Drexel Morgan & Co.

Est. AUM

$681.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	AT&T INC	COM	$125.3M	4323320	18.38%	SOLE
2	UNITED PARCEL SVCS INC	CL B	$79.9M	812440	11.72%	SOLE
3	JOHNSON & JOHNSON	COM	$52.9M	216207	7.75%	SOLE
4	JPMORGAN CHASE & CO	COM	$48.1M	163589	7.06%	SOLE
5	COCA COLA CO	COM	$34.7M	456411	5.09%	SOLE
6	INTERNATIONAL BUSINESS MACHS	COM	$33.9M	139735	4.97%	SOLE
7	AMERICAN EXPRESS CO	COM	$29.0M	95918	4.26%	SOLE
8	CLEVELAND-CLIFFS INC NEW	COM	$28.7M	3397625	4.21%	SOLE
9	FORD MTR CO	COM	$24.2M	2100000	3.55%	SOLE
10	THE CAMPBELLS COMPANY	COM	$22.3M	1000000	3.27%	SOLE
11	CATERPILLAR INC	COM	$19.8M	27886	2.90%	SOLE
12	SLB LIMITED	COM STK	$17.8M	345412	2.60%	SOLE
13	MERCK & CO INC	COM	$15.9M	132292	2.33%	SOLE
14	DEERE & CO	COM	$15.8M	28065	2.32%	SOLE
15	EXXON MOBIL CORP	COM	$11.7M	68680	1.71%	SOLE
16	DISNEY WALT CO	COM	$11.2M	116683	1.65%	SOLE
17	APPLE INC	COM	$11.2M	44296	1.65%	SOLE
18	MICROSOFT CORP	COM	$11.2M	30129	1.64%	SOLE
19	WASHINGTON TR BANCORP INC	COM	$10.1M	300800	1.48%	SOLE
20	STATE STR SPDR S&P 500 ETF T	TR UNIT	$6.9M	10561	1.01%	SOLE
21	VERIZON COMMUNICATIONS INC	COM	$5.3M	105000	0.77%	SOLE
22	UNION PAC CORP	COM	$4.7M	19373	0.69%	SOLE
23	PROCTER & GAMBLE CO	COM	$4.3M	29590	0.63%	SOLE
24	EMERSON ELEC CO	COM	$3.9M	29904	0.57%	SOLE
25	MCDONALDS CORP	COM	$3.9M	12579	0.57%	SOLE
26	NVIDIA CORPORATION	COM	$3.8M	21800	0.56%	SOLE
27	INVESCO QQQ TR	UNIT SER 1	$3.8M	6500	0.55%	SOLE
28	RTX CORPORATION	COM	$3.7M	19290	0.55%	SOLE
29	SHELL PLC	SPON ADS	$3.6M	38544	0.53%	SOLE
30	ABBOTT LABORATORIES	COM	$3.5M	34181	0.51%	SOLE
31	3M CO	COM	$3.4M	23122	0.49%	SOLE
32	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$2.9M	15215	0.43%	SOLE
33	KYNDRYL HLDGS INC	COMMON STOCK	$2.6M	200000	0.38%	SOLE
34	COLGATE PALMOLIVE CO	COM	$2.5M	28820	0.36%	SOLE
35	THOMSON REUTERS CORP	COM	$2.3M	25000	0.33%	SOLE
36	ELI LILLY & CO	COM	$2.0M	2134	0.29%	SOLE
37	MEDTRONIC PLC	SHS	$1.9M	21546	0.27%	SOLE
38	NOVARTIS AG	SPONSORED ADR	$1.6M	10720	0.24%	SOLE
39	UNILEVER PLC	SPON ADR NEW	$1.6M	27881	0.23%	SOLE
40	HOME DEPOT INC	COM	$1.1M	3300	0.16%	SOLE
41	STATE STR SPDR DOW JONES IND	UT SER 1	$926K	2000	0.14%	SOLE
42	CHEVRON CORPORATION	COM	$724K	3500	0.11%	SOLE
43	ISHARES TR	RUSSELL 2000 ETF	$711K	2866	0.10%	SOLE
44	DUPONT DE NEMOURS INC	COM	$653K	14262	0.10%	SOLE
45	HOWMET AEROSPACE INC	COM	$576K	2500	0.08%	SOLE
46	WELLS FARGO & CO	COM	$537K	6747	0.08%	SOLE
47	ISHARES TR	CORE S&P MCP ETF	$524K	7755	0.08%	SOLE
48	SELECT SECTOR SPDR TR	STATE STREET FIN	$494K	10000	0.07%	SOLE
49	CARRIER GLOBAL CORPORATION	COM	$483K	8578	0.07%	SOLE
50	ALPHABET INC	CAP STK CL A	$437K	1520	0.06%	SOLE

1–50 of 60

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.