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Portfolio (Quarterly) Guide ↗

MEYER HANDELMAN CO

· CIK 0000045319
13F Portfolio $3.5B AUM 287 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 274 New
Page 13 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 Aia Group LTD Hong 23,942.0 $218K 0.01% NEW $9.11
242 Deutsche Post AG Npv(regd) 3,537.0 $215K 0.01% NEW $60.71
243 Daifuku Co LTD NPV 4,886.0 $214K 0.01% NEW $43.84
244 VGSH Vanguard Scottsdale FDS Vanguard Short Term Treas Index FD 3,644.0 $212K 0.01% NEW $58.20 -0.1%
245 KMPR Kemper Corporation Financial Services 7,845.0 $212K 0.01% NEW $26.96 +5.0%
246 Cie De ST-Gobain 2,319.0 $210K 0.01% NEW $90.50
247 SONY Sony Group Corp Technology 10,435.0 $209K 0.01% NEW $20.06 +20.6%
248 Intesa Sanpaolo Eur0 52 29,886.0 $205K 0.01% NEW $6.85
249 ASX Ase Technology Holding Co Technology 4,500.0 $203K 0.01% NEW $45.12 -17.7%
250 SCHW Charles Schwab Corporation Financial Services 2,200.0 $203K 0.01% NEW $92.27 +19.4%
251 Roche Holding AG 3,910.0 $202K 0.01% NEW $51.57
252 ECL Ecolab Inc Basic Materials 719.0 $200K 0.01% NEW $278.61 +4.7%
253 PBI Pitney Bowes Inc Industrials 10,000.0 $175K 0.01% NEW $17.52 -2.8%
254 NTHN Star Res LTD NPV 13,291.0 $174K 0.01% NEW $13.13
255 Suzuki Motor Corp 13,465.0 $162K 0.01% NEW $12.03
256 Gpo Mexico SA 12,093.0 $137K 0.00% NEW $11.35
257 Alibaba Group HLDG Usd 11,481.0 $136K 0.00% NEW $11.84
258 Z Holdings Corp 47,099.0 $126K 0.00% NEW $2.67
259 Ping An Insurance Group Co-H 17,085.0 $111K 0.00% NEW $6.51
260 Citic Securities 'H'CNY1 31,661.0 $110K 0.00% NEW $3.48
Page 13 of 14  ·  274 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.8%
Industrials 17.2%
Healthcare 12.0%
Consumer Defensive 10.5%
Financial Services 8.9%
Consumer Cyclical 6.8%
Energy 5.4%
Communication Services 4.8%
Basic Materials 3.3%
Utilities 3.1%