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CIK: 0000045319
Total reported value
$3.5B
$3.5B
214 檔
19.3%
During the Q4 2025 filing period, Meyer Handelman Co (CIK: 0000045319) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.5B across 214 reported positions.
In Q4 2025, Meyer Handelman Co adopted a defensive or profit-taking posture, trimming 31 positions and completely liquidating 1 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 | 7.20% | -0.45% | -0.04% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.84% | +0.13% | +4.84% | |
| 3 | IBM | Intl Business Machines CORP | Stock-Tech | 3.28% | +0.19% | -0.88% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.08% | +0.08% | +1.11% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.00% | +0.30% | +0.63% | |
| 6 | TT | Trane Technologies plc | Stock-Industrials | 2.77% | +0.11% | -1.31% | |
| 7 | MCK | Mckesson CORP | Stock-Healthcare | 2.69% | -0.73% | +3.47% | |
| 8 | WMT | Walmart Inc | Stock-Consumer Staples | 2.62% | -0.56% | -0.31% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.51% | +0.10% | +2.93% | |
| 10 | HON | Honeywell International Inc | Stock-Industrials | 2.42% | -0.96% | -1.29% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.31% | -0.20% | -4.25% | |
| 12 | CAT | Caterpillar Inc | Stock-Industrials | 2.08% | +0.66% | -3.24% | |
| 13 | GE | General Electric | Stock-Industrials | 1.54% | +0.25% | -0.77% | |
| 14 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.54% | -0.41% | +4.22% | |
| 15 | CSCO | Cisco Systems Inc | Stock-Tech | 1.53% | +0.62% | +0.63% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.44% | -0.55% | -0.19% | |
| 17 | QCOM | Qualcomm Inc | Stock-Tech | 1.40% | +0.24% | -0.63% | |
| 18 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.39% | -0.11% | -0.62% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.35% | -0.08% | +6.36% | |
| 20 | ALL | Allstate CORP | Stock-Financials | 1.35% | +0.10% | +4.78% | |
| 21 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.29% | -0.32% | -3.06% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 1.27% | -0.07% | -0.30% | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 1.26% | +0.10% | +3.84% | |
| 24 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.25% | -0.03% | +0.30% | |
| 25 | AMGN | Amgen Inc | Stock-Healthcare | 1.22% | -0.13% | -4.55% | |
| 26 | MPC | Marathon Petroleum CORP | Stock-Energy | 1.16% | -0.15% | -4.30% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.15% | +0.14% | +0.36% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 1.11% | +0.05% | +5.58% | |
| 29 | GLW | Corning Inc | Stock-Tech | 1.09% | +1.12% | -0.42% | |
| 30 | ITW | Illinois Tool Works | Stock-Industrials | 1.07% | -0.07% | -5.41% | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.05% | -0.24% | -0.94% | |
| 32 | ETN | Eaton Corporation plc | Stock-Industrials | 1.04% | +0.06% | -2.11% | |
| 33 | SYY | Sysco CORP | Stock-Consumer Staples | 1.03% | +0.04% | -4.43% | |
| 34 | RTX | Rtx CORP | Stock-Industrials | 1.01% | -0.12% | -0.18% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 1.00% | -0.37% | -2.51% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.94% | +0.13% | -0.10% | |
| 37 | PFE | Pfizer Inc | Stock-Healthcare | 0.93% | -0.23% | -4.10% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.91% | -0.19% | -4.05% | |
| 39 | MMM | 3m Co | Stock-Industrials | 0.88% | -0.02% | -1.36% | |
| 40 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.81% | -0.16% | -0.28% | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.80% | +0.32% | -0.98% | |
| 42 | GEV | GE Vernova Inc | Stock-Industrials | 0.75% | +0.21% | -5.19% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.74% | -0.06% | -4.52% | |
| 44 | TXN | Texas Instruments Inc | Stock-Tech | 0.74% | +0.29% | -7.74% | |
| 45 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.74% | -0.14% | -8.34% | |
| 46 | NEM | Newmont CORP | Stock-Materials | 0.71% | -0.17% | -0.09% | |
| 47 | TEL | TE Connectivity plc | Stock-Tech | 0.70% | -0.08% | — | |
| 48 | CME | Cme Group Inc | Stock-Financials | 0.69% | -0.21% | +12.98% | |
| 49 | ADP | Automatic Data Processing | Stock-Tech | 0.69% | +0.01% | -0.61% | |
| 50 | WFC | Wells Fargo & Co | Stock-Financials | 0.64% | -0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.7% | +0.63% | Add |
| 2 | AAPL | Apple Inc | +0.5% | +4.84% | Add |
| 3 | CAT | Caterpillar Inc | +0.3% | -3.24% | Trim |
| 4 | LLY | Eli Lilly & Co | +0.3% | -0.10% | Trim |
| 5 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.36% | Add |
| 6 | MRK | Merck & Co. Inc. | +0.3% | +0.30% | Add |
| 7 | MCK | Mckesson CORP | +0.2% | +3.47% | Add |
| 8 | EXPE | Expedia Group Inc | +0.2% | +15.63% | Add |
| 9 | AMZN | Amazon.com Inc | +0.2% | +2.93% | Add |
| 10 | WMT | Walmart Inc | +0.2% | -0.31% | Trim |
| 11 | CSCO | Cisco Systems Inc | +0.2% | +0.63% | Add |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +32.47% | Add |
| 13 | AMGN | Amgen Inc | +0.1% | -4.55% | Trim |
| 14 | IBM | Intl Business Machines CORP | +0.1% | -0.88% | Trim |
| 15 | NEM | Newmont CORP | +0.1% | -0.09% | Trim |
| 16 | RTX | Rtx CORP | +0.1% | -0.18% | Trim |
| 17 | V | Visa Inc-class A Shares | +0.1% | +5.58% | Add |
| 18 | CME | Cme Group Inc | +0.1% | +12.98% | Add |
| 19 | FCX | Freeport-mcmoran Inc | +0.1% | -5.60% | Trim |
| 20 | XOM | Exxon Mobil CORP | +0.1% | -0.19% | Trim |
| 21 | GILD | Gilead Sciences Inc | +0.1% | -3.06% | Trim |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | +1.11% | Add |
| 23 | BMY | Bristol-myers Squibb Co | +0.1% | -8.34% | Trim |
| 24 | WFC | Wells Fargo & Co | +0.1% | — | Unchanged |
| 25 | JBL | Jabil Inc | +0.1% | +11.00% | Add |
| 26 | GLW | Corning Inc | +0.1% | -0.42% | Trim |
| 27 | CI | THE Cigna Group | -0.1% | -53.53% | Trim |
| 28 | PFE | Pfizer Inc | -0.1% | -4.10% | Trim |
| 29 | GPC | Genuine Parts Co | -0.1% | -3.83% | Trim |
| 30 | META | Meta Platforms Inc-class A | -0.1% | +6.36% | Add |
| 31 | ADP | Automatic Data Processing | -0.1% | -0.61% | Trim |
| 32 | 6D8 | Dupont De Nemours Inc | -0.1% | -1.56% | Trim |
| 33 | BAX | Baxter International Inc | -0.1% | -57.59% | Trim |
| 34 | TXN | Texas Instruments Inc | -0.1% | -7.74% | Trim |
| 35 | AVY | Avery Dennison CORP | -0.1% | -55.73% | Trim |
| 36 | ITW | Illinois Tool Works | -0.2% | -5.41% | Trim |
| 37 | OMC | Omnicom Group | -0.2% | -26.33% | Trim |
| 38 | SYY | Sysco CORP | -0.2% | -4.43% | Trim |
| 39 | ETN | Eaton Corporation plc | -0.2% | -2.11% | Trim |
| 40 | HD | Home Depot Inc | -0.3% | -0.30% | Trim |
| 41 | HON | Honeywell International Inc | -0.3% | -1.29% | Trim |
| 42 | MPC | Marathon Petroleum CORP | -0.3% | -4.30% | Trim |
| 43 | PG | Procter & Gamble Co/the | -0.3% | -4.25% | Trim |
| 44 | TT | Trane Technologies plc | -0.3% | -1.31% | Trim |
| 45 | KMB | Kimberly-clark CORP | -0.4% | -0.62% | Trim |
| 46 | MSFT | Microsoft CORP | -0.6% | -0.04% | Trim |
| 47 | RGLD | Royal Gold Inc | — | NEW | New buy |
| 48 | KEL | Kellanova | — | EXIT | Sold out |
| 49 | SOLS | Solstice Adv Materials Inc | — | NEW | New buy |
| 50 | Q | Qnity Electronics 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 214 disclosed positions in Q4 2025.
During Q4 2025, Meyer Handelman Co's top holdings by market value included MSFT (7.2%)、AAPL (4.8%)、IBM (3.3%). The largest single position, MSFT, represented 7.2% 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 19.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
RGLD
市值: $8.0M
Top Position Liquidated / Trimmed
KEL
前期市值: $7.1M
In Q4 2025, Meyer Handelman Co made 49 total portfolio adjustments, initiating 3 new buys, adding to 14 positions, trimming 31 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.
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