§ 13F · FUND PROFILE
MEYER HANDELMAN CO.
AUM · $3.5B (13F)Positions · 287Turnover · n/a · Q2Filed · Aug 3, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$80M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corporation | 474K | $177M | 5.0% | ±0% |
| 2 | AAPL | Apple Inc | 556K | $161M | 4.6% | −1% |
| 3 | GOOG | Alphabet Inc | 302K | $107M | 3.0% | −1% |
| 4 | CAT | Caterpillar Inc | 98K | $105M | 3.0% | −6% |
| 5 | JPM | JPMorgan Chase & Co | 317K | $104M | 2.9% | +1% |
| 6 | IBM | International Business Machines Corp | 360K | $101M | 2.9% | +1% |
| 7 | TT | Trane Technologies plc | 203K | $100M | 2.8% | −3% |
| 8 | GLW | Corning Inc | 381K | $97M | 2.8% | −2% |
| 9 | AMZN | Amazon com Inc | 357K | $85M | 2.4% | ±0% |
| 10 | WMT | Walmart Inc | 724K | $82M | 2.3% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MEYER SIGNAL
AC read
MEYER HANDELMAN CO is a Other fund managing $3.5 billion in assets. The fund runs a broad portfolio of 287 positions.
Read the full dossier →