Fund HoldingsDrexel Morgan & Co.

Total Portfolio Value
$476.49M
Total Bought
$14.42M
Total Sold
$27.55M
Net Transaction
-$13.13M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
UNITED PARCEL SERVICE INC(UPS)109,765209,765+100,00013,84123,0724.84%+9,231
JOHNSON & JOHNSON(JNJ)216,257216,257031,27535,8647.53%+4,589
COCA COLA CO(KO)456,411456,411028,41632,6886.86%+4,272
INTERNATIONAL BUSINESS MACHS(IBM)139,735139,735030,71834,7477.29%+4,029
DEERE & CO(DE)28,06528,065011,89113,1722.76%+1,281
SCHLUMBERGER LTD(SLB)342,412342,412013,12814,3133.00%+1,185
EXXON MOBIL CORP68,68068,68007,3888,1681.71%+780
ABBOTT LABS34,18134,18103,8664,5340.95%+668
JPMORGAN CHASE & CO.(JPM)113,589113,589027,22827,8635.85%+635
3M CO(MMM)23,12223,12202,9853,3960.71%+411
SHELL PLC(SHEL)38,54438,54402,4152,8250.59%+410
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
13,00015,215+2,2152,2782,6360.55%+358
RTX CORPORATION(RTX)18,29018,29002,1172,4230.51%+306
MCDONALDS CORP(MCD)12,57912,57903,6473,9290.82%+283
FORD MTR CO(F)2,100,0002,100,000020,79021,0634.42%+273
AMGEN INC(AMGN)0750+75002340.05%+234
MEDTRONIC PLC(MDT)21,54621,54601,7211,9360.41%+215
UNION PAC CORP(UNP)19,37319,37304,4184,5770.96%+159
NOVARTIS AG(NVS)9,7209,72009461,0840.23%+138
ELI LILLY & CO(LLY)2,1342,13401,6471,7620.37%+115
UNILEVER PLC(UL)31,37231,37201,7791,8680.39%+89
PROCTER AND GAMBLE CO(PG)29,59029,59004,9615,0431.06%+82
COLGATE PALMOLIVE CO(CL)28,82028,82002,6202,7000.57%+80
CHEVRON CORP NEW(CVX)3,5003,50005075860.12%+79
ABBVIE INC(ABBV)1,9001,90003383980.08%+60
HOWMET AEROSPACE INC(HWM)2,5002,50002733240.07%+51
OTIS WORLDWIDE CORP(OTIS)4,2884,28803974430.09%+45
BERKSHIRE HATHAWAY INC DEL50050002272660.06%+40
SELECT SECTOR SPDR TR
ST STR FINL ETF
10,00010,00004834980.10%+15
WELLS FARGO CO NEW(WFC)6,7476,74704744840.10%+10
CISCO SYS INC(CSCO)3,6503,65002162250.05%+9
AUTOMATIC DATA PROCESSING IN70070002052140.04%+9
PEPSICO INC(PEP)2,8002,80004264200.09%-6
SPDR DOW JONES INDL AVERAGE(DIA)2,0002,00008518400.18%-11
LOWES COS INC(LOW)1,0801,08002672520.05%-15
DUPONT DE NEMOURS INC(DD)16,01216,01201,2211,1960.25%-25
ISHARES TR7,7557,75504834530.09%-31
AMAZON COM INC(AMZN)1,4001,40003072660.06%-41
CARRIER GLOBAL CORPORATION(CARR)8,5788,57805865440.11%-42
AT&T INC(T)5,123,3204,123,320-1,000,000116,658116,60724.47%-51
ALPHABET INC(GOOG)1,5201,52002882350.05%-53
ISHARES TR2,8662,86606335720.12%-62
HOME DEPOT INC(HD)3,3003,30001,2841,2090.25%-74
WASHINGTON TR BANCORP INC166,923166,92305,2335,1511.08%-82
NVIDIA CORPORATION(NVDA)1,8000-1,8002420-242
SPDR S&P 500 ETF TR(SPY)10,38610,436+506,0875,8381.23%-249
MERCK & CO INC(MRK)29,29229,29202,9142,6290.55%-285
INVESCO QQQ TR6,9006,90003,5273,2360.68%-292
DISNEY WALT CO(DIS)17,58616,683-9031,9581,6470.35%-312
EMERSON ELEC CO(EMR)29,90429,90403,7063,2790.69%-427
CATERPILLAR INC(CAT)27,88627,886010,1169,1971.93%-919
APPLE INC(AAPL)44,29644,296011,0939,8392.07%-1,253
AMERICAN EXPRESS CO(AXP)45,91845,918013,62812,3542.59%-1,274
MICROSOFT CORP(MSFT)30,12930,129012,69911,3102.37%-1,389
CLEVELAND-CLIFFS INC NEW(CLF)4,300,3954,389,075+88,68040,42436,0787.57%-4,346
CVS HEALTH CORP(CVS)600,1650-600,16526,9410-26,941
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