Meyer Handelman Co holds a diversified book of 274 stocks worth $3.5B as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they opened Honeywell Aerospace Inc Com and trimmed Apple Inc. Their largest long position is Microsoft Corp at 5% of the equity book.
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.
98% 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
Other tracked managers holding the same core names as Meyer Handelman Co
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 80 / 80 | $3.7B |
| Clearstead Advisors, LLC | 80 / 80 | $2.0B |
| GAMMA Investing LLC | 80 / 80 | $1.0B |
| IFP Advisors, Inc | 80 / 80 | $990.9M |
| GEODE CAPITAL MANAGEMENT, LLC | 79 / 80 | $830.9B |
| Eurizon Capital SGR S.p.A. | 79 / 80 | $17.5B |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 79 / 80 | $13.4B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 79 / 80 | $12.6B |
Ranked by the share of each fund's own book sitting in the names it shares with Meyer Handelman Co: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 Corporation COM | $177.8M | 476.7K | 5.0% | ▲+0.1% Added · +345 sh | |
| 2 | Apple Inc COM | $161.7M | 559.0K | 4.6% | ▼−1.0% Reduced · −5K sh | |
| 3 | Alphabet Inc COM | $106.7M | 302.0K | 3.0% | ▼−1.1% Reduced · −3K sh | |
| 4 | Caterpillar Inc COM | $104.6M | 98.2K | 3.0% | ▼−6.0% Reduced · −6K sh | |
| 5 | JPMorgan Chase & Co COM | $103.8M | 317.2K | 2.9% | ▲+1.2% Added · +4K sh | |
| 6 | International Business Machines Corp COM | $101.1M | 359.6K | 2.9% | ▲+1.4% Added · +5K sh | |
| 7 | Trane Technologies plc SHS | $99.6M | 202.8K | 2.8% | ▼−3.0% Reduced · −6K sh | |
| 8 | Corning Inc COM | $98.6M | 385.9K | 2.8% | ▼−2.5% Reduced · −10K sh | |
| 9 | Amazon com Inc COM | $85.0M | 356.6K | 2.4% | ▲+0.5% Added · +2K sh | |
| 10 | Walmart Inc COM | $82.0M | 723.8K | 2.3% | ▼−3.0% Reduced · −22K sh | |
| 11 | Cisco Systems COM | $78.0M | 664.2K | 2.2% | ▲+1.1% Added · +7K sh | |
| 12 | Procter & Gamble Company COM | $74.0M | 504.6K | 2.1% | ▼−0.9% Reduced · −5K sh | |
| 13 | McKesson Corporation COM | $71.6M | 94.8K | 2.0% | ▼−7.5% Reduced · −8K sh | |
| 14 | Honeywell International Inc COM | $62.0M | 277.0K | 1.8% | ▼−28% Reduced · −109K sh | |
| 15 | GE Aerospace COM NEW | $58.8M | 157.4K | 1.7% | ▼−1.6% Reduced · −3K sh | |
| 16 | Verizon Communications Inc COM | $54.1M | 1.28M | 1.5% | ▲+2.7% Added · +33K sh | |
| 17 | Marathon Petroleum Corporation COM | $53.7M | 210.0K | 1.5% | ▼−4.3% Reduced · −9K sh | |
| 18 | Exxon Mobil Corporation COM | $51.5M | 377.0K | 1.5% | ▼−1.2% Reduced · −4K sh | |
| 19 | Allstate Corporation COM | $51.5M | 216.4K | 1.5% | ▲+2.5% Added · +5K sh | |
| 20 | Merck & Co Inc COM | $49.1M | 382.3K | 1.4% | ▲+0.4% Added · +2K sh | |
| 21 | AbbVie Inc COM | $46.2M | 183.5K | 1.3% | ▲+2.9% Added · +5K sh | |
| 22 | Qualcomm Inc COM | $44.1M | 238.8K | 1.2% | ▼−5.5% Reduced · −14K sh | |
| 23 | Kimberly-Clark Corporation COM | $43.3M | 394.6K | 1.2% | ▼−12% Reduced · −53K sh | |
| 24 | Eaton Corporation plc SHS | $42.9M | 100.6K | 1.2% | ▼−3.0% Reduced · −3K sh | |
| 25 | GE Vernova Inc COM | $42.5M | 36.1K | 1.2% | ▼−1.1% Reduced · −406 sh | |
| 26 | Alphabet Inc Class A CAP STK CL A | $42.3M | 118.2K | 1.2% | ▲+0.1% Added · +131 sh | |
| 27 | Honeywell Aerospace Inc Com COM | $42.1M | 1.90M | 1.2% | ▲New New position | |
| 28 | Amgen Inc COM | $40.2M | 111.1K | 1.1% | ▼−4.0% Reduced · −5K sh | |
| 29 | Gilead Sciences Inc COM | $40.0M | 316.6K | 1.1% | ▼−5.6% Reduced · −19K sh | |
| 30 | Meta Platforms Inc CL A | $39.8M | 70.7K | 1.1% | ▲+3.8% Added · +3K sh | |
| 31 | Home Depot Inc COM | $39.7M | 112.6K | 1.1% | ▼−3.6% Reduced · −4K sh | |
| 32 | Texas Instruments Inc COM | $39.0M | 130.7K | 1.1% | ▼−2.8% Reduced · −4K sh | |
| 33 | Visa Inc COM CL A | $37.7M | 109.9K | 1.1% | ▲+0.8% Added · +933 sh | |
| 34 | NVIDIA Corporation COM | $37.3M | 186.2K | 1.1% | ▲+38% Added · +51K sh | |
| 35 | Illinois Tool Works Inc COM | $37.1M | 137.0K | 1.0% | ▼−1.3% Reduced · −2K sh | |
| 36 | Sysco Corporation COM | $36.0M | 430.8K | 1.0% | ▼−2.8% Reduced · −13K sh | |
| 37 | Dell Technologies Inc CL C | $34.1M | 79.1K | 1.0% | ▲+3.1% Added · +2K sh | |
| 38 | Chevron Corporation COM | $33.8M | 203.8K | 1.0% | ▼−1.5% Reduced · −3K sh | |
| 39 | Eli Lilly & Co COM | $32.2M | 26.8K | 0.9% | ▼−1.2% Reduced · −315 sh | |
| 40 | RTX Corporation COM | $32.1M | 169.3K | 0.9% | ▼−1.6% Reduced · −3K sh | |
| 41 | PepsiCo Inc COM | $31.2M | 230.5K | 0.9% | ▼−0.5% Reduced · −1K sh | |
| 42 | Johnson & Johnson COM | $28.7M | 113.0K | 0.8% | ▼−1.4% Reduced · −2K sh | |
| 43 | Taiwan Semiconductor MFG SPONSORED ADS | $28.4M | 59.4K | 0.8% | ▲+10% Added · +5K sh | |
| 44 | Pfizer Inc COM | $26.5M | 1.10M | 0.7% | ▼−2.6% Reduced · −29K sh | |
| 45 | 3M Company COM | $26.2M | 161.7K | 0.7% | ▼−3.4% Reduced · −6K sh | |
| 46 | McDonald's Corporation COM | $25.5M | 94.3K | 0.7% | ▼−0.3% Reduced · −311 sh | |
| 47 | Jabil Inc COM | $24.7M | 64.2K | 0.7% | ▲+1.0% Added · +626 sh | |
| 48 | Bristol-Myers Squibb Company COM | $23.8M | 412.4K | 0.7% | ▼−4.4% Reduced · −19K sh | |
| 49 | TJX Companies Inc COM | $23.2M | 153.1K | 0.7% | ▼−7.3% Reduced · −12K sh | |
| 50 | Coca-Cola Company COM | $21.8M | 268.0K | 0.6% | ▼−1.8% Reduced · −5K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 3, 2026 | 287 | $3.5B | 13F-HR |
| 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 |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.