MH

MEYER HANDELMAN CO

13F
MEYER HANDELMAN CO
Last update 2025-04-09 213 Stocks (8 new)
Value $2.87 Bil Turnover 2 %
Countries:

MEYER HANDELMAN CO Profile

Meyer Handelman Co LLC is an investment management firm based out of Rye Brook, New York. The company was originally established in 1993 by its namesake and has grown from its inception to now operate with 19 total employees of which 9 are investment professionals. Meyer Handelman Co. conducts its research internally and utilizes external research to supplement its in house operations. The company utilizes a fundamental methodology to make its investment decisions, allocating its assets in the public equity and fixed income markets within the United States. Meyer Handelman Co invests most heavily in the consumer staples sector, which alone makes up over a fifth of the firm’s total asset allocations and also invests in the health care, industrials, information technology, energy, materials, and consumer discretionary sectors, in order of decreasing allocation. The company holds its allocations for 37.2 quarters on average and holds its top 10 allocations for approximately 38.9 quarters on average. Meyer Handelman Co, in the most recent quarter, has had a turnover rate of approximately 4.5%. Meyer Handelman Co now oversees almost $2 billion in total assets under management spread across 349 accounts, all of which are discretionary accounts except for 4 which make up $350 million of its managed assets. Although the firm’s total number of accounts has not changed much in recent years, its total assets under management has been increasing, growing significantly from $1.2 billion back in 2010 to its current amount. Meyer Handelman Co mainly caters to high net worth individuals, which alone makes up three quarters of the firm’s client base and over two thirds of its total attributed assets, and also provides services to individuals, charities, and other client types to a lesser degree. The company takes advisory fees in the form of a percentage of assets and fixed fees.
MEYER HANDELMAN CO Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
479,434
179,974.7
+0.02%
6.270
0%
0.010
+7.15%
+4.16%
3,256,717.7
Software
AAPL
Apple Inc
587,399
130,478.9
-0.84%
4.550
-0.04%
0.000
-13.15%
-21.05%
2,949,676.3
Hardware
PG
Procter & Gamble Co
553,621
94,348.1
-0.42%
3.290
-0.01%
0.020
-4.96%
-4.20%
371,961.6
Consumer Packaged Goods
IBM
International Business Machines Corp
352,991
87,774.7
+0.23%
3.060
+0.01%
0.040
+1.38%
+16.38%
234,635.5
Software
HON
Honeywell International Inc
408,305
86,458.6
-0.12%
3.010
0%
0.060
+4.95%
-4.52%
138,004.4
Conglomerates
TT
Trane Technologies PLC
249,303
83,995.2
-2.07%
2.930
-0.07%
0.110
+14.22%
+10.13%
90,467.3
Construction
MCK
McKesson Corp
109,612
73,767.8
-1.46%
2.570
-0.03%
0.090
+16.00%
+21.25%
86,506.5
Medical Distribution
JPM
JPMorgan Chase & Co
299,544
73,478.1
+0.35%
2.560
+0.01%
0.010
-7.53%
+6.94%
704,417.1
Banks
WMT
Walmart Inc
755,009
66,282.2
-0.59%
2.310
-0.01%
0.010
-3.41%
+8.13%
777,646.2
Retail - Defensive
KMB
Kimberly-Clark Corp
440,422
62,636.8
+0.24%
2.180
+0.01%
0.130
+3.40%
+2.82%
44,310.7
Consumer Packaged Goods

MEYER HANDELMAN CO's Historical Top Holdings Breakdowns

MEYER HANDELMAN CO's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CME
CME Group Inc2025-03-31Add
+0.21%
â—Ź
225.82 ($246.67) 266.54
$281.99
14.32%
Add 84.42%
48,793
22,336
EXPE
Expedia Group Inc2025-03-31New Buy
+0.20%
â—Ź
157.11 ($182.16) 206.52
$168.99
-7.23%
New holding
34,018
34,018
ADBE
Adobe Inc2025-03-31Add
+0.19%
â—Ź
377.84 ($428.84) 464.11
$383.99
-10.46%
Add 562.4%
16,560
14,060
KR
The Kroger Co2025-03-31New Buy
+0.16%
â—Ź
58.36 ($63.37) 67.72
$71.81
13.32%
New holding
68,336
68,336
VZ
Verizon Communications Inc2025-03-31Add
+0.12%
â—Ź
37.81 ($41.63) 46.49
$43.61
4.76%
Add 7.35%
1,110,948
76,083
DOW
Dow Inc2025-03-31Reduce
-0.11%
â—Ź
34.36 ($38.4) 41.92
$29.24
-23.85%
Reduce -32.15%
164,655
-78,004
OMC
Omnicom Group Inc2025-03-31Add
+0.10%
â—Ź
79.43 ($83.51) 88.34
$76.46
-8.44%
Add 18.29%
225,131
34,817
QCOM
Qualcomm Inc2025-03-31Reduce
-0.10%
â—Ź
151.94 ($163) 175.86
$145.10
-10.98%
Reduce -6.15%
283,612
-18,580
INTC
Intel Corp2025-03-31Reduce
-0.08%
â—Ź
19.1 ($21.88) 27.39
$21.00
-4.02%
Reduce -54.5%
91,351
-109,429
WFC
Wells Fargo & Co2025-03-31Reduce
-0.08%
â—Ź
66.78 ($75.08) 81.42
$72.91
-2.89%
Reduce -12.4%
219,711
-31,093

MEYER HANDELMAN CO Total Holding History ($B)

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MEYER HANDELMAN CO's Asset Allocation

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MEYER HANDELMAN CO Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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MEYER HANDELMAN CO's Hypothetical Growth since 2025-03-31

MEYER HANDELMAN CO's Yearly Returns

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