MEYER HANDELMAN CO

data from 30/09/2025

Capitalization

$ 3.163 B 4.30 %

Average holding period

33 ans

Performance

$ 2.275 B 107.89 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in MEYER HANDELMAN CO

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 MSFT MICROSOFT CORP 7.79% 246.467 M $ 475851 2013/06/30 9.767 M $ 4.13 %
2025/09/30 AAPL APPLE INC 4.36% 138.029 M $ 542076 2013/06/30 28.775 M $ 24.11 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 3.18% 100.632 M $ 356650 2013/06/30 -4.483 M $ -4.28 %
2025/09/30 TT TRANE TECHNOLOGIES PLC 3.07% 97.166 M $ 230274 2022/12/31 -3.579 M $ -3.53 %
2025/09/30 JPM JPMORGAN CHASE & CO. 3.02% 95.354 M $ 302297 2013/06/30 7.683 M $ 8.80 %
2025/09/30 HON HONEYWELL INTL INC 2.67% 84.466 M $ 401265 2013/06/30 -9.120 M $ -9.61 %
2025/09/30 PG PROCTER AND GAMBLE CO 2.61% 82.581 M $ 537460 2013/06/30 -3.112 M $ -3.56 %
2025/09/30 MCK MCKESSON CORP 2.48% 78.325 M $ 101386 2013/06/30 4.258 M $ 5.43 %
2025/09/30 WMT WALMART INC 2.45% 77.621 M $ 753164 2013/06/30 3.980 M $ 5.40 %
2025/09/30 AMZN AMAZON COM INC 2.34% 74.086 M $ 337412 2013/06/30 59.350 K $ 0.08 %
2025/09/30 GOOG ALPHABET INC 2.34% 73.977 M $ 303744 2015/09/30 20.356 M $ 37.30 %
2025/09/30 CAT CATERPILLAR INC 1.80% 57.063 M $ 119591 2013/06/30 10.964 M $ 22.91 %
2025/09/30 KMB KIMBERLY-CLARK CORP 1.75% 55.217 M $ 444080 2013/06/30 -2.023 M $ -3.55 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 1.61% 51.022 M $ 1160906 2013/06/30 771.836 K $ 1.57 %
2025/09/30 GE GE AEROSPACE 1.53% 48.543 M $ 161370 2021/06/30 7.043 M $ 16.87 %
2025/09/30 HD HOME DEPOT INC 1.52% 47.928 M $ 118286 2013/06/30 4.769 M $ 10.51 %
2025/09/30 MPC MARATHON PETE CORP 1.45% 45.858 M $ 237926 2013/06/30 6.432 M $ 16.03 %
2025/09/30 META META PLATFORMS INC 1.43% 45.211 M $ 61564 2013/09/30 -223.167 K $ -0.50 %
2025/09/30 QCOM QUALCOMM INC 1.38% 43.786 M $ 263202 2013/06/30 1.918 M $ 4.46 %
2025/09/30 CSCO CISCO SYS INC 1.37% 43.258 M $ 632240 2013/06/30 -601.444 K $ -1.38 %
2025/09/30 XOM EXXON MOBIL CORP 1.37% 43.231 M $ 383422 2013/06/30 1.891 M $ 4.59 %
2025/09/30 ALL ALLSTATE CORP 1.34% 42.361 M $ 197349 2013/06/30 2.545 M $ 6.63 %
2025/09/30 ETN EATON CORP PLC 1.26% 39.921 M $ 106669 2013/06/30 1.883 M $ 4.83 %
2025/09/30 ABBV ABBVIE INC 1.24% 39.353 M $ 169964 2013/06/30 7.571 M $ 24.74 %
2025/09/30 GILD GILEAD SCIENCES INC 1.22% 38.558 M $ 347369 2013/06/30 46.360 K $ 0.12 %
2025/09/30 SYY SYSCO CORP 1.22% 38.481 M $ 467346 2013/06/30 3.148 M $ 8.71 %
2025/09/30 ITW ILLINOIS TOOL WKS INC 1.22% 38.426 M $ 147362 2013/06/30 2.004 M $ 5.46 %
2025/09/30 AMGN AMGEN INC 1.11% 35.250 M $ 124913 2013/06/30 385.094 K $ 1.07 %
2025/09/30 CVX CHEVRON CORP NEW 1.06% 33.509 M $ 215783 2013/06/30 2.619 M $ 8.45 %
2025/09/30 PEP PEPSICO INC 1.04% 32.988 M $ 234889 2013/06/30 1.995 M $ 6.36 %
2025/09/30 GLW CORNING INC 1.04% 32.897 M $ 401032 2013/06/30 12.478 M $ 55.98 %
2025/09/30 V VISA INC 1.03% 32.583 M $ 95445 2013/06/30 -1.225 M $ -3.85 %
2025/09/30 MRK MERCK & CO INC 1.00% 31.656 M $ 377173 2013/06/30 1.770 M $ 6.03 %
2025/09/30 PFE PFIZER INC 1.00% 31.534 M $ 1237617 2013/06/30 1.588 M $ 5.12 %
2025/09/30 MCD MCDONALDS CORP 0.95% 30.027 M $ 98809 2013/06/30 1.211 M $ 4.01 %
2025/09/30 RTX RTX CORPORATION 0.93% 29.373 M $ 175541 2020/03/31 3.805 M $ 14.59 %
2025/09/30 GOOGL ALPHABET INC 0.90% 28.511 M $ 117281 2015/09/30 7.814 M $ 37.94 %
2025/09/30 MMM 3M CO 0.87% 27.548 M $ 177523 2013/06/30 530.023 K $ 1.93 %
2025/09/30 TXN TEXAS INSTRS INC 0.85% 27.000 M $ 146953 2013/06/30 -3.511 M $ -11.51 %
2025/09/30 NVDA NVIDIA CORPORATION 0.81% 25.662 M $ 137538 2019/12/31 3.955 M $ 18.10 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING IN 0.79% 25.119 M $ 85584 2013/06/30 -1.254 M $ -4.83 %
2025/09/30 TJX TJX COS INC NEW 0.77% 24.421 M $ 168955 2021/03/31 3.617 M $ 17.05 %
2025/09/30 GEV GE VERNOVA INC 0.75% 23.819 M $ 38737 2024/06/30 3.347 M $ 16.21 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.70% 22.289 M $ 120209 2013/06/30 3.991 M $ 21.39 %
2025/09/30 TEL TE CONNECTIVITY PLC 0.69% 21.722 M $ 98950 2024/09/30 5.156 M $ 30.15 %
2025/09/30 IR INGERSOLL RAND INC 0.68% 21.601 M $ 261452 2020/03/31 -149.180 K $ -0.67 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 0.68% 21.446 M $ 475518 2013/06/30 -628.267 K $ -2.57 %
2025/09/30 LLY ELI LILLY & CO 0.67% 21.251 M $ 27852 2013/06/30 -468.278 K $ -2.12 %
2025/09/30 OMC OMNICOM GROUP INC 0.65% 20.601 M $ 252679 2023/12/31 2.263 M $ 13.33 %
2025/09/30 CME CME GROUP INC 0.61% 19.332 M $ 71549 2024/12/31 -334.335 K $ -1.97 %
2025/09/30 NEM NEWMONT CORP 0.61% 19.285 M $ 228735 2013/06/30 6.048 M $ 44.71 %
2025/09/30 KO COCA COLA CO 0.59% 18.754 M $ 282775 2013/06/30 -1.253 M $ -6.26 %
2025/09/30 WFC WELLS FARGO CO NEW 0.58% 18.307 M $ 218411 2013/06/30 809.230 K $ 4.62 %
2025/09/30 PPG PPG INDS INC 0.55% 17.476 M $ 166263 2013/06/30 -1.450 M $ -7.60 %
2025/09/30 NRG NRG ENERGY INC 0.52% 16.511 M $ 101953 2024/09/30 134.569 K $ 0.85 %
2025/09/30 NEE NEXTERA ENERGY INC 0.52% 16.304 M $ 215980 2013/06/30 1.459 M $ 8.74 %
2025/09/30 COP CONOCOPHILLIPS 0.47% 14.725 M $ 155674 2013/06/30 744.508 K $ 5.40 %
2025/09/30 ABT ABBOTT LABS 0.46% 14.421 M $ 107667 2013/06/30 -221.877 K $ -1.52 %
2025/09/30 CL COLGATE PALMOLIVE CO 0.43% 13.729 M $ 171740 2013/06/30 -1.901 M $ -12.06 %
2025/09/30 EMR EMERSON ELEC CO 0.42% 13.164 M $ 100350 2013/06/30 -219.955 K $ -1.61 %
2025/09/30 GPC GENUINE PARTS CO 0.41% 12.846 M $ 92687 2013/06/30 1.623 M $ 14.25 %
2025/09/30 BX BLACKSTONE INC 0.40% 12.505 M $ 73192 2019/09/30 1.570 M $ 14.22 %
2025/09/30 FCX FREEPORT-MCMORAN INC 0.39% 12.315 M $ 314002 2013/06/30 -1.315 M $ -9.53 %
2025/09/30 JBL JABIL INC 0.38% 11.995 M $ 55233 2024/12/31 -50.286 K $ -0.43 %
2025/09/30 ETR ENTERGY CORP NEW 0.38% 11.903 M $ 127723 2013/06/30 1.721 M $ 12.12 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.36% 11.446 M $ 34460 2013/06/30 454.182 K $ 4.13 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.36% 11.436 M $ 14360 2013/06/30 1.398 M $ 12.52 %
2025/09/30 EXPE EXPEDIA GROUP INC 0.36% 11.340 M $ 53052 2025/03/31 2.143 M $ 26.72 %
2025/09/30 ALLE ALLEGION PLC 0.35% 11.170 M $ 62980 2013/12/31 2.158 M $ 23.06 %
2025/09/30 CHKP CHECK POINT SOFTWARE TECH LT 0.34% 10.820 M $ 52291 2024/03/31 -670.237 K $ -6.48 %
2025/09/30 NUE NUCOR CORP 0.34% 10.787 M $ 79652 2013/06/30 477.749 K $ 4.55 %
2025/09/30 DELL DELL TECHNOLOGIES INC 0.31% 9.821 M $ 69273 2024/03/31 1.242 M $ 15.64 %
2025/09/30 AZO AUTOZONE INC 0.30% 9.533 M $ 2222 2024/03/31 1.263 M $ 15.57 %
2025/09/30 DHR DANAHER CORPORATION 0.30% 9.483 M $ 47832 2013/06/30 35.515 K $ 0.36 %
2025/09/30 MDLZ MONDELEZ INTL INC 0.30% 9.360 M $ 149837 2013/06/30 -799.101 K $ -7.37 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.30% 9.329 M $ 57514 2013/06/30 -1.152 M $ -10.94 %
2025/09/30 JCI JOHNSON CTLS INTL PLC 0.29% 9.262 M $ 84234 2016/09/30 373.267 K $ 4.10 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.29% 9.202 M $ 32947 2024/03/31 81.048 K $ 23.31 %
2025/09/30 ADBE ADOBE INC 0.27% 8.649 M $ 24520 2015/03/31 -766.559 K $ -8.82 %
2025/09/30 BA BOEING CO 0.27% 8.463 M $ 39211 2013/06/30 265.897 K $ 3.01 %
2025/09/30 KR KROGER CO 0.27% 8.444 M $ 125268 2025/03/31 -413.484 K $ -6.02 %
2025/09/30 SSNC SS&C TECHNOLOGIES HLDGS INC 0.26% 8.230 M $ 92727 2024/06/30 543.021 K $ 7.20 %
2025/09/30 DUK DUKE ENERGY CORP NEW 0.25% 8.031 M $ 64900 2013/06/30 400.947 K $ 4.87 %
2025/09/30 OTIS OTIS WORLDWIDE CORP 0.24% 7.739 M $ 84648 2020/06/30 -670.773 K $ -7.67 %
2025/09/30 AEP AMERICAN ELEC PWR CO INC 0.23% 7.341 M $ 65256 2013/06/30 578.465 K $ 8.42 %
2025/09/30 AVY AVERY DENNISON CORP 0.23% 7.298 M $ 45000 2024/12/31 -507.674 K $ -7.58 %
2025/09/30 SBUX STARBUCKS CORP 0.23% 7.278 M $ 86023 2015/03/31 -605.971 K $ -7.67 %
2025/09/30 MDT MEDTRONIC PLC 0.23% 7.235 M $ 75966 2015/03/31 643.921 K $ 9.26 %
2025/09/30 APD AIR PRODS & CHEMS INC 0.23% 7.175 M $ 26308 2013/06/30 -296.386 K $ -3.31 %
2025/09/30 K KELLANOVA 0.22% 7.111 M $ 86700 2013/06/30 215.882 K $ 3.13 %
2025/09/30 CRM SALESFORCE INC 0.21% 6.754 M $ 28496 2020/12/31 -1.098 M $ -13.09 %
2025/09/30 CARR CARRIER GLOBAL CORPORATION 0.21% 6.522 M $ 109240 2020/06/30 -1.586 M $ -18.43 %
2025/09/30 DD DUPONT DE NEMOURS INC 0.20% 6.479 M $ 83175 2019/12/31 798.602 K $ 13.57 %
2025/09/30 MSI MOTOROLA SOLUTIONS INC 0.20% 6.284 M $ 13741 2013/06/30 506.081 K $ 8.76 %
2025/09/30 TRV TRAVELERS COMPANIES INC 0.20% 6.255 M $ 22400 2013/06/30 261.632 K $ 4.37 %
2025/09/30 IP INTERNATIONAL PAPER CO 0.20% 6.193 M $ 133462 2013/06/30 -74.444 K $ -0.92 %
2025/09/30 MO ALTRIA GROUP INC 0.19% 6.007 M $ 90925 2013/06/30 670.371 K $ 12.67 %
2025/09/30 HPQ HP INC 0.18% 5.615 M $ 206194 2015/12/31 580.159 K $ 11.32 %
2025/09/30 BAX BAXTER INTL INC 0.17% 5.404 M $ 237332 2013/06/30 -3.170 M $ -24.80 %
2025/09/30 PWR QUANTA SVCS INC 0.16% 5.066 M $ 12225 2014/03/31 436.080 K $ 9.61 %