MEYER HANDELMAN CO

Q4 2025 13F-HR Holdings

Location
Rye Brook, NY
Holdings as of
12/31/2025
Date filed
1/15/2026
Form type
13F-HR
Num holdings
214
Total value ($000)
$3,193,740
Net value change ($000)
+31,184 (1.0%)
New positions
7
Sold out positions
7
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 10/16/2025 Next filing: 4/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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 21,940 29.7%
AAPL 16,467 11.9%
CAT 9,230 16.2%
LLY 8,652 40.7%
GOOGL 8,329 29.2%
MRK 8,162 25.8%
RGLD 8,004 NEW
MCK 7,728 9.9%
AMZN 6,080 8.2%
EXPE 6,039 53.3%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -16,418 -6.7%
KMB -10,692 -19.4%
PG -8,833 -10.7%
MPC -8,830 -19.3%
TT -8,719 -9.0%
HD -7,346 -15.3%
HON -7,192 -8.5%
KEL -7,111 -100.0%
ETN -6,663 -16.7%
OMC -5,569 -27.0%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type