Institutions / Drexel Morgan & Co. / Holdings

Drexel Morgan & Co.

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
AT&T INC.	—	$107.39M	4,323,320	16.8%
United Parcel Service Inc	—	$70.67M	712,440	11.1%
JPMORGAN CHASE & CO	—	$52.71M	163,589	8.3%
JOHNSON & JOHNSON	—	$44.74M	216,207	7.0%
INTERNATIONAL BUSINESS MACHINES CORP	—	$41.39M	139,735	6.5%
CLEVELAND-CLIFFS INC.	—	$39.24M	2,954,569	6.1%
AMERICAN EXPRESS CO	—	$35.48M	95,918	5.6%
COCA COLA CO	—	$31.91M	456,411	5.0%
FORD MOTOR CO	—	$27.55M	2,100,000	4.3%
CATERPILLAR INC	—	$15.98M	27,886	2.5%
MICROSOFT CORP	—	$14.57M	30,129	2.3%
Merck & Co., Inc.	—	$13.93M	132,292	2.2%
Walt Disney Co	—	$13.28M	116,683	2.1%
SLB LIMITED/NV	—	$13.26M	345,412	2.1%
DEERE & CO	—	$13.07M	28,065	2.0%
Apple Inc.	—	$12.04M	44,296	1.9%
WASHINGTON TRUST BANCORP INC	—	$8.89M	300,800	1.4%
EXXON MOBIL CORP	—	$8.26M	68,680	1.3%
SPDR S&P 500 ETF TR	—	$7.44M	10,911	1.2%
Union Pacific Corp	—	$4.48M	19,373	0.7%
ABBOTT LABORATORIES	—	$4.28M	34,181	0.7%
VERIZON COMMUNICATIONS INC	—	$4.28M	105,000	0.7%
PROCTER & GAMBLE Co	—	$4.24M	29,590	0.7%
INVESCO QQQ TR	—	$4.24M	6,900	0.7%
EMERSON ELECTRIC CO	—	$3.97M	29,904	0.6%
MCDONALD'S CORP	—	$3.84M	12,579	0.6%
3M CO	—	$3.70M	23,122	0.6%
RTX Corp	—	$3.54M	19,290	0.6%
INVESCO EXCHANGE TRADED FD T	—	$2.91M	15,215	0.5%
SHELL PLC	—	$2.83M	38,544	0.4%
Kyndryl Holdings, Inc.	—	$2.66M	100,000	0.4%
ELI LILLY & Co	—	$2.29M	2,134	0.4%
COLGATE PALMOLIVE CO	—	$2.28M	28,820	0.4%
NVIDIA Corp	—	$2.20M	11,800	0.3%
Medtronic plc	—	$2.07M	21,546	0.3%
UNILEVER PLC	—	$1.82M	27,881	0.3%
NOVARTIS AG	—	$1.48M	10,720	0.2%
HOME DEPOT, INC.	—	$1.14M	3,300	0.2%
SPDR DOW JONES INDL AVERAGE	—	$961.1K	2,000	0.2%
ISHARES TR	—	$705.5K	2,866	0.1%
WELLS FARGO & COMPANY/MN	—	$628.8K	6,747	0.1%
DuPont de Nemours, Inc.	—	$573.3K	14,262	0.1%
SELECT SECTOR SPDR TR	—	$547.7K	10,000	0.1%
CHEVRON CORP	—	$533.4K	3,500	0.1%
Howmet Aerospace Inc.	—	$512.5K	2,500	0.1%
ISHARES TR	—	$511.8K	7,755	0.1%
Alphabet Inc.	—	$475.8K	1,520	0.1%
CARRIER GLOBAL Corp	—	$453.3K	8,578	0.1%
AbbVie Inc.	—	$434.1K	1,900	0.1%
PEPSICO INC	—	$387.5K	2,700	0.1%