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CIK: 0001508512
Total reported value
$718.8M
$718.8M
60 檔
47.4%
At the close of Q1 2026, Drexel Morgan & Co. disclosed equity holdings valued at approximately $718.8M, spread across 60 reported holdings.
In Q1 2026, Drexel Morgan & Co. displayed an active expansion posture, initiating 3 new positions and adding to 4 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including T, UPS, JNJ) accounted for 47.4% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | T | At&t Inc | Stock-Comm Services | 18.38% | -0.89% | — | |
| 2 | UPS | United Parcel Service-cl B | Stock-Industrials | 11.72% | +1.94% | +14.04% | |
| 3 | JNJ | Johnson & Johnson | Stock-Healthcare | 7.75% | -0.11% | — | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 7.06% | +0.39% | — | |
| 5 | KO | Coca-cola Co/the | Stock-Consumer Staples | 5.09% | +0.07% | — | |
| 6 | IBM | Intl Business Machines CORP | Stock-Tech | 4.97% | +0.50% | — | |
| 7 | AXP | American Express Co | Stock-Financials | 4.26% | +0.25% | — | |
| 8 | CLF | Cleveland-cliffs Inc | Stock-Materials | 4.21% | +1.02% | +15.00% | |
| 9 | F | Ford Motor Co | Stock-Consumer Disc | 3.55% | -3.55% | EXIT | |
| 10 | CPB | THE Campbell's Company | Stock-Consumer Staples | 3.27% | -0.17% | — | |
| 11 | CAT | Caterpillar Inc | Stock-Industrials | 2.90% | +1.23% | — | |
| 12 | SLB | Slb LTD | Stock-Energy | 2.60% | -0.37% | — | |
| 13 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.33% | +0.03% | — | |
| 14 | DE | Deere & Co | Stock-Industrials | 2.32% | +0.16% | — | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 1.71% | -0.40% | — | |
| 16 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.65% | -0.09% | — | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.65% | +0.13% | — | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.64% | -0.08% | — | |
| 19 | WASH | Washington Trust Bancorp | Stock-Other | 1.48% | +0.05% | — | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.01% | +0.09% | -3.21% | |
| 21 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.77% | -0.15% | — | |
| 22 | UNP | Union Pacific CORP | Stock-Industrials | 0.69% | +0.04% | — | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.63% | -0.03% | — | |
| 24 | EMR | Emerson Electric Co | Stock-Industrials | 0.57% | +0.03% | — | |
| 25 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.57% | -0.10% | — | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.56% | +0.05% | +84.75% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.55% | +0.12% | -5.80% | |
| 28 | RTX | Rtx CORP | Stock-Industrials | 0.55% | -0.04% | — | |
| 29 | SHEL | Shell Plc-adr | Stock-Energy | 0.53% | -0.11% | — | |
| 30 | ABT | Abbott Laboratories | Stock-Healthcare | 0.51% | -0.08% | — | |
| 31 | MMM | 3m Co | Stock-Industrials | 0.49% | +0.03% | — | |
| 32 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.43% | +0.02% | — | |
| 33 | KD | Kyndryl Holdings Inc | Stock-Tech | 0.38% | -0.07% | +100.00% | |
| 34 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.36% | +0.01% | — | |
| 35 | TRI4EUR | Thomson Reuters CORP | Stock-Other | 0.33% | -0.33% | EXIT | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.29% | +0.07% | — | |
| 37 | MDT | Medtronic plc | Stock-Healthcare | 0.27% | -0.04% | — | |
| 38 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.24% | -0.01% | — | |
| 39 | UL | Unilever Plc-sponsored Adr | Stock-Consumer Staples | 0.23% | — | — | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.16% | — | — | |
| 41 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.14% | +0.01% | — | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.11% | -0.03% | — | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.10% | +0.02% | — | |
| 44 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.10% | -0.10% | EXIT | |
| 45 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.08% | +0.01% | — | |
| 46 | WFC | Wells Fargo & Co | Stock-Financials | 0.08% | — | — | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.08% | — | — | |
| 48 | XLF | Ss Financial Select Sector | ETF-Other | 0.07% | — | — | |
| 49 | CARR | Carrier Global CORP | Stock-Industrials | 0.07% | +0.02% | — | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.06% | +0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | T | At&t Inc | +1.6% | — | Unchanged |
| 2 | JNJ | Johnson & Johnson | +0.8% | — | Unchanged |
| 3 | UPS | United Parcel Service-cl B | +0.7% | +14.04% | Add |
| 4 | SLB | Slb LTD | +0.5% | — | Unchanged |
| 5 | XOM | Exxon Mobil CORP | +0.4% | — | Unchanged |
| 6 | CAT | Caterpillar Inc | +0.4% | — | Unchanged |
| 7 | DE | Deere & Co | +0.3% | — | Unchanged |
| 8 | NVDA | Nvidia CORP | +0.2% | +84.75% | Add |
| 9 | MRK | Merck & Co. Inc. | +0.2% | — | Unchanged |
| 10 | KO | Coca-cola Co/the | +0.1% | — | Unchanged |
| 11 | VZ | Verizon Communications Inc | +0.1% | — | Unchanged |
| 12 | WASH | Washington Trust Bancorp | +0.1% | — | Unchanged |
| 13 | SHEL | Shell Plc-adr | +0.1% | — | Unchanged |
| 14 | CVX | Chevron CORP | 0% | — | Unchanged |
| 15 | NVS | Novartis Ag-sponsored Adr | 0% | — | Unchanged |
| 16 | 6D8 | Dupont De Nemours Inc | 0% | — | Unchanged |
| 17 | Q | Qnity Electronics Inc | 0% | -23.40% | Trim |
| 18 | RTX | Rtx CORP | — | — | Unchanged |
| 19 | CL | Colgate-palmolive Co | — | — | Unchanged |
| 20 | HWM | Howmet Aerospace Inc | — | — | Unchanged |
| 21 | PEP | Pepsico Inc | — | — | Unchanged |
| 22 | CARR | Carrier Global CORP | — | — | Unchanged |
| 23 | AMGN | Amgen Inc | — | — | Unchanged |
| 24 | IJH | Ishares Core S&p Midcap ETF | — | — | Unchanged |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | — | — | Unchanged |
| 26 | LOW | Lowe's Cos Inc | — | — | Unchanged |
| 27 | CSCO | Cisco Systems Inc | — | — | Unchanged |
| 28 | UNP | Union Pacific CORP | 0% | — | Unchanged |
| 29 | OTIS | Otis Worldwide CORP | 0% | — | Unchanged |
| 30 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 31 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | — | Unchanged |
| 32 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 33 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 34 | IWM | Ishares Russell 2000 ETF | 0% | — | Unchanged |
| 35 | WFC | Wells Fargo & Co | 0% | — | Unchanged |
| 36 | XLF | Ss Financial Select Sector | 0% | — | Unchanged |
| 37 | HD | Home Depot Inc | 0% | — | Unchanged |
| 38 | MCD | Mcdonald's CORP | 0% | — | Unchanged |
| 39 | PG | Procter & Gamble Co/the | 0% | — | Unchanged |
| 40 | RSP | Invesco S&p 500 Equal Weight | 0% | — | Unchanged |
| 41 | KD | Kyndryl Holdings Inc | 0% | +100.00% | Add |
| 42 | MDT | Medtronic plc | -0.1% | — | Unchanged |
| 43 | EMR | Emerson Electric Co | -0.1% | — | Unchanged |
| 44 | UL | Unilever Plc-sponsored Adr | -0.1% | — | Unchanged |
| 45 | LLY | Eli Lilly & Co | -0.1% | — | Unchanged |
| 46 | MMM | 3m Co | -0.1% | — | Unchanged |
| 47 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -5.80% | Trim |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -3.21% | Trim |
| 49 | ABT | Abbott Laboratories | -0.2% | — | Unchanged |
| 50 | AAPL | Apple Inc | -0.2% | — | Unchanged |
According to official SEC Form 13F filings, Drexel Morgan & Co. reported a total U.S. public equity portfolio value of $718.8M across 60 disclosed positions in Q1 2026.
During Q1 2026, Drexel Morgan & Co.'s top holdings by market value included T (18.4%)、UPS (11.7%)、JNJ (7.8%). The largest single position, T, represented 18.4% of total portfolio value.
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Top New Position Initiated
CPB
市值: $22.3M
Top Position Liquidated / Trimmed
SPY
前期市值: $7.4M
In Q1 2026, Drexel Morgan & Co. made 10 total portfolio adjustments, initiating 3 new buys, adding to 4 positions, trimming 3 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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