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
214 檔
19.2%
According to the latest 13F quarterly dataset, Meyer Handelman Co managed an equity portfolio of $3.5B at the end of Q3 2025, spanning 214 distinct U.S. exchange-listed positions.
In Q3 2025, Meyer Handelman Co adopted a defensive or profit-taking posture, trimming 32 positions and completely liquidating 0 holdings to manage risk exposure.
Showing top 200 holdings (of 214 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.79% | -0.45% | +0.07% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.36% | +0.13% | -6.82% | |
| 3 | IBM | Intl Business Machines CORP | Stock-Tech | 3.18% | +0.19% | +0.41% | |
| 4 | TT | Trane Technologies plc | Stock-Industrials | 3.07% | +0.11% | -0.60% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.02% | +0.08% | +0.41% | |
| 6 | HON | Honeywell International Inc | Stock-Industrials | 2.67% | -0.96% | -1.53% | |
| 7 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.61% | -0.20% | -2.06% | |
| 8 | MCK | Mckesson CORP | Stock-Healthcare | 2.48% | -0.73% | -5.32% | |
| 9 | WMT | Walmart Inc | Stock-Consumer Staples | 2.45% | -0.56% | -0.09% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.34% | +0.10% | +2.33% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.34% | +0.30% | -1.28% | |
| 12 | CAT | Caterpillar Inc | Stock-Industrials | 1.80% | +0.66% | -2.99% | |
| 13 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.75% | -0.11% | +0.51% | |
| 14 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.61% | -0.41% | +2.28% | |
| 15 | GE | General Electric | Stock-Industrials | 1.53% | +0.25% | -0.49% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.52% | -0.07% | -4.39% | |
| 17 | MPC | Marathon Petroleum CORP | Stock-Energy | 1.45% | -0.15% | -1.49% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.43% | -0.08% | +2.35% | |
| 19 | QCOM | Qualcomm Inc | Stock-Tech | 1.38% | +0.24% | -2.57% | |
| 20 | CSCO | Cisco Systems Inc | Stock-Tech | 1.37% | +0.62% | +0.92% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 1.37% | -0.55% | +0.35% | |
| 22 | ALL | Allstate CORP | Stock-Financials | 1.34% | +0.10% | +3.43% | |
| 23 | ETN | Eaton Corporation plc | Stock-Industrials | 1.26% | +0.06% | -2.22% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 1.24% | +0.10% | +3.09% | |
| 25 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.22% | -0.32% | -2.59% | |
| 26 | SYY | Sysco CORP | Stock-Consumer Staples | 1.22% | +0.04% | -2.01% | |
| 27 | ITW | Illinois Tool Works | Stock-Industrials | 1.22% | -0.07% | -0.66% | |
| 28 | AMGN | Amgen Inc | Stock-Healthcare | 1.11% | -0.13% | -3.01% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 1.06% | -0.37% | -0.32% | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.04% | -0.24% | -1.11% | |
| 31 | GLW | Corning Inc | Stock-Tech | 1.04% | +1.12% | -5.38% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 1.03% | +0.05% | +6.47% | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.00% | -0.03% | +1.62% | |
| 34 | PFE | Pfizer Inc | Stock-Healthcare | 1.00% | -0.23% | -3.34% | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.95% | -0.19% | -4.36% | |
| 36 | RTX | Rtx CORP | Stock-Industrials | 0.93% | -0.12% | -1.69% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.90% | +0.14% | +0.37% | |
| 38 | MMM | 3m Co | Stock-Industrials | 0.87% | -0.02% | -1.53% | |
| 39 | TXN | Texas Instruments Inc | Stock-Tech | 0.85% | +0.29% | — | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.81% | +0.32% | -0.58% | |
| 41 | ADP | Automatic Data Processing | Stock-Tech | 0.79% | +0.01% | +1.70% | |
| 42 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.77% | -0.16% | -1.67% | |
| 43 | GEV | GE Vernova Inc | Stock-Industrials | 0.75% | +0.21% | -0.74% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.70% | -0.06% | -1.60% | |
| 45 | TEL | TE Connectivity plc | Stock-Tech | 0.69% | -0.08% | -2.39% | |
| 46 | IR | Ingersoll-rand Inc | Stock-Industrials | 0.68% | -0.05% | -1.85% | |
| 47 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.68% | -0.14% | -9.93% | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.67% | +0.13% | -1.68% | |
| 49 | OMC | Omnicom Group | Stock-Comm Services | 0.65% | -0.06% | +7.07% | |
| 50 | CME | Cme Group Inc | Stock-Financials | 0.61% | -0.21% | +16.20% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.5% | +0.07% | Trim |
| 2 | GOOG | Alphabet Inc-cl C | +0.7% | -1.28% | Add |
| 3 | JPM | Jpmorgan Chase & Co | +0.5% | +0.41% | Add |
| 4 | GE | General Electric | +0.4% | -0.49% | Trim |
| 5 | CAT | Caterpillar Inc | +0.4% | -2.99% | Trim |
| 6 | GLW | Corning Inc | +0.4% | -5.38% | Trim |
| 7 | GEV | GE Vernova Inc | +0.3% | -0.74% | Trim |
| 8 | NVDA | Nvidia CORP | +0.3% | -0.58% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.37% | Add |
| 10 | META | Meta Platforms Inc-class A | +0.3% | +2.35% | Add |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +2046.38% | Add |
| 12 | MPC | Marathon Petroleum CORP | +0.2% | -1.49% | Trim |
| 13 | NEM | Newmont CORP | +0.2% | -1.48% | Trim |
| 14 | ETN | Eaton Corporation plc | +0.2% | -2.22% | Trim |
| 15 | NRG | Nrg Energy Inc | +0.2% | +3.79% | Add |
| 16 | TEL | TE Connectivity plc | +0.2% | -2.39% | Trim |
| 17 | AMZN | Amazon.com Inc | +0.2% | +2.33% | Add |
| 18 | CME | Cme Group Inc | +0.2% | +16.20% | Add |
| 19 | EXPE | Expedia Group Inc | +0.2% | +11.56% | Add |
| 20 | TT | Trane Technologies plc | +0.1% | -0.60% | Trim |
| 21 | WMT | Walmart Inc | +0.1% | -0.09% | Trim |
| 22 | JBL | Jabil Inc | +0.1% | +2.15% | Add |
| 23 | IBM | Intl Business Machines CORP | +0.1% | +0.41% | Add |
| 24 | DELL | Dell Technologies -c | +0.1% | +6.93% | Add |
| 25 | KR | Kroger Co | +0.1% | +30.88% | Add |
| 26 | ABBV | Abbvie Inc | +0.1% | +3.09% | Add |
| 27 | RTX | Rtx CORP | +0.1% | -1.69% | Trim |
| 28 | CSCO | Cisco Systems Inc | 0% | +0.92% | Add |
| 29 | WFC | Wells Fargo & Co | 0% | -0.14% | Trim |
| 30 | TJX | Tjx Companies Inc | 0% | -1.67% | Trim |
| 31 | ALL | Allstate CORP | 0% | +3.43% | Add |
| 32 | MCK | Mckesson CORP | -0.1% | -5.32% | Trim |
| 33 | DOW | Dow Inc | -0.1% | -32.13% | Trim |
| 34 | IP | International Paper Co | -0.1% | -22.91% | Trim |
| 35 | MDLZ | Mondelez International Inc-a | -0.1% | -6.81% | Trim |
| 36 | OTIS | Otis Worldwide CORP | -0.1% | -4.22% | Trim |
| 37 | ETR | Entergy CORP | -0.1% | -25.25% | Trim |
| 38 | CL | Colgate-palmolive Co | -0.1% | -0.96% | Trim |
| 39 | HAL | Halliburton Co | -0.2% | -26.59% | Trim |
| 40 | LLY | Eli Lilly & Co | -0.2% | -1.68% | Trim |
| 41 | CAG | Conagra Brands Inc | -0.2% | -46.03% | Trim |
| 42 | AAPL | Apple Inc | -0.2% | -6.82% | Trim |
| 43 | MCD | Mcdonald's CORP | -0.2% | -4.36% | Trim |
| 44 | PEP | Pepsico Inc | -0.2% | -1.11% | Trim |
| 45 | CVX | Chevron CORP | -0.2% | -0.32% | Trim |
| 46 | AMGN | Amgen Inc | -0.3% | -3.01% | Trim |
| 47 | BAX | Baxter International Inc | -0.3% | -43.77% | Trim |
| 48 | KMB | Kimberly-clark CORP | -0.4% | +0.51% | Add |
| 49 | BMY | Bristol-myers Squibb Co | -0.5% | -9.93% | Trim |
| 50 | PG | Procter & Gamble Co/the | -0.7% | -2.06% | Trim |
According to official SEC Form 13F filings, Meyer Handelman Co reported a total U.S. public equity portfolio value of $3.5B across 214 disclosed positions in Q3 2025.
During Q3 2025, Meyer Handelman Co's top holdings by market value included MSFT (7.8%)、AAPL (4.4%)、IBM (3.2%). 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.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, IBM) accounted for 19.2% of total reported equity market value during Q3 2025.
Top Position Liquidated / Trimmed
MSFT
前期市值: $180.0M
In Q3 2025, Meyer Handelman Co made 50 total portfolio adjustments, initiating 0 new buys, adding to 18 positions, trimming 32 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.
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.