Filed: 10/16/2025ACC: 0000045319-25-000005
📋 What this filing means
MEYER HANDELMAN CO filed this quarterly 13F‑HR report disclosing 214 equity positions with a total reported market value of $3.16B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
214
Positions
$3.16B
Total AUM (reported)
21.61M
Total Shares
Allocation by class
COM$2.62B82.9%
SHS$155.60M4.9%
COM NEW$99.64M3.2%
CAP STK CL C$73.98M2.3%
CL A$57.50M1.8%
COM CL A$33.05M1.0%
ORD SHS$32.89M1.0%
Portfolio Concentration
Top 3$485.13M15.3%
4–10$589.60M18.6%
11–25$715.29M22.6%
Rest$1.37B43.4%
Top 3 weight
15.3%
Top 10 weight
34.0%
Voting Authority Distribution
Total shares with voting rights: 21.61M
Sole
Full voting authority
21.47M
shares
% of voting shares99.4%
Shared
Joint voting authority
137.38K
shares
% of voting shares0.6%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole170
Shared0
Other44
Dominant voting typeSole · 99.4% of voting shares
Institutional Holdings214
Rows:
MICROSOFT CORP
DFNDShares475.85K
TypeSH
Market value$246.47M
7.79%
Sole
470.88K
Shared
4.98K
None
0.00
APPLE INC
SOLEShares542.08K
TypeSH
Market value$138.03M
4.36%
Sole
535.04K
Shared
7.04K
None
0.00
INTERNATIONAL BUSINESS MACHS
SOLEShares356.65K
TypeSH
Market value$100.63M
3.18%
Sole
356.34K
Shared
314.00
None
0.00
TRANE TECHNOLOGIES PLC
OTRShares230.27K
TypeSH
Market value$97.17M
3.07%
Sole
229.96K
Shared
314.00
None
0.00
JPMORGAN CHASE & CO.
DFNDShares302.30K
TypeSH
Market value$95.35M
3.02%
Sole
301.69K
Shared
604.00
None
0.00
HONEYWELL INTL INC
OTRShares401.26K
TypeSH
Market value$84.47M
2.67%
Sole
398.22K
Shared
3.05K
None
0.00
PROCTER AND GAMBLE CO
DFNDShares537.46K
TypeSH
Market value$82.58M
2.61%
Sole
536.11K
Shared
1.35K
None
0.00
MCKESSON CORP
SOLEShares101.39K
TypeSH
Market value$78.32M
2.48%
Sole
101.39K
Shared
0.00
None
0.00
WALMART INC
SOLEShares753.16K
TypeSH
Market value$77.62M
2.45%
Sole
753.16K
Shared
0.00
None
0.00
AMAZON COM INC
OTRShares337.41K
TypeSH
Market value$74.09M
2.34%
Sole
333.61K
Shared
3.80K
None
0.00
ALPHABET INC
DFNDShares303.74K
TypeSH
Market value$73.98M
2.34%
Sole
299.03K
Shared
4.71K
None
0.00
CATERPILLAR INC
SOLEShares119.59K
TypeSH
Market value$57.06M
1.80%
Sole
119.59K
Shared
0.00
None
0.00
KIMBERLY-CLARK CORP
DFNDShares444.08K
TypeSH
Market value$55.22M
1.75%
Sole
444K
Shared
84.00
None
0.00
VERIZON COMMUNICATIONS INC
SOLEShares1.16M
TypeSH
Market value$51.02M
1.61%
Sole
1.16M
Shared
1.47K
None
0.00
GE AEROSPACE
DFNDShares161.37K
TypeSH
Market value$48.54M
1.53%
Sole
160.87K
Shared
500.00
None
0.00
HOME DEPOT INC
DFNDShares118.29K
TypeSH
Market value$47.93M
1.52%
Sole
117.51K
Shared
777.00
None
0.00
MARATHON PETE CORP
SOLEShares237.93K
TypeSH
Market value$45.86M
1.45%
Sole
237.93K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares61.56K
TypeSH
Market value$45.21M
1.43%
Sole
61.56K
Shared
8.00
None
0.00
QUALCOMM INC
DFNDShares263.20K
TypeSH
Market value$43.79M
1.38%
Sole
261.60K
Shared
1.60K
None
0.00
CISCO SYS INC
SOLEShares632.24K
TypeSH
Market value$43.26M
1.37%
Sole
632.24K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares383.42K
TypeSH
Market value$43.23M
1.37%
Sole
383.42K
Shared
0.00
None
0.00
ALLSTATE CORP
SOLEShares197.35K
TypeSH
Market value$42.36M
1.34%
Sole
197.35K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares106.67K
TypeSH
Market value$39.92M
1.26%
Sole
106.67K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares169.96K
TypeSH
Market value$39.35M
1.24%
Sole
169.96K
Shared
0.00
None
0.00
GILEAD SCIENCES INC
SOLEShares347.37K
TypeSH
Market value$38.56M
1.22%
Sole
347.37K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPDFND | COM | 475.85K | SH | $246.47M 7.79% | 470.88K | 4.98K | 0.00 |
APPLE INCSOLE | COM | 542.08K | SH | $138.03M 4.36% | 535.04K | 7.04K | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 356.65K | SH | $100.63M 3.18% | 356.34K | 314.00 | 0.00 |
TRANE TECHNOLOGIES PLCOTR | SHS | 230.27K | SH | $97.17M 3.07% | 229.96K | 314.00 | 0.00 |
JPMORGAN CHASE & CO.DFND | COM | 302.30K | SH | $95.35M 3.02% | 301.69K | 604.00 | 0.00 |
HONEYWELL INTL INCOTR | COM | 401.26K | SH | $84.47M 2.67% | 398.22K | 3.05K | 0.00 |
PROCTER AND GAMBLE CODFND | COM | 537.46K | SH | $82.58M 2.61% | 536.11K | 1.35K | 0.00 |
MCKESSON CORPSOLE | COM | 101.39K | SH | $78.32M 2.48% | 101.39K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 753.16K | SH | $77.62M 2.45% | 753.16K | 0.00 | 0.00 |
AMAZON COM INCOTR | COM | 337.41K | SH | $74.09M 2.34% | 333.61K | 3.80K | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 303.74K | SH | $73.98M 2.34% | 299.03K | 4.71K | 0.00 |
CATERPILLAR INCSOLE | COM | 119.59K | SH | $57.06M 1.80% | 119.59K | 0.00 | 0.00 |
KIMBERLY-CLARK CORPDFND | COM | 444.08K | SH | $55.22M 1.75% | 444K | 84.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 1.16M | SH | $51.02M 1.61% | 1.16M | 1.47K | 0.00 |
GE AEROSPACEDFND | COM NEW | 161.37K | SH | $48.54M 1.53% | 160.87K | 500.00 | 0.00 |
HOME DEPOT INCDFND | COM | 118.29K | SH | $47.93M 1.52% | 117.51K | 777.00 | 0.00 |
MARATHON PETE CORPSOLE | COM | 237.93K | SH | $45.86M 1.45% | 237.93K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 61.56K | SH | $45.21M 1.43% | 61.56K | 8.00 | 0.00 |
QUALCOMM INCDFND | COM | 263.20K | SH | $43.79M 1.38% | 261.60K | 1.60K | 0.00 |
CISCO SYS INCSOLE | COM | 632.24K | SH | $43.26M 1.37% | 632.24K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 383.42K | SH | $43.23M 1.37% | 383.42K | 0.00 | 0.00 |
ALLSTATE CORPSOLE | COM | 197.35K | SH | $42.36M 1.34% | 197.35K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 106.67K | SH | $39.92M 1.26% | 106.67K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 169.96K | SH | $39.35M 1.24% | 169.96K | 0.00 | 0.00 |
GILEAD SCIENCES INCSOLE | COM | 347.37K | SH | $38.56M 1.22% | 347.37K | 0.00 | 0.00 |
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