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 |
|---|---|---|---|---|---|
| 101 | PWRQUANTA SVCS INC | 12,000 | $4.5B | 0.15% | |
| 102 | PSXPHILLIPS 66 | 37,722 | $4.5B | 0.15% | |
| 103 | SWKSTANLEY BLACK & DECKER INC | 64,953 | $4.4B | 0.15% | |
| 104 | SRESEMPRA | 56,050 | $4.2B | 0.14% | |
| 105 | NFLXNETFLIX INC | 3,145 | $4.2B | 0.14% | |
| 106 | CVSCVS HEALTH CORP | 59,468 | $4.1B | 0.14% | |
| 107 | DWDMORGAN STANLEY | 27,338 | $3.9B | 0.13% | |
| 108 | DYHTARGET CORP | 38,695 | $3.8B | 0.13% | |
| 109 | CITHE CIGNA GROUP | 11,175 | $3.7B | 0.12% | |
| 110 | DOWDOW INC | 133,871 | $3.5B | 0.12% | |
| 111 | XELXCEL ENERGY INC | 51,881 | $3.5B | 0.12% | |
| 112 | CTVACORTEVA INC | 47,295 | $3.5B | 0.12% | |
| 113 | HPEHEWLETT PACKARD ENTERPRISE C | 170,244 | $3.5B | 0.11% | |
| 114 | SNPSSYNOPSYS INC | 6,750 | $3.5B | 0.11% | |
| 115 | ZBHZIMMER BIOMET HOLDINGS INC | 37,444 | $3.4B | 0.11% | |
| 116 | LWLAMB WESTON HLDGS INC | 64,365 | $3.3B | 0.11% | |
| 117 | METMETLIFE INC | 36,294 | $2.9B | 0.10% | |
| 118 | IVVISHARES TR | 4,670 | $2.9B | 0.10% | |
| 119 | LMTLOCKHEED MARTIN CORP | 6,208 | $2.9B | 0.09% | |
| 120 | BPBP PLC | 95,995 | $2.9B | 0.09% | |
| 121 | XYLXYLEM INC | 20,611 | $2.7B | 0.09% | |
| 122 | EWEDWARDS LIFESCIENCES CORP | 33,078 | $2.6B | 0.09% | |
| 123 | CAHCARDINAL HEALTH INC | 15,122 | $2.5B | 0.08% | |
| 124 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,190 | $2.5B | 0.08% | |
| 125 | CPBTHE CAMPBELLS COMPANY | 80,705 | $2.5B | 0.08% | |
| 126 | DISDISNEY WALT CO | 19,783 | $2.5B | 0.08% | |
| 127 | UNPUNION PAC CORP | 10,590 | $2.4B | 0.08% | |
| 128 | WECWEC ENERGY GROUP INC | 22,550 | $2.3B | 0.08% | |
| 129 | HALHALLIBURTON CO | 112,999 | $2.3B | 0.08% | |
| 130 | IDXXIDEXX LABS INC | 3,991 | $2.1B | 0.07% | |
| 131 | CBSHCOMMERCE BANCSHARES INC | 31,299 | $1.9B | 0.06% | |
| 132 | SSFSENSIENT TECHNOLOGIES CORP | 19,690 | $1.9B | 0.06% | |
| 133 | SPYSPDR S&P 500 ETF TR | 3,110 | $1.9B | 0.06% | |
| 134 | GEHCGE HEALTHCARE TECHNOLOGIES I | 25,218 | $1.9B | 0.06% | |
| 135 | HEIHEICO CORP NEW | 5,613 | $1.8B | 0.06% | |
| 136 | REGNREGENERON PHARMACEUTICALS | 3,472 | $1.8B | 0.06% | |
| 137 | UBERUBER TECHNOLOGIES INC | 18,870 | $1.8B | 0.06% | |
| 138 | SYFSYNCHRONY FINANCIAL | 26,284 | $1.8B | 0.06% | |
| 139 | INTCINTEL CORP | 76,917 | $1.7B | 0.06% | |
| 140 | WYWEYERHAEUSER CO MTN BE | 64,818 | $1.7B | 0.05% | |
| 141 | COSTCOSTCO WHSL CORP NEW | 1,658 | $1.6B | 0.05% | |
| 142 | SPGIS&P GLOBAL INC | 3,055 | $1.6B | 0.05% | |
| 143 | ENBENBRIDGE INC | 35,304 | $1.6B | 0.05% | |
| 144 | MARMARRIOTT INTL INC NEW | 5,813 | $1.6B | 0.05% | |
| 145 | ALVAUTOLIV INC | 13,236 | $1.5B | 0.05% | |
| 146 | TRVCCITIGROUP INC | 17,025 | $1.4B | 0.05% | |
| 147 | TAT&T INC | 49,928 | $1.4B | 0.05% | |
| 148 | BDXBECTON DICKINSON & CO | 8,316 | $1.4B | 0.05% | |
| 149 | FTVFORTIVE CORP | 26,500 | $1.4B | 0.05% | |
| 150 | SEESEALED AIR CORP NEW | 42,400 | $1.3B | 0.04% | |
| 151 | PNRPENTAIR PLC | 11,220 | $1.2B | 0.04% | |
| 152 | WCNWASTE CONNECTIONS INC | 6,049 | $1.1B | 0.04% | |
| 153 | DEDEERE & CO | 2,075 | $1.1B | 0.03% | |
| 154 | VLTOVERALTO CORP | 10,326 | $1.0B | 0.03% | |
| 155 | POSTPOST HLDGS INC | 9,500 | $1.0B | 0.03% | |
| 156 | SJMSMUCKER J M CO | 10,289 | $1.0B | 0.03% | |
| 157 | ITTITT INC | 6,210 | $973.9M | 0.03% | |
| 158 | SLBSCHLUMBERGER LTD | 28,012 | $946.8M | 0.03% | |
| 159 | ZTSZOETIS INC | 5,948 | $927.6M | 0.03% | |
| 160 | NOWSERVICENOW INC | 825 | $848.2M | 0.03% | |
| 161 | AVGOBROADCOM INC | 3,000 | $827.0M | 0.03% | |
| 162 | ADSKAUTODESK INC | 2,599 | $804.6M | 0.03% | |
| 163 | CMACOMERICA INC | 13,488 | $804.6M | 0.03% | |
| 164 | HSYHERSHEY CO | 4,800 | $796.6M | 0.03% | |
| 165 | EMNEASTMAN CHEM CO | 10,000 | $746.6M | 0.02% | |
| 166 | GSKGSK PLC | 18,852 | $723.9M | 0.02% | |
| 167 | BRBROADRIDGE FINL SOLUTIONS IN | 2,955 | $718.2M | 0.02% | |
| 168 | WMWASTE MGMT INC DEL | 2,925 | $669.3M | 0.02% | |
| 169 | OXYOCCIDENTAL PETE CORP | 15,250 | $640.7M | 0.02% | |
| 170 | HIGHARTFORD INSURANCE GROUP INC | 4,998 | $634.1M | 0.02% | |
| 171 | MTRNMATERION CORP | 7,900 | $627.0M | 0.02% | |
| 172 | YUMYUM BRANDS INC | 4,185 | $620.1M | 0.02% | |
| 173 | FEFIRSTENERGY CORP | 15,362 | $618.5M | 0.02% | |
| 174 | FASTFASTENAL CO | 14,000 | $588.0M | 0.02% | |
| 175 | LPXLOUISIANA PAC CORP | 6,300 | $541.7M | 0.02% | |
| 176 | UI2KEMPER CORP | 7,880 | $508.6M | 0.02% | |
| 177 | DVNDEVON ENERGY CORP NEW | 15,701 | $499.4M | 0.02% | |
| 178 | SLGSL GREEN RLTY CORP | 7,990 | $494.6M | 0.02% | |
| 179 | CEGCONSTELLATION ENERGY CORP | 1,427 | $460.6M | 0.02% | |
| 180 | FMSFRESENIUS MEDICAL CARE AG | 16,000 | $457.1M | 0.02% | |
| 181 | PAYXPAYCHEX INC | 3,100 | $450.9M | 0.01% | |
| 182 | SPOTSPOTIFY TECHNOLOGY S A | 564 | $432.8M | 0.01% | |
| 183 | FISVFISERV INC | 2,400 | $413.8M | 0.01% | |
| 184 | SOLVSOLVENTUM CORP | 5,036 | $381.9M | 0.01% | |
| 185 | IBKRINTERACTIVE BROKERS GROUP IN | 6,800 | $376.8M | 0.01% | |
| 186 | TSLATESLA INC | 1,180 | $374.8M | 0.01% | |
| 187 | CCOCAMECO CORP | 4,950 | $367.4M | 0.01% | |
| 188 | KHCKRAFT HEINZ CO | 13,640 | $352.2M | 0.01% | |
| 189 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,535 | $347.7M | 0.01% | |
| 190 | BKBANK NEW YORK MELLON CORP | 3,696 | $336.7M | 0.01% | |
| 191 | UPSUNITED PARCEL SERVICE INC | 3,100 | $312.9M | 0.01% | |
| 192 | VMCVULCAN MATLS CO | 1,193 | $311.2M | 0.01% | |
| 193 | ALBALBEMARLE CORP | 4,900 | $307.1M | 0.01% | |
| 194 | MAMASTERCARD INCORPORATED | 543 | $305.1M | 0.01% | |
| 195 | AQLTISHARES TR | 13,131 | $301.8M | 0.01% | |
| 196 | COFCAPITAL ONE FINL CORP | 1,404 | $298.7M | 0.01% | |
| 197 | LOWLOWES COS INC | 1,300 | $288.4M | 0.01% | |
| 198 | CMCSACOMCAST CORP NEW | 7,704 | $275.0M | 0.01% | |
| 199 | ELVELEVANCE HEALTH INC | 700 | $272.3M | 0.01% | |
| 200 | SONYSONY GROUP CORP | 10,435 | $271.6M | 0.01% |