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CIK: 0000045319
Total reported value
$3.5B
$3.5B
216 檔
18.6%
In Q2 2025, Meyer Handelman Co's U.S. equity holdings reached a combined market value of $3.5B, distributed across 216 disclosed stock positions.
In Q2 2025, Meyer Handelman Co adopted a defensive or profit-taking posture, trimming 29 positions and completely liquidating 0 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, IBM) accounted for 18.6% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 216 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.80% | -0.45% | -0.81% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.94% | +0.13% | -0.96% | |
| 3 | IBM | Intl Business Machines CORP | Stock-Tech | 3.45% | +0.19% | +0.63% | |
| 4 | TT | Trane Technologies plc | Stock-Industrials | 3.34% | +0.11% | -7.08% | |
| 5 | HON | Honeywell International Inc | Stock-Industrials | 3.13% | -0.96% | -0.20% | |
| 6 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.88% | -0.20% | -0.87% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.88% | +0.08% | +0.51% | |
| 8 | MCK | Mckesson CORP | Stock-Healthcare | 2.59% | -0.73% | -2.31% | |
| 9 | WMT | Walmart Inc | Stock-Consumer Staples | 2.43% | -0.56% | -0.16% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.39% | +0.10% | +0.71% | |
| 11 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.88% | -0.11% | +0.31% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.80% | +0.30% | +3.32% | |
| 13 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.62% | -0.41% | +2.17% | |
| 14 | CAT | Caterpillar Inc | Stock-Industrials | 1.58% | +0.66% | -0.69% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 1.50% | -0.07% | -0.52% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.46% | -0.08% | +5.40% | |
| 17 | CSCO | Cisco Systems Inc | Stock-Tech | 1.43% | +0.62% | +1.18% | |
| 18 | QCOM | Qualcomm Inc | Stock-Tech | 1.42% | +0.24% | -4.75% | |
| 19 | GE | General Electric | Stock-Industrials | 1.38% | +0.25% | -0.31% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.36% | -0.55% | -0.40% | |
| 21 | MPC | Marathon Petroleum CORP | Stock-Energy | 1.32% | -0.15% | -0.17% | |
| 22 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.30% | -0.32% | -2.44% | |
| 23 | ETN | Eaton Corporation plc | Stock-Industrials | 1.28% | +0.06% | -1.25% | |
| 24 | ALL | Allstate CORP | Stock-Financials | 1.27% | +0.10% | +1.75% | |
| 25 | ITW | Illinois Tool Works | Stock-Industrials | 1.21% | -0.07% | -0.48% | |
| 26 | SYY | Sysco CORP | Stock-Consumer Staples | 1.19% | +0.04% | -3.90% | |
| 27 | AMGN | Amgen Inc | Stock-Healthcare | 1.19% | -0.13% | -2.36% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 1.05% | +0.05% | +3.35% | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.03% | -0.24% | -1.56% | |
| 30 | PFE | Pfizer Inc | Stock-Healthcare | 1.02% | -0.23% | -0.88% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 1.02% | -0.37% | -2.16% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 1.01% | +0.10% | +1.62% | |
| 33 | TXN | Texas Instruments Inc | Stock-Tech | 1.01% | +0.29% | -0.00% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.00% | -0.19% | -2.15% | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.97% | -0.03% | +0.25% | |
| 36 | MMM | 3m Co | Stock-Industrials | 0.91% | -0.02% | -9.42% | |
| 37 | RTX | Rtx CORP | Stock-Industrials | 0.86% | -0.12% | -4.83% | |
| 38 | ADP | Automatic Data Processing | Stock-Tech | 0.86% | +0.01% | +12.24% | |
| 39 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.81% | -0.14% | -3.17% | |
| 40 | GLW | Corning Inc | Stock-Tech | 0.74% | +1.12% | -1.17% | |
| 41 | IR | Ingersoll-rand Inc | Stock-Industrials | 0.73% | -0.05% | -1.19% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.73% | +0.13% | -1.87% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.72% | +0.32% | +1.51% | |
| 44 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.70% | -0.16% | -3.51% | |
| 45 | GEV | GE Vernova Inc | Stock-Industrials | 0.68% | +0.21% | +0.06% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.68% | +0.14% | +3.41% | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.66% | -0.03% | -1.06% | |
| 48 | PPG | Ppg Industries Inc | Stock-Materials | 0.63% | +0.02% | -1.42% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.62% | -0.06% | -10.25% | |
| 50 | WFC | Wells Fargo & Co | Stock-Financials | 0.58% | -0.04% | -0.46% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.5% | -0.81% | Trim |
| 2 | TT | Trane Technologies plc | +0.4% | -7.08% | Trim |
| 3 | IBM | Intl Business Machines CORP | +0.4% | +0.63% | Add |
| 4 | JPM | Jpmorgan Chase & Co | +0.3% | +0.51% | Add |
| 5 | META | Meta Platforms Inc-class A | +0.3% | +5.40% | Add |
| 6 | GEV | GE Vernova Inc | +0.3% | +0.06% | Add |
| 7 | GE | General Electric | +0.3% | -0.31% | Trim |
| 8 | ETN | Eaton Corporation plc | +0.2% | -1.25% | Trim |
| 9 | AMZN | Amazon.com Inc | +0.2% | +0.71% | Add |
| 10 | NVDA | Nvidia CORP | +0.2% | +1.51% | Add |
| 11 | NRG | Nrg Energy Inc | +0.2% | +4.52% | Add |
| 12 | GOOG | Alphabet Inc-cl C | +0.2% | +3.32% | Add |
| 13 | CAT | Caterpillar Inc | +0.2% | -0.69% | Trim |
| 14 | JBL | Jabil Inc | +0.1% | +3.35% | Add |
| 15 | HON | Honeywell International Inc | +0.1% | -0.20% | Trim |
| 16 | WMT | Walmart Inc | +0.1% | -0.16% | Trim |
| 17 | CME | Cme Group Inc | +0.1% | +26.19% | Add |
| 18 | CSCO | Cisco Systems Inc | +0.1% | +1.18% | Add |
| 19 | MPC | Marathon Petroleum CORP | +0.1% | -0.17% | Trim |
| 20 | TXN | Texas Instruments Inc | +0.1% | -0.00% | Trim |
| 21 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.41% | Add |
| 22 | DELL | Dell Technologies -c | +0.1% | +6.74% | Add |
| 23 | ADBE | Adobe Inc | +0.1% | +35.63% | Add |
| 24 | KR | Kroger Co | +0.1% | +40.06% | Add |
| 25 | ADP | Automatic Data Processing | +0.1% | +12.24% | Add |
| 26 | TEL | TE Connectivity plc | +0.1% | -0.24% | Trim |
| 27 | GLW | Corning Inc | +0.1% | -1.17% | Trim |
| 28 | NEM | Newmont CORP | +0.1% | -0.08% | Trim |
| 29 | EXPE | Expedia Group Inc | +0.1% | +39.79% | Add |
| 30 | EMR | Emerson Electric Co | +0.1% | -1.27% | Trim |
| 31 | MCK | Mckesson CORP | 0% | -2.31% | Trim |
| 32 | DOW | Dow Inc | -0.1% | -18.70% | Trim |
| 33 | LW | Lamb Weston Holdings Inc | -0.1% | -37.20% | Trim |
| 34 | OTIS | Otis Worldwide CORP | -0.1% | -13.99% | Trim |
| 35 | CAG | Conagra Brands Inc | -0.1% | -10.29% | Trim |
| 36 | COP | Conocophillips | -0.1% | +0.73% | Add |
| 37 | MMM | 3m Co | -0.1% | -9.42% | Trim |
| 38 | HAL | Halliburton Co | -0.1% | -52.04% | Trim |
| 39 | MCD | Mcdonald's CORP | -0.2% | -2.15% | Trim |
| 40 | JNJ | Johnson & Johnson | -0.2% | -10.25% | Trim |
| 41 | ABBV | Abbvie Inc | -0.2% | +1.62% | Add |
| 42 | MRK | Merck & Co. Inc. | -0.2% | +0.25% | Add |
| 43 | PEP | Pepsico Inc | -0.2% | -1.56% | Trim |
| 44 | XOM | Exxon Mobil CORP | -0.2% | -0.40% | Trim |
| 45 | AMGN | Amgen Inc | -0.2% | -2.36% | Trim |
| 46 | CVX | Chevron CORP | -0.3% | -2.16% | Trim |
| 47 | KMB | Kimberly-clark CORP | -0.3% | +0.31% | Add |
| 48 | BMY | Bristol-myers Squibb Co | -0.4% | -3.17% | Trim |
| 49 | PG | Procter & Gamble Co/the | -0.4% | -0.87% | Trim |
| 50 | AAPL | Apple Inc | -0.6% | -0.96% | Trim |
According to official SEC Form 13F filings, Meyer Handelman Co reported a total U.S. public equity portfolio value of $3.5B across 216 disclosed positions in Q2 2025.
During Q2 2025, Meyer Handelman Co's top holdings by market value included MSFT (7.8%)、AAPL (3.9%)、IBM (3.5%). The largest single position, MSFT, represented 7.8% 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.
Top Position Liquidated / Trimmed
MSFT
前期市值: $180.0M
In Q2 2025, Meyer Handelman Co made 50 total portfolio adjustments, initiating 0 new buys, adding to 21 positions, trimming 29 holdings, and fully liquidating 0 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.
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