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CIK: 0000045319
Total reported value
$3.5B
$3.5B
210 檔
17.8%
According to the latest 13F quarterly dataset, Meyer Handelman Co managed an equity portfolio of $3.5B at the end of Q4 2024, spanning 210 distinct U.S. exchange-listed positions.
In Q4 2024, Meyer Handelman Co adopted a defensive or profit-taking posture, trimming 35 positions and completely liquidating 1 holdings to manage risk exposure.
Showing top 200 holdings (of 210 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.99% | -0.45% | -0.24% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.13% | +0.13% | -0.39% | |
| 3 | TT | Trane Technologies plc | Stock-Industrials | 3.25% | +0.11% | -0.78% | |
| 4 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.23% | -0.20% | -0.23% | |
| 5 | HON | Honeywell International Inc | Stock-Industrials | 3.20% | -0.96% | -0.34% | |
| 6 | IBM | Intl Business Machines CORP | Stock-Tech | 2.68% | +0.19% | -0.42% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.48% | +0.08% | -0.23% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.47% | +0.10% | -1.01% | |
| 9 | WMT | Walmart Inc | Stock-Consumer Staples | 2.37% | -0.56% | -0.29% | |
| 10 | MCK | Mckesson CORP | Stock-Healthcare | 2.19% | -0.73% | -1.11% | |
| 11 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.99% | -0.11% | +0.72% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.99% | +0.30% | -0.73% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 1.74% | -0.07% | -0.93% | |
| 14 | QCOM | Qualcomm Inc | Stock-Tech | 1.61% | +0.24% | -1.56% | |
| 15 | CAT | Caterpillar Inc | Stock-Industrials | 1.56% | +0.66% | -1.50% | |
| 16 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.43% | -0.41% | -0.49% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.43% | -0.55% | -0.42% | |
| 18 | ETN | Eaton Corporation plc | Stock-Industrials | 1.34% | +0.06% | -3.03% | |
| 19 | SYY | Sysco CORP | Stock-Consumer Staples | 1.33% | +0.04% | -2.80% | |
| 20 | ITW | Illinois Tool Works | Stock-Industrials | 1.31% | -0.07% | -0.07% | |
| 21 | CSCO | Cisco Systems Inc | Stock-Tech | 1.30% | +0.62% | +0.90% | |
| 22 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.27% | -0.24% | -1.13% | |
| 23 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.25% | -0.03% | +0.51% | |
| 24 | AMGN | Amgen Inc | Stock-Healthcare | 1.20% | -0.13% | +0.55% | |
| 25 | PFE | Pfizer Inc | Stock-Healthcare | 1.19% | -0.23% | -6.42% | |
| 26 | ALL | Allstate CORP | Stock-Financials | 1.18% | +0.10% | +1.78% | |
| 27 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.18% | -0.32% | -0.46% | |
| 28 | MPC | Marathon Petroleum CORP | Stock-Energy | 1.17% | -0.15% | — | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.15% | -0.08% | +0.44% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 1.11% | -0.37% | -1.49% | |
| 31 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.08% | -0.14% | -1.90% | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.08% | -0.19% | -2.09% | |
| 33 | TXN | Texas Instruments Inc | Stock-Tech | 0.95% | +0.29% | +0.00% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.95% | +0.10% | +1.06% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.95% | +0.05% | +1.77% | |
| 36 | GE | General Electric | Stock-Industrials | 0.94% | +0.25% | -1.28% | |
| 37 | MMM | 3m Co | Stock-Industrials | 0.88% | -0.02% | +1.37% | |
| 38 | IR | Ingersoll-rand Inc | Stock-Industrials | 0.84% | -0.05% | -0.74% | |
| 39 | RTX | Rtx CORP | Stock-Industrials | 0.82% | -0.12% | -2.59% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.78% | +0.13% | +0.05% | |
| 41 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.76% | -0.16% | +0.09% | |
| 42 | ADP | Automatic Data Processing | Stock-Tech | 0.76% | +0.01% | -0.26% | |
| 43 | PPG | Ppg Industries Inc | Stock-Materials | 0.73% | +0.02% | -2.86% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.73% | +0.14% | +2.23% | |
| 45 | GLW | Corning Inc | Stock-Tech | 0.71% | +1.12% | — | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.69% | -0.06% | -3.09% | |
| 47 | NEE | Nextera Energy Inc | Stock-Utilities | 0.65% | -0.07% | -0.13% | |
| 48 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.62% | -0.03% | -0.03% | |
| 49 | NVDA | Nvidia CORP | Stock-Tech | 0.62% | +0.32% | -1.46% | |
| 50 | WFC | Wells Fargo & Co | Stock-Financials | 0.61% | -0.04% | -1.38% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.5% | -0.39% | Trim |
| 2 | AMZN | Amazon.com Inc | +0.4% | -1.01% | Trim |
| 3 | JPM | Jpmorgan Chase & Co | +0.4% | -0.23% | Trim |
| 4 | HON | Honeywell International Inc | +0.3% | -0.34% | Trim |
| 5 | MCK | Mckesson CORP | +0.3% | -1.11% | Trim |
| 6 | WMT | Walmart Inc | +0.3% | -0.29% | Trim |
| 7 | GOOG | Alphabet Inc-cl C | +0.3% | -0.73% | Trim |
| 8 | JBL | Jabil Inc | +0.3% | NEW | New buy |
| 9 | COP | Conocophillips | +0.3% | +96.93% | Add |
| 10 | CME | Cme Group Inc | +0.2% | NEW | New buy |
| 11 | CSCO | Cisco Systems Inc | +0.2% | +0.90% | Add |
| 12 | V | Visa Inc-class A Shares | +0.2% | +1.77% | Add |
| 13 | AVY | Avery Dennison CORP | +0.2% | NEW | New buy |
| 14 | GILD | Gilead Sciences Inc | +0.1% | -0.46% | Trim |
| 15 | WFC | Wells Fargo & Co | +0.1% | -1.38% | Trim |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.23% | Add |
| 17 | GEV | GE Vernova Inc | +0.1% | -1.63% | Trim |
| 18 | MSFT | Microsoft CORP | — | -0.24% | Trim |
| 19 | PG | Procter & Gamble Co/the | 0% | -0.23% | Trim |
| 20 | ABBV | Abbvie Inc | -0.1% | +1.06% | Add |
| 21 | TXN | Texas Instruments Inc | -0.1% | +0.00% | Add |
| 22 | KO | Coca-cola Co/the | -0.1% | -0.03% | Trim |
| 23 | SWK | Stanley Black & Decker Inc | -0.1% | -4.86% | Trim |
| 24 | CVS | Cvs Health CORP | -0.1% | -7.47% | Trim |
| 25 | LLY | Eli Lilly & Co | -0.1% | +0.05% | Add |
| 26 | JNJ | Johnson & Johnson | -0.1% | -3.09% | Trim |
| 27 | PPG | Ppg Industries Inc | -0.1% | -2.86% | Trim |
| 28 | MDLZ | Mondelez International Inc-a | -0.1% | -1.57% | Trim |
| 29 | NUE | Nucor CORP | -0.1% | -0.24% | Trim |
| 30 | XOM | Exxon Mobil CORP | -0.1% | -0.42% | Trim |
| 31 | NEE | Nextera Energy Inc | -0.1% | -0.13% | Trim |
| 32 | KMB | Kimberly-clark CORP | -0.1% | +0.72% | Add |
| 33 | CAT | Caterpillar Inc | -0.1% | -1.50% | Trim |
| 34 | GE | General Electric | -0.1% | -1.28% | Trim |
| 35 | TT | Trane Technologies plc | -0.1% | -0.78% | Trim |
| 36 | NEM | Newmont CORP | -0.1% | -0.42% | Trim |
| 37 | PEP | Pepsico Inc | -0.1% | -1.13% | Trim |
| 38 | BAX | Baxter International Inc | -0.1% | -6.24% | Trim |
| 39 | MRK | Merck & Co. Inc. | -0.1% | +0.51% | Add |
| 40 | FCX | Freeport-mcmoran Inc | -0.1% | -1.44% | Trim |
| 41 | INTC | Intel CORP | -0.1% | -42.10% | Trim |
| 42 | QCOM | Qualcomm Inc | -0.2% | -1.56% | Trim |
| 43 | VZ | Verizon Communications Inc | -0.2% | -0.49% | Trim |
| 44 | MDT | Medtronic plc | -0.2% | -27.09% | Trim |
| 45 | MPC | Marathon Petroleum CORP | -0.2% | — | Unchanged |
| 46 | DOW | Dow Inc | -0.2% | -10.43% | Trim |
| 47 | PFE | Pfizer Inc | -0.2% | -6.42% | Trim |
| 48 | MRO* | Marathon Oil CORP | -0.2% | EXIT | Sold out |
| 49 | AMGN | Amgen Inc | -0.2% | +0.55% | Add |
| 50 | CAG | Conagra Brands Inc | -0.3% | -36.33% | Trim |
According to official SEC Form 13F filings, Meyer Handelman Co reported a total U.S. public equity portfolio value of $3.5B across 210 disclosed positions in Q4 2024.
During Q4 2024, Meyer Handelman Co's top holdings by market value included MSFT (7.0%)、AAPL (5.1%)、TT (3.3%). The largest single position, MSFT, represented 7.0% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, TT) accounted for 17.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
JBL
市值: $7.3M
Top Position Liquidated / Trimmed
MRO*
前期市值: $6.1M
In Q4 2024, Meyer Handelman Co made 49 total portfolio adjustments, initiating 3 new buys, adding to 10 positions, trimming 35 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.