13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000045319
Total reported value
$3.5B
$3.5B
213 檔
16.4%
As reported in its official Q1 2025 Form 13F filing, Meyer Handelman Co's tracked investment portfolio stood at $3.5B with 213 total positions.
Meyer Handelman Co executed strategic sector rebalancing during Q1 2025, establishing 11 new positions while fully exiting 5 holdings and trimming 22 positions.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, PG) accounted for 16.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
TT
市值: $84.0M
Top Position Liquidated / Trimmed
IR
前期市值: $60.3M
Showing top 200 holdings (of 213 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.27% | -0.45% | +0.02% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.55% | +0.13% | -0.84% | |
| 3 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.29% | -0.20% | -0.42% | |
| 4 | IBM | Intl Business Machines CORP | Stock-Tech | 3.06% | +0.19% | +0.23% | |
| 5 | HON | Honeywell International Inc | Stock-Industrials | 3.01% | -0.96% | -0.12% | |
| 6 | TT | Trane Technologies plc | Stock-Industrials | 2.93% | +0.11% | -2.07% | |
| 7 | MCK | Mckesson CORP | Stock-Healthcare | 2.57% | -0.73% | -1.46% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.56% | +0.08% | +0.35% | |
| 9 | WMT | Walmart Inc | Stock-Consumer Staples | 2.31% | -0.56% | -0.59% | |
| 10 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 2.18% | -0.11% | +0.24% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.17% | +0.10% | +0.43% | |
| 12 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.76% | -0.41% | +7.35% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.62% | +0.30% | -1.23% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.59% | -0.55% | -0.26% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 1.59% | -0.07% | -4.01% | |
| 16 | QCOM | Qualcomm Inc | Stock-Tech | 1.52% | +0.24% | -6.15% | |
| 17 | AMGN | Amgen Inc | Stock-Healthcare | 1.43% | -0.13% | -0.74% | |
| 18 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.43% | -0.32% | -0.99% | |
| 19 | CAT | Caterpillar Inc | Stock-Industrials | 1.43% | +0.66% | -0.27% | |
| 20 | ALL | Allstate CORP | Stock-Financials | 1.35% | +0.10% | +5.58% | |
| 21 | CSCO | Cisco Systems Inc | Stock-Tech | 1.33% | +0.62% | -2.12% | |
| 22 | SYY | Sysco CORP | Stock-Consumer Staples | 1.30% | +0.04% | -1.48% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 1.29% | -0.37% | +0.16% | |
| 24 | ITW | Illinois Tool Works | Stock-Industrials | 1.29% | -0.07% | -0.42% | |
| 25 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.26% | -0.24% | -0.02% | |
| 26 | MPC | Marathon Petroleum CORP | Stock-Energy | 1.23% | -0.15% | -0.10% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 1.18% | +0.10% | +4.77% | |
| 28 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.16% | -0.14% | -1.43% | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.16% | -0.03% | +1.76% | |
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.15% | -0.19% | -1.88% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.15% | -0.08% | +0.22% | |
| 32 | PFE | Pfizer Inc | Stock-Healthcare | 1.14% | -0.23% | -0.72% | |
| 33 | GE | General Electric | Stock-Industrials | 1.13% | +0.25% | -0.27% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 1.06% | +0.05% | +0.34% | |
| 35 | ETN | Eaton Corporation plc | Stock-Industrials | 1.05% | +0.06% | -5.21% | |
| 36 | MMM | 3m Co | Stock-Industrials | 1.02% | -0.02% | +0.71% | |
| 37 | TXN | Texas Instruments Inc | Stock-Tech | 0.92% | +0.29% | — | |
| 38 | RTX | Rtx CORP | Stock-Industrials | 0.87% | -0.12% | -8.27% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.83% | +0.13% | -0.56% | |
| 40 | ADP | Automatic Data Processing | Stock-Tech | 0.80% | +0.01% | -0.26% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.79% | -0.06% | -0.91% | |
| 42 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.76% | -0.16% | -2.24% | |
| 43 | IR | Ingersoll-rand Inc | Stock-Industrials | 0.75% | -0.05% | +0.34% | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.71% | -0.03% | -0.56% | |
| 45 | GLW | Corning Inc | Stock-Tech | 0.68% | +1.12% | — | |
| 46 | OMC | Omnicom Group | Stock-Comm Services | 0.65% | -0.06% | +18.29% | |
| 47 | PPG | Ppg Industries Inc | Stock-Materials | 0.65% | +0.02% | -3.84% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.61% | +0.14% | +1.15% | |
| 49 | NEE | Nextera Energy Inc | Stock-Utilities | 0.59% | -0.07% | -7.78% | |
| 50 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.57% | -0.02% | -0.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.5% | -0.84% | Add |
| 2 | MCK | Mckesson CORP | +1.4% | -1.46% | Trim |
| 3 | META | Meta Platforms Inc-class A | +1.1% | +0.22% | Add |
| 4 | IBM | Intl Business Machines CORP | +1% | +0.23% | Add |
| 5 | JPM | Jpmorgan Chase & Co | +1% | +0.35% | Add |
| 6 | WMT | Walmart Inc | +1% | -0.59% | Add |
| 7 | AMZN | Amazon.com Inc | +0.9% | +0.43% | Add |
| 8 | V | Visa Inc-class A Shares | +0.8% | +0.34% | Add |
| 9 | GOOG | Alphabet Inc-cl C | +0.8% | -1.23% | Add |
| 10 | TJX | Tjx Companies Inc | +0.6% | -2.24% | Add |
| 11 | ABBV | Abbvie Inc | +0.6% | +4.77% | Add |
| 12 | ALL | Allstate CORP | +0.6% | +5.58% | Add |
| 13 | LLY | Eli Lilly & Co | +0.5% | -0.56% | Trim |
| 14 | MPC | Marathon Petroleum CORP | +0.5% | -0.10% | Trim |
| 15 | XOM | Exxon Mobil CORP | +0.4% | -0.26% | Trim |
| 16 | AMGN | Amgen Inc | +0.3% | -0.74% | Add |
| 17 | GILD | Gilead Sciences Inc | +0.3% | -0.99% | Trim |
| 18 | CAT | Caterpillar Inc | +0.3% | -0.27% | Trim |
| 19 | MSFT | Microsoft CORP | +0.2% | +0.02% | Trim |
| 20 | PG | Procter & Gamble Co/the | 0% | -0.42% | Trim |
| 21 | T | At&t Inc | -0.4% | -4.67% | Trim |
| 22 | C | Citigroup Inc | -0.4% | -61.44% | Trim |
| 23 | CL | Colgate-palmolive Co | -0.5% | -0.01% | Trim |
| 24 | BMY | Bristol-myers Squibb Co | -0.6% | -1.43% | Trim |
| 25 | MMM | 3m Co | -0.6% | +0.71% | Trim |
| 26 | PPG | Ppg Industries Inc | -0.7% | -3.84% | Trim |
| 27 | DOW | Dow Inc | -0.7% | -32.15% | Trim |
| 28 | CAG | Conagra Brands Inc | -0.7% | -18.23% | Trim |
| 29 | TXN | Texas Instruments Inc | -0.7% | — | Trim |
| 30 | MDT | Medtronic plc | -0.9% | -10.65% | Trim |
| 31 | SWK | Stanley Black & Decker Inc | -1% | -3.71% | Trim |
| 32 | PFE | Pfizer Inc | -1.1% | -0.72% | Trim |
| 33 | HON | Honeywell International Inc | -1.1% | -0.12% | Trim |
| 34 | INTC | Intel CORP | -1.6% | -54.50% | Trim |
| 35 | TT | Trane Technologies plc | — | NEW | New buy |
| 36 | IR | Ingersoll Rand Inc. | — | EXIT | Sold out |
| 37 | ✓ | — | EXIT | Sold out | |
| 38 | RTX | Rtx CORP | — | NEW | New buy |
| 39 | ✓ | — | EXIT | Sold out | |
| 40 | OMC | Omnicom Group | — | NEW | New buy |
| 41 | TEL | TE Connectivity plc | — | EXIT | Sold out |
| 42 | 0VVB | Paramount Global-class B | — | EXIT | Sold out |
| 43 | NVDA | Nvidia CORP | — | NEW | New buy |
| 44 | TEL | TE Connectivity plc | — | NEW | New buy |
| 45 | CME | Cme Group Inc | — | NEW | New buy |
| 46 | GEV | GE Vernova Inc | — | NEW | New buy |
| 47 | OTIS | Otis Worldwide CORP | — | NEW | New buy |
| 48 | BX | Blackstone Inc | — | NEW | New buy |
| 49 | CHKP | Check Point Software Technologies Ltd. | — | NEW | New buy |
| 50 | NRG | Nrg Energy Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Meyer Handelman Co reported a total U.S. public equity portfolio value of $3.5B across 213 disclosed positions in Q1 2025.
During Q1 2025, Meyer Handelman Co's top holdings by market value included MSFT (6.3%)、AAPL (4.5%)、PG (3.3%). The largest single position, MSFT, represented 6.3% of total portfolio value.
In Q1 2025, Meyer Handelman Co made 50 total portfolio adjustments, initiating 11 new buys, adding to 12 positions, trimming 22 holdings, and fully liquidating 5 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.
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.
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.