MEYER HANDELMAN CO — 13F Holdings & Portfolio

CIK 45319 · latest 13F-HR filed 2026-04-20

MEYER HANDELMAN CO manages $3.22B in 13F-reported U.S. long-equity assets across 270 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are MSFT (5.45%), AAPL (4.43%), WMT (2.88%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 12 new positions, exited 6, added to 73, and trimmed 91.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$3.22B

Long-equity book

Holdings

270

Distinct positions

Period

2026-03-31

Filed 2026-04-20

Q/Q Activity

+12 / −6 / ↑73 / ↓91

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • CORNING INC$18.8M +53.9%
  • EXXON MOBIL CORP$18.7M +40.5%
  • MARATHON PETE CORP$16.6M +44.7%
  • VERIZON COMMUNICATIONS INC$13.2M +26.9%
  • CHEVRON CORPORATION$10.8M +33.6%
Show all 73

Top Trims

  • MICROSOFT CORP-$53.7M -23.3%
  • INTERNATIONAL BUSINESS MACHS-$18.8M -17.9%
  • QUALCOMM INC-$12.2M -27.2%
  • APPLE INC-$11.3M -7.3%
  • ALPHABET INC-$8.4M -8.7%
Show all 91

New Positions

  • PTC INC$6.9M
  • CENCORA INC$5.3M
  • ISHARES TR$1.4M
  • FIFTH THIRD BANCORP$1.2M
  • ISHARES INC$1.1M
Show all 12

Exited Positions

  • COMERICA INC$1.2M
  • BROADRIDGE FINL SOLUTIONS IN$434.1K
  • ALIBABA GROUP HLDG LTD$322.5K
  • ELEVANCE HEALTH INC FORMERLY$245.4K
  • EXACT SCIENCES CORP$238.7K
Show all 6
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 MICROSOFT CORP MSFT 594918104 $175.2M 5.45% 473,190 SH
2 APPLE INC AAPL 037833100 $142.5M 4.43% 561,328 SH
3 WALMART INC WMT 931142103 $92.7M 2.88% 745,869 SH
4 JPMORGAN CHASE & CO JPM 46625H100 $92.1M 2.86% 313,005 SH
5 MCKESSON CORP MCK 58155Q103 $88.7M 2.76% 102,480 SH
6 ALPHABET INC GOOG 02079K107 $87.5M 2.72% 305,179 SH
7 TRANE TECHNOLOGIES PLC TT G8994E103 $87.0M 2.71% 208,853 SH
8 HONEYWELL INTL INC HON 438516106 $86.9M 2.70% 384,422 SH
9 INTERNATIONAL BUSINESS MACHS IBM 459200101 $85.8M 2.67% 354,175 SH
10 CATERPILLAR INC CAT 149123101 $74.0M 2.30% 104,486 SH
11 AMAZON COM INC AMZN 023135106 $73.8M 2.29% 354,343 SH
12 PROCTER & GAMBLE CO PG 742718109 $73.5M 2.28% 508,530 SH
13 EXXON MOBIL CORP XOM 30231G102 $64.7M 2.01% 381,507 SH
14 VERIZON COMMUNICATIONS INC VZ 92343V104 $62.4M 1.94% 1,243,769 SH
15 MARATHON PETE CORP MPC 56585A102 $53.6M 1.67% 219,428 SH
16 CORNING INC GLW 219350105 $53.2M 1.65% 390,952 SH
17 CISCO SYS INC CSCO 17275R102 $51.0M 1.59% 657,245 SH
18 GILEAD SCIENCES INC GILD 375558103 $46.8M 1.45% 335,549 SH
19 MERCK & CO INC MRK 58933Y105 $45.7M 1.42% 379,594 SH
20 GE AEROSPACE GE 369604301 $45.3M 1.41% 159,536 SH
21 ALLSTATE CORP ALL 020002101 $43.8M 1.36% 211,009 SH
22 KIMBERLY-CLARK CORP KMB 494368103 $43.2M 1.34% 447,415 SH
23 CHEVRON CORPORATION CVX 166764100 $42.8M 1.33% 207,023 SH
24 AMGEN INC AMGN 031162100 $40.6M 1.26% 115,380 SH
25 META PLATFORMS INC META 30303M102 $39.0M 1.21% 68,107 SH
26 ABBVIE INC ABBV 00287Y109 $38.8M 1.21% 178,325 SH
27 HOME DEPOT INC HD 437076102 $38.2M 1.19% 116,049 SH
28 EATON CORP PLC ETN G29183103 $37.1M 1.15% 103,759 SH
29 ILLINOIS TOOL WKS INC ITW 452308109 $36.1M 1.12% 138,836 SH
30 PEPSICO INC PEP 713448108 $35.9M 1.12% 231,236 SH
31 ALPHABET INC GOOGL 02079K305 $33.7M 1.05% 117,083 SH
32 RTX CORPORATION RTX 75513E101 $33.1M 1.03% 171,708 SH
33 VISA INC V 92826C839 $32.9M 1.02% 109,011 SH
34 QUALCOMM INC QCOM 747525103 $32.3M 1.01% 251,142 SH
35 GE VERNOVA INC GEV 36828A101 $31.8M 0.99% 36,414 SH
36 PFIZER INC PFE 717081103 $31.7M 0.98% 1,127,840 SH
37 SYSCO CORP SYY 871829107 $31.6M 0.98% 442,770 SH
38 MCDONALDS CORP MCD 580135101 $29.2M 0.91% 94,026 SH
39 JOHNSON & JOHNSON JNJ 478160104 $27.8M 0.87% 113,892 SH
40 TJX COS INC NEW TJX 872540109 $26.4M 0.82% 165,134 SH
41 BRISTOL-MYERS SQUIBB CO BMY 110122108 $26.2M 0.81% 431,165 SH
42 TEXAS INSTRS INC TXN 882508104 $26.1M 0.81% 134,513 SH
43 CME GROUP INC CME 12572Q105 $25.8M 0.80% 87,314 SH
44 ELI LILLY & CO LLY 532457108 $24.5M 0.76% 26,600 SH
45 3M CO MMM 88579Y101 $24.2M 0.75% 166,424 SH
46 NEWMONT CORP NEM 651639106 $24.1M 0.75% 222,470 SH
47 NVIDIA CORPORATION NVDA 67066G104 $22.4M 0.70% 128,619 SH
48 CONOCOPHILLIPS COP 20825C104 $20.8M 0.65% 157,813 SH
49 COCA COLA CO KO 191216100 $20.8M 0.65% 273,075 SH
50 TE CONNECTIVITY PLC TEL G87052109 $20.1M 0.62% 95,950 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-20 $3.22B 270 0000045319-26-000002
2025-12-31 2026-01-15 $3.19B 267 0000045319-26-000001