§ 13F · FUND PROFILE
Drexel Morgan & Co..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $637M (13F)Positions · 56Turnover · — · Q1Filed · May 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$25M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | T | AT&T INC | 4.32M | $125M | 18.4% | ±0% |
| 2 | UPS | UNITED PARCEL SVCS INC | 812K | $80M | 11.7% | +14% |
| 3 | JNJ | JOHNSON & JOHNSON | 216K | $53M | 7.8% | ±0% |
| 4 | JPM | JPMORGAN CHASE & CO | 164K | $48M | 7.1% | ±0% |
| 5 | KO | COCA COLA CO | 456K | $35M | 5.1% | ±0% |
| 6 | IBM | INTERNATIONAL BUSINESS MACHS | 140K | $34M | 5.0% | ±0% |
| 7 | AXP | AMERICAN EXPRESS CO | 96K | $29M | 4.3% | ±0% |
| 8 | CLF | CLEVELAND-CLIFFS INC NEW | 3.40M | $29M | 4.2% | +15% |
| 9 | F | FORD MTR CO | 2.10M | $24M | 3.6% | ±0% |
| 10 | CPB | THE CAMPBELLS COMPANY | 1.00M | $22M | 3.3% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DREXEL SIGNAL
AC read
Drexel Morgan & Co. is a Other fund managing $637 million in assets. The fund runs a portfolio of 56 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed