MEYER HANDELMAN CO
Top Portfolio Positions
211 positions ·
$3,119,944,565 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
476,366 | $176,336,401 | 5.65% |
| AAPL |
Apple Inc.
Technology
|
564,419 | $143,243,897 | 4.59% |
| WMT |
Walmart Inc.
Consumer Defensive
|
745,869 | $92,696,599 | 2.97% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
313,274 | $92,152,679 | 2.95% |
| MCK |
Mckesson Corp
Healthcare
|
102,480 | $88,682,092 | 2.84% |
| HON |
Honeywell International Inc
Industrials
|
386,139 | $87,278,996 | 2.80% |
| TT |
Trane Technologies plc
Industrials
|
209,167 | $87,168,255 | 2.79% |
| IBM |
International Business Machines Corp
Technology
|
354,489 | $85,924,588 | 2.75% |
| CAT |
Caterpillar Inc
Industrials
|
104,486 | $74,024,151 | 2.37% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
354,843 | $73,903,151 | 2.37% |
Portfolio Trend
Holdings in IR
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,584,634 | 231,960 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $20,199,673 | 254,982 | Shares | Sole | 2026-01-15 | |
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