Holders — by stockHoldings — by fund
Drexel Morgan & Co.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1508512
$718.8M
disclosed book value
60
positions
17.5%
largest position share
Positions, as of 2026-06-30
top 60 of 60 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | TAT&T INC | 6.1M | $125.8M | 17.5% |
| 2 | UPSUNITED PARCEL SVCS INC | 913,465 | $98.2M | 13.7% |
| 3 | JNJJOHNSON & JOHNSON | 216,207 | $54.9M | 7.6% |
| 4 | JPMJPMORGAN CHASE & CO | 163,589 | $53.5M | 7.4% |
| 5 | IBMINTERNATIONAL BUSINESS MACHS | 139,735 | $39.3M | 5.5% |
| 6 | CLFCLEVELAND-CLIFFS INC NEW | 4.0M | $37.6M | 5.2% |
| 7 | KOCOCA COLA CO | 456,411 | $37.1M | 5.2% |
| 8 | AXPAMERICAN EXPRESS CO | 95,918 | $32.4M | 4.5% |
| 9 | CATCATERPILLAR INC | 27,886 | $29.7M | 4.1% |
| 10 | CPBTHE CAMPBELLS COMPANY | 1.0M | $22.3M | 3.1% |
| 11 | DEDEERE & CO | 28,065 | $17.8M | 2.5% |
| 12 | MRKMERCK & CO INC | 132,292 | $17.0M | 2.4% |
| 13 | SLBSLB LIMITED | 345,412 | $16.1M | 2.2% |
| 14 | AAPLAPPLE INC | 44,296 | $12.8M | 1.8% |
| 15 | MSFTMICROSOFT CORP | 30,129 | $11.2M | 1.6% |
| 16 | DISDISNEY WALT CO | 116,683 | $11.2M | 1.6% |
| 17 | WASHWASHINGTON TR BANCORP INC | 300,800 | $11.0M | 1.5% |
| 18 | EXMOCEXXON MOBIL CORP | 68,680 | $9.4M | 1.3% |
| 19 | SPYSTATE STR SPDR S&P 500 ETF T | 10,561 | $7.9M | 1.1% |
| 20 | UNPUNION PAC CORP | 19,373 | $5.3M | 0.7% |
| 21 | QQQINVESCO QQQ TR | 6,500 | $4.8M | 0.7% |
| 22 | VZVERIZON COMMUNICATIONS INC | 105,000 | $4.4M | 0.6% |
| 23 | NVDANVIDIA CORPORATION | 21,800 | $4.4M | 0.6% |
| 24 | PGPROCTER & GAMBLE CO | 29,590 | $4.3M | 0.6% |
| 25 | EMREMERSON ELEC CO | 29,904 | $4.3M | 0.6% |
| 26 | MMM3M CO | 23,122 | $3.7M | 0.5% |
| 27 | RTXRTX CORPORATION | 19,290 | $3.7M | 0.5% |
| 28 | MCDMCDONALDS CORP | 12,579 | $3.4M | 0.5% |
| 29 | RSPINVESCO EXCHANGE TRADED FD T | 15,215 | $3.2M | 0.5% |
| 30 | ABTABBOTT LABORATORIES | 34,181 | $3.1M | 0.4% |
| 31 | SHELSHELL PLC | 38,544 | $3.0M | 0.4% |
| 32 | CLCOLGATE PALMOLIVE CO | 28,820 | $2.6M | 0.4% |
| 33 | LLYELI LILLY & CO | 2,134 | $2.6M | 0.4% |
| 34 | KDKYNDRYL HLDGS INC | 200,000 | $2.3M | 0.3% |
| 35 | TRITHOMSON REUTERS CORP | 24,614 | $2.0M | 0.3% |
| 36 | MEDTRONIC PLC | 21,546 | $1.7M | 0.2% |
| 37 | NVSNOVARTIS AG | 10,720 | $1.7M | 0.2% |
| 38 | ULUNILEVER PLC | 27,881 | $1.7M | 0.2% |
| 39 | HDHOME DEPOT INC | 3,300 | $1.2M | 0.2% |
| 40 | DIASTATE STR SPDR DOW JONES IND | 2,000 | $1.0M | 0.1% |
| 41 | IWMISHARES TR | 2,866 | $861,090 | 0.1% |
| 42 | HWMHOWMET AEROSPACE INC | 2,500 | $672,150 | 0.1% |
| 43 | DDDUPONT DE NEMOURS INC | 4,751 | $644,425 | 0.1% |
| 44 | CARRCARRIER GLOBAL CORPORATION | 8,578 | $629,196 | 0.1% |
| 45 | IJHISHARES TR | 7,755 | $597,988 | 0.1% |
| 46 | CVXCHEVRON CORPORATION | 3,500 | $580,160 | 0.1% |
| 47 | WFCWELLS FARGO & CO | 6,747 | $557,572 | 0.1% |
| 48 | GOOGLALPHABET INC | 1,520 | $543,202 | 0.1% |
| 49 | XLFSELECT SECTOR SPDR TR | 10,000 | $536,100 | 0.1% |
| 50 | QQNITY ELECTRONICS INC | 3,274 | $534,677 | 0.1% |
| 51 | ABBVABBVIE INC | 1,900 | $478,116 | 0.1% |
| 52 | CSCOCISCO SYS INC | 3,650 | $428,729 | 0.1% |
| 53 | PEPPEPSICO INC | 2,700 | $365,580 | 0.1% |
| 54 | AMZNAMAZON COM INC | 1,400 | $333,676 | 0% |
| 55 | OTISOTIS WORLDWIDE CORP | 4,288 | $307,021 | 0% |
| 56 | INTCINTEL CORP | 2,000 | $279,260 | 0% |
| 57 | AMGNAMGEN INC | 750 | $271,590 | 0% |
| 58 | BRK/BBERKSHIRE HATHAWAY INC DEL | 500 | $250,195 | 0% |
| 59 | LOWLOWES COS INC | 1,080 | $238,129 | 0% |
| 60 | WMBWILLIAMS COS INC | 3,000 | $223,020 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.