Drexel Morgan & Co.
CIK: 0001508512SEC EDGAR →
Portfolio Value
$639K
Holdings
57
As of
Q4 2025
New Positions
0
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | AT&T INC | 4,323,320 | $107K | 16.81% |
| 2 | UNITED PARCEL SERVICE INC | 712,440 | $71K | 11.06% |
| 3 | JPMORGAN CHASE & CO. | 163,589 | $53K | 8.25% |
| 4 | JOHNSON & JOHNSON | 216,207 | $45K | 7.00% |
| 5 | INTERNATIONAL BUSINESS MACHS | 139,735 | $41K | 6.48% |
| 6 | CLEVELAND-CLIFFS INC NEW | 2,954,569 | $39K | 6.14% |
| 7 | AMERICAN EXPRESS CO | 95,918 | $35K | 5.55% |
| 8 | COCA COLA CO | 456,411 | $32K | 4.99% |
| 9 | FORD MTR CO | 2,100,000 | $28K | 4.31% |
| 10 | CATERPILLAR INC | 27,886 | $16K | 2.50% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Communication Services | 3 | $121K | 19.0% |
| Industrials | 10 | $117K | 18.3% |
| Financial Services | 11 | $115K | 18.0% |
| Technology | 7 | $73K | 11.5% |
| Healthcare | 7 | $68K | 10.6% |
| Consumer Defensive | 5 | $41K | 6.4% |
| Basic Materials | 2 | $40K | 6.2% |
| Consumer Cyclical | 5 | $33K | 5.2% |
| Energy | 4 | $25K | 3.9% |
| Unknown | 3 | $6K | 0.9% |