Drexel Morgan & Co.
- SEC CIK
- 0001508512
- Latest filing
- Aug 13, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 13, 2021. Long positions only.
- Positions
- 108
- No 13F data for Q4 2020
- Portfolio value
- $394.6M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TGNATegna Inc | COM | 500,000 | $9.41M | 2.4% | – | – | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 74,675 | $11.0M | 2.8% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 133,891 | $11.3M | 2.9% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 111,606 | $17.0M | 4.3% | – | – | History |
| IBMInternational Business Machines Corp | Stock | 138,685 | $18.5M | 4.7% | – | – | History |
| KOCoca Cola Co | Stock | 455,025 | $24.0M | 6.1% | – | – | History |
| JNJJohnson & Johnson | Stock | 220,128 | $36.2M | 9.2% | – | – | History |
| TAT&T Inc. | Stock | 2,604,612 | $78.8M | 20.0% | – | – | History |