MEYER HANDELMAN CO
RIA/Wealth
MEYER HANDELMAN CO is a RIA/Wealth based in Rye Brook, NY led by Russell Jay Handelman, managing $3.2B across 214 long positions as of Q3 2025 with MSFT as the largest holding (8% allocation).
CCORussell Jay Handelman
- Portfolio Value
- $3.2B
- Positions
- 214
- Top Holding
- MSFT at 7.79%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in MEYER HANDELMAN CO's portfolio (34% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $246.5M | 7.79% | +$167.3K Bought | 0.01% 475.9K shares | |
Consumer Electronics Technology | $138.0M | 4.36% | -$10.1M Sold | 0.00% 542.1K shares | |
Information Technology Services Technology | $100.6M | 3.18% | +$407.2K Bought | 0.04% 356.7K shares | |
Construction Industrials | $97.2M | 3.07% | -$582.3K Sold | 0.10% 230.3K shares | |
Banks - Diversified Financial Services | $95.4M | 3.02% | +$390.5K Bought | 0.01% 302.3K shares | |
Conglomerates Industrials | $84.5M | 2.67% | -$1.3M Sold | 0.06% 401.3K shares | |
Household & Personal Products Consumer Defensive | $82.6M | 2.61% | -$1.7M Sold | 0.02% 537.5K shares | |
Medical - Distribution Healthcare | $78.3M | 2.48% | -$4.4M Sold | 0.08% 101.4K shares | |
Discount Stores Consumer Defensive | $77.6M | 2.45% | -$66.5K Sold | 0.01% 753.2K shares | |
Specialty Retail Consumer Cyclical | $74.1M | 2.34% | +$1.7M Bought | 0.00% 337.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in MEYER HANDELMAN CO's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+2,046.38% | |
+38.67% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for MEYER HANDELMAN CO
GthenA