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Richard A. Handelman

@Meyer Handelman Co

Latest period2024 - Q4ReportedManaged Assets$2.89BTotal holdings210
Assets growth rate-2.29%Assets growth rate (2-Q avg)0.93%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Meyer Handelman Co's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 210 positions.

Assets under management

The assets under management (AUM) of Meyer Handelman Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 2.89B in assets, with a quarterly growth rate of -2.29% and a 2-quarter average growth rate of 0.93%. The portfolio is managed by Richard A. Handelman, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
KMBKimberly-clark Corp
Recent Activity
Increased 0.72%
2%
$57.574M
439,361 shares@ $131.04 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -0.73%
1.99%
$57.422M
301,523 shares@ $190.44 avg price
HDHome Depot Inc
Recent Activity
Decreased -0.93%
1.75%
$50.392M
129,547 shares@ $389.0 avg price
QCOMQualcomm Inc
Recent Activity
Decreased -1.56%
1.61%
$46.423M
302,192 shares@ $153.62 avg price
CATCaterpillar Inc
Recent Activity
Decreased -1.5%
1.57%
$45.151M
124,466 shares@ $362.76 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -0.48%
1.44%
$41.384M
1.035M shares@ $39.99 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -0.41%
1.44%
$41.375M
384,636 shares@ $107.58 avg price
ETNEaton Corp Plc
Recent Activity
Decreased -3.03%
1.34%
$38.681M
116,556 shares@ $331.88 avg price
SYYSysco Corp
Recent Activity
Decreased -2.8%
1.34%
$38.513M
503,704 shares@ $76.47 avg price
ITWIllinois Tool Wks Inc
Recent Activity
Decreased -0.06%
1.32%
$37.956M
149,692 shares@ $253.57 avg price