Filed: 4/8/2025ACC: 0000045319-25-000002
📋 What this filing means
MEYER HANDELMAN CO filed this quarterly 13F‑HR report disclosing 213 equity positions with a total reported market value of $2.87B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
213
Positions
$2.87B
Total AUM (reported)
22.82M
Total Shares
Allocation by class
COM$2.46B85.6%
SHS$131.19M4.6%
COM NEW$69.50M2.4%
CL A$48.34M1.7%
CAP STK CL C$46.53M1.6%
COM CL A$30.68M1.1%
ORD SHS$23.07M0.8%
Portfolio Concentration
Top 3$404.80M14.1%
4–10$534.39M18.6%
11–25$641.42M22.4%
Rest$1.29B44.9%
Top 3 weight
14.1%
Top 10 weight
32.7%
Voting Authority Distribution
Total shares with voting rights: 22.82M
Sole
Full voting authority
22.68M
shares
% of voting shares99.4%
Shared
Joint voting authority
130.78K
shares
% of voting shares0.6%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole175
Shared0
Other38
Dominant voting typeSole · 99.4% of voting shares
Institutional Holdings213
Rows:
MICROSOFT CORP
DFNDShares479.43K
TypeSH
Market value$179.97M
6.27%
Sole
474.80K
Shared
4.64K
None
0.00
APPLE INC
SOLEShares587.40K
TypeSH
Market value$130.48M
4.55%
Sole
579.90K
Shared
7.50K
None
0.00
PROCTER AND GAMBLE CO
DFNDShares553.62K
TypeSH
Market value$94.35M
3.29%
Sole
552.27K
Shared
1.35K
None
0.00
INTERNATIONAL BUSINESS MACHS
OTRShares352.99K
TypeSH
Market value$87.77M
3.06%
Sole
352.68K
Shared
314.00
None
0.00
HONEYWELL INTL INC
OTRShares408.31K
TypeSH
Market value$86.46M
3.01%
Sole
404.87K
Shared
3.44K
None
0.00
TRANE TECHNOLOGIES PLC
OTRShares249.30K
TypeSH
Market value$84.00M
2.93%
Sole
248.99K
Shared
314.00
None
0.00
MCKESSON CORP
SOLEShares109.61K
TypeSH
Market value$73.77M
2.57%
Sole
109.61K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
DFNDShares299.54K
TypeSH
Market value$73.48M
2.56%
Sole
299.07K
Shared
477.00
None
0.00
WALMART INC
SOLEShares755.01K
TypeSH
Market value$66.28M
2.31%
Sole
755.01K
Shared
0.00
None
0.00
KIMBERLY-CLARK CORP
SOLEShares440.42K
TypeSH
Market value$62.64M
2.18%
Sole
439.72K
Shared
700.00
None
0.00
AMAZON COM INC
DFNDShares327.40K
TypeSH
Market value$62.29M
2.17%
Sole
324.32K
Shared
3.08K
None
0.00
VERIZON COMMUNICATIONS INC
SOLEShares1.11M
TypeSH
Market value$50.39M
1.76%
Sole
1.11M
Shared
1.47K
None
0.00
ALPHABET INC
SOLEShares297.80K
TypeSH
Market value$46.53M
1.62%
Sole
293.09K
Shared
4.71K
None
0.00
EXXON MOBIL CORP
SOLEShares383.65K
TypeSH
Market value$45.63M
1.59%
Sole
383.65K
Shared
0.00
None
0.00
HOME DEPOT INC
DFNDShares124.36K
TypeSH
Market value$45.58M
1.59%
Sole
123.18K
Shared
1.17K
None
0.00
QUALCOMM INC
DFNDShares283.61K
TypeSH
Market value$43.57M
1.52%
Sole
281.61K
Shared
2K
None
0.00
AMGEN INC
OTRShares131.91K
TypeSH
Market value$41.10M
1.43%
Sole
131.53K
Shared
385.00
None
0.00
GILEAD SCIENCES INC
SOLEShares365.52K
TypeSH
Market value$40.96M
1.43%
Sole
365.52K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares124.14K
TypeSH
Market value$40.94M
1.43%
Sole
124.14K
Shared
0.00
None
0.00
ALLSTATE CORP
SOLEShares187.52K
TypeSH
Market value$38.83M
1.35%
Sole
187.52K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares619.21K
TypeSH
Market value$38.21M
1.33%
Sole
619.21K
Shared
0.00
None
0.00
SYSCO CORP
SOLEShares496.27K
TypeSH
Market value$37.24M
1.30%
Sole
495.65K
Shared
628.00
None
0.00
CHEVRON CORP NEW
SOLEShares221.25K
TypeSH
Market value$37.01M
1.29%
Sole
220.80K
Shared
454.00
None
0.00
ILLINOIS TOOL WKS INC
DFNDShares149.07K
TypeSH
Market value$36.97M
1.29%
Sole
148.55K
Shared
520.00
None
0.00
PEPSICO INC
SOLEShares241.29K
TypeSH
Market value$36.18M
1.26%
Sole
240.88K
Shared
418.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPDFND | COM | 479.43K | SH | $179.97M 6.27% | 474.80K | 4.64K | 0.00 |
APPLE INCSOLE | COM | 587.40K | SH | $130.48M 4.55% | 579.90K | 7.50K | 0.00 |
PROCTER AND GAMBLE CODFND | COM | 553.62K | SH | $94.35M 3.29% | 552.27K | 1.35K | 0.00 |
INTERNATIONAL BUSINESS MACHSOTR | COM | 352.99K | SH | $87.77M 3.06% | 352.68K | 314.00 | 0.00 |
HONEYWELL INTL INCOTR | COM | 408.31K | SH | $86.46M 3.01% | 404.87K | 3.44K | 0.00 |
TRANE TECHNOLOGIES PLCOTR | SHS | 249.30K | SH | $84.00M 2.93% | 248.99K | 314.00 | 0.00 |
MCKESSON CORPSOLE | COM | 109.61K | SH | $73.77M 2.57% | 109.61K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.DFND | COM | 299.54K | SH | $73.48M 2.56% | 299.07K | 477.00 | 0.00 |
WALMART INCSOLE | COM | 755.01K | SH | $66.28M 2.31% | 755.01K | 0.00 | 0.00 |
KIMBERLY-CLARK CORPSOLE | COM | 440.42K | SH | $62.64M 2.18% | 439.72K | 700.00 | 0.00 |
AMAZON COM INCDFND | COM | 327.40K | SH | $62.29M 2.17% | 324.32K | 3.08K | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 1.11M | SH | $50.39M 1.76% | 1.11M | 1.47K | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 297.80K | SH | $46.53M 1.62% | 293.09K | 4.71K | 0.00 |
EXXON MOBIL CORPSOLE | COM | 383.65K | SH | $45.63M 1.59% | 383.65K | 0.00 | 0.00 |
HOME DEPOT INCDFND | COM | 124.36K | SH | $45.58M 1.59% | 123.18K | 1.17K | 0.00 |
QUALCOMM INCDFND | COM | 283.61K | SH | $43.57M 1.52% | 281.61K | 2K | 0.00 |
AMGEN INCOTR | COM | 131.91K | SH | $41.10M 1.43% | 131.53K | 385.00 | 0.00 |
GILEAD SCIENCES INCSOLE | COM | 365.52K | SH | $40.96M 1.43% | 365.52K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 124.14K | SH | $40.94M 1.43% | 124.14K | 0.00 | 0.00 |
ALLSTATE CORPSOLE | COM | 187.52K | SH | $38.83M 1.35% | 187.52K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 619.21K | SH | $38.21M 1.33% | 619.21K | 0.00 | 0.00 |
SYSCO CORPSOLE | COM | 496.27K | SH | $37.24M 1.30% | 495.65K | 628.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 221.25K | SH | $37.01M 1.29% | 220.80K | 454.00 | 0.00 |
ILLINOIS TOOL WKS INCDFND | COM | 149.07K | SH | $36.97M 1.29% | 148.55K | 520.00 | 0.00 |
PEPSICO INCSOLE | COM | 241.29K | SH | $36.18M 1.26% | 240.88K | 418.00 | 0.00 |
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