Filed: 8/3/2026ACC: 0000045319-26-000003
📋 What this filing means
MEYER HANDELMAN CO filed this quarterly 13F‑HR report disclosing 274 equity positions with a total reported market value of $3.53B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
274
Positions
$3.53B
Total AUM (reported)
24.16M
Total Shares
Allocation by class
COM$2.98B84.4%
SHS$155.74M4.4%
COM NEW$128.49M3.6%
CL A$49.74M1.4%
CAP STK CL A$42.26M1.2%
COM CL A$38.31M1.1%
CL C$34.13M1.0%
Portfolio Concentration
Top 3$446.27M12.6%
4–10$674.72M19.1%
11–25$823.38M23.3%
Rest$1.59B45.0%
Top 3 weight
12.6%
Top 10 weight
31.7%
Voting Authority Distribution
Total shares with voting rights: 24.16M
Sole
Full voting authority
24.14M
shares
% of voting shares99.9%
Shared
Joint voting authority
25.63K
shares
% of voting shares0.1%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole263
Shared0
Other11
Dominant voting typeSole · 99.9% of voting shares
Institutional Holdings274
Rows:
Microsoft Corporation
OTRShares476.71K
TypeSH
Market value$177.82M
5.03%
Sole
473.54K
Shared
3.18K
None
0.00
Apple Inc
OTRShares559K
TypeSH
Market value$161.75M
4.58%
Sole
555.91K
Shared
3.09K
None
0.00
Alphabet Inc
SOLEShares301.99K
TypeSH
Market value$106.70M
3.02%
Sole
301.99K
Shared
0.00
None
0.00
Caterpillar Inc
SOLEShares98.24K
TypeSH
Market value$104.62M
2.96%
Sole
98.24K
Shared
0.00
None
0.00
JPMorgan Chase & Co
SOLEShares317.17K
TypeSH
Market value$103.82M
2.94%
Sole
317.17K
Shared
0.00
None
0.00
International Business Machines Corp
SOLEShares359.58K
TypeSH
Market value$101.12M
2.86%
Sole
359.58K
Shared
0.00
None
0.00
Trane Technologies plc
SOLEShares202.82K
TypeSH
Market value$99.62M
2.82%
Sole
202.82K
Shared
0.00
None
0.00
Corning Inc
DFNDShares385.94K
TypeSH
Market value$98.58M
2.79%
Sole
381.14K
Shared
4.80K
None
0.00
Amazon com Inc
SOLEShares356.60K
TypeSH
Market value$84.99M
2.40%
Sole
356.60K
Shared
0.00
None
0.00
Walmart Inc
SOLEShares723.76K
TypeSH
Market value$81.97M
2.32%
Sole
723.76K
Shared
0.00
None
0.00
Cisco Systems
SOLEShares664.20K
TypeSH
Market value$78.02M
2.21%
Sole
664.20K
Shared
0.00
None
0.00
Procter & Gamble Company
SOLEShares504.60K
TypeSH
Market value$73.99M
2.09%
Sole
504.60K
Shared
0.00
None
0.00
McKesson Corporation
SOLEShares94.75K
TypeSH
Market value$71.59M
2.03%
Sole
94.75K
Shared
0.00
None
0.00
Honeywell International Inc
SOLEShares277K
TypeSH
Market value$62.02M
1.75%
Sole
277K
Shared
0.00
None
0.00
GE Aerospace
SOLEShares157.40K
TypeSH
Market value$58.83M
1.66%
Sole
157.40K
Shared
0.00
None
0.00
Verizon Communications Inc
SOLEShares1.28M
TypeSH
Market value$54.13M
1.53%
Sole
1.28M
Shared
0.00
None
0.00
Marathon Petroleum Corporation
SOLEShares210.04K
TypeSH
Market value$53.70M
1.52%
Sole
210.04K
Shared
0.00
None
0.00
Exxon Mobil Corporation
SOLEShares377.01K
TypeSH
Market value$51.54M
1.46%
Sole
377.01K
Shared
0.00
None
0.00
Allstate Corporation
SOLEShares216.40K
TypeSH
Market value$51.49M
1.46%
Sole
216.40K
Shared
0.00
None
0.00
Merck & Co Inc
SOLEShares382.33K
TypeSH
Market value$49.13M
1.39%
Sole
382.33K
Shared
0.00
None
0.00
AbbVie Inc
SOLEShares183.54K
TypeSH
Market value$46.18M
1.31%
Sole
183.54K
Shared
0.00
None
0.00
Qualcomm Inc
DFNDShares238.76K
TypeSH
Market value$44.12M
1.25%
Sole
237.44K
Shared
1.33K
None
0.00
Kimberly-Clark Corporation
SOLEShares394.56K
TypeSH
Market value$43.31M
1.23%
Sole
394.56K
Shared
0.00
None
0.00
Eaton Corporation plc
SOLEShares100.58K
TypeSH
Market value$42.86M
1.21%
Sole
100.58K
Shared
0.00
None
0.00
GE Vernova Inc
SOLEShares36.13K
TypeSH
Market value$42.45M
1.20%
Sole
36.13K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Microsoft CorporationOTR | COM | 476.71K | SH | $177.82M 5.03% | 473.54K | 3.18K | 0.00 |
Apple IncOTR | COM | 559K | SH | $161.75M 4.58% | 555.91K | 3.09K | 0.00 |
Alphabet IncSOLE | COM | 301.99K | SH | $106.70M 3.02% | 301.99K | 0.00 | 0.00 |
Caterpillar IncSOLE | COM | 98.24K | SH | $104.62M 2.96% | 98.24K | 0.00 | 0.00 |
JPMorgan Chase & CoSOLE | COM | 317.17K | SH | $103.82M 2.94% | 317.17K | 0.00 | 0.00 |
International Business Machines CorpSOLE | COM | 359.58K | SH | $101.12M 2.86% | 359.58K | 0.00 | 0.00 |
Trane Technologies plcSOLE | SHS | 202.82K | SH | $99.62M 2.82% | 202.82K | 0.00 | 0.00 |
Corning IncDFND | COM | 385.94K | SH | $98.58M 2.79% | 381.14K | 4.80K | 0.00 |
Amazon com IncSOLE | COM | 356.60K | SH | $84.99M 2.40% | 356.60K | 0.00 | 0.00 |
Walmart IncSOLE | COM | 723.76K | SH | $81.97M 2.32% | 723.76K | 0.00 | 0.00 |
Cisco SystemsSOLE | COM | 664.20K | SH | $78.02M 2.21% | 664.20K | 0.00 | 0.00 |
Procter & Gamble CompanySOLE | COM | 504.60K | SH | $73.99M 2.09% | 504.60K | 0.00 | 0.00 |
McKesson CorporationSOLE | COM | 94.75K | SH | $71.59M 2.03% | 94.75K | 0.00 | 0.00 |
Honeywell International IncSOLE | COM | 277K | SH | $62.02M 1.75% | 277K | 0.00 | 0.00 |
GE AerospaceSOLE | COM NEW | 157.40K | SH | $58.83M 1.66% | 157.40K | 0.00 | 0.00 |
Verizon Communications IncSOLE | COM | 1.28M | SH | $54.13M 1.53% | 1.28M | 0.00 | 0.00 |
Marathon Petroleum CorporationSOLE | COM | 210.04K | SH | $53.70M 1.52% | 210.04K | 0.00 | 0.00 |
Exxon Mobil CorporationSOLE | COM | 377.01K | SH | $51.54M 1.46% | 377.01K | 0.00 | 0.00 |
Allstate CorporationSOLE | COM | 216.40K | SH | $51.49M 1.46% | 216.40K | 0.00 | 0.00 |
Merck & Co IncSOLE | COM | 382.33K | SH | $49.13M 1.39% | 382.33K | 0.00 | 0.00 |
AbbVie IncSOLE | COM | 183.54K | SH | $46.18M 1.31% | 183.54K | 0.00 | 0.00 |
Qualcomm IncDFND | COM | 238.76K | SH | $44.12M 1.25% | 237.44K | 1.33K | 0.00 |
Kimberly-Clark CorporationSOLE | COM | 394.56K | SH | $43.31M 1.23% | 394.56K | 0.00 | 0.00 |
Eaton Corporation plcSOLE | SHS | 100.58K | SH | $42.86M 1.21% | 100.58K | 0.00 | 0.00 |
GE Vernova IncSOLE | COM | 36.13K | SH | $42.45M 1.20% | 36.13K | 0.00 | 0.00 |
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