Institutions / Drexel Morgan & Co.

Drexel Morgan & Co.

CIK 1508512 · Institution · as of Dec 31, 2025
Portfolio value
$638.86M
Positions
57
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 57 →
CompanyClassValueShares% of portfolio
AT&T Inc.$107.39M4,323,32016.8%
United Parcel Service Inc$70.67M712,44011.1%
JPMorgan Chase & Co$52.71M163,5898.3%
Johnson & Johnson$44.74M216,2077.0%
International Business Machines Corp$41.39M139,7356.5%
Cleveland-Cliffs Inc.$39.24M2,954,5696.1%
American Express Co$35.48M95,9185.6%
Coca Cola Co$31.91M456,4115.0%
Ford Motor Co$27.55M2,100,0004.3%
Caterpillar Inc$15.98M27,8862.5%
Microsoft Corp$14.57M30,1292.3%
Merck & Co., Inc.$13.93M132,2922.2%
Walt Disney Co$13.28M116,6832.1%
Slb LIMITED/NV$13.26M345,4122.1%
Deere & Co$13.07M28,0652.0%
Apple Inc.$12.04M44,2961.9%
Washington Trust Bancorp Inc$8.89M300,8001.4%
Exxon Mobil Corp$8.26M68,6801.3%
SPDR S&P 500 ETF Tr$7.44M10,9111.2%
Union Pacific Corp$4.48M19,3730.7%
Abbott Laboratories$4.28M34,1810.7%
Verizon Communications Inc$4.28M105,0000.7%
PROCTER & GAMBLE Co$4.24M29,5900.7%
Invesco Qqq Tr$4.24M6,9000.7%
Emerson Electric Co$3.97M29,9040.6%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.