MEYER HANDELMAN CO Q4 2021 Filing

Filed January 25, 2022

Portfolio Value

$2.7T

Holdings

190

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (190 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP COM
554,625$186.5B6.95%
2
PGPROCTER & GAMBLE COMPANY COM
613,059$100.3B3.74%
3
AAPLAPPLE INC COM
545,693$96.9B3.61%
4
HONHONEYWELL INTL INC
461,955$96.3B3.59%
5
PFEPFIZER INC COM
1,405,868$83.0B3.09%
6
IRTRANE TECHNOLOGIES PLC
321,248$64.9B2.42%
7
KMBKIMBERLY-CLARK CORP COM
438,512$62.7B2.34%
8
QCOMQUALCOMM INC COM
294,962$53.9B2.01%
9
HDHOME DEPOT INC COM
118,729$49.3B1.84%
10
PEPPEPSICO INC COM
280,194$48.7B1.81%
11
IBMIBM CORPORATION COM
354,117$47.3B1.76%
12
SYYSYSCO CORP
587,894$46.2B1.72%
13
BACVERIZON COMMUNICATIONS
817,078$42.5B1.58%
14
BMYBRISTOL MYERS SQUIBB CO COM
680,728$42.4B1.58%
15
MCKMCKESSON CORP
161,965$40.3B1.50%
16
INTCINTEL CORP COM
763,673$39.3B1.47%
17
CSCOCISCO SYSTEMS INC COM
620,423$39.3B1.47%
18
JPMJPMORGAN CHASE & CO
243,630$38.6B1.44%
19
ITWILLINOIS TOOL WORKS INC COM
155,396$38.4B1.43%
20
TXNTEXAS INSTRUMENTS COM
199,545$37.6B1.40%
21
MMM3M COMPANY
209,090$37.1B1.38%
22
WMTWALMART STORES INC COM
243,962$35.3B1.32%
23
CVXCHEVRON CORP
279,853$32.8B1.22%
24
PPGPPG INDS INC
188,799$32.6B1.21%
25
GILDGILEAD SCIENCES INC
437,224$31.7B1.18%
26
AMZNAMAZON COM INC
9,416$31.4B1.17%
27
MCDMCDONALDS CORP COM
114,838$30.8B1.15%
28
NEENEXTERA ENERGY INC
317,200$29.6B1.10%
29
CATCATERPILLAR INC DEL COM
142,416$29.4B1.10%
30
DDDUPONT DE NEMOURS,INC
348,990$28.2B1.05%
31
MRKMERCK & CO INC NEW
360,283$27.6B1.03%
32
SWKSTANLEY BLACK & DECKER INC
145,792$27.5B1.02%
33
AMGNAMGEN INC COM
118,596$26.7B0.99%
34
XOMEXXON MOBIL CORP
429,407$26.3B0.98%
35
JNJJOHNSON & JOHNSON COM
152,327$26.1B0.97%
36
ETNEATON CORP PLC
149,386$25.8B0.96%
37
MDTMEDTRONIC PLC
242,383$25.1B0.93%
38
GOOGALPHABET INC CL C
8,418$24.4B0.91%
39
BAXBAXTER INTERNATIONAL INC COM
272,396$23.4B0.87%
40
FCXFREEPORT-MCMORAN INC
540,672$22.6B0.84%
41
CAGCONAGRA BRANDS INC
651,131$22.2B0.83%
42
TELTE CONNECTIVITY LTD
136,878$22.1B0.82%
43
GEGENERAL ELECTRIC CORP COM
226,178$21.4B0.80%
44
MPCMARATHON PETROLEUM CORPORATION
328,875$21.0B0.78%
45
GLWCORNING INC
537,182$20.0B0.75%
46
ADPAUTOMATIC DATA PROCESSING INC
78,801$19.4B0.72%
47
IRINGERSOLL RAND INC.
310,581$19.2B0.72%
48
DOWDOW INC
338,104$19.2B0.71%
49
JCIJOHNSON CTLS INTL PLC SHS
230,343$18.7B0.70%
50
RTXRAYTHEON TECHNOLOGIES CORP
217,578$18.7B0.70%
51
CLCOLGATE-PALMOLIVE COM
208,246$17.8B0.66%
52
ABBVABBVIE INC
131,067$17.7B0.66%
53
ALSALLSTATE CORP COM
148,358$17.5B0.65%
54
NEMNEWMONT CORP
261,846$16.2B0.61%
55
KOCOCA COLA CO COM
264,800$15.7B0.58%
56
GPCGENUINE PARTS CO
106,049$14.9B0.55%
57
ETRENTERGY CORP COM NEW
131,044$14.8B0.55%
58
ABTABBOTT LABS INC COM
104,837$14.8B0.55%
59
DHRDANAHER CORP
44,488$14.6B0.55%
60
APDAIR PRODS & CHEMS INC
44,158$13.4B0.50%
61
MDLZMONDELEZ INTL INC
200,737$13.3B0.50%
62
CVSCVS HEALTH CORPORATION
127,029$13.1B0.49%
63
IPINTERNATIONAL PAPER COM
277,164$13.0B0.49%
64
DUKDUKE ENERGY CORP NEW
123,537$13.0B0.48%
65
0VVBVIACOMCBS INC
408,922$12.3B0.46%
66
WFCWELLS FARGO & CO NEW COM
253,184$12.1B0.45%
67
TRVCCITIGROUP INC
199,726$12.1B0.45%
68
EMREMERSON ELEC CO COM
129,230$12.0B0.45%
69
BABOEING COMPANY COM
58,825$11.8B0.44%
70
ALLEALLEGION PUB LTD CO
83,560$11.1B0.41%
71
GOOGLALPHABET INC CL A
3,801$11.0B0.41%
72
NUENUCOR CORP
95,048$10.8B0.40%
73
SBUXSTARBUCKS CORP COM
91,398$10.7B0.40%
74
LLYELI LILLY & CO.
36,408$10.1B0.37%
75
7HPHP INC
256,014$9.6B0.36%
76
TAT & T INC
376,800$9.3B0.35%
77
OTISOTIS WORLDWIDE CORP
105,912$9.2B0.34%
78
COPCONOCOPHILLIPS
121,023$8.7B0.33%
79
GSGOLDMAN SACHS GROUP INC
22,500$8.6B0.32%
80
CARRCARRIER GLOBAL CORP
158,625$8.6B0.32%
81
LWLAMB WESTON HLDGS INC COM
135,656$8.6B0.32%
82
BPBP PLC ADR
283,899$7.6B0.28%
83
GISGENERAL MILLS
110,080$7.4B0.28%
84
DYHTARGET CORP COM
31,010$7.2B0.27%
85
VVISA INC-CLASS A SHARES
33,010$7.2B0.27%
86
ENBENBRIDGE INC.
182,495$7.1B0.27%
87
HALHALLIBURTON CO COM
305,600$7.0B0.26%
88
KELKELLOGG COMPANY COM
106,700$6.9B0.26%
89
TJXTHE TJX COMPANIES,INC.
89,025$6.8B0.25%
90
SEESEALED AIR CORP NEW COM
94,300$6.4B0.24%
91
AEPAMERICAN ELECTRIC POWER
71,004$6.3B0.24%
92
DWDMORGAN STANLEY
63,598$6.2B0.23%
93
KHCKRAFT HEINZ CO
167,135$6.0B0.22%
94
AXPAMERICAN EXPRESS CO COM
34,460$5.6B0.21%
95
CPBCAMPBELL SOUP CO
129,350$5.6B0.21%
96
CRMSALESFORCE COM INC COM
21,990$5.6B0.21%
97
WBAWALGREENS BOOTS ALLIANCE INC
106,977$5.6B0.21%
98
CICIGNA CORP
24,267$5.6B0.21%
99
4I1PHILIP MORRIS INTL INC
55,898$5.3B0.20%
100
DISWALT DISNEY COMPANY COM
34,161$5.3B0.20%
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