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CIK: 0001508512
Total reported value
$718.8M
$718.8M
57 檔
44.1%
During the Q4 2025 filing period, Drexel Morgan & Co. (CIK: 0001508512) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $718.8M across 57 reported positions.
In Q4 2025, Drexel Morgan & Co. displayed an active expansion posture, initiating 3 new positions and adding to 4 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | T | At&t Inc | Stock-Comm Services | 16.81% | -0.89% | +4.85% | |
| 2 | UPS | United Parcel Service-cl B | Stock-Industrials | 11.06% | +1.94% | +0.38% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 8.25% | +0.39% | — | |
| 4 | JNJ | Johnson & Johnson | Stock-Healthcare | 7.00% | -0.11% | — | |
| 5 | IBM | Intl Business Machines CORP | Stock-Tech | 6.48% | +0.50% | — | |
| 6 | CLF | Cleveland-cliffs Inc | Stock-Materials | 6.14% | +1.02% | -47.23% | |
| 7 | AXP | American Express Co | Stock-Financials | 5.55% | +0.25% | — | |
| 8 | KO | Coca-cola Co/the | Stock-Consumer Staples | 4.99% | +0.07% | — | |
| 9 | F | Ford Motor Co | Stock-Consumer Disc | 4.31% | -3.55% | EXIT | |
| 10 | CAT | Caterpillar Inc | Stock-Industrials | 2.50% | +1.23% | — | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.28% | -0.08% | — | |
| 12 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.18% | +0.03% | — | |
| 13 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.08% | -0.09% | — | |
| 14 | SLB | Slb LTD | Stock-Energy | 2.08% | -0.37% | — | |
| 15 | DE | Deere & Co | Stock-Industrials | 2.05% | +0.16% | — | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.88% | +0.13% | — | |
| 17 | WASH | Washington Trust Bancorp | Stock-Other | 1.39% | +0.05% | +19.94% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.29% | -0.40% | — | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.16% | +0.09% | — | |
| 20 | UNP | Union Pacific CORP | Stock-Industrials | 0.70% | +0.04% | — | |
| 21 | ABT | Abbott Laboratories | Stock-Healthcare | 0.67% | -0.08% | — | |
| 22 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.67% | -0.15% | — | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.66% | -0.03% | — | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.66% | +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 | 0.58% | +0.03% | — | |
| 28 | RTX | Rtx CORP | Stock-Industrials | 0.55% | -0.04% | — | |
| 29 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.46% | +0.02% | — | |
| 30 | SHEL | Shell Plc-adr | Stock-Energy | 0.44% | -0.11% | — | |
| 31 | KD | Kyndryl Holdings Inc | Stock-Tech | 0.42% | -0.07% | — | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.36% | +0.07% | — | |
| 33 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.36% | +0.01% | — | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.34% | +0.05% | +555.56% | |
| 35 | MDT | Medtronic plc | Stock-Healthcare | 0.32% | -0.04% | — | |
| 36 | UL | Unilever Plc-sponsored Adr | Stock-Consumer Staples | 0.29% | — | — | |
| 37 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.23% | -0.01% | — | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.18% | — | — | |
| 39 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.15% | +0.01% | — | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.11% | +0.02% | — | |
| 41 | WFC | Wells Fargo & Co | Stock-Financials | 0.10% | — | — | |
| 42 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.09% | -0.10% | EXIT | |
| 43 | XLF | Ss Financial Select Sector | ETF-Other | 0.09% | — | — | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.08% | -0.03% | — | |
| 45 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.08% | +0.01% | — | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.08% | — | — | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.07% | +0.02% | — | |
| 48 | CARR | Carrier Global CORP | Stock-Industrials | 0.07% | +0.02% | — | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.07% | +0.01% | — | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.06% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | UPS | United Parcel Service-cl B | +1.8% | +0.38% | Add |
| 2 | JNJ | Johnson & Johnson | +0.7% | — | Unchanged |
| 3 | AXP | American Express Co | +0.6% | — | Unchanged |
| 4 | MRK | Merck & Co. Inc. | +0.4% | — | Unchanged |
| 5 | CAT | Caterpillar Inc | +0.4% | — | Unchanged |
| 6 | F | Ford Motor Co | +0.4% | — | Unchanged |
| 7 | IBM | Intl Business Machines CORP | +0.3% | — | Unchanged |
| 8 | NVDA | Nvidia CORP | +0.3% | +555.56% | Add |
| 9 | WASH | Washington Trust Bancorp | +0.3% | +19.94% | Add |
| 10 | KO | Coca-cola Co/the | +0.2% | — | Unchanged |
| 11 | SLB | Slb LTD | +0.2% | — | Unchanged |
| 12 | JPM | Jpmorgan Chase & Co | +0.2% | — | Unchanged |
| 13 | AAPL | Apple Inc | +0.1% | — | Unchanged |
| 14 | LLY | Eli Lilly & Co | +0.1% | — | Unchanged |
| 15 | XOM | Exxon Mobil CORP | +0.1% | — | Unchanged |
| 16 | RTX | Rtx CORP | 0% | — | Unchanged |
| 17 | DE | Deere & Co | 0% | — | Unchanged |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 19 | MMM | 3m Co | 0% | — | Unchanged |
| 20 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 21 | NVS | Novartis Ag-sponsored Adr | 0% | — | Unchanged |
| 22 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 23 | SHEL | Shell Plc-adr | 0% | — | Unchanged |
| 24 | WFC | Wells Fargo & Co | 0% | — | Unchanged |
| 25 | AMGN | Amgen Inc | 0% | — | Unchanged |
| 26 | RSP | Invesco S&p 500 Equal Weight | 0% | — | Unchanged |
| 27 | XLF | Ss Financial Select Sector | 0% | — | Unchanged |
| 28 | EMR | Emerson Electric Co | — | — | Unchanged |
| 29 | DIA | Ss Spdr Dow Jones Indus Avg | — | — | Unchanged |
| 30 | CSCO | Cisco Systems Inc | — | — | Unchanged |
| 31 | CL | Colgate-palmolive Co | — | — | Unchanged |
| 32 | HWM | Howmet Aerospace Inc | — | — | Unchanged |
| 33 | MCD | Mcdonald's CORP | — | — | Unchanged |
| 34 | MDT | Medtronic plc | — | — | Unchanged |
| 35 | OTIS | Otis Worldwide CORP | — | — | Unchanged |
| 36 | AMZN | Amazon.com Inc | — | — | Unchanged |
| 37 | IWM | Ishares Russell 2000 ETF | — | — | Unchanged |
| 38 | LOW | Lowe's Cos Inc | — | — | Unchanged |
| 39 | PEP | Pepsico Inc | — | — | Unchanged |
| 40 | ABBV | Abbvie Inc | — | — | Unchanged |
| 41 | IJH | Ishares Core S&p Midcap ETF | — | — | Unchanged |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | — | — | Unchanged |
| 43 | CARR | Carrier Global CORP | 0% | — | Unchanged |
| 44 | CVX | Chevron CORP | 0% | — | Unchanged |
| 45 | UNP | Union Pacific CORP | 0% | — | Unchanged |
| 46 | DIS | Walt Disney Co/the | 0% | — | Unchanged |
| 47 | HD | Home Depot Inc | 0% | — | Unchanged |
| 48 | VZ | Verizon Communications Inc | -0.1% | — | Unchanged |
| 49 | PG | Procter & Gamble Co/the | -0.1% | — | Unchanged |
| 50 | ABT | Abbott Laboratories | -0.1% | — | Unchanged |
According to official SEC Form 13F filings, Drexel Morgan & Co. reported a total U.S. public equity portfolio value of $718.8M across 57 disclosed positions in Q4 2025.
During Q4 2025, Drexel Morgan & Co.'s top holdings by market value included T (16.8%)、UPS (11.1%)、JPM (8.3%). The largest single position, T, represented 16.8% 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, UPS, JPM) accounted for 44.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
KD
市值: $2.7M
Top Position Liquidated / Trimmed
UL
前期市值: $1.9M
In Q4 2025, Drexel Morgan & Co. made 11 total portfolio adjustments, initiating 3 new buys, adding to 4 positions, trimming 2 holdings, and fully liquidating 2 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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