Fund HoldingsMEYER HANDELMAN CO

Total Portfolio Value
$2.57B
Total Bought
$2.57B
Total Sold
$2.48B
Net Transaction
+$86.06M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MICROSOFT CORP(MSFT)0482,221+482,2210181,3347.06%+181,334
APPLE INC(AAPL)0520,985+520,9850100,3053.91%+100,305
HONEYWELL INTL INC(HON)0433,187+433,187090,8443.54%+90,844
PROCTER AND GAMBLE CO(PG)0562,662+562,662082,4523.21%+82,452
TRANE TECHNOLOGIES PLC(TT)0280,198+280,198068,3402.66%+68,340
INTERNATIONAL BUSINESS MACHS(IBM)0331,857+331,857054,2752.11%+54,275
MCKESSON CORP(MCK)0117,169+117,169054,2472.11%+54,247
KIMBERLY-CLARK CORP(KMB)0440,859+440,859053,5692.09%+53,569
QUALCOMM INC(QCOM)0314,732+314,732045,5201.77%+45,520
JPMORGAN CHASE & CO(JPM)0261,108+261,108044,4141.73%+44,414
AMAZON COM INC(AMZN)0288,411+288,411043,8211.71%+43,821
PEPSICO INC(PEP)0244,304+244,304041,4931.62%+41,493
ALPHABET INC(GOOG)0292,290+292,290041,1921.60%+41,192
HOME DEPOT INC(HD)0118,549+118,549041,0831.60%+41,083
PFIZER INC(PFE)01,406,341+1,406,341040,4891.58%+40,489
SYSCO CORP(SYY)0553,394+553,394040,4701.58%+40,470
ILLINOIS TOOL WKS INC(ITW)0152,086+152,086039,8371.55%+39,837
CATERPILLAR INC(CAT)0132,716+132,716039,2401.53%+39,240
INTEL CORP(INTC)0746,023+746,023037,4881.46%+37,488
WALMART INC(WMT)0237,595+237,595037,4571.46%+37,457
EXXON MOBIL CORP0369,891+369,891036,9821.44%+36,982
CHEVRON CORP NEW(CVX)0239,724+239,724035,7571.39%+35,757
MARATHON PETE CORP(MPC)0239,676+239,676035,5581.38%+35,558
MERCK & CO INC(MRK)0317,825+317,825034,6491.35%+34,649
VERIZON COMMUNICATIONS INC(VZ)0898,486+898,486033,8731.32%+33,873
MCDONALDS CORP(MCD)0109,508+109,508032,4701.26%+32,470
EATON CORP PLC(ETN)0134,613+134,613032,4181.26%+32,418
GILEAD SCIENCES INC(GILD)0391,499+391,499031,7151.23%+31,715
CISCO SYS INC(CSCO)0621,903+621,903031,4191.22%+31,419
BRISTOL-MYERS SQUIBB CO(BMY)0611,703+611,703031,3861.22%+31,386
AMGEN INC(AMGN)0107,646+107,646031,0041.21%+31,004
TEXAS INSTRS INC(TXN)0173,914+173,914029,6451.15%+29,645
PPG INDS INC(PPG)0191,014+191,014028,5661.11%+28,566
GENERAL ELECTRIC CO(GE)0199,813+199,813025,5020.99%+25,502
DUPONT DE NEMOURS INC(DD)0301,893+301,893023,2250.90%+23,225
INGERSOLL RAND INC(IR)0278,648+278,648021,5510.84%+21,551
ABBVIE INC(ABBV)0137,860+137,860021,3640.83%+21,364
JOHNSON & JOHNSON(JNJ)0134,340+134,340021,0560.82%+21,056
3M CO(MMM)0189,865+189,865020,7560.81%+20,756
ALLSTATE CORP(ALL)0145,112+145,112020,3130.79%+20,313
FREEPORT-MCMORAN INC(FCX)0472,384+472,384020,1090.78%+20,109
RTX CORPORATION(RTX)0227,282+227,282019,1240.74%+19,124
NEXTERA ENERGY INC(NEE)0313,610+313,610019,0490.74%+19,049
TE CONNECTIVITY LTD(TEL)0133,186+133,186018,7130.73%+18,713
ELI LILLY & CO(LLY)031,063+31,063018,1070.70%+18,107
CONAGRA BRANDS INC(CAG)0626,751+626,751017,9630.70%+17,963
AUTOMATIC DATA PROCESSING IN075,646+75,646017,6230.69%+17,623
DOW INC(DOW)0316,132+316,132017,3370.67%+17,337
MEDTRONIC PLC(MDT)0209,548+209,548017,2630.67%+17,263
CORNING INC(GLW)0545,442+545,442016,6090.65%+16,609
BOEING CO(BA)059,380+59,380015,4780.60%+15,478
COLGATE PALMOLIVE CO(CL)0188,496+188,496015,0250.58%+15,025
LAMB WESTON HLDGS INC(LW)0134,523+134,523014,5410.57%+14,541
VISA INC(V)054,877+54,877014,2870.56%+14,287
COCA COLA CO(KO)0239,200+239,200014,0960.55%+14,096
GENUINE PARTS CO(GPC)099,654+99,654013,8020.54%+13,802
STANLEY BLACK & DECKER INC(SWK)0139,968+139,968013,7310.53%+13,731
MONDELEZ INTL INC(MDLZ)0187,035+187,035013,5470.53%+13,547
NUCOR CORP(NUE)073,532+73,532012,7980.50%+12,798
META PLATFORMS INC(META)035,686+35,686012,6310.49%+12,631
WELLS FARGO CO NEW(WFC)0255,492+255,492012,5750.49%+12,575
TJX COS INC NEW(TJX)0130,695+130,695012,2600.48%+12,260
JOHNSON CTLS INTL PLC
SHS
0210,679+210,679012,1440.47%+12,144
EMERSON ELEC CO(EMR)0124,170+124,170012,0850.47%+12,085
ENTERGY CORP NEW(ETR)0118,744+118,744012,0160.47%+12,016
ABBOTT LABS0108,533+108,533011,9460.47%+11,946
AIR PRODS & CHEMS INC042,748+42,748011,7040.46%+11,704
DUKE ENERGY CORP NEW(DUK)0117,700+117,700011,4220.44%+11,422
ALPHABET INC(GOOG)081,051+81,051011,3220.44%+11,322
NEWMONT CORP(NEM)0259,233+259,233010,7300.42%+10,730
OTIS WORLDWIDE CORP(OTIS)0113,592+113,592010,1630.40%+10,163
HALLIBURTON CO(HAL)0275,949+275,94909,9760.39%+9,976
CONOCOPHILLIPS(COP)084,675+84,67509,8280.38%+9,828
CVS HEALTH CORP(CVS)0123,334+123,33409,7380.38%+9,738
ALLEGION PLC(ALLE)076,195+76,19509,6530.38%+9,653
SALESFORCE INC(CRM)035,030+35,03009,2180.36%+9,218
CARRIER GLOBAL CORPORATION(CARR)0158,225+158,22509,0900.35%+9,090
CITIGROUP INC(C)0176,027+176,02709,0550.35%+9,055
STARBUCKS CORP(SBUX)093,498+93,49808,9770.35%+8,977
BAXTER INTL INC0232,088+232,08808,9730.35%+8,973
DANAHER CORPORATION(DHR)037,923+37,92308,7730.34%+8,773
GOLDMAN SACHS GROUP INC(GS)021,900+21,90008,4480.33%+8,448
INTERNATIONAL PAPER CO(IP)0214,426+214,42607,7520.30%+7,752
HP INC(HPQ)0256,094+256,09407,7060.30%+7,706
TARGET CORP(TGT)050,930+50,93007,2530.28%+7,253
GENERAL MLS INC(GIS)0106,680+106,68006,9490.27%+6,949
ZIMMER BIOMET HOLDINGS INC(ZBH)057,040+57,04006,9420.27%+6,942
NVIDIA CORPORATION(NVDA)013,285+13,28506,5790.26%+6,579
AMERICAN EXPRESS CO(AXP)034,500+34,50006,4630.25%+6,463
BLACKSTONE INC(BX)048,200+48,20006,3100.25%+6,310
SCHLUMBERGER LTD(SLB)0119,852+119,85206,2370.24%+6,237
ENBRIDGE INC(ENB)0168,626+168,62606,0770.24%+6,077
KELLANOVA0106,700+106,70005,9660.23%+5,966
S&P GLOBAL INC(SPGI)013,426+13,42605,9140.23%+5,914
MARATHON OIL CORP0244,800+244,80005,9140.23%+5,914
AMERICAN ELEC PWR CO INC071,154+71,15405,7790.22%+5,779
KRAFT HEINZ CO(KHC)0151,008+151,00805,5840.22%+5,584
MORGAN STANLEY(MS)057,806+57,80605,3900.21%+5,390
PHILLIPS 66(PSX)039,872+39,87205,3090.21%+5,309
TRAVELERS COMPANIES INC(TRV)027,450+27,45005,2290.20%+5,229
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