Fund HoldingsDrexel Morgan & Co.

Total Portfolio Value
$563.16M
Total Bought
$78.58M
Total Sold
$0
Net Transaction
+$78.58M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
JPMORGAN CHASE & CO.(JPM)113,589163,589+50,00027,86347,4268.42%+19,563
AMERICAN EXPRESS CO(AXP)45,91895,918+50,00012,35430,5965.43%+18,242
DISNEY WALT CO(DIS)16,683116,683+100,0001,64714,4702.57%+12,823
UNITED PARCEL SERVICE INC(UPS)209,765309,765+100,00023,07231,2685.55%+8,196
MERCK & CO INC(MRK)29,292132,292+103,0002,62910,4721.86%+7,843
INTERNATIONAL BUSINESS MACHS(IBM)139,735139,735034,74741,1917.31%+6,445
CLEVELAND-CLIFFS INC NEW(CLF)4,389,0755,499,075+1,110,00036,07841,7937.42%+5,715
MICROSOFT CORP(MSFT)30,12930,129011,31014,9862.66%+3,676
AT&T INC(T)4,123,3204,123,3200116,607119,32921.19%+2,721
FORD MTR CO(F)2,100,0002,100,000021,06322,7854.05%+1,722
CATERPILLAR INC(CAT)27,88627,88609,19710,8261.92%+1,629
WASHINGTON TR BANCORP INC166,923236,923+70,0005,1516,7001.19%+1,549
DEERE & CO(DE)28,06528,065013,17214,2712.53%+1,098
SPDR S&P 500 ETF TR(SPY)10,43610,911+4755,8386,7411.20%+904
EMERSON ELEC CO(EMR)29,90429,90403,2793,9870.71%+708
INVESCO QQQ TR6,9006,90003,2363,8060.68%+571
RTX CORPORATION(RTX)18,29019,290+1,0002,4232,8170.50%+394
NVIDIA CORPORATION(NVDA)01,800+1,80002840.05%+284
VERIZON COMMUNICATIONS INC(VZ)05,000+5,00002160.04%+216
NOVARTIS AG(NVS)9,72010,720+1,0001,0841,2970.23%+214
HOWMET AEROSPACE INC(HWM)2,5002,50003244650.08%+141
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
15,21515,21502,6362,7650.49%+129
3M CO(MMM)23,12223,12203,3963,5200.63%+124
ABBOTT LABS34,18134,18104,5344,6490.83%+115
CARRIER GLOBAL CORPORATION(CARR)8,5788,57805446280.11%+84
WELLS FARGO CO NEW(WFC)6,7476,74704845410.10%+56
UNILEVER PLC(UL)31,37231,37201,8681,9190.34%+51
ISHARES TR2,8662,86605726180.11%+47
SPDR DOW JONES INDL AVERAGE(DIA)2,0002,00008408810.16%+42
AMAZON COM INC(AMZN)1,4001,40002663070.05%+41
ALPHABET INC(GOOG)1,5201,52002352680.05%+33
ISHARES TR7,7557,75504534810.09%+28
CISCO SYS INC(CSCO)3,6503,65002252530.04%+28
SELECT SECTOR SPDR TR
ST STR FINL ETF
10,00010,00004985240.09%+26
AUTOMATIC DATA PROCESSING IN70070002142160.04%+2
HOME DEPOT INC(HD)3,3003,30001,2091,2100.21%0
LOWES COS INC(LOW)1,0801,08002522400.04%-12
OTIS WORLDWIDE CORP(OTIS)4,2884,28804434250.08%-18
BERKSHIRE HATHAWAY INC DEL50050002662430.04%-23
AMGEN INC(AMGN)75075002342090.04%-24
ABBVIE INC(ABBV)1,9001,90003983530.06%-45
PEPSICO INC(PEP)2,8002,80004203700.07%-50
MEDTRONIC PLC(MDT)21,54621,54601,9361,8780.33%-58
COLGATE PALMOLIVE CO(CL)28,82028,82002,7002,6200.47%-81
CHEVRON CORP NEW(CVX)3,5003,50005865010.09%-84
DUPONT DE NEMOURS INC(DD)16,01216,01201,1961,0980.20%-98
ELI LILLY & CO(LLY)2,1342,13401,7621,6640.30%-99
SHELL PLC(SHEL)38,54438,54402,8252,7140.48%-111
UNION PAC CORP(UNP)19,37319,37304,5774,4570.79%-119
MCDONALDS CORP(MCD)12,57912,57903,9293,6750.65%-254
PROCTER AND GAMBLE CO(PG)29,59029,59005,0434,7140.84%-328
COCA COLA CO(KO)456,411456,411032,68832,2915.73%-397
APPLE INC(AAPL)44,29644,29609,8399,0881.61%-751
EXXON MOBIL CORP68,68068,68008,1687,4041.31%-764
SCHLUMBERGER LTD(SLB)342,412345,412+3,00014,31311,6752.07%-2,638
JOHNSON & JOHNSON(JNJ)216,257216,257035,86433,0335.87%-2,831
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