MEYER HANDELMAN CO

Q3 2025 13F-HR Holdings

Location
Rye Brook, NY
Holdings as of
9/30/2025
Date filed
10/16/2025
Form type
13F-HR
Num holdings
214
Total value ($000)
$3,162,556
Net value change ($000)
+130,511 (4.3%)
New positions
4
Sold out positions
6
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 7/16/2025 Next filing: 1/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 19,398 35.5%
AAPL 18,666 15.6%
GLW 10,607 47.6%
MSFT 9,935 4.2%
CAT 9,206 19.2%
TSM 8,854 2544.3%
ABBV 8,751 28.6%
JPM 8,074 9.3%
GOOGL 7,918 38.4%
GE 6,805 16.3%
Top Reduces (Value $000, Stocks/ETFs)
HON -10,430 -11.0%
BAX -7,377 -57.7%
PG -4,852 -5.5%
TT -4,162 -4.1%
IBM -4,076 -3.9%
TXN -3,510 -11.5%
BMY -2,993 -12.2%
CAG -2,582 -51.7%
ETR -2,299 -16.2%
CARR -2,083 -24.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type