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
220 檔
16.8%
At the close of Q1 2026, Meyer Handelman Co disclosed equity holdings valued at approximately $3.5B, spread across 220 reported holdings.
In Q1 2026, Meyer Handelman Co adopted a defensive or profit-taking posture, trimming 103 positions and completely liquidating 6 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, WMT) accounted for 16.8% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 220 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.48% | -0.45% | +0.14% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.45% | +0.13% | -0.68% | |
| 3 | WMT | Walmart Inc | Stock-Consumer Staples | 2.88% | -0.56% | -0.66% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.87% | +0.08% | +2.50% | |
| 5 | MCK | Mckesson CORP | Stock-Healthcare | 2.76% | -0.73% | -2.31% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.72% | +0.30% | -0.13% | |
| 7 | HON | Honeywell International Inc | Stock-Industrials | 2.71% | -0.96% | -2.51% | |
| 8 | TT | Trane Technologies plc | Stock-Industrials | 2.71% | +0.11% | -7.96% | |
| 9 | IBM | Intl Business Machines CORP | Stock-Tech | 2.67% | +0.19% | +0.27% | |
| 10 | CAT | Caterpillar Inc | Stock-Industrials | 2.30% | +0.66% | -9.71% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.30% | +0.10% | +2.17% | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.29% | -0.20% | -1.01% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 2.01% | -0.55% | -0.31% | |
| 14 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.94% | -0.41% | +2.93% | |
| 15 | GLW | Corning Inc | Stock-Tech | 1.67% | +1.12% | -0.90% | |
| 16 | MPC | Marathon Petroleum CORP | Stock-Energy | 1.67% | -0.15% | -3.63% | |
| 17 | CSCO | Cisco Systems Inc | Stock-Tech | 1.59% | +0.62% | +3.31% | |
| 18 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.45% | -0.32% | -0.35% | |
| 19 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.42% | -0.03% | +0.64% | |
| 20 | GE | General Electric | Stock-Industrials | 1.41% | +0.25% | -0.06% | |
| 21 | ALL | Allstate CORP | Stock-Financials | 1.36% | +0.10% | +2.04% | |
| 22 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.34% | -0.11% | +1.38% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 1.33% | -0.37% | -1.59% | |
| 24 | AMGN | Amgen Inc | Stock-Healthcare | 1.27% | -0.13% | -2.91% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.21% | -0.08% | +4.01% | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 1.21% | +0.10% | +1.04% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 1.19% | -0.07% | -0.97% | |
| 28 | ETN | Eaton Corporation plc | Stock-Industrials | 1.15% | +0.06% | -0.63% | |
| 29 | ITW | Illinois Tool Works | Stock-Industrials | 1.12% | -0.07% | -0.39% | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.12% | -0.24% | -0.44% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.06% | +0.14% | +0.35% | |
| 32 | RTX | Rtx CORP | Stock-Industrials | 1.03% | -0.12% | -1.77% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 1.02% | +0.05% | +8.18% | |
| 34 | QCOM | Qualcomm Inc | Stock-Tech | 1.01% | +0.24% | -3.37% | |
| 35 | GEV | GE Vernova Inc | Stock-Industrials | 0.99% | +0.21% | -0.51% | |
| 36 | PFE | Pfizer Inc | Stock-Healthcare | 0.98% | -0.23% | -4.97% | |
| 37 | SYY | Sysco CORP | Stock-Consumer Staples | 0.98% | +0.04% | -0.72% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.91% | -0.19% | -0.24% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.87% | -0.06% | -0.15% | |
| 40 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.82% | -0.16% | -1.99% | |
| 41 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.81% | -0.14% | -1.08% | |
| 42 | TXN | Texas Instruments Inc | Stock-Tech | 0.81% | +0.29% | -0.78% | |
| 43 | CME | Cme Group Inc | Stock-Financials | 0.80% | -0.21% | +8.01% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.78% | +0.13% | -2.54% | |
| 45 | MMM | 3m Co | Stock-Industrials | 0.76% | -0.02% | -4.42% | |
| 46 | NEM | Newmont CORP | Stock-Materials | 0.75% | -0.17% | -2.50% | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.73% | +0.32% | -1.04% | |
| 48 | COP | Conocophillips | Stock-Energy | 0.65% | -0.20% | -4.62% | |
| 49 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.65% | -0.03% | -2.63% | |
| 50 | TEL | TE Connectivity plc | Stock-Tech | 0.62% | -0.08% | -3.03% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GLW | Corning Inc | +0.6% | -0.90% | Trim |
| 2 | XOM | Exxon Mobil CORP | +0.6% | -0.31% | Trim |
| 3 | MPC | Marathon Petroleum CORP | +0.5% | -3.63% | Trim |
| 4 | VZ | Verizon Communications Inc | +0.4% | +2.93% | Add |
| 5 | CVX | Chevron CORP | +0.3% | -1.59% | Trim |
| 6 | MSI | Motorola Solutions Inc | +0.3% | +161.69% | Add |
| 7 | HON | Honeywell International Inc | +0.3% | -2.51% | Trim |
| 8 | WMT | Walmart Inc | +0.3% | -0.66% | Trim |
| 9 | GEV | GE Vernova Inc | +0.2% | -0.51% | Trim |
| 10 | CAT | Caterpillar Inc | +0.2% | -9.71% | Trim |
| 11 | MRK | Merck & Co. Inc. | +0.2% | +0.64% | Add |
| 12 | GILD | Gilead Sciences Inc | +0.2% | -0.35% | Trim |
| 13 | COP | Conocophillips | +0.2% | -4.62% | Trim |
| 14 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +23.50% | Add |
| 15 | RGLD | Royal Gold Inc | +0.2% | +40.47% | Add |
| 16 | JNJ | Johnson & Johnson | +0.1% | -0.15% | Trim |
| 17 | ETN | Eaton Corporation plc | +0.1% | -0.63% | Trim |
| 18 | DELL | Dell Technologies -c | +0.1% | +9.16% | Add |
| 19 | CME | Cme Group Inc | +0.1% | +8.01% | Add |
| 20 | OMC | Omnicom Group | +0.1% | +29.17% | Add |
| 21 | JBL | Jabil Inc | +0.1% | +3.69% | Add |
| 22 | BMY | Bristol-myers Squibb Co | +0.1% | -1.08% | Trim |
| 23 | MCK | Mckesson CORP | +0.1% | -2.31% | Trim |
| 24 | TXN | Texas Instruments Inc | +0.1% | -0.78% | Trim |
| 25 | PEP | Pepsico Inc | +0.1% | -0.44% | Trim |
| 26 | ETR | Entergy CORP | +0.1% | -0.17% | Trim |
| 27 | KR | Kroger Co | +0.1% | +9.12% | Add |
| 28 | FCX | Freeport-mcmoran Inc | +0.1% | -1.88% | Trim |
| 29 | CSCO | Cisco Systems Inc | +0.1% | +3.31% | Add |
| 30 | PSX | Phillips 66 | +0.1% | — | Unchanged |
| 31 | AZO | Autozone Inc | +0.1% | +19.77% | Add |
| 32 | PFE | Pfizer Inc | +0.1% | -4.97% | Trim |
| 33 | ITW | Illinois Tool Works | +0.1% | -0.39% | Trim |
| 34 | AMGN | Amgen Inc | +0.1% | -2.91% | Trim |
| 35 | SOLS | Solstice Adv Materials Inc | +0.1% | -15.05% | Trim |
| 36 | Q | Qnity Electronics Inc | 0% | — | Unchanged |
| 37 | NEM | Newmont CORP | 0% | -2.50% | Trim |
| 38 | LMT | Lockheed Martin CORP | 0% | +1.71% | Add |
| 39 | KO | Coca-cola Co/the | 0% | -2.63% | Trim |
| 40 | BP | Bp Plc-spons Adr | 0% | -0.41% | Trim |
| 41 | PWR | Quanta Services Inc | 0% | -7.36% | Trim |
| 42 | CL | Colgate-palmolive Co | 0% | -0.60% | Trim |
| 43 | AEP | American Electric Power | 0% | -1.79% | Trim |
| 44 | DOW | Dow Inc | 0% | -15.59% | Trim |
| 45 | MO | Altria Group Inc | 0% | — | Unchanged |
| 46 | RTX | Rtx CORP | 0% | -1.77% | Trim |
| 47 | JNJ | Johnson & Johnson | 0% | -1.16% | Trim |
| 48 | CTVA | Corteva Inc | 0% | -0.75% | Trim |
| 49 | HAL | Halliburton Co | 0% | -0.29% | Trim |
| 50 | APD | Air Products & Chemicals Inc | 0% | -5.45% | Trim |
According to official SEC Form 13F filings, Meyer Handelman Co reported a total U.S. public equity portfolio value of $3.5B across 220 disclosed positions in Q1 2026.
During Q1 2026, Meyer Handelman Co's top holdings by market value included MSFT (5.5%)、AAPL (4.5%)、WMT (2.9%). The largest single position, MSFT, represented 5.5% 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 New Position Initiated
PTC
市值: $6.9M
Top Position Liquidated / Trimmed
CMA
前期市值: $1.2M
In Q1 2026, Meyer Handelman Co made 154 total portfolio adjustments, initiating 12 new buys, adding to 33 positions, trimming 103 holdings, and fully liquidating 6 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.