Investor
MEYER HANDELMAN CO
CIK 0000045319 · filed 2026-04-20 · SEC filing
13F book
$3.22B
Positions
220
12 new · 6 sold
Largest name
5.5%
Microsoft Corp · MSFT
Est. mark
$29.4M
Price effect on 208 names still held. Flow −$6.62M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Microsoft Corp | MSFT | 476.4K | $176.3M | 5.5% | −$54M | Added−$53.7M |
| Apple Inc. | AAPL | 564.4K | $143.2M | 4.5% | −$10.2M | Cut−$11.3M |
| Walmart Inc. | WMT | 745.9K | $92.7M | 2.9% | $9.6M | Cut$9.05M |
| Jpmorgan Chase & Co. | — | 313.3K | $92.2M | 2.9% | −$8.58M | Added−$6.33M |
| Mckesson Corp | MCK | 102.5K | $88.7M | 2.8% | $4.62M | Cut$2.63M |
| Alphabet Inc | — | 305.3K | $87.6M | 2.7% | −$8.22M | Cut−$8.35M |
| Honeywell Intl Inc | — | 386.1K | $87.3M | 2.7% | $11.9M | Cut$10M |
| Trane Technologies Plc | TT | 209.2K | $87.2M | 2.7% | $5.76M | Cut−$1.28M |
| International Business Machs | — | 354.5K | $85.9M | 2.7% | −$19M | Added−$18.8M |
| Caterpillar Inc | CAT | 104.5K | $74M | 2.3% | $14.2M | Cut$7.73M |
| Amazon Com Inc | AMZN | 354.8K | $73.9M | 2.3% | −$7.83M | Added−$6.26M |
| Procter And Gamble Co | PG | 509.4K | $73.6M | 2.3% | $575.6K | Cut−$171K |
| Exxon Mobil Corp | — | 381.5K | $64.7M | 2.0% | $18.8M | Cut$18.7M |
| Verizon Communications Inc | VZ | 1.25M | $62.5M | 1.9% | $11.5M | Added$13.2M |
| Corning Inc | — | 395.8K | $53.8M | 1.7% | $19.2M | Cut$18.8M |
| Marathon Pete Corp | — | 219.4K | $53.6M | 1.7% | $17.9M | Cut$16.6M |
| Cisco Sys Inc | — | 657.2K | $51M | 1.6% | $356.3K | Added$1.99M |
| Gilead Sciences, Inc. | GILD | 335.5K | $46.8M | 1.5% | $5.58M | Cut$5.44M |
| Merck & Co., Inc. | MRK | 380.7K | $45.8M | 1.4% | $5.69M | Added$5.98M |
| Ge Aerospace | — | 160K | $45.4M | 1.4% | −$3.88M | Cut−$3.91M |
| Allstate Corp | — | 211K | $43.8M | 1.4% | −$167.5K | Added$707.9K |
| Kimberly Clark Corp | KMB | 447.4K | $43.2M | 1.3% | −$1.95M | Added−$1.36M |
| Chevron Corp New | CVX | 207K | $42.8M | 1.3% | $11.3M | Cut$10.8M |
| Amgen Inc | AMGN | 115.8K | $40.7M | 1.3% | $2.84M | Cut$1.71M |
| Meta Platforms, Inc. | META | 68.1K | $39M | 1.2% | −$5.76M | Added−$4.26M |
| AbbVie Inc. | ABBV | 178.3K | $38.8M | 1.2% | −$1.94M | Added−$1.54M |
| Home Depot, Inc. | HD | 116.8K | $38.4M | 1.2% | −$1.78M | Cut−$2.17M |
| Eaton Corp Plc | ETN | 103.8K | $37.1M | 1.2% | $4.06M | Cut$3.85M |
| Illinois Tool Wks Inc | — | 138.8K | $36.1M | 1.1% | $1.94M | Cut$1.81M |
| Pepsico Inc | PEP | 231.7K | $36M | 1.1% | $2.73M | Cut$2.58M |
| Alphabet Inc | — | 118.1K | $34M | 1.1% | −$2.99M | Added−$2.88M |
| RTX Corp | RTX | 172.1K | $33.2M | 1.0% | $1.64M | Cut$1.07M |
| Visa Inc. | V | 109K | $32.9M | 1.0% | −$4.88M | Added−$2.39M |
| Qualcomm Inc | — | 252.7K | $32.5M | 1.0% | −$10.7M | Cut−$12.2M |
| GE Vernova Inc. | GEV | 36.5K | $31.9M | 1.0% | $8.01M | Cut$7.89M |
| Pfizer Inc | PFE | 1.13M | $31.7M | 1.0% | $3.59M | Cut$2.12M |
| Sysco Corp | SYY | 443.4K | $31.6M | 1.0% | −$1.05M | Cut−$1.28M |
| Mcdonalds Corp | MCD | 94.6K | $29.4M | 0.9% | $488K | Cut$418.3K |
| Johnson & Johnson | JNJ | 114.6K | $28M | 0.9% | $4.3M | Cut$4.26M |
| Tjx Cos Inc New | — | 165.1K | $26.4M | 0.8% | $1.01M | Cut$490.9K |
| Bristol-Myers Squibb Co | — | 431.2K | $26.2M | 0.8% | $2.89M | Cut$2.64M |
| Texas Instrs Inc | — | 134.5K | $26.1M | 0.8% | $2.78M | Cut$2.59M |
| Cme Group Inc. | CME | 87.3K | $25.8M | 0.8% | $1.8M | Added$3.71M |
| Eli Lilly & Co | LLY | 27.1K | $24.9M | 0.8% | −$4.2M | Cut−$4.96M |
| 3M CO | MMM | 167.4K | $24.3M | 0.8% | −$2.49M | Cut−$3.73M |
| Newmont Corp | — | 222.8K | $24.1M | 0.8% | $1.87M | Cut$1.3M |
| Nvidia Corp | NVDA | 134.8K | $23.5M | 0.7% | −$1.63M | Cut−$1.89M |
| Conocophillips | COP | 158.1K | $20.9M | 0.6% | $6.07M | Cut$5.35M |
| Coca Cola Co | KO | 273.1K | $20.8M | 0.6% | $1.68M | Cut$1.16M |
| Te Connectivity Plc | TEL | 96K | $20.1M | 0.6% | −$1.77M | Cut−$2.46M |
| Ingersoll Rand Inc. | IR | 232K | $18.6M | 0.6% | $208.8K | Cut−$1.62M |
| Taiwan Semiconductor Mfg Ltd | — | 53.9K | $18.2M | 0.6% | $1.49M | Added$4.95M |
| Omnicom Group Inc. | OMC | 240.5K | $18.1M | 0.6% | −$1.01M | Added$3.08M |
| Automatic Data Processing In | — | 88.2K | $17.9M | 0.6% | −$4.6M | Added−$3.96M |
| Nrg Energy, Inc. | NRG | 120.1K | $17.5M | 0.5% | −$1.5M | Added−$742.1K |
| Wells Fargo Co New | — | 218.3K | $17.4M | 0.5% | −$2.97M | Cut−$2.98M |
| Freeport-Mcmoran Inc | FCX | 290.8K | $17.1M | 0.5% | $2.32M | Cut$2.04M |
| Jabil Inc | JBL | 63.6K | $16.9M | 0.5% | $2.31M | Added$2.91M |
| Ppg Inds Inc | — | 157.3K | $16.8M | 0.5% | $695.1K | Cut$290.4K |
| Motorola Solutions, Inc. | MSI | 36K | $15.6M | 0.5% | $696K | Added$10.3M |
| Nextera Energy Inc | — | 163.2K | $15.2M | 0.5% | $2.06M | Cut−$1.83M |
| Expedia Group, Inc. | EXPE | 65.3K | $15.1M | 0.5% | −$3.22M | Added−$2.31M |
| Colgate Palmolive Co | CL | 164.4K | $14M | 0.4% | $1.02M | Cut$942.2K |
| Entergy Corp New | — | 123.4K | $13.9M | 0.4% | $2.46M | Cut$2.44M |
| Royal Gold Inc | RGLD | 50.6K | $12.9M | 0.4% | $1.16M | Added$4.87M |
| Emerson Elec Co | — | 97.5K | $12.8M | 0.4% | −$165.7K | Cut−$186.3K |
| Dell Technologies Inc. | DELL | 76.7K | $12.6M | 0.4% | $2.69M | Added$3.74M |
| Nucor Corp | NUE | 70.3K | $11.9M | 0.4% | $421K | Cut$13.2K |
| Goldman Sachs Group Inc | — | 14K | $11.8M | 0.4% | −$462K | Cut−$782.8K |
| Kroger Co | KR | 152.2K | $11M | 0.3% | $1.38M | Added$2.3M |
| Abbott Labs | ABT | 106.9K | $11M | 0.3% | −$2.42M | Cut−$2.51M |
| Check Point Software Tech Lt | — | 74.1K | $10.6M | 0.3% | −$2.58M | Added−$620.4K |
| Autozone Inc | AZO | 3.1K | $10.5M | 0.3% | −$35.5K | Added$1.69M |
| American Express Co | AXP | 34.4K | $10.4M | 0.3% | −$2.32M | Held |
| Johnson Ctls Intl Plc | — | 78.3K | $10.3M | 0.3% | $877.2K | Cut$767K |
| Philip Morris Intl Inc | — | 57.3K | $9.48M | 0.3% | $283.2K | Cut$272.7K |
| Allegion plc | ALLE | 62.2K | $9.03M | 0.3% | −$866.1K | Held |
| Genuine Parts Co | GPC | 84.6K | $8.94M | 0.3% | −$1.46M | Cut−$2.02M |
| Danaher Corporation | — | 46.3K | $8.78M | 0.3% | −$1.82M | Cut−$2.17M |
| Mondelez Intl Inc | — | 144.7K | $8.34M | 0.3% | $551.3K | Cut$327.9K |
| Blackstone Inc. | BX | 72.2K | $8.3M | 0.3% | −$2.82M | Cut−$2.98M |
| Ss&C Technologies Hldgs Inc | — | 122.5K | $8.28M | 0.3% | −$2.17M | Added−$1.28M |
| American Elec Pwr Co Inc | — | 62.9K | $8.25M | 0.3% | $992.4K | Cut$859.8K |
| Duke Energy Corp New | — | 55.8K | $7.31M | 0.2% | $766.5K | Cut−$113.7K |
| Starbucks Corp | SBUX | 79.7K | $7.14M | 0.2% | $428.6K | Cut$411.8K |
| Boeing Co | — | 35.7K | $7.11M | 0.2% | −$646K | Cut−$971.7K |
| Ptc Inc. | PTC | 48.5K | $6.92M | 0.2% | — | New |
| Air Prods & Chems Inc | — | 23.3K | $6.76M | 0.2% | $1.01M | Cut$680.5K |
| Travelers Companies, Inc. | TRV | 22.4K | $6.53M | 0.2% | $36.3K | Held |
| Solstice Advanced Matls Inc | — | 83.5K | $6.36M | 0.2% | $2.3M | Cut$1.59M |
| Quanta Svcs Inc | — | 11.3K | $6.22M | 0.2% | $1.44M | Cut$1.06M |
| Phillips 66 | PSX | 33.1K | $6.03M | 0.2% | $1.76M | Held |
| Altria Group, Inc. | MO | 90.5K | $5.97M | 0.2% | $753.6K | Held |
| Lockheed Martin Corp | LMT | 9.64K | $5.83M | 0.2% | $1.14M | Added$1.24M |
| CARRIER GLOBAL Corp | CARR | 98K | $5.52M | 0.2% | $340K | Cut$12.4K |
| Cencora, Inc. | COR | 16.9K | $5.32M | 0.2% | — | New |
| Sempra | — | 52.7K | $5.12M | 0.2% | $467.7K | Cut$443.5K |
| Qnity Electronics, Inc. | Q | 41.6K | $4.8M | 0.1% | $1.4M | Held |
| International Paper Co | — | 130.7K | $4.66M | 0.1% | −$482.1K | Cut−$553K |
| Morgan Stanley | — | 27.3K | $4.5M | 0.1% | −$354.3K | Held |
| Bp Plc | — | 93.3K | $4.38M | 0.1% | $1.14M | Cut$1.13M |
| Stanley Black & Decker, Inc. | SWK | 61.1K | $4.34M | 0.1% | −$196.7K | Held |
| Medtronic Plc | MDT | 47.5K | $4.12M | 0.1% | −$447K | Cut−$2.4M |
| Hewlett Packard Enterprise C | — | 169.2K | $4.03M | 0.1% | −$35.5K | Held |
| Xcel Energy Inc | — | 48.8K | $3.88M | 0.1% | $272.4K | Cut$255.1K |
| Corteva, Inc. | CTVA | 46.2K | $3.87M | 0.1% | $771.4K | Cut$747.9K |
| Otis Worldwide Corp | OTIS | 49.6K | $3.82M | 0.1% | −$509.4K | Cut−$3.37M |
| Hp Inc | HPQ | 195.3K | $3.75M | 0.1% | −$599.6K | Cut−$811.2K |
| Adobe Inc. | ADBE | 13.9K | $3.38M | 0.1% | −$1.49M | Cut−$6.02M |
| Cardinal Health Inc | CAH | 14.9K | $3.16M | 0.1% | $86.8K | Held |
| Cvs Health Corp | CVS | 43.6K | $3.13M | 0.1% | −$328.5K | Cut−$685.7K |
| General Mls Inc | GIS | 80.2K | $2.98M | 0.1% | −$743.8K | Cut−$860K |
| Target Corp | TGT | 24.5K | $2.97M | 0.1% | $574.2K | Cut$459.3K |
| Ishares Tr | — | 4.51K | $2.94M | 0.1% | −$143K | Cut−$211.5K |
| Netflix Inc | NFLX | 30K | $2.88M | 0.1% | $71.7K | Cut−$50.2K |
| Salesforce, Inc. | CRM | 14.7K | $2.75M | 0.1% | −$1.15M | Cut−$4.73M |
| DuPont de Nemours, Inc. | DD | 58.6K | $2.69M | 0.1% | $328.4K | Cut−$605.3K |
| Halliburton Co | HAL | 68.6K | $2.67M | 0.1% | $736.1K | Cut$730.4K |
| Wec Energy Group, Inc. | WEC | 22.6K | $2.61M | 0.1% | $232.5K | Held |
| Dow Inc. | DOW | 61.2K | $2.55M | 0.1% | $1.12M | Cut$853.3K |
| Berkshire Hathaway Inc Del | — | 5.29K | $2.53M | 0.1% | −$124.1K | Held |
| Union Pac Corp | — | 9.92K | $2.41M | 0.1% | $112.1K | Cut$82K |
| Xylem Inc. | XYL | 19.7K | $2.35M | 0.1% | −$327.8K | Cut−$455.1K |
| Avery Dennison Corp | AVY | 13.5K | $2.33M | 0.1% | −$124K | Cut−$1.3M |
| Synopsys Inc | SNPS | 5.26K | $2.09M | 0.1% | −$385.6K | Cut−$796.6K |
| Edwards Lifesciences Corp | EW | 25.2K | $2.02M | 0.1% | −$130.3K | Held |
| Regeneron Pharmaceuticals, Inc. | REGN | 2.58K | $1.99M | 0.1% | $1.99K | Cut−$227.3K |
| Spdr S&P 500 Etf Tr | — | 3.01K | $1.96M | 0.1% | −$95K | Cut−$188.4K |
| Metlife Inc | — | 27.6K | $1.95M | 0.1% | −$227.2K | Cut−$732.4K |
| Disney Walt Co | — | 19.7K | $1.9M | 0.1% | −$342.3K | Held |
| Idexx Labs Inc | — | 3.37K | $1.89M | 0.1% | −$386.2K | Held |
| Synchrony Financial | — | 26.3K | $1.79M | 0.1% | −$405K | Held |
| Lamb Weston Hldgs Inc | — | 41.9K | $1.77M | 0.1% | $15.5K | Cut−$661K |
| Intel Corp | INTC | 39.9K | $1.76M | 0.1% | $288.2K | Cut$258.7K |
| Ge Healthcare Technologies I | — | 24.7K | $1.76M | 0.1% | −$267.5K | Cut−$268.7K |
| Enbridge Inc | — | 32K | $1.73M | 0.1% | $199.9K | Cut$194.7K |
| The Campbells Company | — | 77.7K | $1.73M | 0.1% | −$435.1K | Held |
| Costco Whsl Corp New | — | 1.64K | $1.63M | 0.1% | $219.6K | Cut$202.4K |
| Commerce Bancshares Inc | — | 31.4K | $1.54M | 0.0% | −$98.5K | Cut−$114.2K |
| Heico Corp New | — | 5.61K | $1.54M | 0.0% | −$277.2K | Held |
| Zimmer Biomet Holdings, Inc. | ZBH | 15.8K | $1.42M | 0.0% | $7.88K | Cut−$1.2M |
| Uber Technologies, Inc | UBER | 19.4K | $1.39M | 0.0% | −$184.5K | Added−$148.6K |
| Fortive Corp | FTV | 25K | $1.38M | 0.0% | $1.75K | Held |
| Ishares Tr | — | 15.3K | $1.38M | 0.0% | — | New |
| Sensient Technologies Corp | SXT | 15.8K | $1.36M | 0.0% | −$118.6K | Held |
| At&T Inc | — | 43.7K | $1.27M | 0.0% | $181.4K | Cut$167.4K |
| Marriott Intl Inc New | — | 3.83K | $1.25M | 0.0% | $64.5K | Held |
| Cigna Group | CI | 4.64K | $1.24M | 0.0% | −$39.4K | Cut−$190.7K |
| Itt Inc. | ITT | 6.21K | $1.18M | 0.0% | $105.7K | Held |
| Fifth Third Bancorp | — | 25.2K | $1.17M | 0.0% | — | New |
| Citigroup Inc | — | 10.2K | $1.16M | 0.0% | −$33.5K | Cut−$126.9K |
| Ishares Inc | — | 16.5K | $1.15M | 0.0% | — | New |
| Materion Corp | MTRN | 7.9K | $1.14M | 0.0% | $160.6K | Held |
| Mercadolibre Inc | MELI | 637 | $1.1M | 0.0% | −$126.6K | Added$207.1K |
| Deere & Co | DE | 1.96K | $1.1M | 0.0% | $191.1K | Held |
| Sealed Air Corp New | — | 25.5K | $1.07M | 0.0% | $15.8K | Held |
| Weyerhaeuser Co Mtn Be | WY | 41.3K | $1.01M | 0.0% | $30.6K | Cut$23.4K |
| Hershey Co | HSY | 4.8K | $997.9K | 0.0% | $124.4K | Held |
| Waste Connections, Inc. | WCN | 6.05K | $982.6K | 0.0% | −$78.2K | Held |
| S&P Global Inc. | SPGI | 2.23K | $950.6K | 0.0% | −$217.4K | Cut−$611.9K |
| Post Hldgs Inc | — | 9.5K | $939.2K | 0.0% | −$1.8K | Held |
| PENTAIR plc | PNR | 10.8K | $938.2K | 0.0% | −$183.4K | Held |
| Autoliv Inc | ALV | 8.74K | $918.7K | 0.0% | −$118.3K | Held |
| Baxter Intl Inc | — | 54.6K | $916.5K | 0.0% | −$126K | Cut−$1.01M |
| Broadcom Inc. | AVGO | 2.95K | $913.1K | 0.0% | −$107.9K | Cut−$211.8K |
| Veralto Corp | VLTO | 10.3K | $913K | 0.0% | −$117.3K | Held |
| Gsk Plc | — | 16K | $884.5K | 0.0% | $98.6K | Cut$34.6K |
| Slb Limited/Nv | SLB | 17.2K | $884.5K | 0.0% | $160.2K | Added$412K |
| Albemarle Corp | — | 4.9K | $879.7K | 0.0% | $186.6K | Held |
| Zoetis Inc. | ZTS | 6.77K | $800.4K | 0.0% | −$51.5K | Held |
| Conagra Brands Inc. | CAG | 50.8K | $798.3K | 0.0% | −$80.7K | Cut−$367.7K |
| Firstenergy Corp | FE | 14.9K | $753.2K | 0.0% | $87.6K | Cut$80.2K |
| Occidental Pete Corp | — | 11.4K | $744.3K | 0.0% | $273.4K | Cut$199.4K |
| Fastenal Co | FAST | 14K | $649.6K | 0.0% | $87.8K | Held |
| Waste Mgmt Inc Del | — | 2.77K | $637.7K | 0.0% | $28K | Held |
| Autodesk, Inc. | ADSK | 2.6K | $622.2K | 0.0% | −$147.1K | Held |
| Eastman Chem Co | — | 8K | $610.6K | 0.0% | $99.9K | Cut−$27.7K |
| Constellation Energy Corp | CEG | 2.16K | $604K | 0.0% | −$105.6K | Added$99.9K |
| Yum Brands Inc | YUM | 3.83K | $595.5K | 0.0% | $16.1K | Held |
| Tesla, Inc. | TSLA | 1.55K | $578.1K | 0.0% | −$121.2K | Held |
| Vulcan Matls Co | — | 2.12K | $577.5K | 0.0% | −$22.4K | Added$84.1K |
| Hartford Insurance Group Inc | — | 4.2K | $567.7K | 0.0% | −$10.8K | Cut−$121K |
| Cameco Corp | CCJ | 4.95K | $537.6K | 0.0% | $84.7K | Held |
| Louisiana Pac Corp | — | 6.3K | $458.3K | 0.0% | −$50.5K | Held |
| Interactive Brokers Group In | — | 6.8K | $456.1K | 0.0% | $18.8K | Held |
| Bank New York Mellon Corp | — | 3.7K | $438.5K | 0.0% | $9.39K | Held |
| ServiceNow, Inc. | NOW | 4.13K | $431.3K | 0.0% | −$200.6K | Held |
| Smucker J M Co | — | 4.11K | $396.5K | 0.0% | −$5.63K | Cut−$970.2K |
| Astrazeneca Plc Ord | AZN | 1.96K | $386.2K | 0.0% | — | New |
| Lb Pharmaceuticals Inc | LBRX | 15.1K | $372.2K | 0.0% | — | New |
| Fresenius Medical Care Ag | — | 16K | $361K | 0.0% | −$20.2K | Held |
| Novartis Ag | — | 2.32K | $354.4K | 0.0% | — | New |
| Keysight Technologies, Inc. | KEYS | 1.13K | $317.7K | 0.0% | $89.1K | Held |
| BlackRock, Inc. | BLK | 330 | $317.4K | 0.0% | −$35.8K | Held |
| Spotify Technology S.A. | SPOT | 635 | $307.9K | 0.0% | −$54K | Added−$19.6K |
| Lowes Cos Inc | — | 1.3K | $307.2K | 0.0% | −$6.34K | Held |
| Ishares Tr | — | 13.1K | $300.8K | 0.0% | −$1.51K | Held |
| Sl Green Rlty Corp | — | 7.99K | $295.2K | 0.0% | −$71.4K | Held |
| Paychex Inc | PAYX | 3.1K | $285.6K | 0.0% | −$62.2K | Held |
| Wabtec | — | 1.13K | $281.1K | 0.0% | $41K | Held |
| Vertex Pharmaceuticals Inc | — | 575 | $256.8K | 0.0% | −$3.92K | Held |
| Capital One Finl Corp | — | 1.4K | $256.1K | 0.0% | −$84.1K | Held |
| Vanguard Scottsdale Fds | — | 4.3K | $255.8K | 0.0% | −$1.63K | Cut−$5.71K |
| Bank America Corp | — | 5.07K | $246.9K | 0.0% | −$31.7K | Held |
| Mastercard Inc | MA | 487 | $243.3K | 0.0% | −$34.7K | Cut−$66.7K |
| Kemper Corp | — | 7.84K | $239.7K | 0.0% | −$78.3K | Held |
| Advanced Micro Devices Inc | AMD | 1.16K | $236.4K | 0.0% | −$12.5K | Held |
| Linde Plc | LIN | 450 | $223.1K | 0.0% | $31.2K | Cut$11.6K |
| Aar Corp | AIR | 2K | $218.9K | 0.0% | — | New |
| Take-Two Interactive Softwar | — | 1.1K | $217.3K | 0.0% | −$64.4K | Held |
| Sony Group Corp | — | 10.4K | $216K | 0.0% | −$51.1K | Held |
| Vanguard Scottsdale Fds | — | 3.64K | $213.3K | 0.0% | −$692 | Held |
| Comcast Corp New | — | 7.4K | $212.6K | 0.0% | −$8.74K | Held |
| Schwab Charles Corp | — | 2.2K | $206.8K | 0.0% | −$13K | Held |
| Schwab Strategic Tr | — | 7.1K | $206.7K | 0.0% | −$24.8K | Held |
| Ishares Silver Tr | — | 3K | $204.4K | 0.0% | — | New |
| Totalenergies Se | TTE | 2.2K | $200.2K | 0.0% | — | New |
| Elicio Therapeutics, Inc. | ELTX | 13.9K | $148.6K | 0.0% | $37.9K | Held |
| Pitney Bowes Inc | — | 10K | $110.5K | 0.0% | $4.8K | Held |
| Grab Holdings Limited | — | 25K | $91.3K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.