Drexel Morgan & Co. Portfolio Holdings

Drexel Morgan & Co.

$476 Million
Q1 2025

Drexel Morgan & Co. has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $476 Million distributed in 54 stocks.

Among their holdings, we can observe that their the top five positions include companies like: At&T Inc. with a value of $117M, Cleveland Cliffs Inc. with a value of $36.1M, Johnson & Johnson with a value of $35.9M, International Business Machines Corp with a value of $34.7M, and Coca Cola CO with a value of $32.7M.

Examining the 13F form we can see an decrease of $8.28M in the current position value, from $485M to 476M.

Drexel Morgan & Co. is based out at Radnor, PA

Below you can find more details about Drexel Morgan & Co. portfolio as well as his latest detailed transactions.

Portfolio value $476 Million

Communication Services: $118 Million

Industrials: $60.6 Million

Technology: $56.1 Million

Healthcare: $48.4 Million

Financial Services: $46.1 Million

Consumer Defensive: $42.7 Million

Basic Materials: $37.3 Million

Consumer Cyclical: $26.7 Million

Other: $40 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
T At&T Inc. Communication Services	$199B	$117 Million 24.47% of portfolio	4,123,320	Q1 2025 Reduced 19.52%
UPS United Parcel Service Inc Industrials	$73.7B	$23.1 Million 4.84% of portfolio	209,765	Q1 2025 Added 91.1%
F Ford Motor CO Consumer Cyclical	$41.9B	$21.1 Million 4.42% of portfolio	2,100,000	Q3 2024 Added 31.25%
SLB Schlumberger Limited Energy	$50.9B	$14.3 Million 3.0% of portfolio	342,412	Q2 2024 Added 0.66%
DE Deere & CO Industrials	$158B	$13.2 Million 2.76% of portfolio	28,065	Q2 2024 Added 7.59%
CAT Caterpillar Inc Industrials	$191B	$9.2 Million 1.93% of portfolio	27,886	Q1 2024 Added 0.5%
UNP Union Pacific Corp Industrials	$138B	$4.58 Million 0.96% of portfolio	19,373	Q2 2024 Added 8.39%
MMM 3 M CO Industrials	$80.2B	$3.4 Million 0.71% of portfolio	23,122	Q2 2024 Added 9.47%
EMR Emerson Electric CO Industrials	$76.1B	$3.28 Million 0.69% of portfolio	29,904	Q1 2024 Added 1.41%
CL Colgate Palmolive CO Consumer Defensive	$75.2B	$2.7 Million 0.57% of portfolio	28,820	Q3 2023 Added 2.4%
MDT Medtronic PLC Healthcare	$117B	$1.94 Million 0.41% of portfolio	21,546	Q1 2024 Added 1.03%
UL Unilever PLC Consumer Defensive	$159B	$1.87 Million 0.39% of portfolio	31,372	Q2 2024 Reduced 1.1%
DD Du Pont De Nemours, Inc. Basic Materials	$34.1B	$1.2 Million 0.25% of portfolio	16,012	Q2 2024 Added 1.85%
CARR Carrier Global Corp Industrials	$59.4B	$543,000 0.11% of portfolio	8,578	Q1 2021 Reduced 0.03%
PEP Pepsico Inc Consumer Defensive	$181B	$419,000 0.09% of portfolio	2,800	Q1 2024 Added 7.69%
OTIS Otis Worldwide Corp Industrials	$40.2B	$442,000 0.09% of portfolio	4,288	Q1 2021 Reduced 0.02%
HWM Howmet Aerospace Inc. Industrials	$71.3B	$324,000 0.07% of portfolio	2,500	Q3 2024 New
LOW Lowes Companies Inc Consumer Cyclical	$134B	$251,000 0.05% of portfolio	1,080	Q1 2024 Added 8.0%
AMGN Amgen Inc Healthcare	$158B	$233,000 0.05% of portfolio	750	Q1 2025 New
ADP Automatic Data Processing Inc Industrials	$128B	$213,000 0.04% of portfolio	700	Q4 2024 New

Summary

Portfolio
No. of Stocks 54
Current Value $476 Million
Prior Value $485 Million
Filing
Period Q1 2025
Filing Date May 08, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 1 stocks
Additional Purchases 4 stocks
Sold out of 0 stocks
Reduced holdings in 2 stocks

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