Meyer Handelman Co holds a diversified book of 220 stocks worth $3.2B as of Q1 2026 (disclosed Apr 20, 2026, a ~45-day 13F lag). This quarter they opened PTC Inc and trimmed Apple Inc. Their largest long position is Microsoft Corp at 5% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/45319/holdings"
Use Arkolith to show MEYER HANDELMAN CO's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp COM | $176.3M | 476.4K | 5.5% | ▲+0.1% Added · +684 sh | |
| 2 | Apple Inc COM | $143.2M | 564.4K | 4.5% | ▼−0.7% Reduced · −4K sh | |
| 3 | Walmart Inc COM | $92.7M | 745.9K | 2.9% | ▼−0.7% Reduced · −5K sh | |
| 4 | JPMorgan Chase & Co COM | $92.2M | 313.3K | 2.9% | ▲+2.5% Added · +8K sh | |
| 5 | McKesson Corp COM | $88.7M | 102.5K | 2.8% | ▼−2.3% Reduced · −2K sh | |
| 6 | Alphabet Inc CAP STK CL C | $87.6M | 305.3K | 2.7% | ▼−0.1% Reduced · −410 sh | |
| 7 | Honeywell Intl Inc COM | $87.3M | 386.1K | 2.7% | ▼−2.5% Reduced · −10K sh | |
| 8 | Trane Technologies PLC SHS | $87.2M | 209.2K | 2.7% | ▼−8.0% Reduced · −18K sh | |
| 9 | International Business Machs COM | $85.9M | 354.5K | 2.7% | ▲+0.3% Added · +966 sh | |
| 10 | Caterpillar Inc COM | $74.0M | 104.5K | 2.3% | ▼−9.7% Reduced · −11K sh | |
| 11 | Amazon Com Inc COM | $73.9M | 354.8K | 2.3% | ▲+2.2% Added · +8K sh | |
| 12 | Procter & Gamble Co COM | $73.6M | 509.4K | 2.3% | ▼−1.0% Reduced · −5K sh | |
| 13 | Exxon Mobil Corp COM | $64.7M | 381.5K | 2.0% | ▼−0.3% Reduced · −1K sh | |
| 14 | Verizon Communications Inc COM | $62.5M | 1.25M | 1.9% | ▲+2.9% Added · +35K sh | |
| 15 | Corning Inc COM | $53.8M | 395.8K | 1.7% | ▼−0.9% Reduced · −4K sh | |
| 16 | Marathon Pete Corp COM | $53.6M | 219.4K | 1.7% | ▼−3.6% Reduced · −8K sh | |
| 17 | Cisco Sys Inc COM | $51.0M | 657.2K | 1.6% | ▲+3.3% Added · +21K sh | |
| 18 | Gilead Sciences Inc COM | $46.8M | 335.5K | 1.5% | ▼−0.3% Reduced · −1K sh | |
| 19 | Merck & Co Inc COM | $45.8M | 380.7K | 1.4% | ▲+0.6% Added · +2K sh | |
| 20 | Ge Aerospace COM NEW | $45.4M | 160.0K | 1.4% | ▼−0.1% Reduced · −90 sh | |
| 21 | Allstate Corp COM | $43.8M | 211.0K | 1.4% | ▲+2.0% Added · +4K sh | |
| 22 | Kimberly-Clark Corp COM | $43.2M | 447.4K | 1.3% | ▲+1.4% Added · +6K sh | |
| 23 | Chevron Corporation COM | $42.8M | 207.0K | 1.3% | ▼−1.6% Reduced · −3K sh | |
| 24 | Amgen Inc COM | $40.7M | 115.8K | 1.3% | ▼−2.9% Reduced · −3K sh | |
| 25 | Meta Platforms Inc CL A | $39.0M | 68.1K | 1.2% | ▲+4.0% Added · +3K sh | |
| 26 | Abbvie Inc COM | $38.8M | 178.3K | 1.2% | ▲+1.0% Added · +2K sh | |
| 27 | Home Depot Inc COM | $38.4M | 116.8K | 1.2% | ▼−1.0% Reduced · −1K sh | |
| 28 | Eaton Corp PLC SHS | $37.1M | 103.8K | 1.2% | ▼−0.6% Reduced · −660 sh | |
| 29 | Illinois Tool WKS Inc COM | $36.1M | 138.8K | 1.1% | ▼−0.4% Reduced · −550 sh | |
| 30 | Pepsico Inc COM | $36.0M | 231.7K | 1.1% | ▼−0.4% Reduced · −1K sh | |
| 31 | Alphabet Inc CAP STK CL A | $34.0M | 118.1K | 1.1% | ▲+0.3% Added · +414 sh | |
| 32 | RTX Corporation COM | $33.2M | 172.1K | 1.0% | ▼−1.8% Reduced · −3K sh | |
| 33 | Visa Inc COM CL A | $32.9M | 109.0K | 1.0% | ▲+8.2% Added · +8K sh | |
| 34 | Qualcomm Inc COM | $32.5M | 252.7K | 1.0% | ▼−3.4% Reduced · −9K sh | |
| 35 | Ge Vernova Inc COM | $31.9M | 36.5K | 1.0% | ▼−0.5% Reduced · −187 sh | |
| 36 | Pfizer Inc COM | $31.7M | 1.13M | 1.0% | ▼−5.0% Reduced · −59K sh | |
| 37 | Sysco Corp COM | $31.6M | 443.4K | 1.0% | ▼−0.7% Reduced · −3K sh | |
| 38 | McDonalds Corp COM | $29.4M | 94.6K | 0.9% | ▼−0.2% Reduced · −228 sh | |
| 39 | Johnson & Johnson COM | $28.0M | 114.6K | 0.9% | ▼−0.1% Reduced · −173 sh | |
| 40 | TJX Cos Inc New COM | $26.4M | 165.1K | 0.8% | ▼−2.0% Reduced · −3K sh | |
| 41 | Bristol-Myers Squibb Co COM | $26.2M | 431.2K | 0.8% | ▼−1.1% Reduced · −5K sh | |
| 42 | Texas Instrs Inc COM | $26.1M | 134.5K | 0.8% | ▼−0.8% Reduced · −1K sh | |
| 43 | Cme Group Inc COM | $25.8M | 87.3K | 0.8% | ▲+8.0% Added · +6K sh | |
| 44 | Eli Lilly & Co COM | $24.9M | 27.1K | 0.8% | ▼−2.5% Reduced · −706 sh | |
| 45 | 3M Co COM | $24.3M | 167.4K | 0.8% | ▼−4.4% Reduced · −8K sh | |
| 46 | Newmont Corp COM | $24.1M | 222.8K | 0.7% | ▼−2.5% Reduced · −6K sh | |
| 47 | Nvidia Corporation COM | $23.5M | 134.8K | 0.7% | ▼−1.0% Reduced · −1K sh | |
| 48 | ConocoPhillips COM | $20.9M | 158.1K | 0.6% | ▼−4.6% Reduced · −8K sh | |
| 49 | Coca Cola Co COM | $20.8M | 273.1K | 0.6% | ▼−2.6% Reduced · −7K sh | |
| 50 | Te Connectivity PLC ORD SHS | $20.1M | 96.0K | 0.6% | ▼−3.0% Reduced · −3K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | Apr 20, 2026 | 270 | $3.2B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 15, 2026 | 267 | $3.2B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 16, 2025 | 281 | $3.2B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 16, 2025 | 282 | $3.0B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 8, 2025 | 282 | $2.9B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 14, 2025 | 279 | $2.9B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 10, 2024 | 287 | $3.0B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 16, 2024 | 268 | $2.8B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 11, 2024 | 266 | $2.9B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 17, 2024 | 263 | $2.6B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 6, 2023 | 263 | $2.5B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 21, 2023 | 267 | $2.5B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 11, 2023 | 277 | $2.4B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 2, 2023 | 283 | $2.4B | 13F-HR/A |
| Q3 2022 | Sep 30, 2022 | Oct 4, 2022 | 310 | $2.2B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 15, 2022 | 312 | $2.3B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 6, 2022 | 311 | $2.6B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 25, 2022 | 294 | $2.7B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 1, 2021 | 398 | $2.4B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 18, 2021 | 408 | $2.5B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 3, 2021 | 395 | $2.4B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.