MEYER HANDELMAN CO Q2 2022 Filing

Filed July 15, 2022

Portfolio Value

$2.3T

Holdings

188

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (188 positions)

#StockSharesValue% PortfolioType
101
AXPAMERICAN EXPRESS CO COM
34,500$4.8B0.21%
102
SLBSCHLUMBERGER LTD
131,002$4.7B0.20%
103
TRVTHE TRAVELERS COMPANIES INC
27,450$4.6B0.20%
104
XELXCEL ENERGY INC.
64,725$4.6B0.20%
105
CTVACORTEVA INC
80,195$4.3B0.19%
106
BDXBECTON DICKINSON & CO COM
17,407$4.3B0.18%
107
DVNDEVON ENERGY CORPORATION NEW
77,393$4.3B0.18%
108
PSXPHILLIPS 66
50,172$4.1B0.18%
109
SSFSENSIENT TECHNOLOGIES CORP
49,600$4.0B0.17%
110
DISWALT DISNEY COMPANY COM
40,791$3.9B0.17%
111
WBAWALGREENS BOOTS ALLIANCE INC
99,050$3.8B0.16%
112
HPEHEWLETT PACKARD ENTERPRISE CO
256,494$3.4B0.15%
113
BXBLACKSTONE GROUP INC
37,000$3.4B0.14%
114
WECWEC ENERGY GROUP INC
30,790$3.1B0.13%
115
WYWEYERHAEUSER COMPANY COM
92,864$3.1B0.13%
116
MOALTRIA GROUP INC
72,682$3.0B0.13%
117
MSIMOTOROLA SOLUTIONS INC
14,041$2.9B0.13%
118
METMETLIFE INC
46,299$2.9B0.12%
119
EWEDWARDS LIFESCIENCES COM
30,336$2.9B0.12%
120
OXYOCCIDENTAL PETE CORP
48,632$2.9B0.12%
121
METAMETA PLATFORMS INC
16,095$2.6B0.11%
122
UNPUNION PAC CORP COM
10,850$2.3B0.10%
123
SNPSSYNOPSYS INC COM
7,599$2.3B0.10%
124
REGNREGENERON PHARMACEUTICALS
3,605$2.1B0.09%
125
NVDANVIDIA CORP COM
13,630$2.1B0.09%
126
XYLXYLEM INC
26,235$2.1B0.09%
127
CBSHCOMMERCE BANCSHARES INC
30,215$2.0B0.09%
128
ACTIVISION BLIZZARD IN COM
24,230$1.9B0.08%
129
GSKGSK PLC
41,738$1.8B0.08%
130
PWRQUANTA SVCS INC
13,500$1.7B0.07%
131
ZTSZOETIS INC
9,498$1.6B0.07%
132
APTIV PLC
17,650$1.6B0.07%
133
LMTLOCKHEED MARTIN CORP
3,340$1.4B0.06%
134
CMACOMERICA
18,631$1.4B0.06%
135
CMCSACOMCAST CORP NEW
33,536$1.3B0.06%
136
SPGIS&P GLOBAL INC COM
3,870$1.3B0.06%
137
DDOMINION ENERGY
16,233$1.3B0.06%
138
YUMYUM BRANDS INC
11,170$1.3B0.05%
139
WBDWARNER BROS DISCOVERY INC
88,004$1.2B0.05%
140
ALVAUTOLIV, INC.
15,973$1.1B0.05%
141
EMNEASTMAN CHEMICAL COMPANY COM
12,310$1.1B0.05%
142
BABAALIBABA GROUP HLDG LTD
9,605$1.1B0.05%
143
BRBROADRIDGE FINANCIAL
7,625$1.1B0.05%
144
UPSUNITED PARCEL SERVICE INC
5,800$1.1B0.05%
145
HSYTHE HERSHEY COMPANY
4,800$1.0B0.04%
146
ALBALBEMARLE CORP COM
4,900$1.0B0.04%
147
PNRPENTAIR PLC
22,282$1.0B0.04%
148
FTVFORTIVE CORP COM
17,500$952.0M0.04%
149
ADBEADOBE SYS INC
2,500$915.0M0.04%
150
MARMARRIOTT INTL INC NEW CL A
6,198$843.0M0.04%
151
CAHCARDINAL HEALTH INC COM
15,122$790.0M0.03%
152
SYFSYNCHRONY FINL
26,284$726.0M0.03%
153
GLDSPDR GOLD TRUST GOLD SHS
4,279$721.0M0.03%
154
ITTITT INC
9,510$639.0M0.03%
155
MTRNMATERION CORPORATION
8,500$627.0M0.03%
156
HIGHARTFORD FINL SVCS GROUP INC
9,518$623.0M0.03%
157
RELMADA THERAPEUTICS I COM
32,545$618.0M0.03%
158
YUMCYUM CHINA HLDGS INC COM
12,170$590.0M0.03%
159
UI2KEMPER CORP
11,895$570.0M0.02%
160
AIRAAR CORP COM
13,500$565.0M0.02%
161
PAYXPAYCHEX INC COM
4,900$558.0M0.02%
162
FEFIRSTENERGY CORP COM
13,467$517.0M0.02%
163
LHXL3HARRIS TECHNOLOGIES,INC.
2,136$516.0M0.02%
164
WMWASTE MGMT INC DEL
3,200$490.0M0.02%
165
TSLATESLA INC
670$451.0M0.02%
166
DEDEERE & CO.
1,400$419.0M0.02%
167
FMSFRESENIUS MED CARE AG & CO SPD
16,000$399.0M0.02%
168
ELVANTHEM INC
800$386.0M0.02%
169
SLGSL GREEN REALTY CORP
7,990$369.0M0.02%
170
FLOFLOWERS FOODS, INC.
13,248$349.0M0.01%
171
FASTFASTENAL CO COM
7,000$349.0M0.01%
172
LPXLOUISIANA PAC CORP COM
6,300$330.0M0.01%
173
HESHESS CORP
2,700$286.0M0.01%
174
BRK/BBERKSHIRE HATHAWAY INC CL B NE
960$262.0M0.01%
175
DFSEURDISCOVER FINANCIAL SVCS
2,760$261.0M0.01%
176
CVECENOVUS ENERGY INC
13,500$257.0M0.01%
177
MASMASCO CORP COM
5,000$253.0M0.01%
178
TFCTRUIST FINANCIAL CORP.
5,200$247.0M0.01%
179
LOWLOWES COS INC COM
1,357$237.0M0.01%
180
FISVFISERV INC COM
2,600$231.0M0.01%
181
CHTRCHARTER COMMUNICATIONS CL A
491$230.0M0.01%
182
SIEBSIEMENS A G SPONSORED ADR
4,200$213.0M0.01%
183
TENCENT HOLDINGS LTD
4,600$209.0M0.01%
184
AVNSAVANOS MEDICAL INC
7,376$202.0M0.01%
185
VODVODAFONE GROUP PLC NEW
11,500$179.0M0.01%
186
REEDS INC
724,000$113.0M0.00%
187
PBIPITNEY BOWES INC
15,000$54.0M0.00%
188
FLBFLUIDIGM CORP
17,500$28.0M0.00%
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