INC
13,900$531.0M0.03%
165
NVTNVENT ELECTRIC PLC SHS
21,055$523.0M0.03%
166
CDKCDK GLOBAL INC
9,731$481.0M0.02%
167
TLLTFTILT HOLDINGS INC
509,430$480.0M0.02%
168
KSSKOHLS CORP COM
9,700$461.0M0.02%
169
GRA1EURW.R. GRACE & CO
6,000$457.0M0.02%
170
BBTUSDBB&T CORP COM
9,100$447.0M0.02%
171
BKBANK OF NEW YORK MELLON CORP
9,696$428.0M0.02%
172
MARMARRIOTT INTL INC NEW CL A
2,940$412.0M0.02%
173
PAYXPAYCHEX INC COM
4,900$403.0M0.02%
174
ALBALBEMARLE CORP COM
5,300$373.0M0.02%
175
WMWASTE MGMT INC DEL
3,000$346.0M0.02%
176
LHC GROUP INC COM
2,836$339.0M0.02%
177
YUMCYUM CHINA HLDGS INC COM
7,250$335.0M0.02%
178
GTXGARRETT MOTION INC.
21,213$326.0M0.02%
179
MTS SYS CORP
5,000$293.0M0.02%
180
BUNGE LIMITED
5,200$290.0M0.01%
181
CREE INC COM
5,000$281.0M0.01%
182
DEDEERE & CO.
1,600$265.0M0.01%
183
PBIPITNEY BOWES INC
60,000$257.0M0.01%
184
FISVFISERV INC COM
2,600$237.0M0.01%
185
HIGHARTFORD FINL SVCS GROUP INC
4,200$234.0M0.01%
186
FASTFASTENAL CO COM
7,000$228.0M0.01%
187
MURMURPHY OIL CORP
9,000$222.0M0.01%
188
AAALCOA INC COM NEW
8,926$209.0M0.01%
189
CVECENOVUS ENERGY INC
10,000$88.0M0.00%
190
REEDS INC
10,000$38.0M0.00%
191
PENNEY J C INC COM
24,592$28.0M0.00%
PreviousPage 2 of 2