Meyer Handelman Co 13F 持仓 · 2026年Q2
Meyer Handelman 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 231 只证券，申报市值合计 35.34 亿美元。前几大持仓：MSFT（5.03%）、AAPL（4.58%）、GOOG（3.02%）。本季前 25 大持仓中：增持 9 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corporation | $177.8M | 5.03% | 476,711 | 增持 |
| 2 | AAPL | Apple Inc | $161.7M | 4.58% | 558,997 | 减持 |
| 3 | GOOG | Alphabet Inc | $106.7M | 3.02% | 301,994 | 减持 |
| 4 | CAT | Caterpillar Inc | $104.6M | 2.96% | 98,242 | 减持 |
| 5 | JPM | JPMorgan Chase & Co | $103.8M | 2.94% | 317,169 | 增持 |
| 6 | IBM | International Business Machines Corp | $101.1M | 2.86% | 359,584 | 增持 |
| 7 | TT | Trane Technologies plc | $99.6M | 2.82% | 202,817 | 减持 |
| 8 | GLW | Corning Inc | $98.6M | 2.79% | 385,938 | 减持 |
| 9 | AMZN | Amazon com Inc | $85.0M | 2.40% | 356,595 | 增持 |
| 10 | WMT | Walmart Inc | $82.0M | 2.32% | 723,760 | 减持 |
| 11 | CSCO | Cisco Systems | $78.0M | 2.21% | 664,200 | 增持 |
| 12 | PG | Procter & Gamble Company | $74.0M | 2.09% | 504,595 | 减持 |
| 13 | MCK | McKesson Corporation | $71.6M | 2.03% | 94,750 | 减持 |
| 14 | HON | Honeywell International Inc | $62.0M | 1.75% | 277,001 | 减持 |
| 15 | GE | GE Aerospace | $58.8M | 1.66% | 157,402 | 减持 |
| 16 | VZ | Verizon Communications Inc | $54.1M | 1.53% | 1.3M | 增持 |
| 17 | MPC | Marathon Petroleum Corporation | $53.7M | 1.52% | 210,043 | 减持 |
| 18 | ALL | Allstate Corporation | $51.5M | 1.46% | 216,399 | 增持 |
| 19 | XOM | Exxon Mobil Corporation | $51.5M | 1.46% | 377,010 | 减持 |
| 20 | MRK | Merck & Co Inc | $49.1M | 1.39% | 382,328 | 增持 |
| 21 | ABBV | AbbVie Inc | $46.2M | 1.31% | 183,536 | 增持 |
| 22 | QCOM | Qualcomm Inc | $44.1M | 1.25% | 238,762 | 减持 |
| 23 | KMB | Kimberly-Clark Corporation | $43.3M | 1.23% | 394,561 | 减持 |
| 24 | ETN | Eaton Corporation plc | $42.9M | 1.21% | 100,584 | 减持 |
| 25 | GEV | GE Vernova Inc | $42.5M | 1.20% | 36,133 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR