Institutional Fund
Meyer Handelman Co
Rye Brook, NYCIK 453195 filings on record
Portfolio Value
$3.22B
Q1 2026
Holdings
220
Reported positions
New Buys
12
Opened this quarter
QoQ Change
+0.7%
from $3.19B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Microsoft Corp5.5%
- Apple Inc4.5%
- Walmart Inc2.9%
- Jpmorgan Chase & Co.2.9%
- Mckesson Corp2.8%
- Alphabet Inc2.7%
- Other78.8%
Portfolio Holdings
220 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 476.4K | $176.34M | 5.5% | +684 | Added |
| 2 | Apple Inc | 564.4K | $143.24M | 4.5% | −3.9K | Reduced |
| 3 | Walmart Inc | 745.9K | $92.70M | 2.9% | −5.0K | Reduced |
| 4 | Jpmorgan Chase & Co. | 313.3K | $92.15M | 2.9% | +7.6K | Added |
| 5 | Mckesson Corp | 102.5K | $88.68M | 2.8% | −2.4K | Reduced |
| 6 | Alphabet Inc | 305.3K | $87.57M | 2.7% | −410 | Reduced |
| 7 | Honeywell Intl Inc | 386.1K | $87.28M | 2.7% | −10.0K | Reduced |
| 8 | Trane Technologies PLC | 209.2K | $87.17M | 2.7% | −18.1K | Reduced |
| 9 | International Business Machs | 354.5K | $85.92M | 2.7% | +966 | Added |
| 10 | Caterpillar Inc | 104.5K | $74.02M | 2.3% | −11.2K | Reduced |
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