13F filer

Meyer Handelman

As of Sep 30, 2026 Filed Oct 28, 2026 CIK 45319 SEC filings ↗
13F Value
$3.49B
Positions
275
Top Position
MSFT7.0%
Top 5
20.8%

Latest filing changes

vs Jun 30, 2026
1 AVGO Broadcom >999%+$24.3M
2 NVDA NVIDIA +16.9%+$7.2M
4 META Meta Platforms +4.5%+$2.3M
5 RGLD Royal Gold +12.0%+$1.5M
Holdings275
# Trend (4Q)
1 MSFT 7.0% $245.2M +0.3% 478.0K 5.0% Common Stock
2 AAPL 5.2% $183.2M -1.6% 550.2K 4.6% Common Stock
3 JPM 3.0% $105.7M +0.7% 319.4K 2.9% Common Stock
4 GOOG 2.9% $102.8M -0.1% 301.7K 3.0% Common Stock
5 TT 2.6% $91.1M -0.6% 201.6K 2.8% Common Stock
6 AMZN 2.6% $89.5M +0.8% 359.3K 2.4% Common Stock
7 IBM 2.3% $80.4M +1.7% 365.5K 2.9% Common Stock
8 MPC 2.3% $79.1M -4.7% 200.1K 1.5% Common Stock
9 MCK 2.2% $76.8M -5.0% 90.0K 2.0% Common Stock
10 CAT 2.1% $75.0M -5.8% 92.5K 3.0% Common Stock
11 WMT 2.1% $74.5M -0.9% 716.9K 2.3% Common Stock
12 PG 2.1% $72.9M -0.5% 502.0K 2.1% Common Stock
13 CSCO 2.1% $72.0M +0.8% 669.4K 2.2% Common Stock
14 XOM
Filing details
  • 30233Q108 Sep 30, 2026 372,401 reported quantity $60,608,263 reported value
1.7% $60.6M — 372.4K 1.5% — Common Stock
15 VZ 1.7% $59.6M +1.6% 1.30M 1.5% Common Stock
16 GLW 1.7% $58.1M -2.1% 377.9K 2.8% Common Stock
17 MRK 1.6% $55.7M +0.2% 383.2K 1.4% Common Stock
18 META 1.5% $53.6M +4.5% 73.9K 1.1% Common Stock
19 NVDA 1.4% $49.7M +16.9% 217.7K 1.1% Common Stock
20 ABBV 1.4% $49.0M +2.0% 187.2K 1.3% Common Stock
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing9
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.