Fund HoldingsDrexel Morgan & Co.

Total Portfolio Value
$367.54M
Total Bought
$5.63M
Total Sold
$5.00M
Net Transaction
+$630.5K
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
SCHLUMBERGER(SLB)339,412339,412016,67219,7885.38%+3,116
INTERNATIONAL BUSINESS MACHINES(IBM)139,735139,735018,69819,6055.33%+907
CATERPILLAR INC(CAT)17,74617,74604,3664,8451.32%+478
EXXON MOBIL CORP37,48037,930+4504,0204,4601.21%+440
WELLS FARGO CO(WFC)06,747+6,74702760.08%+276
AMGEN INC(AMGN)0750+75002020.05%+202
ABBVIE INC.(ABBV)01,350+1,35002010.05%+201
EMERSON ELECTRIC CO(EMR)29,48929,48902,6662,8480.77%+182
SHELL PLC - ADR(SHEL)38,54438,54402,3272,4810.68%+154
LILLY, ELI & COMPANY(LLY)2,0002,00009381,0740.29%+136
CVS HEALTH CORPORATION(CVS)100,000100,00006,9136,9821.90%+69
DUPONT DE NEMOURS INC(DD)15,19415,19401,0851,1330.31%+48
KYNDRYL HOLDINGS INC(KD)25,98425,98403453920.11%+47
CARRIER GLOBAL CORP(CARR)8,5788,57804264740.13%+47
CHEVRON CORPORATION(CVX)2,5002,50003934220.11%+28
AT&T INC(T)4,818,8845,118,884+300,00076,86176,88620.92%+24
NOVARTIS AG - ADR(NVS)9,7209,72009819900.27%+9
SPDR FINANCIAL SELECT
ST STR FINL ETF
10,00010,00003373320.09%-5
UNION PACIFIC CORP(UNP)17,70317,70303,6223,6050.98%-18
SPDR DOW JONES INDUSTRIAL AVERAGE ETF(DIA)2,0002,00006886700.18%-18
LOWES COS INC(LOW)1,0001,00002262080.06%-18
HOME DEPOT INC(HD)3,4003,40001,0561,0270.28%-29
OTIS WORLDWIDE CORP(OTIS)4,2884,28803823440.09%-37
PEPSICO INC(PEP)2,5002,50004634240.12%-39
J.P. MORGAN CHASE & CO(JPM)112,950112,950016,42716,3804.46%-47
WASHINGTON TR BANCORP INC136,123136,12303,6493,5840.98%-65
INVESCO QQQ TRUST SERIES 16,9006,90002,5492,4720.67%-77
3M COMPANY(MMM)11,96111,96101,1971,1200.30%-77
UNILEVER PLC SPONSORED ADR(UL)31,37231,37201,6351,5500.42%-86
COLGATE-PALMOLIVE CO(CL)28,14528,820+6752,1682,0490.56%-119
DISNEY WALT PRODUCTIONS(DIS)16,58616,58601,4811,3440.37%-137
MEDTRONIC PLC(MDT)20,70121,326+6251,8241,6710.45%-153
SPDR TR UNIT SER 1(SPY)9,9669,96604,4184,2601.16%-157
PROCTER & GAMBLE(PG)29,23629,23604,4364,2641.16%-172
MERCK & CO(MRK)26,12326,598+4753,0142,7380.75%-276
ABBOTT LABS32,92432,92403,5893,1890.87%-401
MCDONALDS CORP(MCD)11,95311,95303,5673,1490.86%-418
DEERE & CO.(DE)16,06516,06506,5096,0631.65%-447
RAYTHEON TECHNOLOGIES CORP(RTX)17,66317,66301,7301,2710.35%-459
MICROSOFT CORP(MSFT)30,06930,069010,2409,4942.58%-745
AMERICAN EXPRESS CO(AXP)35,91835,91806,2575,3591.46%-898
APPLE INC(AAPL)43,78143,78108,4927,4962.04%-996
COCA-COLA CO(KO)454,901455,751+85027,39425,5136.94%-1,881
JOHNSON & JOHNSON(JNJ)215,697215,997+30035,70233,6429.15%-2,061
FORD MOTOR CO(F)1,000,0001,000,000015,13012,4203.38%-2,710
CLEVELAND-CLIFFS INC(CLF)2,995,2102,995,210050,20046,81512.74%-3,385
WARNER BROS DISCOVERY INC(WBD)2,028,4592,028,459025,43722,0295.99%-3,408
UNITED STATES STEEL CORP200,0000-200,0005,0020-5,002
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