Meyer Handelman Co Portfolio Stock Holdings
According to the SEC 13F filed on October 28, 2026, Meyer Handelman Co disclosed 233 stock positions valued at approximately $3.49B as of quarter-end September 30, 2026. The largest holdings include Microsoft Corporation, Apple Inc, and JPMorgan Chase & Co.
- Report Period
- September 30, 2026
- No. of Stocks
- 233
- Portfolio Value
- $3.49B
Holdings by Sector
Meyer Handelman Co Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Microsoft Corporation | MSFT | Technology | 7.02% | 478,040 | +1,329 | +0.28% | $245,186,716 |
| Apple Inc | AAPL | Technology | 5.24% | 550,219 | -8,778 | -1.57% | $183,233,931 |
| JPMorgan Chase & Co | JPM | Financial Services | 3.02% | 319,428 | +2,259 | +0.71% | $105,676,365 |
| Alphabet Inc | GOOG | Communication Services | 2.94% | 301,741 | -253 | -0.08% | $102,815,228 |
| Trane Technologies plc | TT | Industrials | 2.61% | 201,579 | -1,238 | -0.61% | $91,109,676 |
| Amazon com Inc | AMZN | Consumer Cyclical | 2.56% | 359,305 | +2,710 | +0.76% | $89,520,841 |
| International Business Machines Corp | IBM | Technology | 2.30% | 365,520 | +5,936 | +1.65% | $80,388,814 |
| Marathon Petroleum Corporation | MPC | Energy | 2.26% | 200,098 | -9,945 | -4.73% | $79,122,751 |
| McKesson Corporation | MCK | Healthcare | 2.20% | 89,970 | -4,780 | -5.04% | $76,817,286 |
| Caterpillar Inc | CAT | Industrials | 2.15% | 92,523 | -5,719 | -5.82% | $75,016,723 |
| Walmart Inc | WMT | Consumer Defensive | 2.13% | 716,948 | -6,812 | -0.94% | $74,505,236 |
| Procter & Gamble Company | PG | Consumer Defensive | 2.09% | 501,995 | -2,600 | -0.52% | $72,929,834 |
| Cisco Systems | CSCO | Technology | 2.06% | 669,356 | +5,156 | +0.78% | $72,042,786 |
| ExxonMobil Holdings Corp | XOM | Energy | 1.73% | 372,401 | -4,609 | -1.22% | $60,608,263 |
| Verizon Communications Inc | VZ | Communication Services | 1.71% | 1,298,866 | +20,305 | +1.59% | $59,578,983 |
| Corning Inc | GLW | Technology | 1.66% | 377,855 | -8,083 | -2.09% | $58,098,985 |
| Merck & Co Inc | MRK | Healthcare | 1.59% | 383,153 | +825 | +0.22% | $55,675,962 |
| Meta Platforms Inc | META | Communication Services | 1.53% | 73,894 | +3,187 | +4.51% | $53,586,451 |
| NVIDIA Corporation | NVDA | Technology | 1.42% | 217,682 | +31,477 | +16.90% | $49,714,216 |
| AbbVie Inc | ABBV | Healthcare | 1.40% | 187,198 | +3,662 | +2.00% | $48,969,125 |
| GE Aerospace | GE | Industrials | 1.40% | 156,323 | -1,079 | -0.69% | $48,818,110 |
| Allstate Corporation | ALL | Financial Services | 1.38% | 217,218 | +819 | +0.38% | $48,191,985 |
| Gilead Sciences Inc | GILD | Healthcare | 1.33% | 311,663 | -4,974 | -1.57% | $46,453,370 |
| Amgen Inc | AMGN | Healthcare | 1.27% | 105,344 | -5,776 | -5.20% | $44,403,549 |
| Eaton Corporation plc | ETN | Industrials | 1.22% | 99,433 | -1,151 | -1.14% | $42,727,354 |
| Qualcomm Inc | QCOM | Technology | 1.22% | 231,833 | -6,929 | -2.90% | $42,666,545 |
| Alphabet Inc Class A | GOOGL | Communication Services | 1.20% | 121,913 | +3,668 | +3.10% | $41,947,825 |
| Chevron Corporation | CVX | Energy | 1.16% | 198,949 | -4,889 | -2.40% | $40,627,375 |
| Visa Inc | V | Financial Services | 1.15% | 112,200 | +2,256 | +2.05% | $40,316,826 |
| Honeywell Intl Inc | HON | Industrials | 1.14% | 188,653 | -88,348 | -31.89% | $39,794,464 |
Showing 30 of 233 holdings in the latest reporting period.