Drexel Morgan & Co.

CIK 0001508512 · RADNOR, PA · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source

Drexel Morgan & Co. reported 60 positions worth $718.8M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: T (17.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$718.8M
2026 Q2
Positions
60
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
73.8%
Est. Net Flow (Q)
2026 Q2
10 / 60 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1TAT&T INCSH$125.8M17.49%6,075,040
2UPSUNITED PARCEL SVCS INCSH$98.2M13.66%913,465
3JNJJOHNSON & JOHNSONSH$54.9M7.64%216,207
4JPMJPMORGAN CHASE & COSH$53.5M7.45%163,589
5IBMINTERNATIONAL BUSINESS MACHSSH$39.3M5.47%139,735
6CLFCLEVELAND-CLIFFS INC NEWSH$37.6M5.23%4,000,000
7KOCOCA COLA COSH$37.1M5.16%456,411
8AXPAMERICAN EXPRESS COSH$32.4M4.51%95,918
9CATCATERPILLAR INCSH$29.7M4.13%27,886
10CPBTHE CAMPBELLS COMPANYSH$22.3M3.10%1,000,000

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Drexel Morgan & Co. hold as of Q2 2026?

Drexel Morgan & Co. reported 60 positions worth $718.8M in its Q2 2026 13F filing. Largest positions: T (17.5%), UPS (13.7%), JNJ (7.6%), JPM (7.4%) and IBM (5.5%).

What did Drexel Morgan & Co. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Drexel Morgan & Co. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.