Investor
Drexel Morgan & Co.
CIK 0001508512 · filed 2026-05-11 · SEC filing
13F book
$681.8M
Positions
60
3 new · 0 sold
Largest name
18.4%
At&T Inc
Est. mark
$2.18M
Price effect on 57 names still held. Flow $40.8M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| At&T Inc | — | 4.32M | $125.3M | 18.4% | $17.9M | Held |
| United Parcel Service Inc | UPS | 812.4K | $79.9M | 11.7% | −$577.1K | Added$9.26M |
| Johnson & Johnson | JNJ | 216.2K | $52.8M | 7.8% | $8.11M | Held |
| Jpmorgan Chase & Co. | — | 163.6K | $48.1M | 7.1% | −$4.59M | Held |
| Coca Cola Co | KO | 456.4K | $34.7M | 5.1% | $2.8M | Held |
| International Business Machs | — | 139.7K | $33.9M | 5.0% | −$7.52M | Held |
| American Express Co | AXP | 95.9K | $29M | 4.3% | −$6.47M | Held |
| Cleveland-Cliffs Inc New | — | 3.4M | $28.7M | 4.2% | −$14.3M | Added−$10.5M |
| Ford Mtr Co | — | 2.1M | $24.2M | 3.6% | −$3.32M | Held |
| The Campbells Company | — | 1M | $22.3M | 3.3% | — | New |
| Caterpillar Inc | CAT | 27.9K | $19.8M | 2.9% | $3.78M | Held |
| Slb Limited/Nv | SLB | 345.4K | $17.8M | 2.6% | $4.49M | Held |
| Merck & Co., Inc. | MRK | 132.3K | $15.9M | 2.3% | $1.99M | Held |
| Deere & Co | DE | 28.1K | $15.8M | 2.3% | $2.74M | Held |
| Exxon Mobil Corp | — | 68.7K | $11.7M | 1.7% | $3.39M | Held |
| Disney Walt Co | — | 116.7K | $11.2M | 1.6% | −$2.03M | Held |
| Apple Inc. | AAPL | 44.3K | $11.2M | 1.6% | −$800.4K | Held |
| Microsoft Corp | MSFT | 30.1K | $11.2M | 1.6% | −$3.42M | Held |
| Washington Tr Bancorp Inc | — | 300.8K | $10.1M | 1.5% | $1.18M | Held |
| Spdr S&P 500 Etf Tr | — | 10.6K | $6.87M | 1.0% | −$333.5K | Cut−$572.2K |
| Verizon Communications Inc | VZ | 105K | $5.27M | 0.8% | $994.4K | Held |
| Union Pac Corp | — | 19.4K | $4.7M | 0.7% | $218.9K | Held |
| Procter And Gamble Co | PG | 29.6K | $4.27M | 0.6% | $33.4K | Held |
| Emerson Elec Co | — | 29.9K | $3.92M | 0.6% | −$50.8K | Held |
| Mcdonalds Corp | MCD | 12.6K | $3.91M | 0.6% | $64.9K | Held |
| Nvidia Corp | NVDA | 21.8K | $3.8M | 0.6% | −$142.8K | Added$1.6M |
| Invesco Qqq Tr | — | 6.5K | $3.75M | 0.5% | −$241.3K | Cut−$487.1K |
| RTX Corp | RTX | 19.3K | $3.72M | 0.5% | $183.3K | Held |
| Shell Plc | — | 38.5K | $3.58M | 0.5% | $752.4K | Held |
| Abbott Labs | ABT | 34.2K | $3.51M | 0.5% | −$773.2K | Held |
| 3M CO | MMM | 23.1K | $3.36M | 0.5% | −$343.8K | Held |
| Invesco Exchange Traded Fd T | — | 15.2K | $2.92M | 0.4% | $5.48K | Held |
| Kyndryl Hldgs Inc | — | 200K | $2.62M | 0.4% | −$1.34M | Added−$32K |
| Colgate Palmolive Co | CL | 28.8K | $2.46M | 0.4% | $179K | Held |
| Thomson Reuters Corp | — | 25K | $2.25M | 0.3% | — | New |
| Eli Lilly & Co | LLY | 2.13K | $1.96M | 0.3% | −$330.6K | Held |
| Medtronic Plc | MDT | 21.5K | $1.87M | 0.3% | −$202.7K | Held |
| Novartis Ag | — | 10.7K | $1.64M | 0.2% | $159.5K | Held |
| Unilever Plc | — | 27.9K | $1.59M | 0.2% | −$235K | Held |
| Home Depot, Inc. | HD | 3.3K | $1.09M | 0.2% | −$50.2K | Held |
| Spdr Dow Jones Indl Average | — | 2K | $926.4K | 0.1% | −$34.8K | Held |
| Chevron Corp New | CVX | 3.5K | $724.1K | 0.1% | $190.7K | Held |
| Ishares Tr | — | 2.87K | $710.8K | 0.1% | $5.27K | Held |
| DuPont de Nemours, Inc. | DD | 14.3K | $653.2K | 0.1% | $79.9K | Held |
| Howmet Aerospace Inc. | HWM | 2.5K | $576.1K | 0.1% | $63.6K | Held |
| Wells Fargo Co New | — | 6.75K | $537.1K | 0.1% | −$91.7K | Held |
| Ishares Tr | — | 7.75K | $523.7K | 0.1% | $11.9K | Held |
| Select Sector Spdr Tr | — | 10K | $493.7K | 0.1% | −$54K | Held |
| CARRIER GLOBAL Corp | CARR | 8.58K | $483K | 0.1% | $29.8K | Held |
| Alphabet Inc | — | 1.52K | $437.1K | 0.1% | −$38.7K | Held |
| Pepsico Inc | PEP | 2.7K | $419.3K | 0.1% | $31.8K | Held |
| AbbVie Inc. | ABBV | 1.9K | $413.2K | 0.1% | −$20.9K | Held |
| Qnity Electronics, Inc. | Q | 3.27K | $377.8K | 0.1% | $110.4K | Cut$28.8K |
| Otis Worldwide Corp | OTIS | 4.29K | $330.5K | 0.0% | −$44K | Held |
| Amazon Com Inc | AMZN | 1.4K | $291.6K | 0.0% | −$31.6K | Held |
| Cisco Sys Inc | — | 3.65K | $283.2K | 0.0% | $2.04K | Held |
| Amgen Inc | AMGN | 750 | $263.9K | 0.0% | $18.4K | Held |
| Lowes Cos Inc | — | 1.08K | $255.2K | 0.0% | −$5.27K | Held |
| Berkshire Hathaway Inc Del | — | 500 | $239.6K | 0.0% | −$11.7K | Held |
| Williams Cos Inc | — | 3K | $218.3K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.