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Latest MEYER HANDELMAN CO Stock Portfolio

$3.22Billion | No. of Holdings #220

MEYER HANDELMAN CO Performance

2026 Q1+0.93%
YTD+0.93%
2025+13.90%

About MEYER HANDELMAN CO and 13F Hedge Fund Stock Holdings

On 2026-04-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, MEYER HANDELMAN CO reported an equity portfolio of $3.2 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of MEYER HANDELMAN CO are MSFT, AAPL, WMT. The fund has invested 5.5% of it's portfolio in MICROSOFT CORP and 4.4% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off COMERICA INC (CMA), BROADRIDGE FINL SOLUTIONS IN (BR) and ALIBABA GROUP HLDG LTD (BABA) stocks. They significantly reduced their stock positions in SMUCKER J M CO (SJM), ADOBE INC (ADBE) and SALESFORCE INC (CRM). MEYER HANDELMAN CO opened new stock positions in PTC INC (PTC), CENCORA INC (ABC) and ISHARES TR (IBCE). The fund showed a lot of confidence in some stocks as they added substantially to MOTOROLA SOLUTIONS INC (MSI), CONSTELLATION ENERGY CORP (CEG) and MERCADOLIBRE INC (MELI).
MEYER HANDELMAN CO Equity Portfolio Value
Last Reported on: 20 Apr, 2026
$3.22Billion
  as of Apr 20, 2026

MEYER HANDELMAN CO Annual Return Estimates Vs S&P 500

Our best estimate is that MEYER HANDELMAN CO made a return of 0.93% in the last quarter. In trailing 12 months, it's portfolio return was 15.18%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ptc inc6,917,040
cencora inc5,319,020
ishares tr1,381,580
fifth third bancorp1,169,440
ishares inc1,149,060
astrazeneca plc386,239
lb pharmaceuticals inc372,218
novartis ag354,380
New stocks bought by MEYER HANDELMAN CO

Additions

Ticker% Inc.
motorola solutions inc161
constellation energy corp51.58
mercadolibre inc43.47
royal gold inc40.47
slb limited39.8
omnicom group inc29.17
taiwan semiconductor manufac23.5
check point software tech lt22.71
Additions to existing portfolio by MEYER HANDELMAN CO

Reductions

Ticker% Reduced
smucker j m co-70.58
adobe inc-48.21
salesforce inc-47.87
zimmer biomet holdings inc-45.97
baxter intl inc-45.8
otis worldwide corp-39.79
avery dennison corp-32.34
medtronic plc-29.92
MEYER HANDELMAN CO reduced stake in above stock

Sold off

Ticker$ Sold
comerica inc-1,172,510
exact sciences corp-238,666
alibaba group hldg ltd-322,476
broadridge finl solutions in-434,066
elevance health inc formerly-245,385
cyberark software ltd-200,727
MEYER HANDELMAN CO got rid off the above stocks

Sector Distribution

MEYER HANDELMAN CO has about 21% of it's holdings in Technology sector.

  • Technology
  • Industrials
  • Healthcare
  • Consumer Defensive
  • Financial Services
  • Communication Services
  • Consumer Cyclical
  • Energy
  • Others
  • Basic Materials
  • Utilities
Sector%
Technology21
Industrials16.8
Healthcare12.8
Consumer Defensive11.2
Financial Services8.2
Communication Services7.7
Consumer Cyclical6.9
Energy6
Others3.7
Basic Materials3.2
Utilities2.3

Market Cap. Distribution

MEYER HANDELMAN CO has about 96.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
Category%
MEGA-CAP52.3
LARGE-CAP43.8
UNALLOCATED3.6

Stocks belong to which Index?

About 94.2% of the stocks held by MEYER HANDELMAN CO either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50094.2
Others5.7
Top 5 Winners (%)%
DOW
dow hldgs inc
72.0 %
GLW
corning inc
55.0 %
OXY
occidental pete corp
54.1 %
solstice advanced matls inc
52.5 %
MPC
marathon pete corp
49.2 %
Top 5 Winners ($)$
GLW
corning inc
19.2 M
XOM
exxon mobil corp
18.8 M
MPC
marathon pete corp
18.2 M
CAT
caterpillar inc
14.9 M
HON
honeywell intl inc
12.1 M
Top 5 Losers (%)%
NOW
servicenow inc
-31.8 %
BX
blackstone inc
-25.2 %
COF
capital one finl corp
-24.7 %
KMPR
kemper corp
-24.6 %
QCOM
qualcomm inc
-24.3 %
Top 5 Losers ($)$
MSFT
microsoft corp
-54.0 M
IBM
international business machs
-19.1 M
QCOM
qualcomm inc
-10.9 M
AAPL
apple inc
-10.2 M
JPM
jpmorgan chase & co
-8.7 M

MEYER HANDELMAN CO Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of MEYER HANDELMAN CO

MEYER HANDELMAN CO has 220 stocks in it's portfolio. About 31.6% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. GLW was the most profitable stock for MEYER HANDELMAN CO last quarter.

$3.22BTotal Value
226Positions
20 Apr, 2026Last Reported
Current holdings of Current Stock Holdings of MEYER HANDELMAN CO, last reported on 20 Apr, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change