MEYER HANDELMAN CO Q3 2019 Filing

Filed October 7, 2019

Portfolio Value

$2.0T

Holdings

190

Report Date

Q3 2019

Filing Type

13F-HR

All Holdings (190 positions)

#StockSharesValue% PortfolioType
101
TRVTHE TRAVELERS COMPANIES INC
26,600$4.0B0.20%
102
SEESEALED AIR CORP NEW COM
93,691$3.9B0.20%
103
METMETLIFE INC
81,800$3.9B0.20%
104
CICIGNA CORP
24,035$3.6B0.18%
105
ZBHZIMMER BIOMET HOLDINGS, INC
25,239$3.5B0.18%
106
VVISA INC-CLASS A SHARES
19,664$3.4B0.17%
107
TRVCCITIGROUP INC
46,592$3.2B0.16%
108
WHWYNDHAM HOTELS & RESOR COM
60,000$3.1B0.16%
109
DVNDEVON ENERGY CORPORATION NEW
127,000$3.1B0.15%
110
DYHTARGET CORP COM
28,350$3.0B0.15%
111
WYWEYERHAEUSER COMPANY COM
102,837$2.8B0.14%
112
WYNEURWYNDHAM DESTINATIONS,INC
60,000$2.8B0.14%
113
MSIMOTOROLA SOLUTIONS INC
15,908$2.7B0.14%
114
RTN1USDRAYTHEON CO
13,474$2.6B0.13%
115
DWDMORGAN STANLEY
61,642$2.6B0.13%
116
UPSUNITED PARCEL SERVICE INC
19,580$2.3B0.12%
117
UNPUNION PAC CORP COM
13,100$2.1B0.11%
118
XYLXYLEM INC
25,314$2.0B0.10%
119
BXBLACKSTONE GROUP INC
40,500$2.0B0.10%
120
SSFSENSIENT TECHNOLOGIES CORP
28,300$1.9B0.10%
121
GSKGLAXO SMITHKLINE
44,384$1.9B0.10%
122
CUCAAVIS BUDGET GROUP
65,000$1.8B0.09%
123
PNRPENTAIR PLC
46,732$1.8B0.09%
124
CBSHCOMMERCE BANCSHARES INC
27,047$1.6B0.08%
125
ZTSZOETIS INC
11,828$1.5B0.07%
126
DDOMINION ENERGY
17,799$1.4B0.07%
127
ILFISHARES TR LATN AMER 40 ETF
45,400$1.4B0.07%
128
METAFACEBOOK INC CL A
7,600$1.4B0.07%
129
CMACOMERICA
18,631$1.2B0.06%
130
SYFSYNCHRONY FINL
35,265$1.2B0.06%
131
BSXBOSTON SCIENTIFIC CORP COM
28,800$1.2B0.06%
132
LMTLOCKHEED MARTIN CORP
2,972$1.2B0.06%
133
FTVFORTIVE CORP COM
15,700$1.1B0.05%
134
VIABVIACOM INC CL B NEW
41,775$1.0B0.05%
135
UI2KEMPER CORP
12,475$972.0M0.05%
136
EWEDWARDS LIFESCIENCES COM
4,400$968.0M0.05%
137
ARCONIC INC
34,116$887.0M0.04%
138
EMNEASTMAN CHEMICAL COMPANY COM
11,500$849.0M0.04%
139
TPRTAPESTRY INC
32,000$833.0M0.04%
140
YUMYUM BRANDS INC
7,250$822.0M0.04%
141
FMSFRESENIUS MED CARE AG & CO SPD
24,000$806.0M0.04%
142
CMCSACOMCAST CORP NEW
17,800$802.0M0.04%
143
BABAALIBABA GROUP HLDG LTD
4,792$801.0M0.04%
144
LHXL3HARRIS TECHNOLOGIES,INC.
3,708$775.0M0.04%
145
REZIRESIDEO TECHNOLOGIES I COM
53,436$767.0M0.04%
146
AVYAVERY DENNISON CORP
6,700$761.0M0.04%
147
HSYTHE HERSHEY COMPANY
4,800$744.0M0.04%
148
RDS/AROYAL DUTCH SHELL PLC SPD ADR
12,392$729.0M0.04%
149
GLDSPDR GOLD TRUST GOLD SHS
5,200$723.0M0.04%
150
ADBEADOBE SYS INC
2,500$691.0M0.03%
151
SNPSSYNOPSYS INC COM
4,600$631.0M0.03%
152
CELGCELGENE CORP
6,200$616.0M0.03%
153
VWOVANGUARD FTSE EMERGING MARKETS
15,000$604.0M0.03%
154
ALVAUTOLIV, INC.
7,536$594.0M0.03%
155
ITTITT INC
9,450$578.0M0.03%
156
SIEBSIEMENS A G SPONSORED ADR
10,500$563.0M0.03%
157
MTRNMATERION CORPORATION
9,000$552.0M0.03%
158
HESHESS CORP
9,050$547.0M0.03%
159
AVNSAVANOS MEDICAL INC
14,362$538.0M0.03%
160
PWRQUANTA SVCS INC
13,900$525.0M0.03%
161
DXCDXC TECHNOLOGY CO COM
17,223$508.0M0.03%
162
ELVANTHEM INC
2,100$504.0M0.03%
163
WABWABTEC CORP COM
6,793$488.0M0.02%
164
BBTUSDBB&T CORP COM
9,100$486.0M0.02%
165
KSSKOHLS CORP COM
9,700$482.0M0.02%
166
CDKCDK GLOBAL INC
9,721$467.0M0.02%
167
APTIV PLC
5,262$460.0M0.02%
168
NVTNVENT ELECTRIC PLC SHS
20,470$450.0M0.02%
169
BKBANK OF NEW YORK MELLON CORP
9,696$438.0M0.02%
170
PAYXPAYCHEX INC COM
4,900$406.0M0.02%
171
GRA1EURW.R. GRACE & CO
6,000$401.0M0.02%
172
ALBALBEMARLE CORP COM
5,300$368.0M0.02%
173
MARMARRIOTT INTL INC NEW CL A
2,940$366.0M0.02%
174
WMWASTE MGMT INC DEL
3,000$345.0M0.02%
175
YUMCYUM CHINA HLDGS INC COM
7,250$329.0M0.02%
176
LHC GROUP INC COM
2,836$322.0M0.02%
177
BUNGE LIMITED
5,200$294.0M0.01%
178
MTS SYS CORP
5,000$276.0M0.01%
179
PBIPITNEY BOWES INC
60,000$274.0M0.01%
180
DEDEERE & CO.
1,600$270.0M0.01%
181
FISVFISERV INC COM
2,600$269.0M0.01%
182
HIGHARTFORD FINL SVCS GROUP INC
4,200$255.0M0.01%
183
CREE INC COM
5,000$245.0M0.01%
184
FASTFASTENAL CO COM
7,000$229.0M0.01%
185
LIVEPERSON INC RST
5,944$212.0M0.01%
186
CHTRCHARTER COMMUNICATIONS CL A
491$202.0M0.01%
187
GTXGARRETT MOTION INC.
12,455$124.0M0.01%
188
TLLTFTILT HOLDINGS INC
509,430$114.0M0.01%
189
CVECENOVUS ENERGY INC
10,000$94.0M0.00%
190
REEDS INC
10,000$13.0M0.00%
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