Drexel Morgan & Co. 13F Holdings

CIK 0001508512 · Radnor, PA

As of Sep 30, 2025, Drexel Morgan & Co. reported 56 positions worth $636.7M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
AT&T INCTCommunication Services4,123,320 16.4M18.29%
CLEVELAND-CLIFFS INCCLFBasic Materials5,599,075$68.3M10.73%
UNITED PARCEL SERVICE INCUPSIndustrials709,765$59.3M9.31%
JPMORGAN CHASE & COJPMFinancial Services163,589$51.6M8.10%
JOHNSON & JOHNSONJNJHealthcare216,207$40.1M6.30%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology139,735$39.4M6.19%
AMERICAN EXPRESS COAXPFinancial Services95,918$31.9M5.00%
COCA COLA COKOConsumer Defensive456,411$30.3M4.75%
FORD MOTOR COFConsumer Cyclical2,100,000$25.1M3.94%
MICROSOFT CORPMSFTTechnology30,129 5.6M2.45%
WALT DISNEY CODISCommunication Services116,683 3.4M2.10%
CATERPILLAR INCCATIndustrials27,886 3.3M2.09%
DEERE & CODEIndustrials28,065 2.8M2.02%
SLB LIMITEDSLBEquity345,412 1.9M1.86%
APPLE INCAAPLTechnology44,296 1.3M1.77%
MERCK & CO INCMRKHealthcare132,292 1.1M1.74%
EXXON MOBIL CORPXOMEnergy68,680$7.7M1.22%
SPDR S&P 500 ETF TRUSTSPY—10,911$7.3M1.14%
WASHINGTON TRUST BANCORP INCWASHFinancial Services250,800$7.2M1.14%
VERIZON COMMUNICATIONS INCBACCommunication Services105,000$4.6M0.72%
UNION PACIFIC CORPUNPIndustrials19,373$4.6M0.72%
ABBOTT LABORATORIESABTHealthcare34,181$4.6M0.72%
PROCTER & GAMBLE COPGConsumer Defensive29,590$4.5M0.71%
INVESCO QQQ TRUST SERIES 1QQQ—6,900$4.1M0.65%
EMERSON ELECTRIC COEMRIndustrials29,904$3.9M0.62%