Q3 2026 13F · SEC CIK 45319

Meyer Handelman Co

Wealth managerFiled 2026-10-28 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $3.5B
Reported positions: 275
Top holdings a year, 3 yrs: +16.1%
Assets under management: $3.2B

Meyer Handelman Co is a wealth manager that reported 275 positions worth $3.5B in its Q3 2026 13F, filed 2026-10-28. Its largest holdings were Microsoft Corp (MSFT, 7.0%), Apple Inc (AAPL, 5.2%), Jpmorgan Chase & Co (JPM, 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 275 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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	Q2 2026	Shares	Share change	Reported value
MSFTMicrosoft Corp	7.0%	5.0%	478,040	+0.3%	$245.2M
AAPLApple Inc	5.2%	4.6%	550,219	-1.6%	$183.2M
JPMJpmorgan Chase & Co	3.0%	2.9%	319,428	+0.7%	$105.7M
GOOGAlphabet Inc	2.9%	3.0%	301,741	-0.1%	$102.8M
TTTrane Technologies PLC	2.6%	2.8%	201,579	-0.6%	$91.1M
AMZNAmazon Com Inc	2.6%	2.4%	359,305	+0.8%	$89.5M
IBMInternational Business Machs	2.3%	2.9%	365,520	+1.7%	$80.4M
MPCMarathon Petroleum	2.3%	1.5%	200,098	-4.7%	$79.1M
MCKMckesson Corp	2.2%	2.0%	89,970	-5.0%	$76.8M
CATCaterpillar Inc	2.1%	3.0%	92,523	-5.8%	$75.0M
WMTWalmart Inc	2.1%	2.3%	716,948	-0.9%	$74.5M
PGProcter & Gamble Co	2.1%	2.1%	501,995	-0.5%	$72.9M
CSCOCisco Sys Inc	2.1%	2.2%	669,356	+0.8%	$72.0M
XOMExxonmobil Holdings Corp	1.7%	—	372,401	—	$60.6M
VZVerizon Communications Inc	1.7%	1.5%	1,298,866	+1.6%	$59.6M
GLWCorning Inc	1.7%	2.8%	377,855	-2.1%	$58.1M
MRKMerck & Co Inc	1.6%	1.4%	383,153	+0.2%	$55.7M
METAMeta Platforms Inc	1.5%	1.1%	73,894	+4.5%	$53.6M
NVDANvidia Corporation	1.4%	1.1%	217,682	+16.9%	$49.7M
ABBVAbbvie Inc	1.4%	1.3%	187,198	+2.0%	$49.0M
GEGe Aerospace	1.4%	1.7%	156,323	-0.7%	$48.8M
ALLAllstate Corp	1.4%	1.5%	217,218	+0.4%	$48.2M
GILDGilead Sciences Inc	1.3%	1.1%	311,663	-1.6%	$46.5M
AMGNAmgen Inc	1.3%	1.1%	105,344	-5.2%	$44.4M
ETNEaton Corp PLC	1.2%	1.2%	99,433	-1.1%	$42.7M
QCOMQualcomm Inc	1.2%	1.2%	231,833	-2.9%	$42.7M
GOOGLAlphabet Inc	1.2%	1.2%	121,913	+3.1%	$41.9M
CVXChevron Corporation	1.2%	1.0%	198,949	-2.4%	$40.6M
VVisa Inc	1.2%	1.1%	112,200	+2.1%	$40.3M
HONHoneywell Intl Inc	1.1%	—	188,653	—	$39.8M
TXNTexas Instrs Inc	1.0%	1.1%	130,578	-0.1%	$36.6M
KMBKimberly-Clark Corp	1.0%	1.2%	375,192	-4.9%	$36.6M
ITWIllinois Tool Wks Inc	1.0%	1.0%	135,546	-1.1%	$34.9M
GEVGe Vernova Inc	1.0%	1.2%	35,861	-0.8%	$34.1M
SYYSysco Corp	0.9%	1.0%	425,501	-1.2%	$33.2M
RTXRtx Corporation	0.9%	0.9%	168,554	-0.4%	$31.3M
PFEPfizer Inc	0.9%	0.7%	1,075,353	-2.1%	$30.7M
LLYEli Lilly & Co	0.9%	0.9%	26,447	-1.3%	$30.6M
TSMTaiwan Semiconductor Manufac	0.9%	0.8%	66,980	+12.8%	$30.6M
HDHome Depot Inc	0.9%	1.1%	106,146	-5.8%	$30.2M
JNJJohnson & Johnson	0.8%	0.8%	111,201	-1.6%	$29.4M
HONAHoneywell Aerospace Inc	0.8%	1.2%	188,713	-90.1%	$29.2M
PEPPepsico Inc	0.8%	0.9%	211,605	-8.2%	$26.8M
AVGOBroadcom Inc	0.7%	—	72,881	—	$25.6M
MMM3m Co	0.7%	0.7%	155,797	-3.6%	$25.6M
BMYBristol-Myers Squibb Co	0.7%	0.7%	406,439	-1.4%	$25.4M
CMECme Group Inc	0.7%	—	95,865	—	$25.1M
NEMNewmont Corp	0.7%	—	209,318	—	$24.1M
ADPAutomatic Data Processing in	0.7%	—	93,245	—	$24.1M
KOCoca Cola Co	0.7%	0.6%	268,248	+0.1%	$23.1M

What Meyer Handelman Co bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

NVDA Nvidia Corporation+16.9% shares
TSM Taiwan Semiconductor Manufac+12.8% shares

Reduced

HONA Honeywell Aerospace Inc-90.1% shares
PEP Pepsico Inc-8.2% shares
CAT Caterpillar Inc-5.8% shares
HD Home Depot Inc-5.8% shares
AMGN Amgen Inc-5.2% shares
MCK Mckesson Corp-5.0% shares

Left the top 50

Share counts compared with the Q2 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Q3 2026	$3.5B	275
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

Questions about Meyer Handelman Co's portfolio

What stocks does Meyer Handelman Co own?

Meyer Handelman Co's latest 13F, for Q3 2026 and filed Oct 28, 2026, lists 275 positions worth $3.5B. The largest are Microsoft Corp (MSFT) at 7.0%, Apple Inc (AAPL) at 5.2%, Jpmorgan Chase & Co (JPM) at 3.0%, Alphabet Inc (GOOG) at 2.9% and Trane Technologies PLC (TT) at 2.6%.

What did Meyer Handelman Co buy last quarter?

In Q3 2026, Meyer Handelman Co added Nvidia Corporation (NVDA) (+16.9% shares) and Taiwan Semiconductor Manufac (TSM) (+12.8% shares), compared with its Q2 2026 filing.

What did Meyer Handelman Co sell last quarter?

In Q3 2026, Meyer Handelman Co cut from its top 50 Honeywell Intl. Inc (HON), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Dell Technologies Inc (DELL), cut from its top 50 Mcdonalds Corp (MCD), cut from its top 50 Jabil Inc (JBL), Honeywell Aerospace Inc (HONA) (-90.1% shares), Pepsico Inc (PEP) (-8.2% shares) and Caterpillar Inc (CAT) (-5.8% shares), compared with its Q2 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 Dec 31, 2026 is due by Feb 14, 2027; 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.