Drexel Morgan & Co.
61 holdingsFiling period: 2026-06-30Current AUM: $765.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | T | AT&T Inc | 6.08M | $125.8M | $142.3M | 18.58% | +1.75M | 2026-06-30 |
| 2 | UPS | United Parcel Svcs Inc | 913.5K | $98.2M | $90.0M | 11.75% | +101.0K | 2026-06-30 |
| 3 | JNJ | Johnson & Johnson | 216.2K | $54.9M | $56.1M | 7.32% | -- | 2026-06-30 |
| 4 | JPM | JPMorgan Chase & Co | 163.6K | $53.5M | $54.8M | 7.16% | -- | 2026-06-30 |
| 5 | IBM | International Business Machs | 139.7K | $39.3M | $33.8M | 4.42% | -- | 2026-06-30 |
| 6 | CLF | Cleveland-Cliffs Inc New | 4.00M | $37.6M | $54.6M | 7.13% | +602.4K | 2026-06-30 |
| 7 | KO | Coca Cola Co | 456.4K | $37.1M | $42.7M | 5.57% | -- | 2026-06-30 |
| 8 | AXP | American Express Co | 95.9K | $32.4M | $30.5M | 3.99% | -- | 2026-06-30 |
| 9 | CAT | Caterpillar Inc | 27.9K | $29.7M | $20.2M | 2.64% | -- | 2026-06-30 |
| 10 | CPB | The Campbells Company | 1.00M | $22.3M | $19.9M | 2.59% | -- | 2026-06-30 |
| 11 | DE | Deere & Co | 28.1K | $17.8M | $17.7M | 2.32% | -- | 2026-06-30 |
| 12 | MRK | Merck & Co Inc | 132.3K | $17.0M | $19.6M | 2.56% | -- | 2026-06-30 |
| 13 | SLB | Slb Limited | 345.4K | $16.1M | $17.3M | 2.25% | -- | 2026-06-30 |
| 14 | AAPL | Apple Inc | 44.3K | $12.8M | $15.0M | 1.96% | -- | 2026-06-30 |
| 15 | MSFT | Microsoft Corp | 30.1K | $11.2M | $16.0M | 2.09% | -- | 2026-06-30 |
| 16 | DIS | Disney Walt Co | 116.7K | $11.2M | $13.0M | 1.70% | -- | 2026-06-30 |
| 17 | WASH | Washington TR Bancorp Inc | 300.8K | $11.0M | $11.5M | 1.50% | -- | 2026-06-30 |
| 18 | XOM | Exxon Mobil Corp | 68.7K | $9.4M | $12.2M | 1.60% | -- | 2026-06-30 |
| 19 | XOM | Exxon Mobil Corp | 68.7K | $9.4M | $12.2M | 1.60% | -- | 2026-06-30 |
| 20 | SPY | State Str Spdr S&P 500 ETF T | 10.6K | $7.9M | $8.1M | 1.06% | -- | 2026-06-30 |
| 21 | UNP | Union Pac Corp | 19.4K | $5.3M | $5.6M | 0.73% | -- | 2026-06-30 |
| 22 | QQQ | Invesco Qqq TR | 6.5K | $4.8M | $4.7M | 0.61% | -- | 2026-06-30 |
| 23 | VZ | Verizon Communications Inc | 105.0K | $4.4M | $4.7M | 0.61% | -- | 2026-06-30 |
| 24 | NVDA | NVIDIA Corporation | 21.8K | $4.4M | $4.7M | 0.62% | -- | 2026-06-30 |
| 25 | PG | Procter & Gamble Co | 29.6K | $4.3M | $4.7M | 0.62% | -- | 2026-06-30 |
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