Filed: 7/16/2025ACC: 0000045319-25-000004
📋 What this filing means
MEYER HANDELMAN CO filed this quarterly 13F‑HR report disclosing 216 equity positions with a total reported market value of $3.03B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
216
Positions
$3.03B
Total AUM (reported)
22.39M
Total Shares
Allocation by class
COM$2.54B83.9%
SHS$158.13M5.2%
COM NEW$87.51M2.9%
CL A$58.54M1.9%
CAP STK CL C$54.58M1.8%
COM CL A$32.20M1.1%
ORD SHS$26.46M0.9%
Portfolio Concentration
Top 3$460.60M15.2%
4–10$595.45M19.6%
11–25$661.38M21.8%
Rest$1.31B43.4%
Top 3 weight
15.2%
Top 10 weight
34.8%
Voting Authority Distribution
Total shares with voting rights: 22.39M
Sole
Full voting authority
22.25M
shares
% of voting shares99.4%
Shared
Joint voting authority
139.06K
shares
% of voting shares0.6%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole177
Shared0
Other39
Dominant voting typeSole · 99.4% of voting shares
Institutional Holdings216
Rows:
MICROSOFT CORP
DFNDShares475.53K
TypeSH
Market value$236.53M
7.80%
Sole
470.45K
Shared
5.08K
None
0.00
APPLE INC
SOLEShares581.78K
TypeSH
Market value$119.36M
3.94%
Sole
574.74K
Shared
7.04K
None
0.00
INTERNATIONAL BUSINESS MACHS
SOLEShares355.21K
TypeSH
Market value$104.71M
3.45%
Sole
354.89K
Shared
314.00
None
0.00
TRANE TECHNOLOGIES PLC
SOLEShares231.65K
TypeSH
Market value$101.33M
3.34%
Sole
231.34K
Shared
314.00
None
0.00
HONEYWELL INTL INC
OTRShares407.49K
TypeSH
Market value$94.90M
3.13%
Sole
404.44K
Shared
3.05K
None
0.00
PROCTER AND GAMBLE CO
DFNDShares548.79K
TypeSH
Market value$87.43M
2.88%
Sole
547.44K
Shared
1.35K
None
0.00
JPMORGAN CHASE & CO.
DFNDShares301.06K
TypeSH
Market value$87.28M
2.88%
Sole
300.45K
Shared
604.00
None
0.00
MCKESSON CORP
SOLEShares107.08K
TypeSH
Market value$78.47M
2.59%
Sole
107.08K
Shared
0.00
None
0.00
WALMART INC
SOLEShares753.81K
TypeSH
Market value$73.71M
2.43%
Sole
753.81K
Shared
0.00
None
0.00
AMAZON COM INC
OTRShares329.73K
TypeSH
Market value$72.34M
2.39%
Sole
325.93K
Shared
3.80K
None
0.00
KIMBERLY-CLARK CORP
SOLEShares441.81K
TypeSH
Market value$56.96M
1.88%
Sole
441.28K
Shared
526.00
None
0.00
ALPHABET INC
SOLEShares307.68K
TypeSH
Market value$54.58M
1.80%
Sole
302.97K
Shared
4.71K
None
0.00
VERIZON COMMUNICATIONS INC
SOLEShares1.14M
TypeSH
Market value$49.11M
1.62%
Sole
1.13M
Shared
1.47K
None
0.00
CATERPILLAR INC
SOLEShares123.28K
TypeSH
Market value$47.86M
1.58%
Sole
123.28K
Shared
0.00
None
0.00
HOME DEPOT INC
DFNDShares123.71K
TypeSH
Market value$45.36M
1.50%
Sole
122.93K
Shared
777.00
None
0.00
META PLATFORMS INC
SOLEShares60.15K
TypeSH
Market value$44.40M
1.46%
Sole
60.15K
Shared
8.00
None
0.00
CISCO SYS INC
SOLEShares626.50K
TypeSH
Market value$43.47M
1.43%
Sole
626.50K
Shared
0.00
None
0.00
QUALCOMM INC
DFNDShares270.14K
TypeSH
Market value$43.02M
1.42%
Sole
268.54K
Shared
1.60K
None
0.00
GE AEROSPACE
DFNDShares162.16K
TypeSH
Market value$41.74M
1.38%
Sole
161.66K
Shared
500.00
None
0.00
EXXON MOBIL CORP
SOLEShares382.10K
TypeSH
Market value$41.19M
1.36%
Sole
382.10K
Shared
0.00
None
0.00
MARATHON PETE CORP
SOLEShares241.54K
TypeSH
Market value$40.12M
1.32%
Sole
241.54K
Shared
0.00
None
0.00
GILEAD SCIENCES INC
SOLEShares356.62K
TypeSH
Market value$39.54M
1.30%
Sole
356.62K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares109.09K
TypeSH
Market value$38.95M
1.28%
Sole
109.09K
Shared
0.00
None
0.00
ALLSTATE CORP
SOLEShares190.80K
TypeSH
Market value$38.41M
1.27%
Sole
190.80K
Shared
0.00
None
0.00
ILLINOIS TOOL WKS INC
SOLEShares148.35K
TypeSH
Market value$36.68M
1.21%
Sole
148.35K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPDFND | COM | 475.53K | SH | $236.53M 7.80% | 470.45K | 5.08K | 0.00 |
APPLE INCSOLE | COM | 581.78K | SH | $119.36M 3.94% | 574.74K | 7.04K | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 355.21K | SH | $104.71M 3.45% | 354.89K | 314.00 | 0.00 |
TRANE TECHNOLOGIES PLCSOLE | SHS | 231.65K | SH | $101.33M 3.34% | 231.34K | 314.00 | 0.00 |
HONEYWELL INTL INCOTR | COM | 407.49K | SH | $94.90M 3.13% | 404.44K | 3.05K | 0.00 |
PROCTER AND GAMBLE CODFND | COM | 548.79K | SH | $87.43M 2.88% | 547.44K | 1.35K | 0.00 |
JPMORGAN CHASE & CO.DFND | COM | 301.06K | SH | $87.28M 2.88% | 300.45K | 604.00 | 0.00 |
MCKESSON CORPSOLE | COM | 107.08K | SH | $78.47M 2.59% | 107.08K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 753.81K | SH | $73.71M 2.43% | 753.81K | 0.00 | 0.00 |
AMAZON COM INCOTR | COM | 329.73K | SH | $72.34M 2.39% | 325.93K | 3.80K | 0.00 |
KIMBERLY-CLARK CORPSOLE | COM | 441.81K | SH | $56.96M 1.88% | 441.28K | 526.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 307.68K | SH | $54.58M 1.80% | 302.97K | 4.71K | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 1.14M | SH | $49.11M 1.62% | 1.13M | 1.47K | 0.00 |
CATERPILLAR INCSOLE | COM | 123.28K | SH | $47.86M 1.58% | 123.28K | 0.00 | 0.00 |
HOME DEPOT INCDFND | COM | 123.71K | SH | $45.36M 1.50% | 122.93K | 777.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 60.15K | SH | $44.40M 1.46% | 60.15K | 8.00 | 0.00 |
CISCO SYS INCSOLE | COM | 626.50K | SH | $43.47M 1.43% | 626.50K | 0.00 | 0.00 |
QUALCOMM INCDFND | COM | 270.14K | SH | $43.02M 1.42% | 268.54K | 1.60K | 0.00 |
GE AEROSPACEDFND | COM NEW | 162.16K | SH | $41.74M 1.38% | 161.66K | 500.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 382.10K | SH | $41.19M 1.36% | 382.10K | 0.00 | 0.00 |
MARATHON PETE CORPSOLE | COM | 241.54K | SH | $40.12M 1.32% | 241.54K | 0.00 | 0.00 |
GILEAD SCIENCES INCSOLE | COM | 356.62K | SH | $39.54M 1.30% | 356.62K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 109.09K | SH | $38.95M 1.28% | 109.09K | 0.00 | 0.00 |
ALLSTATE CORPSOLE | COM | 190.80K | SH | $38.41M 1.27% | 190.80K | 0.00 | 0.00 |
ILLINOIS TOOL WKS INCSOLE | COM | 148.35K | SH | $36.68M 1.21% | 148.35K | 0.00 | 0.00 |
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