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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 14 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 Norsk Hydro Asa Nok1 098 11,184.0 $101K 0.00% NEW $9.07
262 GRAB Grab Holdings Limited Class A Ord Technology 24,952.0 $94K 0.00% NEW $3.77 -3.7%
263 SBS Companhia De Saneamento Basico ADR Utilities 14,235.0 $82K 0.00% NEW $5.78 -15.7%
264 Dongfang Elect Cor 'H'CNY1 27,562.0 $75K 0.00% NEW $2.72
265 CP All PCL THB1(NVDR) 52,474.0 $74K 0.00% NEW $1.41
266 Bdo Unibank Inc PHP10 36,930.0 $71K 0.00% NEW $1.93
267 BK Rakyat Idr250 442,655.0 $68K 0.00% NEW $0.15
268 China Merchants BK HCNY1 11,657.0 $67K 0.00% NEW $5.73
269 China Res Land HKD0 10 17,199.0 $66K 0.00% NEW $3.83
270 Mitra Adiperkasa Idr50 757,743.0 $65K 0.00% NEW $0.09
271 Xiaomi Corporation Usd0 0000025 (a & 22,593.0 $62K 0.00% NEW $2.76
272 Airtel Africa PLC Ord Usd0 5 12,690.0 $55K 0.00% NEW $4.35
273 ELTX Elicio Therapeutics Inc Com Healthcare 13,899.0 $54K 0.00% NEW $3.91 -23.4%
274 Akbank Turk Anonim Sirketi 12,092.0 $40K 0.00% NEW $3.30
Page 14 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%