MEYER HANDELMAN CO Q4 2018 Filing

Filed February 5, 2019

Portfolio Value

$1.8T

Holdings

189

Report Date

Q4 2018

Filing Type

13F-HR

All Holdings (189 positions)

#StockSharesValue% PortfolioType
101
DISWALT DISNEY COMPANY COM
30,393$3.3B0.19%
102
AXPAMERICAN EXPRESS CO COM
34,560$3.3B0.19%
103
TRVTHE TRAVELERS COMPANIES INC
26,600$3.2B0.18%
104
WECWEC ENERGY GROUP INC
43,050$3.0B0.17%
105
WHWYNDHAM HOTELS & RESOR COM
60,000$2.7B0.15%
106
DWDMORGAN STANLEY
66,562$2.6B0.15%
107
VVISA INC-CLASS A SHARES
19,664$2.6B0.15%
108
ZBHZIMMER BIOMET HOLDINGS, INC
24,719$2.6B0.15%
109
DVNDEVON ENERGY CORPORATION NEW
112,500$2.5B0.14%
110
TRVCCITIGROUP INC
48,486$2.5B0.14%
111
WYNEURWYNDHAM DESTINATIONS,INC
60,000$2.1B0.12%
112
REZIRESIDEO TECHNOLOGIES I COM
101,630$2.1B0.12%
113
UPSUNITED PARCEL SERVICE INC
19,580$1.9B0.11%
114
MSIMOTOROLA SOLUTIONS INC
16,407$1.9B0.11%
115
RTN1USDRAYTHEON CO
12,284$1.9B0.11%
116
DYHTARGET CORP COM
28,350$1.9B0.11%
117
UNPUNION PAC CORP COM
13,500$1.9B0.11%
118
PNRPENTAIR PLC
48,711$1.8B0.10%
119
GSKGLAXO SMITHKLINE
46,384$1.8B0.10%
120
XYLXYLEM INC
25,314$1.7B0.10%
121
SSFSENSIENT TECHNOLOGIES CORP
29,325$1.6B0.09%
122
CUCAAVIS BUDGET GROUP
70,000$1.6B0.09%
123
CBSHCOMMERCE BANCSHARES INC
27,047$1.5B0.09%
124
VIABVIACOM INC CL B NEW
52,625$1.4B0.08%
125
DDOMINION RES INC VA COM
18,099$1.3B0.07%
126
CMACOMERICA
18,631$1.3B0.07%
127
ILFISHARES TR LATN AMER 40 ETF
37,736$1.2B0.07%
128
SYFSYNCHRONY FINL
48,082$1.1B0.06%
129
DXCDXC TECHNOLOGY CO COM
20,036$1.1B0.06%
130
FTVFORTIVE CORP COM
15,700$1.1B0.06%
131
ZTSZOETIS INC
11,828$1.0B0.06%
132
METAFACEBOOK INC CL A
7,600$996.0M0.06%
133
BSXBOSTON SCIENTIFIC CORP COM
26,400$932.0M0.05%
134
BROWN ADVISORY FDS ADV SMCP IN
42,640$922.0M0.05%
135
EMNEASTMAN CHEMICAL COMPANY COM
11,500$841.0M0.05%
136
UI2KEMPER CORP
12,475$828.0M0.05%
137
LMTLOCKHEED MARTIN CORP
2,972$778.0M0.04%
138
FMSFRESENIUS MED CARE AG & CO SPD
24,000$777.0M0.04%
139
RDS/AROYAL DUTCH SHELL PLC SPD ADR
12,392$722.0M0.04%
140
AVNSAVANOS MEDICAL INC
15,635$701.0M0.04%
141
EWEDWARDS LIFESCIENCES COM
4,400$674.0M0.04%
142
YUMYUM BRANDS INC
7,250$666.0M0.04%
143
BABAALIBABA GROUP HLDG LTD
4,792$657.0M0.04%
144
ARCONIC INC
38,522$649.0M0.04%
145
CDKCDK GLOBAL INC
12,730$610.0M0.03%
146
AVYAVERY DENNISON CORP
6,700$602.0M0.03%
147
NVTNVENT ELECTRIC PLC SHS
26,590$598.0M0.03%
148
SIEBSIEMENS A G SPONSORED ADR
10,500$585.0M0.03%
149
VWOVANGUARD FTSE EMERGING MARKETS
15,000$571.0M0.03%
150
ADBEADOBE SYS INC
2,500$566.0M0.03%
151
VEAVANGUARD FTSE DEVELOPED MARKET
15,000$556.0M0.03%
152
ELVANTHEM INC
2,100$552.0M0.03%
153
CMCSACOMCAST CORP NEW
15,800$538.0M0.03%
154
ALVAUTOLIV, INC.
7,536$529.0M0.03%
155
HSYTHE HERSHEY COMPANY
4,800$514.0M0.03%
156
KSSKOHLS CORP COM
7,600$504.0M0.03%
157
HRSEURHARRIS CORP DEL
3,708$498.0M0.03%
158
ITTITT INC
9,900$478.0M0.03%
159
PWRQUANTA SVCS INC
15,600$470.0M0.03%
160
GTXGARRETT MOTION INC.
37,374$462.0M0.03%
161
BKBANK OF NEW YORK MELLON CORP
9,696$456.0M0.03%
162
DUN & BRADSTREET CORP-NEW
3,000$428.0M0.02%
163
MTRNMATERION CORPORATION
9,500$427.0M0.02%
164
ALBALBEMARLE CORP COM
5,300$408.0M0.02%
165
CELGCELGENE CORP
6,200$397.0M0.02%
166
BBTUSDBB&T CORP COM
9,100$394.0M0.02%
167
GRA1EURW.R. GRACE & CO
6,000$389.0M0.02%
168
SNPSSYNOPSYS INC COM
4,600$388.0M0.02%
169
PBIPITNEY BOWES INC
62,300$368.0M0.02%
170
HESHESS CORP
9,050$367.0M0.02%
171
PAYXPAYCHEX INC COM
4,900$319.0M0.02%
172
MARMARRIOTT INTL INC NEW CL A
2,940$319.0M0.02%
173
MICRO FOCUS INTERNATIO SPON AD
16,725$288.0M0.02%
174
BUNGE LIMITED
5,200$278.0M0.02%
175
WMWASTE MGMT INC DEL
3,000$267.0M0.02%
176
LHC GROUP INC COM
2,836$266.0M0.02%
177
AAALCOA INC COM NEW
9,259$246.0M0.01%
178
YUMCYUM CHINA HLDGS INC COM
7,250$243.0M0.01%
179
DEDEERE & CO.
1,600$239.0M0.01%
180
BXBLACKSTONE GROUP L P COM UNIT
8,000$238.0M0.01%
181
LPXLOUISIANA PAC CORP COM
10,000$222.0M0.01%
182
CREE INC COM
5,000$214.0M0.01%
183
VODVODAFONE GROUP PLC NEW
11,096$214.0M0.01%
184
MURMURPHY OIL CORP
9,000$211.0M0.01%
185
MTS SYS CORP
5,000$201.0M0.01%
186
NBRNABORS INDS LTD SHS ISIN#BMG63
44,800$89.0M0.01%
187
CVECENOVUS ENERGY INC
10,000$70.0M0.00%
188
PENNEY J C INC COM
25,692$27.0M0.00%
189
REEDS INC
10,000$21.0M0.00%
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