1y return+16.7%S&P 500 +20.9%
3y return+46.9%S&P 500 +68.5%
5y return+55.2%S&P 500 +74.5%
10y return+130.3%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $230 against $357 in the S&P 500.2
Meyer Handelman CoS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MSFTMicrosoft Corporation | $177.8M | 5.0% | |
| AAPLApple Inc | $161.7M | 4.6% | |
| GOOGAlphabet Inc | $106.7M | 3.0% | −1.1% |
| CATCaterpillar Inc | $104.6M | 3.0% | −6.0% |
| JPMJPMorgan Chase & Co | $103.8M | 2.9% | +1.2% |
| IBMInternational Business Machines Corp | $101.1M | 2.9% | +1.4% |
| Trane Technologies plcCUSIP G8994E103 | $99.6M | 2.8% | −3.0% |
| GLWCorning Inc | $98.6M | 2.8% | −2.5% |
| AMZNAmazon com Inc | $85.0M | 2.4% | |
| WMTWalmart Inc | $82.0M | 2.3% | −3.0% |
| CSCOCisco Systems | $78.0M | 2.2% | +1.1% |
| PGProcter & Gamble Company | $74.0M | 2.1% | |
| MCKMcKesson Corporation | $71.6M | 2.0% | −7.5% |
| Honeywell International IncCUSIP 438516106 | $62.0M | 1.8% | +43.5% |
| GEGE Aerospace | $58.8M | 1.7% | −1.6% |
| VZVerizon Communications Inc | $54.1M | 1.5% | +2.7% |
| MPCMarathon Petroleum Corporation | $53.7M | 1.5% | −4.3% |
| Exxon Mobil CorporationCUSIP 30231G102 | $51.5M | 1.5% | −1.2% |
| ALLAllstate Corporation | $51.5M | 1.5% | +2.6% |
| MRKMerck & Co Inc | $49.1M | 1.4% | |
| ABBVAbbVie Inc | $46.2M | 1.3% | +2.9% |
| QCOMQualcomm Inc | $44.1M | 1.2% | −5.5% |
| KMBKimberly-Clark Corporation | $43.3M | 1.2% | −11.8% |
| Eaton Corporation plcCUSIP G29183103 | $42.9M | 1.2% | −3.1% |
| GEVGE Vernova Inc | $42.5M | 1.2% | −1.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANVIDIA Corporation | June 30, 2020 | +2006.7% | $37.3M |
| GLWCorning Inc | June 30, 2020 | +886.1% | $98.6M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $104.6M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $32.2M |
| GEVGE Vernova Inc | June 30, 2024 | +585.0% | $42.5M |
| MPCMarathon Petroleum Corporation | June 30, 2020 | +584.0% | $53.7M |
| GOOGLAlphabet Inc Class A | June 30, 2020 | +404.0% | $42.3M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $106.7M |
| MCKMcKesson Corporation | June 30, 2020 | +392.5% | $71.6M |
| Eaton Corporation plcCUSIP G29183103 | June 30, 2020 | +387.1% | $42.9M |
Sold off last quarter
- Dupont De Nemours IncCUSIP 26614N102 was $2.7M
- Sealed Air Corp NewCUSIP 81211K100 was $1.1M
- Spotify Technology S ACUSIP L8681T102 was $308K
- SLGSl Green Rlty Corp was $295K
- CMCSAComcast Corp New was $213K
- SLVIshares Silver Tr was $204K
- Totalenergies SeCUSIP F92124100 was $200K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.1% | +14.8% |
| March 31, 2026 | +1.0% | −4.6% |
| December 31, 2025 | +1.3% | +2.4% |
| September 30, 2025 | +5.6% | +7.8% |
| June 30, 2025 | +6.6% | +10.5% |
| March 31, 2025 | −0.2% | −4.6% |
| December 31, 2024 | −1.8% | +2.1% |
| September 30, 2024 | +6.1% | +5.4% |
| June 30, 2024 | +0.2% | +4.0% |
| March 31, 2024 | +8.8% | +10.0% |
| December 31, 2023 | +8.8% | +11.2% |
| September 30, 2023 | −4.2% | −3.6% |
| June 30, 2023 | +3.6% | +8.3% |
| March 31, 2023 | +1.8% | +7.0% |
| December 31, 2022 | +13.4% | +7.1% |
| September 30, 2022 | −6.7% | −5.3% |
| June 30, 2022 | −9.7% | −16.5% |
| March 31, 2022 | −2.2% | −4.9% |
| December 31, 2021 | +9.5% | +10.7% |
| September 30, 2021 | −2.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Meyer Handelman Co Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=45319&type=13F-HR&dateb=&owner=include&count=40CIK 45319
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/45319/000004531926000003/Filed August 3, 2026 · accession 0000045319-26-000003