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MEYER HANDELMAN CO

SEC Form 13F institutional filer · CIK 0000045319

13F-HR · 176 reported holdings · 2026-03-31

SEC-registered institutional investment manager.

Reported long-US-equity value

$3.13B

Top-10 concentration

32.4%

MEYER HANDELMAN CO — $3.13B AUM allocation strategy

MEYER HANDELMAN CO files SEC Form 13F and reports $3.13B of long US equity value across 176 reported holdings for 2026-03-31.

Its largest sector bet is Information Technology 16.3%, followed by Industrials 9.4% and Health Care 5.8%.

The top 10 holdings account for 32% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.

MEYER HANDELMAN CO — latest SEC 13F insights

Reported long-US-equity value (13F AUM)

$3.13B

total across 176 reported holdings · 2026-03-31 · excludes shorts, cash, non-US

Top-10 concentration

32% of value

higher = narrower conviction; lower = spread / hedging

Biggest adds (shares)

$OMC$VZ$IVV

+$OMC +54.3K sh · +$3.08M+$VZ +35.4K sh · +$13.2M+$IVV +31.6K sh · +$2.32M

Biggest trims (shares)

$PFE$NEE$BAX

−$PFE −59K sh · +$2.12M−$NEE −48.4K sh · −$1.83M−$BAX −46.1K sh · −$1.01M

Added from nil (new positions)

$PTC$COR$FITB

3 fresh holdings — new conviction

Exited to nil (held last quarter, gone now)

$BR$ELV

$BR ($434K last qtr)$ELV ($245K last qtr)

Sector allocation (share of reported value)

Information Technology 16%Industrials 9%Health Care 6%Consumer Staples 5%Communication Services 5%Energy 4%Financials 3%Consumer Discretionary 2%Other holdings 49%SECTORS
  • $XLKInformation Technology16.3%—
  • $XLIIndustrials9.4%—
  • $XLVHealth Care5.8%—
  • $XLPConsumer Staples5.3%—
  • $XLCCommunication Services4.8%—
  • $XLEEnergy3.8%—
  • $XLFFinancials2.9%—
  • $XLYConsumer Discretionary2.4%—
  • Other holdings49.3%—

each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Industry allocation (share of reported value)

Systems Software 6%Technology Hardware, Storage & Peripherals 5%Consumer Staples Merchandise Retail 3%Diversified Banks 3%Health Care Distributors 3%Interactive Media & Services 3%Industrial Conglomerates 3%Building Products 3%Other holdings 73%INDUSTRIES
  • Systems Software5.6%—
  • Technology Hardware, Storage & Peripherals4.6%—
  • Consumer Staples Merchandise Retail2.9%—
  • Diversified Banks2.9%—
  • Health Care Distributors2.8%—
  • Interactive Media & Services2.8%—
  • Industrial Conglomerates2.8%—
  • Building Products2.8%—
  • Other holdings72.8%—

the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Top S&P 500 holdings

10 of 10 rows · sorted by Value ↓

TickerHoldingSharesValueΔ QoQWeight
$MSFTMicrosoft Corporation476K$176M+6845.6%
$AAPLApple Inc564K$143M-3.88K4.6%
$WMTWalmart Inc746K$92.7M-4.97K3.0%
$JPMJP Morgan Chase & Co313K$92.2M+7.63K2.9%
$MCKMcKesson Corporation102K$88.7M-2.43K2.8%
$GOOGLAlphabet Inc305K$87.6M-4102.8%
$HONHoneywell International Inc386K$87.3M-9.95K2.8%
$TTTrane Technologies plc209K$87.2M-18.1K2.8%
$IBMInternational Business Machines Corporation354K$85.9M+9662.7%
$CATCaterpillar Inc104K$74M-11.2K2.4%

…and 166 more holdings in the full 13F filing (top positions only shown).

SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported

← All 13F filers·← QuantOrb.pro

How to read Δ QoQ — the five insight categories, and the caveats

The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.

Conviction & concentration shifts

New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.

Sector & macro allocation rotations

Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.

Crowding & smart-money consensus

When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.

Derivative & option overlays

Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.

Who reads this

Retail "cloners"High-conviction ideas to replicate ~45 days after quarter-end.
Corporate IRWhich funds bought or dumped the stock, before the next call.
Quant / algo tradersCross-sectional factor inputs: flow, momentum, ownership.

Four caveats before you trade on it

  • 45-day lag — holdings are quarter-end; positions may already be closed.
  • Long-only — 13Fs miss shorts, pair trades and cash.
  • No non-US / fixed income — the picture is US equities plus options.
  • Corporate actions — splits and spinoffs distort raw share deltas.

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