Drexel Morgan & Co.
Drexel Morgan & Co. reported 60 holdings worth US$719M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Drexel Morgan & Co. reported 60 holdings worth US$719M as of Jun 30, 2026. Largest: At&t Inc., United Parcel Service, Inc. and Johnson & Johnson. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 60
- Value as reported
- US$719M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| At&t Inc. | 6.08M | US$126M | 17.5% |
| United Parcel Service, Inc. | 913K | US$98.2M | 13.7% |
| Johnson & Johnson | 216K | US$54.9M | 7.6% |
| Jp Morgan Chase & Co. | 164K | US$53.5M | 7.4% |
| International Business Machines Corporation | 140K | US$39.3M | 5.5% |
| Cleveland-cliffs Inc. | 4M | US$37.6M | 5.2% |
| Coca-cola Company (the) | 456K | US$37.1M | 5.2% |
| American Express Company | 95,918 | US$32.4M | 4.5% |
| Caterpillar, Inc. | 27,886 | US$29.7M | 4.1% |
| The Campbell's Company | 1M | US$22.3M | 3.1% |
| Deere & Company | 28,065 | US$17.8M | 2.5% |
| Merck & Company, Inc. | 132K | US$17M | 2.4% |
| Apple Inc | 44,296 | US$12.8M | 1.8% |
| Microsoft Corp. | 30,129 | US$11.2M | 1.6% |
| Walt Disney Company (the) | 117K | US$11.2M | 1.6% |
| Washington Trust Bancorp, Inc. | 301K | US$11M | 1.5% |
| Exxon Mobil Corporation | 68,680 | US$9.39M | 1.3% |
| Union Pacific Corporation | 19,373 | US$5.27M | 0.73% |
| Verizon Communications Inc. | 105K | US$4.45M | 0.62% |
| Nvidia Corporation | 21,800 | US$4.36M | 0.61% |
| Procter & Gamble Company (the) | 29,590 | US$4.34M | 0.60% |
| Emerson Electric Company | 29,904 | US$4.28M | 0.60% |
| 3m Company | 23,122 | US$3.74M | 0.52% |
| Rtx Corporation | 19,290 | US$3.66M | 0.51% |
| Mcdonald's Corporation | 12,579 | US$3.4M | 0.47% |
| Abbott Laboratories | 34,181 | US$3.1M | 0.43% |
| Shell Plc | 38,544 | US$2.99M | 0.42% |
| Colgate-palmolive Company | 28,820 | US$2.64M | 0.37% |
| Eli Lilly And Company | 2,134 | US$2.56M | 0.36% |
| Kyndryl Holdings, Inc. | 200K | US$2.26M | 0.31% |
| Thomson Reuters Corporation | 24,614 | US$2.01M | 0.28% |
| Novartis Ag | 10,720 | US$1.68M | 0.23% |
| Unilever Plc | 27,881 | US$1.68M | 0.23% |
| Home Depot, Inc. (the) | 3,300 | US$1.16M | 0.16% |
| Howmet Aerospace Inc. | 2,500 | US$672K | 0.09% |
| Carrier Global Corporation | 8,578 | US$629K | 0.09% |
| Chevron Corporation | 3,500 | US$580K | 0.08% |
| Wells Fargo & Company | 6,747 | US$558K | 0.08% |
| Alphabet Inc (google) Class C | 1,520 | US$543K | 0.08% |
| Qnity Electronics, Inc. | 3,274 | US$535K | 0.07% |
| Abbvie Inc. | 1,900 | US$478K | 0.07% |
| Cisco Systems, Inc. | 3,650 | US$429K | 0.06% |
| Pepsico, Inc. | 2,700 | US$366K | 0.05% |
| Amazon.com, Inc. | 1,400 | US$334K | 0.05% |
| Otis Worldwide Corporation | 4,288 | US$307K | 0.04% |
| Intel Corporation | 2,000 | US$279K | 0.04% |
| Amgen Inc. | 750 | US$272K | 0.04% |
| Berkshire Hathaway Inc. | 500 | US$250K | 0.03% |
| Lowe's Companies, Inc. | 1,080 | US$238K | 0.03% |
| Williams Companies, Inc. (the) | 3,000 | US$223K | 0.03% |
| Dupont De Nemours, Inc. | 0 | US$0 | 0.00% |
| Ford Mtr Co Del | 0 | US$0 | 0.00% |
Source
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