13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001508512
Total reported value
$718.8M
$718.8M
56 檔
46.7%
According to the latest 13F quarterly dataset, Drexel Morgan & Co. managed an equity portfolio of $718.8M at the end of Q3 2025, spanning 56 distinct U.S. exchange-listed positions.
In Q3 2025, Drexel Morgan & Co. displayed an active expansion posture, initiating 2 new positions and adding to 11 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | T | At&t Inc | Stock-Comm Services | 18.29% | -0.89% | — | |
| 2 | CLF | Cleveland-cliffs Inc | Stock-Materials | 10.73% | +1.02% | +1.82% | |
| 3 | UPS | United Parcel Service-cl B | Stock-Industrials | 9.31% | +1.94% | +129.13% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 8.10% | +0.39% | — | |
| 5 | JNJ | Johnson & Johnson | Stock-Healthcare | 6.30% | -0.11% | -0.02% | |
| 6 | IBM | Intl Business Machines CORP | Stock-Tech | 6.19% | +0.50% | — | |
| 7 | AXP | American Express Co | Stock-Financials | 5.00% | +0.25% | — | |
| 8 | KO | Coca-cola Co/the | Stock-Consumer Staples | 4.75% | +0.07% | — | |
| 9 | F | Ford Motor Co | Stock-Consumer Disc | 3.94% | -3.55% | EXIT | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.45% | -0.08% | — | |
| 11 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.10% | -0.09% | — | |
| 12 | CAT | Caterpillar Inc | Stock-Industrials | 2.09% | +1.23% | — | |
| 13 | DE | Deere & Co | Stock-Industrials | 2.02% | +0.16% | — | |
| 14 | SLB | Slb LTD | Stock-Energy | 1.86% | -0.37% | — | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.77% | +0.13% | — | |
| 16 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.74% | +0.03% | — | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.22% | -0.40% | — | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.14% | +0.09% | — | |
| 19 | WASH | Washington Trust Bancorp | Stock-Other | 1.14% | +0.05% | +5.86% | |
| 20 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.72% | -0.15% | +2000.00% | |
| 21 | UNP | Union Pacific CORP | Stock-Industrials | 0.72% | +0.04% | — | |
| 22 | ABT | Abbott Laboratories | Stock-Healthcare | 0.72% | -0.08% | — | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.71% | -0.03% | — | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.65% | +0.12% | — | |
| 25 | EMR | Emerson Electric Co | Stock-Industrials | 0.62% | +0.03% | — | |
| 26 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.60% | -0.10% | — | |
| 27 | MMM | 3m Co | Stock-Industrials | 0.56% | +0.03% | — | |
| 28 | RTX | Rtx CORP | Stock-Industrials | 0.51% | -0.04% | — | |
| 29 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.45% | +0.02% | — | |
| 30 | SHEL | Shell Plc-adr | Stock-Energy | 0.43% | -0.11% | — | |
| 31 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.36% | +0.01% | — | |
| 32 | MDT | Medtronic plc | Stock-Healthcare | 0.32% | -0.04% | — | |
| 33 | UL | Unilever PLC | Stock-Consumer Staples | 0.29% | — | — | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.26% | +0.07% | — | |
| 35 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.22% | -0.01% | — | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.21% | — | — | |
| 37 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.20% | -0.10% | EXIT | |
| 38 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.15% | +0.01% | — | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.11% | +0.02% | — | |
| 40 | WFC | Wells Fargo & Co | Stock-Financials | 0.09% | — | — | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.09% | -0.03% | — | |
| 42 | XLF | Ss Financial Select Sector | ETF-Other | 0.08% | — | — | |
| 43 | CARR | Carrier Global CORP | Stock-Industrials | 0.08% | +0.02% | — | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.08% | — | — | |
| 45 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.08% | +0.01% | — | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.07% | +0.01% | — | |
| 47 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.06% | -0.01% | — | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.06% | -0.01% | -3.57% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.06% | +0.02% | — | |
| 50 | NVDA | Nvidia CORP | Stock-Tech | 0.05% | +0.05% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | UPS | United Parcel Service-cl B | +4.5% | +129.13% | Add |
| 2 | CLF | Cleveland-cliffs Inc | +3.2% | +1.82% | Add |
| 3 | AXP | American Express Co | +2.4% | — | Add |
| 4 | JPM | Jpmorgan Chase & Co | +2.3% | — | Add |
| 5 | DIS | Walt Disney Co/the | +1.8% | — | Add |
| 6 | MRK | Merck & Co. Inc. | +1.2% | — | Add |
| 7 | CAT | Caterpillar Inc | +0.2% | — | Unchanged |
| 8 | MSFT | Microsoft CORP | +0.1% | — | Unchanged |
| 9 | WASH | Washington Trust Bancorp | +0.1% | +5.86% | Add |
| 10 | HWM | Howmet Aerospace Inc | 0% | — | Unchanged |
| 11 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 12 | RTX | Rtx CORP | — | — | Add |
| 13 | NVS | Novartis Ag-sponsored Adr | 0% | — | Add |
| 14 | IWM | Ishares Russell 2000 ETF | 0% | — | Unchanged |
| 15 | WFC | Wells Fargo & Co | 0% | — | Unchanged |
| 16 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 17 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 18 | CSCO | Cisco Systems Inc | 0% | — | Unchanged |
| 19 | LOW | Lowe's Cos Inc | 0% | — | Unchanged |
| 20 | ADP | Automatic Data Processing | 0% | — | Unchanged |
| 21 | IJH | Ishares Core S&p Midcap ETF | 0% | — | Unchanged |
| 22 | XLF | Ss Financial Select Sector | 0% | — | Unchanged |
| 23 | AMGN | Amgen Inc | 0% | — | Unchanged |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 25 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 26 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | — | Unchanged |
| 27 | OTIS | Otis Worldwide CORP | 0% | — | Unchanged |
| 28 | CVX | Chevron CORP | 0% | — | Unchanged |
| 29 | PEP | Pepsico Inc | 0% | -3.57% | Trim |
| 30 | CARR | Carrier Global CORP | 0% | — | Unchanged |
| 31 | HD | Home Depot Inc | 0% | — | Unchanged |
| 32 | 6D8 | Dupont De Nemours Inc | -0.1% | — | Unchanged |
| 33 | EMR | Emerson Electric Co | -0.1% | — | Unchanged |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | — | Add |
| 35 | MDT | Medtronic plc | -0.1% | — | Unchanged |
| 36 | RSP | Invesco S&p 500 Equal Weight | -0.1% | — | Unchanged |
| 37 | UL | Unilever PLC | -0.1% | — | Unchanged |
| 38 | LLY | Eli Lilly & Co | -0.1% | — | Unchanged |
| 39 | MMM | 3m Co | -0.2% | — | Unchanged |
| 40 | SHEL | Shell Plc-adr | -0.2% | — | Unchanged |
| 41 | CL | Colgate-palmolive Co | -0.2% | — | Unchanged |
| 42 | MCD | Mcdonald's CORP | -0.2% | — | Unchanged |
| 43 | ABT | Abbott Laboratories | -0.2% | — | Unchanged |
| 44 | UNP | Union Pacific CORP | -0.2% | — | Unchanged |
| 45 | AAPL | Apple Inc | -0.3% | — | Unchanged |
| 46 | PG | Procter & Gamble Co/the | -0.4% | — | Unchanged |
| 47 | F | Ford Motor Co | -0.5% | — | Unchanged |
| 48 | XOM | Exxon Mobil CORP | -0.5% | — | Unchanged |
| 49 | DE | Deere & Co | -0.7% | — | Unchanged |
| 50 | IBM | Intl Business Machines CORP | -1.1% | — | Unchanged |
According to official SEC Form 13F filings, Drexel Morgan & Co. reported a total U.S. public equity portfolio value of $718.8M across 56 disclosed positions in Q3 2025.
During Q3 2025, Drexel Morgan & Co.'s top holdings by market value included T (18.3%)、CLF (10.7%)、UPS (9.3%). The largest single position, T, represented 18.3% 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, UPS) accounted for 46.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
VZ
市值: $4.6M
Top Position Liquidated / Trimmed
JNJ
前期市值: $35.9M
In Q3 2025, Drexel Morgan & Co. made 15 total portfolio adjustments, initiating 2 new buys, adding to 11 positions, trimming 2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.