Q2 2026 13F · SEC CIK 45319

Meyer Handelman Co

Wealth managerFiled 2026-08-03 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $3.5B
Reported positions: 274
Top holdings a year, 3 yrs: +16.1%
Assets under management: $3.2B

Meyer Handelman Co is a wealth manager that reported 274 positions worth $3.5B in its Q2 2026 13F, filed 2026-08-03. Its largest holdings were Microsoft Corp (MSFT, 5.0%), Apple Inc (AAPL, 4.6%), Alphabet Inc (GOOG, 3.0%). A portfolio copying its top holdings returned 16.1% a year over the last 3 years, against 20.4% for the S&P 500.

Meyer Handelman Co holdings largest 50 of 274 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Meyer Handelman Co 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
MSFTMicrosoft Corp	5.0%	5.5%	476,711	+0.1%	$177.8M
AAPLApple Inc	4.6%	4.5%	558,997	-1.0%	$161.7M
GOOGAlphabet Inc	3.0%	2.7%	301,994	-1.1%	$106.7M
CATCaterpillar Inc Com	3.0%	2.3%	98,242	-6.0%	$104.6M
JPMJpmorgan Chase & Co	2.9%	2.9%	317,169	+1.2%	$103.8M
IBMInternational Business Machs	2.9%	2.7%	359,584	+1.4%	$101.1M
TTTrane Technologies PLC	2.8%	2.7%	202,817	-3.0%	$99.6M
GLWCorning Inc.	2.8%	1.7%	385,938	-2.5%	$98.6M
AMZNAmazon Com Inc Com	2.4%	2.3%	356,595	+0.5%	$85.0M
WMTWalmart Inc	2.3%	2.9%	723,760	-3.0%	$82.0M
CSCOCisco Sys Inc	2.2%	1.6%	664,200	+1.1%	$78.0M
PGProcter & Gamble Co Com	2.1%	2.3%	504,595	-0.9%	$74.0M
MCKMckesson Corp Com	2.0%	2.8%	94,750	-7.5%	$71.6M
HONHoneywell Intl Inc	1.8%	2.7%	277,001	-28.3%	$62.0M
GEGe Aerospace	1.7%	1.4%	157,402	-1.6%	$58.8M
VZVerizon Communications Inc Com	1.5%	1.9%	1,278,561	+2.7%	$54.1M
MPCMarathon Petroleum Corporation	1.5%	1.7%	210,043	-4.3%	$53.7M
XOMExxon Mobil Corp	1.5%	2.0%	377,010	-1.2%	$51.5M
ALLAllstate Corp	1.5%	1.4%	216,399	+2.6%	$51.5M
MRKMerck & Co. Inc	1.4%	1.4%	382,328	+0.4%	$49.1M
ABBVAbbvie Inc	1.3%	1.2%	183,536	+2.9%	$46.2M
QCOMQualcomm Inc	1.2%	1.0%	238,762	-5.5%	$44.1M
KMBKimberly-Clark Corporation	1.2%	1.3%	394,561	-11.8%	$43.3M
ETNEaton Corp PLC	1.2%	1.2%	100,584	-3.1%	$42.9M
GEVGe Vernova Inc	1.2%	1.0%	36,133	-1.1%	$42.5M
GOOGLAlphabet Inc	1.2%	1.1%	118,245	+0.1%	$42.3M
HONAHoneywell Aerospace Inc.	1.2%	—	1,903,105	—	$42.1M
AMGNAmgen Inc Com	1.1%	1.3%	111,120	-4.0%	$40.2M
GILDGilead Sciences	1.1%	1.5%	316,637	-5.6%	$40.0M
METAMeta Platforms Inc Class A	1.1%	1.2%	70,707	+3.8%	$39.8M
HDHome Depot Inc Com	1.1%	1.2%	112,636	-3.6%	$39.7M
TXNTexas Instruments Inc	1.1%	0.8%	130,738	-2.8%	$39.0M
VVisa Inc Com Cl A	1.1%	1.0%	109,944	+0.9%	$37.7M
NVDANvidia Corporation Com	1.1%	0.7%	186,205	+38.2%	$37.3M
ITWIllinois Tool Works Inc.	1.0%	1.1%	136,986	-1.3%	$37.1M
SYYSysco Corp	1.0%	1.0%	430,824	-2.8%	$36.0M
DELLDell Technologies Inc	1.0%	—	79,096	—	$34.1M
CVXChevron Corp New	1.0%	1.3%	203,838	-1.5%	$33.8M
LLYLilly Eli & Co	0.9%	0.8%	26,804	-1.2%	$32.2M
RTXRtx Corporation Com	0.9%	1.0%	169,274	-1.7%	$32.1M
PEPPepsico Inc	0.9%	1.1%	230,484	-0.5%	$31.2M
JNJJohnson & Johnson	0.8%	0.9%	113,039	-1.4%	$28.7M
TSMTaiwan Semiconductor Manufac	0.8%	—	59,364	—	$28.4M
PFEPfizer Inc	0.7%	1.0%	1,098,861	-2.6%	$26.5M
MMM3m Co Com	0.7%	0.8%	161,686	-3.4%	$26.2M
MCDMcdonalds Corp Com	0.7%	0.9%	94,264	-0.3%	$25.5M
JBLJabil Inc	0.7%	—	64,195	—	$24.7M
BMYBristol-Myers Squibb Co Com	0.7%	0.8%	412,364	-4.4%	$23.8M
TJXTjx Cos Inc New Com	0.7%	0.8%	153,083	-7.3%	$23.2M
KOCoca Cola Co	0.6%	0.6%	268,048	-1.8%	$21.8M

What Meyer Handelman Co bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

NVDA Nvidia Corporation Com+38.2% shares

Reduced

HON Honeywell Intl Inc-28.3% shares
KMB Kimberly-Clark Corporation-11.8% shares
MCK Mckesson Corp Com-7.5% shares
TJX Tjx Cos Inc New Com-7.3% shares
CAT Caterpillar Inc Com-6.0% shares
GILD Gilead Sciences-5.6% shares
QCOM Qualcomm Inc-5.5% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +19.4% /yr; S&P 500 +20.1%
3 years: +16.1% /yr; S&P 500 +20.4%
5 years: +8.7% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$3.5B	274
Q1 2026	$3.2B	220
Q4 2025	$3.2B	214
Q3 2025	$3.2B	214
Q2 2025	$3.0B	216
Q1 2025	$2.9B	213
Q4 2024	$2.9B	210
Q3 2024	$3.0B	212
Q2 2024	$2.8B	205
Q1 2024	$2.9B	203
Q4 2023	$2.6B	190
Q3 2023	$2.5B	191

Questions about Meyer Handelman Co's portfolio

What stocks does Meyer Handelman Co own?

Meyer Handelman Co's latest 13F, for Q2 2026 and filed Aug 3, 2026, lists 274 positions worth $3.5B. The largest are Microsoft Corp (MSFT) at 5.0%, Apple Inc (AAPL) at 4.6%, Alphabet Inc (GOOG) at 3.0%, Caterpillar Inc Com (CAT) at 3.0% and Jpmorgan Chase & Co (JPM) at 2.9%.

What did Meyer Handelman Co buy last quarter?

In Q2 2026, Meyer Handelman Co added Nvidia Corporation Com (NVDA) (+38.2% shares), compared with its Q1 2026 filing.

What did Meyer Handelman Co sell last quarter?

In Q2 2026, Meyer Handelman Co cut from its top 50 Cme Group Inc (CME), cut from its top 50 Newmont Corp (NEM), cut from its top 50 Conocophillips (COP), cut from its top 50 Te Connectivity PLC (TEL), Honeywell Intl Inc (HON) (-28.3% shares), Kimberly-Clark Corporation (KMB) (-11.8% shares) and Mckesson Corp Com (MCK) (-7.5% shares), compared with its Q1 2026 filing.

How has Meyer Handelman Co's portfolio performed?

A portfolio copying Meyer Handelman Co's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +19.4% against +20.1%. Over 5 years: +8.7% a year against +11.6%.

When is Meyer Handelman Co's next 13F filing due?

13F filings are due 45 days after each quarter ends. Meyer Handelman Co's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Meyer Handelman Co manage?

Meyer Handelman Co reported $3.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $3.5B.