Filed: 1/15/2026ACC: 0000045319-26-000001
📋 What this filing means
MEYER HANDELMAN CO filed this quarterly 13F‑HR report disclosing 214 equity positions with a total reported market value of $3.19B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
214
Positions
$3.19B
Total AUM (reported)
21.16M
Total Shares
Allocation by class
COM$2.62B82.0%
SHS$139.57M4.4%
COM NEW$106.18M3.3%
CAP STK CL C$95.92M3.0%
CL A$53.81M1.7%
CAP STK CL A$36.84M1.2%
COM CL A$35.78M1.1%
Portfolio Concentration
Top 3$489.26M15.3%
4–10$609.99M19.1%
11–25$710.31M22.2%
Rest$1.38B43.3%
Top 3 weight
15.3%
Top 10 weight
34.4%
Voting Authority Distribution
Total shares with voting rights: 21.16M
Sole
Full voting authority
21.11M
shares
% of voting shares99.8%
Shared
Joint voting authority
47.09K
shares
% of voting shares0.2%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole192
Shared0
Other22
Dominant voting typeSole · 99.8% of voting shares
Institutional Holdings214
Rows:
MICROSOFT CORP
SOLEShares475.68K
TypeSH
Market value$230.05M
7.20%
Sole
472.51K
Shared
3.18K
None
0.00
APPLE INC
SOLEShares568.29K
TypeSH
Market value$154.50M
4.84%
Sole
565.20K
Shared
3.09K
None
0.00
INTERNATIONAL BUSINESS MACHS
SOLEShares353.52K
TypeSH
Market value$104.72M
3.28%
Sole
353.21K
Shared
314.00
None
0.00
JPMORGAN CHASE & CO.
DFNDShares305.65K
TypeSH
Market value$98.49M
3.08%
Sole
305.38K
Shared
269.00
None
0.00
ALPHABET INC
DFNDShares305.66K
TypeSH
Market value$95.92M
3.00%
Sole
305.59K
Shared
75.00
None
0.00
TRANE TECHNOLOGIES PLC
OTRShares227.25K
TypeSH
Market value$88.45M
2.77%
Sole
226.94K
Shared
314.00
None
0.00
MCKESSON CORP
SOLEShares104.91K
TypeSH
Market value$86.05M
2.69%
Sole
104.91K
Shared
0.00
None
0.00
WALMART INC
SOLEShares750.84K
TypeSH
Market value$83.65M
2.62%
Sole
750.84K
Shared
0.00
None
0.00
AMAZON COM INC
OTRShares347.31K
TypeSH
Market value$80.17M
2.51%
Sole
346.25K
Shared
1.06K
None
0.00
HONEYWELL INTL INC
DFNDShares396.09K
TypeSH
Market value$77.27M
2.42%
Sole
394.38K
Shared
1.72K
None
0.00
PROCTER AND GAMBLE CO
OTRShares514.61K
TypeSH
Market value$73.75M
2.31%
Sole
513.74K
Shared
867.00
None
0.00
CATERPILLAR INC
SOLEShares115.72K
TypeSH
Market value$66.29M
2.08%
Sole
115.72K
Shared
0.00
None
0.00
GE AEROSPACE
DFNDShares160.13K
TypeSH
Market value$49.32M
1.54%
Sole
159.63K
Shared
500.00
None
0.00
VERIZON COMMUNICATIONS INC
SOLEShares1.21M
TypeSH
Market value$49.28M
1.54%
Sole
1.21M
Shared
1.47K
None
0.00
CISCO SYS INC
SOLEShares636.20K
TypeSH
Market value$49.01M
1.53%
Sole
636.20K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares382.69K
TypeSH
Market value$46.05M
1.44%
Sole
382.69K
Shared
0.00
None
0.00
QUALCOMM INC
DFNDShares261.55K
TypeSH
Market value$44.74M
1.40%
Sole
259.95K
Shared
1.60K
None
0.00
KIMBERLY-CLARK CORP
SOLEShares441.32K
TypeSH
Market value$44.53M
1.39%
Sole
441.32K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares65.48K
TypeSH
Market value$43.22M
1.35%
Sole
65.36K
Shared
119.00
None
0.00
ALLSTATE CORP
SOLEShares206.79K
TypeSH
Market value$43.04M
1.35%
Sole
206.79K
Shared
0.00
None
0.00
GILEAD SCIENCES INC
SOLEShares336.72K
TypeSH
Market value$41.33M
1.29%
Sole
336.72K
Shared
0.00
None
0.00
HOME DEPOT INC
DFNDShares117.94K
TypeSH
Market value$40.58M
1.27%
Sole
117.16K
Shared
777.00
None
0.00
ABBVIE INC
SOLEShares176.50K
TypeSH
Market value$40.33M
1.26%
Sole
176.50K
Shared
0.00
None
0.00
MERCK & CO INC
DFNDShares378.29K
TypeSH
Market value$39.82M
1.25%
Sole
377.18K
Shared
1.11K
None
0.00
AMGEN INC
OTRShares119.23K
TypeSH
Market value$39.03M
1.22%
Sole
118.85K
Shared
385.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 475.68K | SH | $230.05M 7.20% | 472.51K | 3.18K | 0.00 |
APPLE INCSOLE | COM | 568.29K | SH | $154.50M 4.84% | 565.20K | 3.09K | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 353.52K | SH | $104.72M 3.28% | 353.21K | 314.00 | 0.00 |
JPMORGAN CHASE & CO.DFND | COM | 305.65K | SH | $98.49M 3.08% | 305.38K | 269.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 305.66K | SH | $95.92M 3.00% | 305.59K | 75.00 | 0.00 |
TRANE TECHNOLOGIES PLCOTR | SHS | 227.25K | SH | $88.45M 2.77% | 226.94K | 314.00 | 0.00 |
MCKESSON CORPSOLE | COM | 104.91K | SH | $86.05M 2.69% | 104.91K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 750.84K | SH | $83.65M 2.62% | 750.84K | 0.00 | 0.00 |
AMAZON COM INCOTR | COM | 347.31K | SH | $80.17M 2.51% | 346.25K | 1.06K | 0.00 |
HONEYWELL INTL INCDFND | COM | 396.09K | SH | $77.27M 2.42% | 394.38K | 1.72K | 0.00 |
PROCTER AND GAMBLE COOTR | COM | 514.61K | SH | $73.75M 2.31% | 513.74K | 867.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 115.72K | SH | $66.29M 2.08% | 115.72K | 0.00 | 0.00 |
GE AEROSPACEDFND | COM NEW | 160.13K | SH | $49.32M 1.54% | 159.63K | 500.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 1.21M | SH | $49.28M 1.54% | 1.21M | 1.47K | 0.00 |
CISCO SYS INCSOLE | COM | 636.20K | SH | $49.01M 1.53% | 636.20K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 382.69K | SH | $46.05M 1.44% | 382.69K | 0.00 | 0.00 |
QUALCOMM INCDFND | COM | 261.55K | SH | $44.74M 1.40% | 259.95K | 1.60K | 0.00 |
KIMBERLY-CLARK CORPSOLE | COM | 441.32K | SH | $44.53M 1.39% | 441.32K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 65.48K | SH | $43.22M 1.35% | 65.36K | 119.00 | 0.00 |
ALLSTATE CORPSOLE | COM | 206.79K | SH | $43.04M 1.35% | 206.79K | 0.00 | 0.00 |
GILEAD SCIENCES INCSOLE | COM | 336.72K | SH | $41.33M 1.29% | 336.72K | 0.00 | 0.00 |
HOME DEPOT INCDFND | COM | 117.94K | SH | $40.58M 1.27% | 117.16K | 777.00 | 0.00 |
ABBVIE INCSOLE | COM | 176.50K | SH | $40.33M 1.26% | 176.50K | 0.00 | 0.00 |
MERCK & CO INCDFND | COM | 378.29K | SH | $39.82M 1.25% | 377.18K | 1.11K | 0.00 |
AMGEN INCOTR | COM | 119.23K | SH | $39.03M 1.22% | 118.85K | 385.00 | 0.00 |
Page 1 of 9
…