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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
CSCOCisco Sys Inc
Recent Activity
Increased 0.9%
1.3%
$37.453M
632,653 shares@ $59.21 avg price
PEPPepsico Inc
Recent Activity
Decreased -1.12%
1.27%
$36.7M
241,351 shares@ $152.06 avg price
MRKMerck & Co Inc
Recent Activity
Increased 0.52%
1.26%
$36.194M
363,832 shares@ $99.48 avg price
AMGNAmgen Inc
Recent Activity
Increased 0.55%
1.2%
$34.638M
132,896 shares@ $260.64 avg price
PFEPfizer Inc
Recent Activity
Decreased -6.41%
1.2%
$34.52M
1.301M shares@ $26.53 avg price
ALLAllstate Corp
Recent Activity
Increased 1.78%
1.19%
$34.242M
177,611 shares@ $192.8 avg price
GILDGilead Sciences Inc
Recent Activity
Decreased -0.45%
1.18%
$34.101M
369,179 shares@ $92.37 avg price
MPCMarathon Pete Corp
Recent Activity
1.17%
$33.782M
242,166 shares@ $139.5 avg price
METAMeta Platforms Inc
Recent Activity
Increased 0.45%
1.16%
$33.341M
56,944 shares@ $585.51 avg price
CVXChevron Corp New
Recent Activity
Decreased -1.49%
1.11%
$31.997M
220,911 shares@ $144.84 avg price