MEYER HANDELMAN CO Q2 2025 Filing
Filed July 16, 2025
Portfolio Value
$3.0T
Holdings
216
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (216 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 475,528 | $236.5B | 7.80% | |
| 2 | AAPLAPPLE INC | 581,776 | $119.4B | 3.94% | |
| 3 | IBMINTERNATIONAL BUSINESS MACHS | 355,207 | $104.7B | 3.45% | |
| 4 | TTTRANE TECHNOLOGIES PLC | 231,654 | $101.3B | 3.34% | |
| 5 | HONHONEYWELL INTL INC | 407,490 | $94.9B | 3.13% | |
| 6 | PGPROCTER AND GAMBLE CO | 548,790 | $87.4B | 2.88% | |
| 7 | JPMJPMORGAN CHASE & CO. | 301,059 | $87.3B | 2.88% | |
| 8 | MCKMCKESSON CORP | 107,081 | $78.5B | 2.59% | |
| 9 | WMTWALMART INC | 753,809 | $73.7B | 2.43% | |
| 10 | AMZNAMAZON COM INC | 329,727 | $72.3B | 2.39% | |
| 11 | KMBKIMBERLY-CLARK CORP | 441,805 | $57.0B | 1.88% | |
| 12 | GOOGALPHABET INC | 307,678 | $54.6B | 1.80% | |
| 13 | BACVERIZON COMMUNICATIONS INC | 1,135,054 | $49.1B | 1.62% | |
| 14 | CATCATERPILLAR INC | 123,276 | $47.9B | 1.58% | |
| 15 | HDHOME DEPOT INC | 123,711 | $45.4B | 1.50% | |
| 16 | METAMETA PLATFORMS INC | 60,153 | $44.4B | 1.46% | |
| 17 | CSCOCISCO SYS INC | 626,505 | $43.5B | 1.43% | |
| 18 | QCOMQUALCOMM INC | 270,139 | $43.0B | 1.42% | |
| 19 | GEGE AEROSPACE | 162,160 | $41.7B | 1.38% | |
| 20 | XOMEXXON MOBIL CORP | 382,101 | $41.2B | 1.36% | |
| 21 | MPCMARATHON PETE CORP | 241,536 | $40.1B | 1.32% | |
| 22 | GILDGILEAD SCIENCES INC | 356,619 | $39.5B | 1.30% | |
| 23 | ETNEATON CORP PLC | 109,094 | $38.9B | 1.28% | |
| 24 | ALSALLSTATE CORP | 190,802 | $38.4B | 1.27% | |
| 25 | ITWILLINOIS TOOL WKS INC | 148,347 | $36.7B | 1.21% | |
| 26 | SYYSYSCO CORP | 476,924 | $36.1B | 1.19% | |
| 27 | AMGNAMGEN INC | 128,794 | $36.0B | 1.19% | |
| 28 | VVISA INC | 89,644 | $31.8B | 1.05% | |
| 29 | PEPPEPSICO INC | 237,529 | $31.4B | 1.03% | |
| 30 | PFEPFIZER INC | 1,280,447 | $31.0B | 1.02% | |
| 31 | CVXCHEVRON CORP NEW | 216,466 | $31.0B | 1.02% | |
| 32 | ABBVABBVIE INC | 164,866 | $30.6B | 1.01% | |
| 33 | TXNTEXAS INSTRS INC | 146,953 | $30.5B | 1.01% | |
| 34 | MCDMCDONALDS CORP | 103,309 | $30.2B | 1.00% | |
| 35 | MRKMERCK & CO INC | 371,148 | $29.4B | 0.97% | |
| 36 | MMM3M CO | 180,280 | $27.4B | 0.91% | |
| 37 | RTXRTX CORPORATION | 178,561 | $26.1B | 0.86% | |
| 38 | ADPAUTOMATIC DATA PROCESSING IN | 84,153 | $26.0B | 0.86% | |
| 39 | BMYBRISTOL-MYERS SQUIBB CO | 527,956 | $24.4B | 0.81% | |
| 40 | GLWCORNING INC | 423,842 | $22.3B | 0.74% | |
| 41 | IRINGERSOLL RAND INC | 266,393 | $22.2B | 0.73% | |
| 42 | LLYELI LILLY & CO | 28,329 | $22.1B | 0.73% | |
| 43 | NVDANVIDIA CORPORATION | 138,347 | $21.9B | 0.72% | |
| 44 | TJXTJX COS INC NEW | 171,825 | $21.2B | 0.70% | |
| 45 | GEVGE VERNOVA INC | 39,027 | $20.7B | 0.68% | |
| 46 | GOOGLALPHABET INC | 116,854 | $20.6B | 0.68% | |
| 47 | KOCOCA COLA CO | 282,775 | $20.0B | 0.66% | |
| 48 | PPGPPG INDS INC | 167,838 | $19.1B | 0.63% | |
| 49 | JNJJOHNSON & JOHNSON | 122,159 | $18.7B | 0.62% | |
| 50 | WFCWELLS FARGO CO NEW | 218,711 | $17.5B | 0.58% | |
| 51 | TELTE CONNECTIVITY PLC | 101,370 | $17.1B | 0.56% | |
| 52 | OMCOMNICOM GROUP INC | 235,999 | $17.0B | 0.56% | |
| 53 | CMECME GROUP INC | 61,572 | $17.0B | 0.56% | |
| 54 | NEENEXTERA ENERGY INC | 240,315 | $16.7B | 0.55% | |
| 55 | NRANRG ENERGY INC | 98,226 | $15.8B | 0.52% | |
| 56 | CLCOLGATE PALMOLIVE CO | 173,410 | $15.8B | 0.52% | |
| 57 | ABTABBOTT LABS | 107,187 | $14.6B | 0.48% | |
| 58 | ETRENTERGY CORP NEW | 170,858 | $14.2B | 0.47% | |
| 59 | FCXFREEPORT-MCMORAN INC | 318,463 | $13.8B | 0.46% | |
| 60 | COPCONOCOPHILLIPS | 153,507 | $13.8B | 0.45% | |
| 61 | EMREMERSON ELEC CO | 102,305 | $13.6B | 0.45% | |
| 62 | NEMNEWMONT CORP | 232,178 | $13.5B | 0.45% | |
| 63 | BAXBAXTER INTL INC | 422,083 | $12.8B | 0.42% | |
| 64 | JBLJABIL INC | 54,071 | $11.8B | 0.39% | |
| 65 | GPCGENUINE PARTS CO | 93,862 | $11.4B | 0.38% | |
| 66 | GSGOLDMAN SACHS GROUP INC | 15,775 | $11.2B | 0.37% | |
| 67 | BXBLACKSTONE INC | 73,792 | $11.0B | 0.36% | |
| 68 | AXPAMERICAN EXPRESS CO | 34,460 | $11.0B | 0.36% | |
| 69 | MDLZMONDELEZ INTL INC | 160,785 | $10.8B | 0.36% | |
| 70 | 4I1PHILIP MORRIS INTL INC | 57,814 | $10.5B | 0.35% | |
| 71 | NUENUCOR CORP | 81,112 | $10.5B | 0.35% | |
| 72 | CHKPCHECK POINT SOFTWARE TECH LT | 46,739 | $10.3B | 0.34% | |
| 73 | DHRDANAHER CORPORATION | 49,327 | $9.7B | 0.32% | |
| 74 | ALLEALLEGION PLC | 64,930 | $9.4B | 0.31% | |
| 75 | JCIJOHNSON CTLS INTL PLC | 86,205 | $9.1B | 0.30% | |
| 76 | APDAIR PRODS & CHEMS INC | 31,733 | $9.0B | 0.30% | |
| 77 | BABOEING CO | 42,206 | $8.8B | 0.29% | |
| 78 | OTISOTIS WORLDWIDE CORP | 88,376 | $8.8B | 0.29% | |
| 79 | ADBEADOBE INC | 22,460 | $8.7B | 0.29% | |
| 80 | CARRCARRIER GLOBAL CORPORATION | 117,565 | $8.6B | 0.28% | |
| 81 | CRMSALESFORCE INC | 30,761 | $8.4B | 0.28% | |
| 82 | DUKDUKE ENERGY CORP NEW | 69,730 | $8.2B | 0.27% | |
| 83 | AZOAUTOZONE INC | 2,185 | $8.1B | 0.27% | |
| 84 | IPINTERNATIONAL PAPER CO | 173,126 | $8.1B | 0.27% | |
| 85 | EXPEEXPEDIA GROUP INC | 47,555 | $8.0B | 0.26% | |
| 86 | DELLDELL TECHNOLOGIES INC | 64,786 | $7.9B | 0.26% | |
| 87 | SBUXSTARBUCKS CORP | 86,198 | $7.9B | 0.26% | |
| 88 | SSNCSS&C TECHNOLOGIES HLDGS INC | 91,111 | $7.5B | 0.25% | |
| 89 | MDTMEDTRONIC PLC | 79,792 | $7.0B | 0.23% | |
| 90 | KELKELLANOVA | 86,700 | $6.9B | 0.23% | |
| 91 | AEPAMERICAN ELEC PWR CO INC | 66,186 | $6.9B | 0.23% | |
| 92 | KRKROGER CO | 95,714 | $6.9B | 0.23% | |
| 93 | AVYAVERY DENNISON CORP | 38,171 | $6.7B | 0.22% | |
| 94 | TRVTRAVELERS COMPANIES INC | 22,400 | $6.0B | 0.20% | |
| 95 | DDDUPONT DE NEMOURS INC | 85,779 | $5.9B | 0.19% | |
| 96 | MSIMOTOROLA SOLUTIONS INC | 13,741 | $5.8B | 0.19% | |
| 97 | MOALTRIA GROUP INC | 90,225 | $5.3B | 0.17% | |
| 98 | 7HPHP INC | 209,444 | $5.1B | 0.17% | |
| 99 | CAGCONAGRA BRANDS INC | 243,890 | $5.0B | 0.16% | |
| 100 | GISGENERAL MLS INC | 96,192 | $5.0B | 0.16% |
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