13F
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MEYER HANDELMAN CO

13F equity value
$3.2B
Positions
220
Top 10 concentration
31.6%
Quarters / total new picks
27 / 130
13F equity value over time
$0M$2B$3B2017201820192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 27 quarters, returned +5.8% per quarter — versus +2.9% per quarter from simply owning every 13F stock. It beat that baseline in only 77.8% of quarters (excess t = 0.99, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
+2.9%
t-stat
0.99
Quarterly win rate
78%
Annualized excess
+9.7%
$1 → follow vs universe
$3.45 vs $1.95
Cumulative return: $1 invested in new picks vs universe
1.00 20180630: universe 0.92120180930: universe 0.96320181231: universe 0.95320190331: universe 0.93720190630: universe 1.00720190930: universe 1.08320191231: universe 0.87320200630: universe 0.96520200930: universe 1.18320201231: universe 1.23720210331: universe 1.24820210930: universe 1.12120220331: universe 1.20320220930: universe 1.29220221231: universe 1.20020230331: universe 1.26520230630: universe 1.21920230930: universe 1.38420231231: universe 1.44620240331: universe 1.47920240630: universe 1.61320240930: universe 1.59920241231: universe 1.49220250331: universe 1.62720250630: universe 1.67820250930: universe 1.88720251231: universe 1.952 20180630: follow 0.96520180930: follow 1.01520181231: follow 1.11020190331: follow 1.18120190630: follow 1.45520190930: follow 1.61520191231: follow 0.98220200630: follow 1.20920200930: follow 1.42720201231: follow 1.58720210331: follow 1.46120210930: follow 1.55220220331: follow 1.77820220930: follow 1.95720221231: follow 1.91520230331: follow 1.88320230630: follow 2.03720230930: follow 2.32620231231: follow 2.44520240331: follow 2.56320240630: follow 3.30120240930: follow 3.30220241231: follow 3.20820250331: follow 3.51820250630: follow 3.37220250930: follow 2.62720251231: follow 3.450 0.80 2.30 3.80 20182019202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 220 · 2026 Q1

Ticker Value Weight QoQ
MSFT $176M
5.5%
HOLD
AAPL $143M
4.5%
HOLD
WMT $93M
2.9%
HOLD
JPM $92M
2.9%
ADD
MCK $89M
2.8%
TRIM
GOOG $88M
2.7%
HOLD
HON $87M
2.7%
TRIM
TT $87M
2.7%
TRIM
IBM $86M
2.7%
HOLD
CAT $74M
2.3%
TRIM
AMZN $74M
2.3%
ADD
PG $74M
2.3%
HOLD
XOM $65M
2.0%
HOLD
VZ $63M
1.9%
ADD
GLW $54M
1.7%
HOLD
MPC $54M
1.7%
TRIM
CSCO $51M
1.6%
ADD
GILD $47M
1.5%
HOLD
MRK $46M
1.4%
HOLD
GE $45M
1.4%
HOLD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

AIRCORFITBGRABIEFAIEMGLBRXNVSPTCSLVTTE

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.