MEYER HANDELMAN CO

Q1 2026 13F-HR Holdings

Location
Rye Brook, NY
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
220
Total value ($000)
$3,216,494
Net value change ($000)
+22,754 (0.7%)
New positions
12
Sold out positions
6
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 1/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
GLW 18,844 53.9%
XOM 18,673 40.5%
MPC 16,552 44.7%
VZ 13,234 26.9%
CVX 10,771 33.6%
MSI 10,338 196.3%
HON 10,005 12.9%
WMT 9,045 10.8%
GEV 7,892 32.9%
CAT 7,731 11.7%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -53,713 -23.3%
IBM -18,792 -17.9%
QCOM -12,190 -27.2%
AAPL -11,252 -7.3%
GOOGL -8,352 -8.7%
JPM -6,333 -6.4%
AMZN -6,263 -7.8%
ADBE -6,019 -64.0%
LLY -4,960 -16.6%
CRM -4,729 -63.3%
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