Meyer Handelman Co.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 16, 2025), Meyer Handelman Co. reported 214 stock positions worth $3.2 billion. Its top holding was Microsoft (MSFT) at 7.8% of the portfolio, followed by Apple (AAPL, 4.4%) and Intl Business Machines (IBM, 3.2%). Compared with Q2 2025, it opened 4 new positions, sold out of 6, added to 40 and reduced 107. The biggest buy was Taiwan Semiconductor-SP ADR (TSM, shares +2046%) and the biggest sale Honeywell International (HON, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- RYE BROOK, NY
- CIK
- 0000045319
- Portfolio Value
- $3.2B (Q3 2025)
- SEC Filing
- 0000045319-25-000005 ↗ filed Oct 16, 2025
Holdings Value
Holdings 214 stocks · $3.2B
| MSFT Microsoft Corp. | 7.79% | 475,851 | $246.5M | Add +0.1% |
| AAPL Apple Inc. | 4.36% | 542,076 | $138.0M | Reduce -6.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 3.18% | 356,650 | $100.6M | Add +0.4% |
| TT Trane Technologies PLC | 3.07% | 230,274 | $97.2M | Reduce -0.6% |
| JPM JPMorgan Chase & Co. | 3.02% | 302,297 | $95.4M | Add +0.4% |
| HON Honeywell International Inc. | 2.67% | 401,265 | $84.5M | Reduce -1.5% |
| PG The Procter & Gamble Co. | 2.61% | 537,460 | $82.6M | Reduce -2.1% |
| MCK McKesson Corp. | 2.48% | 101,386 | $78.3M | Reduce -5.3% |
| WMT Walmart Inc. | 2.45% | 753,164 | $77.6M | Reduce -0.1% |
| AMZN Amazon.com Inc. | 2.34% | 337,412 | $74.1M | Add +2.3% |
| GOOG Alphabet Inc. Class C | 2.34% | 303,744 | $74.0M | Reduce -1.3% |
| CAT Caterpillar Inc. | 1.80% | 119,591 | $57.1M | Reduce -3.0% |
| KMB Kimberly-Clark Corp. | 1.75% | 444,080 | $55.2M | Add +0.5% |
| VZ Verizon Communications Inc. | 1.61% | 1,160,906 | $51.0M | Add +2.3% |
| GE General Electric filed as GE AEROSPACE | 1.53% | 161,370 | $48.5M | Reduce -0.5% |
| HD Home Depot Inc. | 1.52% | 118,286 | $47.9M | Reduce -4.4% |
| MPC Marathon Petroleum Corp. | 1.45% | 237,926 | $45.9M | Reduce -1.5% |
| META Meta Platforms Inc. Class A | 1.43% | 61,564 | $45.2M | Add +2.4% |
| QCOM Qualcomm Inc. | 1.38% | 263,202 | $43.8M | Reduce -2.6% |
| CSCO Cisco Systems Inc. | 1.37% | 632,240 | $43.3M | Add +0.9% |
| XOM Exxon Mobil Corp. | 1.37% | 383,422 | $43.2M | Add +0.3% |
| ALL Allstate Corp. | 1.34% | 197,349 | $42.4M | Add +3.4% |
| ETN Eaton Corp. PLC | 1.26% | 106,669 | $39.9M | Reduce -2.2% |
| ABBV Abbvie Inc. | 1.24% | 169,964 | $39.4M | Add +3.1% |
| GILD Gilead Sciences Inc. | 1.22% | 347,369 | $38.6M | Reduce -2.6% |
| SYY Sysco Corp. | 1.22% | 467,346 | $38.5M | Reduce -2.0% |
| ITW Illinois Tool Works | 1.22% | 147,362 | $38.4M | Reduce -0.7% |
| AMGN Amgen Inc. | 1.11% | 124,913 | $35.3M | Reduce -3.0% |
| CVX Chevron Corp. | 1.06% | 215,783 | $33.5M | Reduce -0.3% |
| PEP Pepsico Inc. | 1.04% | 234,889 | $33.0M | Reduce -1.1% |
| GLW Corning Inc. | 1.04% | 401,032 | $32.9M | Reduce -5.4% |
| V Visa Inc. Class A | 1.03% | 95,445 | $32.6M | Add +6.5% |
| MRK Merck & Co. Inc. | 1.00% | 377,173 | $31.7M | Add +1.6% |
| PFE Pfizer Inc. | 1.00% | 1,237,617 | $31.5M | Reduce -3.3% |
| MCD McDonald's Corp. | 0.95% | 98,809 | $30.0M | Reduce -4.4% |
| RTX RTX Corp. | 0.93% | 175,541 | $29.4M | Reduce -1.7% |
| GOOGL Alphabet Inc. Class A | 0.90% | 117,281 | $28.5M | Add +0.4% |
| MMM 3M Co. | 0.87% | 177,523 | $27.5M | Reduce -1.5% |
| TXN Texas Instruments Inc. | 0.85% | 146,953 | $27.0M | No change |
| NVDA Nvidia Corp. | 0.81% | 137,538 | $25.7M | Reduce -0.6% |
| ADP Automatic Data Processing | 0.79% | 85,584 | $25.1M | Add +1.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.77% | 168,955 | $24.4M | Reduce -1.7% |
| GEV GE Vernova Inc. | 0.75% | 38,737 | $23.8M | Reduce -0.7% |
| JNJ Johnson & Johnson | 0.70% | 120,209 | $22.3M | Reduce -1.6% |
| TEL Te Connectivity PLC | 0.69% | 98,950 | $21.7M | Reduce -2.4% |
| IR Ingersoll-Rand Inc. | 0.68% | 261,452 | $21.6M | Reduce -1.9% |
| BMY Bristol-Myers Squibb Co. | 0.68% | 475,518 | $21.4M | Reduce -9.9% |
| LLY Eli Lilly & Co. | 0.67% | 27,852 | $21.3M | Reduce -1.7% |
| OMC Omnicom Group | 0.65% | 252,679 | $20.6M | Add +7.1% |
| CME Cme Group Inc. | 0.61% | 71,549 | $19.3M | Add +16.2% |
| NEM Newmont Corp. | 0.61% | 228,735 | $19.3M | Reduce -1.5% |
| KO The Coca-Cola Co. | 0.59% | 282,775 | $18.8M | No change |
| WFC Wells Fargo & Co. | 0.58% | 218,411 | $18.3M | Reduce -0.1% |
| PPG PPG Industries Inc. | 0.55% | 166,263 | $17.5M | Reduce -0.9% |
| NRG NRG Energy Inc. | 0.52% | 101,953 | $16.5M | Add +3.8% |
| NEE Nextera Energy Inc. | 0.52% | 215,980 | $16.3M | Reduce -10.1% |
| COP Conocophillips | 0.47% | 155,674 | $14.7M | Add +1.4% |
| ABT Abbott Laboratories | 0.46% | 107,667 | $14.4M | Add +0.5% |
| CL Colgate-Palmolive Co. | 0.43% | 171,740 | $13.7M | Reduce -1.0% |
| EMR Emerson Electric Co. | 0.42% | 100,350 | $13.2M | Reduce -1.9% |
| GPC Genuine Parts Co. | 0.41% | 92,687 | $12.8M | Reduce -1.3% |
| BX Blackstone Inc. | 0.40% | 73,192 | $12.5M | Reduce -0.8% |
| FCX Freeport-McMoran Inc. | 0.39% | 314,002 | $12.3M | Reduce -1.4% |
| JBL Jabil Inc. | 0.38% | 55,233 | $12.0M | Add +2.1% |
| ETR Entergy Corp. | 0.38% | 127,723 | $11.9M | Reduce -25.3% |
| AXP American Express Co. | 0.36% | 34,460 | $11.4M | No change |
| GS Goldman Sachs Group Inc. | 0.36% | 14,360 | $11.4M | Reduce -9.0% |
| EXPE Expedia Group Inc. | 0.36% | 53,052 | $11.3M | Add +11.6% |
| ALLE Allegion PLC | 0.35% | 62,980 | $11.2M | Reduce -3.0% |
| CHKP Check Point Software Tech | 0.34% | 52,291 | $10.8M | Add +11.9% |
| NUE Nucor Corp. | 0.34% | 79,652 | $10.8M | Reduce -1.8% |
| DELL Dell Technologies -C | 0.31% | 69,273 | $9.8M | Add +6.9% |
| AZO AutoZone Inc. | 0.30% | 2,222 | $9.5M | Add +1.7% |
| DHR Danaher Corp. | 0.30% | 47,832 | $9.5M | Reduce -3.0% |
| MDLZ Mondelez International Inc. Class A | 0.30% | 149,837 | $9.4M | Reduce -6.8% |
| PM Philip Morris International | 0.29% | 57,514 | $9.3M | Reduce -0.5% |
| JCI Johnson Controls Internation | 0.29% | 84,234 | $9.3M | Reduce -2.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.29% | 32,947 | $9.2M | Add +2046.4% |
| ADBE Adobe Inc. | 0.27% | 24,520 | $8.6M | Add +9.2% |
| BA The Boeing Co. | 0.27% | 39,211 | $8.5M | Reduce -7.1% |
| KR Kroger Co. | 0.27% | 125,268 | $8.4M | Add +30.9% |
| SSNC Ss&c Technologies Holdings | 0.26% | 92,727 | $8.2M | Add +1.8% |
| DUK Duke Energy Corp. | 0.25% | 64,900 | $8.0M | Reduce -6.9% |
| OTIS Otis Worldwide Corp. | 0.24% | 84,648 | $7.7M | Reduce -4.2% |
| AEP American Electric Power | 0.23% | 65,256 | $7.3M | Reduce -1.4% |
| AVY Avery Dennison Corp. | 0.23% | 45,000 | $7.3M | Add +17.9% |
| SBUX Starbucks Corp. | 0.23% | 86,023 | $7.3M | Reduce -0.2% |
| MDT Medtronic PLC | 0.23% | 75,966 | $7.2M | Reduce -4.8% |
| APD Air Products & Chemicals Inc. | 0.23% | 26,308 | $7.2M | Reduce -17.1% |
| K Kellanova | 0.22% | 86,700 | $7.1M | No change |
| CRM Salesforce Inc. | 0.21% | 28,496 | $6.8M | Reduce -7.4% |
| CARR Carrier Global Corp. | 0.21% | 109,240 | $6.5M | Reduce -7.1% |
| DD Dupont DE Nemours Inc. | 0.20% | 83,175 | $6.5M | Reduce -3.0% |
| MSI Motorola Solutions Inc. | 0.20% | 13,741 | $6.3M | No change |
| TRV The Travelers Cos Inc. | 0.20% | 22,400 | $6.3M | No change |
| IP International Paper Co. | 0.20% | 133,462 | $6.2M | Reduce -22.9% |
| MO Altria Group Inc. | 0.19% | 90,925 | $6.0M | Add +0.8% |
| HPQ HP Inc. | 0.18% | 206,194 | $5.6M | Reduce -1.6% |
| BAX Baxter International Inc. | 0.17% | 237,332 | $5.4M | Reduce -43.8% |
| PWR Quanta Services Inc. | 0.16% | 12,225 | $5.1M | Add +1.9% |
Portfolio Sells Q2 2025 → Q3 2025
| HON Honeywell International Inc. | Reduce -1.5% | 2.67% | −0.46 |
| PG The Procter & Gamble Co. | Reduce -2.1% | 2.61% | −0.27 |
| TT Trane Technologies PLC | Reduce -0.6% | 3.07% | −0.27 |
| BAX Baxter International Inc. | Reduce -43.8% | 0.17% | −0.25 |
| BMY Bristol-Myers Squibb Co. | Reduce -9.9% | 0.68% | −0.13 |
| MCK McKesson Corp. | Reduce -5.3% | 2.48% | −0.11 |
| ETR Entergy Corp. | Reduce -25.3% | 0.38% | −0.09 |
| CAG Conagra Brands Inc. | Reduce -46.0% | 0.08% | −0.09 |
| CL Colgate-Palmolive Co. | Reduce -1.0% | 0.43% | −0.09 |
| GILD Gilead Sciences Inc. | Reduce -2.6% | 1.22% | −0.08 |
| CARR Carrier Global Corp. | Reduce -7.1% | 0.21% | −0.08 |
| PPG PPG Industries Inc. | Reduce -0.9% | 0.55% | −0.08 |
| IP International Paper Co. | Reduce -22.9% | 0.20% | −0.07 |
| AMGN Amgen Inc. | Reduce -3.0% | 1.11% | −0.07 |
| APD Air Products & Chemicals Inc. | Reduce -17.1% | 0.23% | −0.07 |
| FCX Freeport-McMoran Inc. | Reduce -1.4% | 0.39% | −0.07 |
| CRM Salesforce Inc. | Reduce -7.4% | 0.21% | −0.06 |
| MDLZ Mondelez International Inc. Class A | Reduce -6.8% | 0.30% | −0.06 |
| LLY Eli Lilly & Co. | Reduce -1.7% | 0.67% | −0.06 |
| PM Philip Morris International | Reduce -0.5% | 0.29% | −0.05 |
| DOW Dow Inc. | Reduce -32.1% | 0.07% | −0.05 |
| IR Ingersoll-Rand Inc. | Reduce -1.9% | 0.68% | −0.05 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.05 |
| MCD McDonald's Corp. | Reduce -4.4% | 0.95% | −0.05 |
| OTIS Otis Worldwide Corp. | Reduce -4.2% | 0.24% | −0.04 |
| NEE Nextera Energy Inc. | Reduce -10.1% | 0.52% | −0.03 |
| QCOM Qualcomm Inc. | Reduce -2.6% | 1.38% | −0.03 |
| MMM 3M Co. | Reduce -1.5% | 0.87% | −0.03 |
| EMR Emerson Electric Co. | Reduce -1.9% | 0.42% | −0.03 |
| SBUX Starbucks Corp. | Reduce -0.2% | 0.23% | −0.03 |
| TGT Target Corp. | Reduce -10.8% | 0.10% | −0.03 |
| NFLX Netflix Inc. | Reduce -6.2% | 0.11% | −0.03 |
| PFE Pfizer Inc. | Reduce -3.3% | 1.00% | −0.03 |
| BA The Boeing Co. | Reduce -7.1% | 0.27% | −0.02 |
| ETN Eaton Corp. PLC | Reduce -2.2% | 1.26% | −0.02 |
| DHR Danaher Corp. | Reduce -3.0% | 0.30% | −0.02 |
| GIS General Mills Inc. | Reduce -4.6% | 0.15% | −0.02 |
| SLB SLB Ltd. | Reduce -56.0% | 0.01% | −0.02 |
| DUK Duke Energy Corp. | Reduce -6.9% | 0.25% | −0.02 |
| CTVA Corteva Inc. | Reduce -0.7% | 0.10% | −0.02 |
| SPGI S&P Global Inc. | Reduce -14.4% | 0.04% | −0.01 |
| WY Weyerhaeuser Co. | Reduce -15.7% | 0.04% | −0.01 |
| KHC The Kraft Heinz Co. | Sold out | 0.00% | −0.01 |
| HAL Halliburton Co. | Reduce -26.6% | 0.06% | −0.01 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.01 |
| CAH Cardinal Health Inc. | Reduce -1.3% | 0.07% | −0.01 |
| DIS The Walt Disney Co. | Reduce -0.5% | 0.07% | −0.01 |
| SEE Sealed Air Corp. | Reduce -28.3% | 0.03% | −0.01 |
| REGN Regeneron Pharmaceuticals | Reduce -17.6% | 0.05% | −0.01 |
| BR Broadridge Financial Solutio | Reduce -34.2% | 0.01% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| TSM Taiwan Semiconductor-SP ADR | Add +2046.4% | 0.29% | +0.28 |
| ABBV Abbvie Inc. | Add +3.1% | 1.24% | +0.24 |
| GOOGL Alphabet Inc. Class A | Add +0.4% | 0.90% | +0.22 |
| JPM JPMorgan Chase & Co. | Add +0.4% | 3.02% | +0.14 |
| EXPE Expedia Group Inc. | Add +11.6% | 0.36% | +0.09 |
| OMC Omnicom Group | Add +7.1% | 0.65% | +0.09 |
| ALL Allstate Corp. | Add +3.4% | 1.34% | +0.07 |
| CME Cme Group Inc. | Add +16.2% | 0.61% | +0.05 |
| DELL Dell Technologies -C | Add +6.9% | 0.31% | +0.05 |
| KR Kroger Co. | Add +30.9% | 0.27% | +0.04 |
| AZO AutoZone Inc. | Add +1.7% | 0.30% | +0.03 |
| MRK Merck & Co. Inc. | Add +1.6% | 1.00% | +0.03 |
| SJM The JM Smucker Co. | Add +38.7% | 0.05% | +0.02 |
| MO Altria Group Inc. | Add +0.8% | 0.19% | +0.02 |
| LMT Lockheed Martin Corp. | Add +8.8% | 0.11% | +0.01 |
| SSNC Ss&c Technologies Holdings | Add +1.8% | 0.26% | +0.01 |
| COP Conocophillips | Add +1.4% | 0.47% | +0.01 |
| AJG Arthur J Gallagher & Co. | New | 0.01% | +0.01 |
| PWR Quanta Services Inc. | Add +1.9% | 0.16% | +0.01 |
| AVY Avery Dennison Corp. | Add +17.9% | 0.23% | +0.01 |
| TSLA Tesla Inc. | Add +31.8% | 0.02% | +0.01 |
| XOM Exxon Mobil Corp. | Add +0.3% | 1.37% | +0.01 |
| ORCL Oracle Corp. | New | 0.01% | +0.01 |
| SCHG Schwab US Large-Cap Growth | New | 0.01% | +0.01 |
| CYBR Cyberark Software Ltd./Israel | New | 0.01% | +0.01 |
| AVGO Broadcom Inc. | Add +8.3% | 0.03% | +0.01 |
| BABA Alibaba Group Holding-SP ADR | Add +10.0% | 0.01% | +0.01 |
| POST Post Holdings Inc. | Add +21.1% | 0.04% | +0.00 |
| NRG NRG Energy Inc. | Add +3.8% | 0.52% | +0.00 |
| CHKP Check Point Software Tech | Add +11.9% | 0.34% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.9% | 0.08% | +0.00 |
| MET Metlife Inc. | Add +2.0% | 0.10% | +0.00 |
| VZ Verizon Communications Inc. | Add +2.3% | 1.61% | −0.01 |
| MSFT Microsoft Corp. | Add +0.1% | 7.79% | −0.01 |
| JBL Jabil Inc. | Add +2.1% | 0.38% | −0.01 |
| ADBE Adobe Inc. | Add +9.2% | 0.27% | −0.01 |
| V Visa Inc. Class A | Add +6.5% | 1.03% | −0.02 |
| ABT Abbott Laboratories | Add +0.5% | 0.46% | −0.02 |
| META Meta Platforms Inc. Class A | Add +2.4% | 1.43% | −0.03 |
| AMZN Amazon.com Inc. | Add +2.3% | 2.34% | −0.04 |
| ADP Automatic Data Processing | Add +1.7% | 0.79% | −0.06 |
| CSCO Cisco Systems Inc. | Add +0.9% | 1.37% | −0.07 |
| KMB Kimberly-Clark Corp. | Add +0.5% | 1.75% | −0.13 |
| IBM Intl Business Machines Corp. | Add +0.4% | 3.18% | −0.27 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 274 | $3.5B | MSFT, AAPL, GOOG, CAT, JPM |
| Q1 2026 | 220 | $3.2B | MSFT, AAPL, WMT, JPM, MCK |
| Q4 2025 | 214 | $3.2B | MSFT, AAPL, IBM, JPM, GOOG |
| Q3 2025 | 214 | $3.2B | MSFT, AAPL, IBM, TT, JPM |
| Q2 2025 | 216 | $3.0B | MSFT, AAPL, IBM, TT, HON |
| Q1 2025 | 213 | $2.9B | MSFT, AAPL, PG, IBM, HON |
| Q4 2024 | 210 | $2.9B | MSFT, AAPL, TT, PG, HON |
| Q3 2024 | 212 | $3.0B | MSFT, AAPL, TT, PG, HON |
| Q2 2024 | 205 | $2.8B | MSFT, AAPL, PG, HON, TT |
| Q1 2024 | 203 | $2.9B | MSFT, AAPL, PG, HON, TT |