Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Microsoft CorporationCOM | COM | $178M | 5.0% |
| Apple Inc.COM | COM | $162M | 4.6% |
| Alphabet Inc.COM | COM | $107M | 3.0% |
| Caterpillar Inc.COM | COM | $105M | 3.0% |
| JPMORGAN Chase & CoCOM | COM | $104M | 2.9% |
| International Business Machines Corp.COM | COM | $101M | 2.9% |
| Trane Technologies PLCSHS | SHS | $99.6M | 2.8% |
| Corning Inc.COM | COM | $98.6M | 2.8% |
| Amazon Com Inc.COM | COM | $85M | 2.4% |
| Walmart Inc.COM | COM | $82M | 2.3% |
| Cisco SystemsCOM | COM | $78M | 2.2% |
| Procter & Gamble CompanyCOM | COM | $74M | 2.1% |
| Mckesson CorporationCOM | COM | $71.6M | 2.0% |
| Honeywell International Inc.COM | COM | $62M | 1.8% |
| GE AerospaceCOM NEW | COM NEW | $58.8M | 1.7% |
| Verizon Communications Inc.COM | COM | $54.1M | 1.5% |
| Marathon Petroleum CorporationCOM | COM | $53.7M | 1.5% |
| Exxon Mobil CorporationCOM | COM | $51.5M | 1.5% |
| Allstate CorporationCOM | COM | $51.5M | 1.5% |
| Merck & Co Inc.COM | COM | $49.1M | 1.4% |
| Abbvie Inc.COM | COM | $46.2M | 1.3% |
| Qualcomm Inc.COM | COM | $44.1M | 1.2% |
| Kimberly-clark CorporationCOM | COM | $43.3M | 1.2% |
| Eaton Corporation PLCSHS | SHS | $42.9M | 1.2% |
| GE Vernova Inc.COM | COM | $42.5M | 1.2% |
| Alphabet Inc. Class ACAP STK CL A | CAP STK CL A | $42.3M | 1.2% |
| Honeywell Aerospace Inc.COM | COM | $42.1M | 1.2% |
| Amgen Inc.COM | COM | $40.2M | 1.1% |
| Gilead Sciences Inc.COM | COM | $40M | 1.1% |
| Meta Platforms Inc.CL A | CL A | $39.8M | 1.1% |
| Home Depot Inc.COM | COM | $39.7M | 1.1% |
| Texas Instruments Inc.COM | COM | $39M | 1.1% |
| Visa Inc.COM CL A | COM CL A | $37.7M | 1.1% |
| Nvidia CorporationCOM | COM | $37.3M | 1.1% |
| Illinois Tool Works Inc.COM | COM | $37.1M | 1.0% |
| Sysco CorporationCOM | COM | $36M | 1.0% |
| Dell Technologies Inc.CL C | CL C | $34.1M | 1.0% |
| Chevron CorporationCOM | COM | $33.8M | 1.0% |
| Eli Lilly & CoCOM | COM | $32.2M | 0.9% |
| Rtx CorporationCOM | COM | $32.1M | 0.9% |
| Pepsico Inc.COM | COM | $31.2M | 0.9% |
| Johnson & JohnsonCOM | COM | $28.7M | 0.8% |
| Taiwan Semiconductor MfgSPONSORED ADS | SPONSORED ADS | $28.4M | 0.8% |
| Pfizer Inc.COM | COM | $26.5M | 0.7% |
| 3m CompanyCOM | COM | $26.2M | 0.7% |
| Mcdonald's CorporationCOM | COM | $25.5M | 0.7% |
| Jabil Inc.COM | COM | $24.7M | 0.7% |
| Bristol-myers Squibb CompanyCOM | COM | $23.8M | 0.7% |
| TJX Companies Inc.COM | COM | $23.2M | 0.7% |
| Coca-cola CompanyCOM | COM | $21.8M | 0.6% |
- Class
- COM
- Share
- 5.0%
- Class
- COM
- Share
- 4.6%
- Class
- COM
- Share
- 3.0%
- Class
- COM
- Share
- 3.0%
- Class
- COM
- Share
- 2.9%
- Class
- COM
- Share
- 2.9%
- Class
- SHS
- Share
- 2.8%
- Class
- COM
- Share
- 2.8%
- Class
- COM
- Share
- 2.4%
- Class
- COM
- Share
- 2.3%
- Class
- COM
- Share
- 2.2%
- Class
- COM
- Share
- 2.1%
- Class
- COM
- Share
- 2.0%
- Class
- COM
- Share
- 1.8%
- Class
- COM NEW
- Share
- 1.7%
- Class
- COM
- Share
- 1.5%
- Class
- COM
- Share
- 1.5%
- Class
- COM
- Share
- 1.5%
- Class
- COM
- Share
- 1.5%
- Class
- COM
- Share
- 1.4%
- Class
- COM
- Share
- 1.3%
- Class
- COM
- Share
- 1.2%
- Class
- COM
- Share
- 1.2%
- Class
- SHS
- Share
- 1.2%
- Class
- COM
- Share
- 1.2%
- Class
- CAP STK CL A
- Share
- 1.2%
- Class
- COM
- Share
- 1.2%
- Class
- COM
- Share
- 1.1%
- Class
- COM
- Share
- 1.1%
- Class
- CL A
- Share
- 1.1%
- Class
- COM
- Share
- 1.1%
- Class
- COM
- Share
- 1.1%
- Class
- COM CL A
- Share
- 1.1%
- Class
- COM
- Share
- 1.1%
- Class
- COM
- Share
- 1.0%
- Class
- COM
- Share
- 1.0%
- Class
- CL C
- Share
- 1.0%
- Class
- COM
- Share
- 1.0%
- Class
- COM
- Share
- 0.9%
- Class
- COM
- Share
- 0.9%
- Class
- COM
- Share
- 0.9%
- Class
- COM
- Share
- 0.8%
- Class
- SPONSORED ADS
- Share
- 0.8%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.6%
The share class is shown on a wider screen.
The 50 largest of 274 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 45319
- File number
- 028-00923
- Options
- 0 call, 0 put
- In the 25 largest
- 55.0%
- Prior quarter
- $3.22B at 31 March 2026
- Positions opened
- 61
- Positions closed
- 7
Common questions
What are Meyer Handelman’s 13F holdings worth?
$3.53 billion across 274 positions for the quarter ended 30 June 2026.
What is Meyer Handelman’s largest 13F holding?
Microsoft Corporation (COM) was the largest position at $178 million, or 5.0% of reported 13F value, as of 30 June 2026.
How concentrated is Meyer Handelman’s 13F portfolio?
The ten largest positions accounted for 31.7% of reported value and the twenty-five largest for 55.0%, across 274 positions as of 30 June 2026.
Does Form 13F show everything Meyer Handelman manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Meyer Handelman file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.