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Drexel Morgan & Co.

SEC CIK
0001508512
Latest filing
Aug 13, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 12, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
56
+2 vs. Q1 2025
Portfolio value
$563.2M
+$86.7M (+18.2%) vs. Q1 2025
Filed
Aug 12, 2025
SEC
Holdings of Drexel Morgan & Co. in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
TAT&T Inc.Stock4,123,320$119.3M21.2%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock163,589$47.4M8.4%+50,000+44.0%AddedHistory
CLFCleveland-Cliffs Inc.COM5,499,075$41.8M7.4%+1,110,000+25.3%AddedHistory
IBMInternational Business Machines CorpStock139,735$41.2M7.3%00.0%UnchangedHistory
JNJJohnson & JohnsonStock216,257$33.0M5.9%00.0%UnchangedHistory
KOCoca Cola CoStock456,411$32.3M5.7%00.0%UnchangedHistory
UPSUnited Parcel Service IncStock309,765$31.3M5.6%+100,000+47.7%AddedHistory
AXPAmerican Express CoStock95,918$30.6M5.4%+50,000+108.9%AddedHistory
FFord Motor CoStock2,100,000$22.8M4.0%00.0%UnchangedHistory
MSFTMicrosoft CorpStock30,129$15.0M2.7%00.0%UnchangedHistory
DISWalt Disney CoStock116,683$14.5M2.6%+100,000+599.4%AddedHistory
DEDeere & CoStock28,065$14.3M2.5%00.0%UnchangedHistory
SLBSLB LimitedStock345,412$11.7M2.1%+3,000+0.9%AddedHistory
CATCaterpillar IncStock27,886$10.8M1.9%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock132,292$10.5M1.9%+103,000+351.6%AddedHistory
AAPLApple Inc.Stock44,296$9.09M1.6%00.0%UnchangedHistory
XOMExxonMobil Holdings CorpCOM68,680$7.40M1.3%00.0%UnchangedHistory
SPYSPDR S&P 500 ETF TrustETF10,911$6.74M1.2%+475+4.6%AddedHistory
WASHWashington Trust Bancorp IncCOM236,923$6.70M1.2%+70,000+41.9%AddedHistory
PGProcter & Gamble CoStock29,590$4.71M0.8%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock34,181$4.65M0.8%00.0%UnchangedHistory
UNPUnion Pacific CorpStock19,373$4.46M0.8%00.0%UnchangedHistory
EMREmerson Electric CoStock29,904$3.99M0.7%00.0%UnchangedHistory
Invesco QQQ Trust Series I46090E103ETF6,900$3.81M0.7%00.0%Unchanged–
MCDMcDonalds CorpStock12,579$3.68M0.7%00.0%UnchangedHistory
MMM3M CoStock23,122$3.52M0.6%00.0%UnchangedHistory
RTXRTX CorpStock19,290$2.82M0.5%+1,000+5.5%AddedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT15,215$2.77M0.5%00.0%Unchanged–
SHELShell plcADR38,544$2.71M0.5%00.0%UnchangedHistory
CLColgate Palmolive CoStock28,820$2.62M0.5%00.0%UnchangedHistory
ULUnilever PLCSPON ADR NEW31,372$1.92M0.3%00.0%UnchangedHistory
MDTMedtronic plcStock21,546$1.88M0.3%00.0%UnchangedHistory
LLYEli Lilly & CoStock2,134$1.66M0.3%00.0%UnchangedHistory
NVSNovartis AGADR10,720$1.30M0.2%+1,000+10.3%AddedHistory
HDHome Depot, Inc.Stock3,300$1.21M0.2%00.0%UnchangedHistory
DDDuPont de Nemours, Inc.COM16,012$1.10M0.2%00.0%UnchangedHistory
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 12,000$881.3K0.2%00.0%UnchangedHistory
CARRCarrier Global CorpStock8,578$627.8K0.1%00.0%UnchangedHistory
iShares Russell 2000 ETF464287655ETF2,866$618.5K0.1%00.0%Unchanged–
WFCWells Fargo & CompanyStock6,747$540.6K0.1%00.0%UnchangedHistory
State Street Financial Select Sector SPDR ETF81369Y605ETF10,000$523.7K0.1%00.0%Unchanged–
CVXChevron CorpStock3,500$501.2K0.1%00.0%UnchangedHistory
iShares Core S&P Mid-Cap ETF464287507ETF7,755$481.0K0.1%00.0%Unchanged–
HWMHowmet Aerospace Inc.Stock2,500$465.3K0.1%00.0%UnchangedHistory
OTISOtis Worldwide CorpStock4,288$424.6K0.1%00.0%UnchangedHistory
PEPPepsiCo IncStock2,800$369.7K0.1%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock1,900$352.7K0.1%00.0%UnchangedHistory
AMZNAmazon Com IncStock1,400$307.1K0.1%00.0%UnchangedHistory
NVDANVIDIA CorpStock1,800$284.4K0.1%+1,800NewHistory
GOOGLAlphabet Inc.Stock1,520$267.9K<0.1%00.0%UnchangedHistory
CSCOCisco Systems, Inc.Stock3,650$253.2K<0.1%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock500$242.9K<0.1%00.0%UnchangedHistory
LOWLowes Companies IncStock1,080$239.6K<0.1%00.0%UnchangedHistory
VZVerizon Communications IncStock5,000$216.3K<0.1%+5,000NewHistory
ADPAutomatic Data Processing IncStock700$215.9K<0.1%00.0%UnchangedHistory
AMGNAmgen IncStock750$209.4K<0.1%00.0%UnchangedHistory