MEYER HANDELMAN CO Q4 2025 Filing
Filed January 15, 2026
Portfolio Value
$3.2B
Holdings
214
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (214 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 475,682 | $230.0M | 7.20% | |
| 2 | AAPLAPPLE INC | 568,294 | $154.5M | 4.84% | |
| 3 | IBMINTERNATIONAL BUSINESS MACHS | 353,523 | $104.7M | 3.28% | |
| 4 | JPMJPMORGAN CHASE & CO. | 305,648 | $98.5M | 3.08% | |
| 5 | GOOGALPHABET INC | 305,664 | $95.9M | 3.00% | |
| 6 | TTTRANE TECHNOLOGIES PLC | 227,254 | $88.4M | 2.77% | |
| 7 | MCKMCKESSON CORP | 104,906 | $86.1M | 2.69% | |
| 8 | WMTWALMART INC | 750,844 | $83.7M | 2.62% | |
| 9 | AMZNAMAZON COM INC | 347,309 | $80.2M | 2.51% | |
| 10 | HONHONEYWELL INTL INC | 396,092 | $77.3M | 2.42% | |
| 11 | PGPROCTER AND GAMBLE CO | 514,607 | $73.7M | 2.31% | |
| 12 | CATCATERPILLAR INC | 115,721 | $66.3M | 2.08% | |
| 13 | GEGE AEROSPACE | 160,126 | $49.3M | 1.54% | |
| 14 | BACVERIZON COMMUNICATIONS INC | 1,209,848 | $49.3M | 1.54% | |
| 15 | CSCOCISCO SYS INC | 636,203 | $49.0M | 1.53% | |
| 16 | XOMEXXON MOBIL CORP | 382,687 | $46.1M | 1.44% | |
| 17 | QCOMQUALCOMM INC | 261,552 | $44.7M | 1.40% | |
| 18 | KMBKIMBERLY-CLARK CORP | 441,325 | $44.5M | 1.39% | |
| 19 | METAMETA PLATFORMS INC | 65,482 | $43.2M | 1.35% | |
| 20 | ALSALLSTATE CORP | 206,787 | $43.0M | 1.35% | |
| 21 | GILDGILEAD SCIENCES INC | 336,724 | $41.3M | 1.29% | |
| 22 | HDHOME DEPOT INC | 117,936 | $40.6M | 1.27% | |
| 23 | ABBVABBVIE INC | 176,495 | $40.3M | 1.26% | |
| 24 | MRKMERCK & CO INC | 378,287 | $39.8M | 1.25% | |
| 25 | AMGNAMGEN INC | 119,231 | $39.0M | 1.22% | |
| 26 | MPCMARATHON PETE CORP | 227,685 | $37.0M | 1.16% | |
| 27 | GOOGLALPHABET INC | 117,700 | $36.8M | 1.15% | |
| 28 | VVISA INC | 100,769 | $35.3M | 1.11% | |
| 29 | GLWCORNING INC | 399,332 | $35.0M | 1.09% | |
| 30 | ITWILLINOIS TOOL WKS INC | 139,386 | $34.3M | 1.07% | |
| 31 | PEPPEPSICO INC | 232,679 | $33.4M | 1.05% | |
| 32 | ETNEATON CORP PLC | 104,419 | $33.3M | 1.04% | |
| 33 | SYYSYSCO CORP | 446,629 | $32.9M | 1.03% | |
| 34 | RTXRTX CORPORATION | 175,231 | $32.1M | 1.01% | |
| 35 | CVXCHEVRON CORP NEW | 210,370 | $32.1M | 1.00% | |
| 36 | LLYELI LILLY & CO | 27,825 | $29.9M | 0.94% | |
| 37 | PFEPFIZER INC | 1,186,815 | $29.6M | 0.93% | |
| 38 | MCDMCDONALDS CORP | 94,803 | $29.0M | 0.91% | |
| 39 | MMM3M CO | 175,108 | $28.0M | 0.88% | |
| 40 | TJXTJX COS INC NEW | 168,485 | $25.9M | 0.81% | |
| 41 | NVDANVIDIA CORPORATION | 136,188 | $25.4M | 0.80% | |
| 42 | GEVGE VERNOVA INC | 36,726 | $24.0M | 0.75% | |
| 43 | JNJJOHNSON & JOHNSON | 114,779 | $23.8M | 0.74% | |
| 44 | TXNTEXAS INSTRS INC | 135,573 | $23.5M | 0.74% | |
| 45 | BMYBRISTOL-MYERS SQUIBB CO | 435,881 | $23.5M | 0.74% | |
| 46 | NEMNEWMONT CORP | 228,540 | $22.8M | 0.71% | |
| 47 | TELTE CONNECTIVITY PLC | 98,950 | $22.5M | 0.70% | |
| 48 | CMECME GROUP INC | 80,837 | $22.1M | 0.69% | |
| 49 | ADPAUTOMATIC DATA PROCESSING IN | 85,060 | $21.9M | 0.69% | |
| 50 | WFCWELLS FARGO CO NEW | 218,411 | $20.4M | 0.64% | |
| 51 | IRINGERSOLL RAND INC | 254,982 | $20.2M | 0.63% | |
| 52 | KOCOCA COLA CO | 280,455 | $19.6M | 0.61% | |
| 53 | NRANRG ENERGY INC | 114,870 | $18.3M | 0.57% | |
| 54 | EXPEEXPEDIA GROUP INC | 61,344 | $17.4M | 0.54% | |
| 55 | NEENEXTERA ENERGY INC | 211,640 | $17.0M | 0.53% | |
| 56 | PPGPPG INDS INC | 161,223 | $16.5M | 0.52% | |
| 57 | COPCONOCOPHILLIPS | 165,790 | $15.5M | 0.49% | |
| 58 | FCXFREEPORT-MCMORAN INC | 296,407 | $15.1M | 0.47% | |
| 59 | OMCOMNICOM GROUP INC | 186,157 | $15.0M | 0.47% | |
| 60 | JBLJABIL INC | 61,308 | $14.0M | 0.44% | |
| 61 | ABTABBOTT LABS | 107,567 | $13.5M | 0.42% | |
| 62 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 43,646 | $13.3M | 0.42% | |
| 63 | CLCOLGATE PALMOLIVE CO | 165,440 | $13.1M | 0.41% | |
| 64 | EMREMERSON ELEC CO | 97,640 | $13.0M | 0.41% | |
| 65 | AXPAMERICAN EXPRESS CO | 34,365 | $12.7M | 0.40% | |
| 66 | GSGOLDMAN SACHS GROUP INC | 14,360 | $12.6M | 0.40% | |
| 67 | NUENUCOR CORP | 72,782 | $11.9M | 0.37% | |
| 68 | ETRENTERGY CORP NEW | 123,648 | $11.4M | 0.36% | |
| 69 | BXBLACKSTONE INC | 73,192 | $11.3M | 0.35% | |
| 70 | CHKPCHECK POINT SOFTWARE TECH LT | 60,382 | $11.2M | 0.35% | |
| 71 | GPCGENUINE PARTS CO | 89,137 | $11.0M | 0.34% | |
| 72 | DHRDANAHER CORPORATION | 47,832 | $10.9M | 0.34% | |
| 73 | ALLEALLEGION PLC | 62,174 | $9.9M | 0.31% | |
| 74 | SSNCSS&C TECHNOLOGIES HLDGS INC | 109,310 | $9.6M | 0.30% | |
| 75 | JCIJOHNSON CTLS INTL PLC | 79,238 | $9.5M | 0.30% | |
| 76 | ADBEADOBE INC | 26,858 | $9.4M | 0.29% | |
| 77 | 4I1PHILIP MORRIS INTL INC | 57,384 | $9.2M | 0.29% | |
| 78 | DELLDELL TECHNOLOGIES INC | 70,284 | $8.8M | 0.28% | |
| 79 | AZOAUTOZONE INC | 2,585 | $8.8M | 0.27% | |
| 80 | KRKROGER CO | 139,481 | $8.7M | 0.27% | |
| 81 | BABOEING CO | 37,211 | $8.1M | 0.25% | |
| 82 | MDLZMONDELEZ INTL INC | 148,837 | $8.0M | 0.25% | |
| 83 | RGLDROYAL GOLD INC | 36,008 | $8.0M | 0.25% | |
| 84 | CRMSALESFORCE INC | 28,216 | $7.5M | 0.23% | |
| 85 | DUKDUKE ENERGY CORP NEW | 63,340 | $7.4M | 0.23% | |
| 86 | AEPAMERICAN ELEC PWR CO INC | 64,081 | $7.4M | 0.23% | |
| 87 | OTISOTIS WORLDWIDE CORP | 82,378 | $7.2M | 0.23% | |
| 88 | SBUXSTARBUCKS CORP | 79,873 | $6.7M | 0.21% | |
| 89 | MDTMEDTRONIC PLC | 67,794 | $6.5M | 0.20% | |
| 90 | TRVTRAVELERS COMPANIES INC | 22,400 | $6.5M | 0.20% | |
| 91 | APDAIR PRODS & CHEMS INC | 24,608 | $6.1M | 0.19% | |
| 92 | CARRCARRIER GLOBAL CORPORATION | 104,190 | $5.5M | 0.17% | |
| 93 | MSIMOTOROLA SOLUTIONS INC | 13,741 | $5.3M | 0.16% | |
| 94 | IPINTERNATIONAL PAPER CO | 132,462 | $5.2M | 0.16% | |
| 95 | MOALTRIA GROUP INC | 90,463 | $5.2M | 0.16% | |
| 96 | PWRQUANTA SVCS INC | 12,225 | $5.2M | 0.16% | |
| 97 | DWDMORGAN STANLEY | 27,338 | $4.9M | 0.15% | |
| 98 | SOLSSOLSTICE ADVANCED MATLS INC | 98,320 | $4.8M | 0.15% | |
| 99 | SRESEMPRA | 52,948 | $4.7M | 0.15% | |
| 100 | LMTLOCKHEED MARTIN CORP | 9,480 | $4.6M | 0.14% |
Page 1 of 3Next