Arkolith/Funds/MEYER HANDELMAN CO

MEYER HANDELMAN CO

CIK: 45319Q1 2026
Active Filer
Portfolio Value
$3.2B
Positions
276
New Buys
12
6 sold
Changes
54 ↑ / 120 ↓

Top HoldingsQ1 2026

276 total positions
#SecurityValueShares% PortChangeΔ Shares
1MICROSOFT CORP
COM
$175.2M473.2K5.4%
ADDED
+471.6K
2APPLE INC
COM
$142.5M561.3K4.4%
ADDED
+558.9K
3WALMART INC
COM
$92.7M745.9K2.9%
REDUCED
-4,975
4JPMORGAN CHASE & CO
COM
$92.1M313.0K2.9%
ADDED
+7.6K
5MCKESSON CORP
COM
$88.7M102.5K2.8%
REDUCED
-2,426
6ALPHABET INC
CAP STK CL C
$87.5M305.2K2.7%
REDUCED
-410
7
TRANE TECHNOLOGIES PLC
SHS
$87.0M208.9K2.7%
REDUCED
-18,087
8HONEYWELL INTL INC
COM
$86.9M384.4K2.7%
REDUCED
-9,953
9INTERNATIONAL BUSINESS MACHS
COM
$85.8M354.2K2.7%
ADDED
+353.9K
10CATERPILLAR INC
COM
$74.0M104.5K2.3%
REDUCED
-11,235
11AMAZON COM INC
COM
$73.8M354.3K2.3%
ADDED
+8.1K
12PROCTER & GAMBLE CO
COM
$73.5M508.5K2.3%
ADDED
+508.0K
13EXXON MOBIL CORP
COM
$64.7M381.5K2.0%
REDUCED
-1,180
14VERIZON COMMUNICATIONS INC
COM
$62.4M1.24M1.9%
ADDED
+1.24M
15MARATHON PETE CORP
COM
$53.6M219.4K1.7%
REDUCED
-8,257
16CORNING INC
COM
$53.2M391.0K1.7%
ADDED
+386.2K
17CISCO SYS INC
COM
$51.0M657.2K1.6%
ADDED
+21.0K
18GILEAD SCIENCES INC
COM
$46.8M335.5K1.5%
REDUCED
-1,175
19MERCK & CO INC
COM
$45.7M379.6K1.4%
ADDED
+378.8K
20GE AEROSPACE
COM NEW
$45.3M159.5K1.4%
REDUCED
-90
21ALLSTATE CORP
COM
$43.8M211.0K1.4%
ADDED
+4.2K
22KIMBERLY-CLARK CORP
COM
$43.2M447.4K1.3%
ADDED
+6.1K
23CHEVRON CORPORATION
COM
$42.8M207.0K1.3%
REDUCED
-3,347
24AMGEN INC
COM
$40.6M115.4K1.3%
REDUCED
-3,466
25META PLATFORMS INC
CL A
$39.0M68.1K1.2%
ADDED
+68.0K
Showing top 25 of 276 positions

Filing History

Q1 2026270 pos
$3.2B
Q4 2025267 pos
$3.2B

Data Source

Holdings data sourced from SEC EDGAR 13F-HR filings. Updated quarterly, approximately 45 days after quarter end. All data is public domain.

Last filed: Apr 20, 2026