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CIK: 0001508512
Total reported value
$718.8M
$718.8M
54 檔
35.6%
As reported in its official Q1 2025 Form 13F filing, Drexel Morgan & Co.'s tracked investment portfolio stood at $718.8M with 54 total positions.
In Q1 2025, Drexel Morgan & Co. displayed an active expansion posture, initiating 54 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | T | At&t Inc | Stock-Comm Services | 24.47% | -0.89% | -19.52% | |
| 2 | CLF | Cleveland-cliffs Inc | Stock-Materials | 7.57% | +1.02% | +2.06% | |
| 3 | JNJ | Johnson & Johnson | Stock-Healthcare | 7.53% | -0.11% | — | |
| 4 | IBM | Intl Business Machines CORP | Stock-Tech | 7.29% | +0.50% | — | |
| 5 | KO | Coca-cola Co/the | Stock-Consumer Staples | 6.86% | +0.07% | — | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.85% | +0.39% | — | |
| 7 | UPS | United Parcel Service-cl B | Stock-Industrials | 4.84% | +1.94% | +91.10% | |
| 8 | F | Ford Motor Co | Stock-Consumer Disc | 4.42% | -3.55% | EXIT | |
| 9 | SLB | Slb LTD | Stock-Energy | 3.00% | -0.37% | — | |
| 10 | DE | Deere & Co | Stock-Industrials | 2.76% | +0.16% | — | |
| 11 | AXP | American Express Co | Stock-Financials | 2.59% | +0.25% | — | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.37% | -0.08% | — | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.07% | +0.13% | — | |
| 14 | CAT | Caterpillar Inc | Stock-Industrials | 1.93% | +1.23% | — | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 1.71% | -0.40% | — | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.23% | +0.09% | +0.48% | |
| 17 | WASH | Washington Trust Bancorp | Stock-Other | 1.08% | +0.05% | — | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.06% | -0.03% | — | |
| 19 | UNP | Union Pacific CORP | Stock-Industrials | 0.96% | +0.04% | — | |
| 20 | ABT | Abbott Laboratories | Stock-Healthcare | 0.95% | -0.08% | — | |
| 21 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.82% | -0.10% | — | |
| 22 | MMM | 3m Co | Stock-Industrials | 0.71% | +0.03% | — | |
| 23 | EMR | Emerson Electric Co | Stock-Industrials | 0.69% | +0.03% | — | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.68% | +0.12% | — | |
| 25 | SHEL | Shell Plc-adr | Stock-Energy | 0.59% | -0.11% | — | |
| 26 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.57% | +0.01% | — | |
| 27 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.55% | +0.02% | +17.04% | |
| 28 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.55% | +0.03% | — | |
| 29 | RTX | Rtx CORP | Stock-Industrials | 0.51% | -0.04% | — | |
| 30 | MDT | Medtronic plc | Stock-Healthcare | 0.41% | -0.04% | — | |
| 31 | UL | Unilever PLC | Stock-Consumer Staples | 0.39% | — | — | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.37% | +0.07% | — | |
| 33 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.35% | -0.09% | -5.13% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.25% | — | — | |
| 35 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.25% | -0.10% | EXIT | |
| 36 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.23% | -0.01% | — | |
| 37 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.18% | +0.01% | — | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.12% | -0.03% | — | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.12% | +0.02% | — | |
| 40 | CARR | Carrier Global CORP | Stock-Industrials | 0.11% | +0.02% | — | |
| 41 | XLF | Ss Financial Select Sector | ETF-Other | 0.10% | — | — | |
| 42 | WFC | Wells Fargo & Co | Stock-Financials | 0.10% | — | — | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.09% | — | — | |
| 44 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.09% | -0.01% | — | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.09% | -0.01% | — | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.08% | +0.01% | — | |
| 47 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.07% | +0.01% | — | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.06% | +0.01% | — | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.06% | -0.01% | — | |
| 50 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.05% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | T | At&t Inc | — | NEW | New buy |
| 2 | CLF | Cleveland-cliffs Inc | — | NEW | New buy |
| 3 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 4 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 5 | KO | Coca-cola Co/the | — | NEW | New buy |
| 6 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 7 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 8 | F | Ford Motor Co | — | NEW | New buy |
| 9 | SLB | Slb LTD | — | NEW | New buy |
| 10 | DE | Deere & Co | — | NEW | New buy |
| 11 | AXP | American Express Co | — | NEW | New buy |
| 12 | MSFT | Microsoft CORP | — | NEW | New buy |
| 13 | AAPL | Apple Inc | — | NEW | New buy |
| 14 | CAT | Caterpillar Inc | — | NEW | New buy |
| 15 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 17 | WASH | Washington Trust Bancorp | — | NEW | New buy |
| 18 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 19 | UNP | Union Pacific CORP | — | NEW | New buy |
| 20 | ABT | Abbott Laboratories | — | NEW | New buy |
| 21 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 22 | MMM | 3m Co | — | NEW | New buy |
| 23 | EMR | Emerson Electric Co | — | NEW | New buy |
| 24 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 25 | SHEL | Shell Plc-adr | — | NEW | New buy |
| 26 | CL | Colgate-palmolive Co | — | NEW | New buy |
| 27 | RSP | Invesco S&p 500 Equal Weight | — | NEW | New buy |
| 28 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 29 | RTX | Rtx CORP | — | NEW | New buy |
| 30 | MDT | Medtronic plc | — | NEW | New buy |
| 31 | UL | Unilever PLC | — | NEW | New buy |
| 32 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 33 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 34 | HD | Home Depot Inc | — | NEW | New buy |
| 35 | 6D8 | Dupont De Nemours Inc | — | NEW | New buy |
| 36 | NVS | Novartis Ag-sponsored Adr | — | NEW | New buy |
| 37 | DIA | Ss Spdr Dow Jones Indus Avg | — | NEW | New buy |
| 38 | CVX | Chevron CORP | — | NEW | New buy |
| 39 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 40 | CARR | Carrier Global CORP | — | NEW | New buy |
| 41 | XLF | Ss Financial Select Sector | — | NEW | New buy |
| 42 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 43 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 44 | OTIS | Otis Worldwide CORP | — | NEW | New buy |
| 45 | PEP | Pepsico Inc | — | NEW | New buy |
| 46 | ABBV | Abbvie Inc | — | NEW | New buy |
| 47 | HWM | Howmet Aerospace Inc | — | NEW | New buy |
| 48 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 50 | LOW | Lowe's Cos Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Drexel Morgan & Co. reported a total U.S. public equity portfolio value of $718.8M across 54 disclosed positions in Q1 2025.
During Q1 2025, Drexel Morgan & Co.'s top holdings by market value included T (24.5%)、CLF (7.6%)、JNJ (7.5%). The largest single position, T, represented 24.5% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including T, CLF, JNJ) accounted for 35.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
T
市值: $116.6M
In Q1 2025, Drexel Morgan & Co. made 54 total portfolio adjustments, initiating 54 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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