§ 13F · FUND PROFILE
Drexel Morgan & Co..
AUM · $719M (13F)Positions · 60Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | T | AT&T INC | 6.08M | $126M | 17.5% | +41% |
| 2 | UPS | UNITED PARCEL SVCS INC | 913K | $98M | 13.7% | +12% |
| 3 | JNJ | JOHNSON & JOHNSON | 216K | $55M | 7.6% | ±0% |
| 4 | JPM | JPMORGAN CHASE & CO | 164K | $54M | 7.4% | ±0% |
| 5 | IBM | INTERNATIONAL BUSINESS MACHS | 140K | $39M | 5.5% | ±0% |
| 6 | CLF | CLEVELAND-CLIFFS INC NEW | 4.00M | $38M | 5.2% | +18% |
| 7 | KO | COCA COLA CO | 456K | $37M | 5.2% | ±0% |
| 8 | AXP | AMERICAN EXPRESS CO | 96K | $32M | 4.5% | ±0% |
| 9 | CAT | CATERPILLAR INC | 28K | $30M | 4.1% | ±0% |
| 10 | CPB | THE CAMPBELLS COMPANY | 1.00M | $22M | 3.1% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DREXEL SIGNAL
AC read
Drexel Morgan & Co. is a Other fund managing $719 million in assets. The fund runs a portfolio of 60 positions.
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