Fund Holdings — Drexel Morgan & Co.

Total Portfolio Value
$636.68M
Total Bought
$59.48M
Total Sold
$7.07M
Net Transaction
+$52.42M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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UNITED PARCEL SERVICE INC(UPS)309,765709,765+400,00031,26859,2879.31%+28,019
CLEVELAND-CLIFFS INC NEW(CLF)5,499,0755,599,075+100,00041,79368,30910.73%+26,516
JOHNSON & JOHNSON(JNJ)216,257216,207-5033,03340,0896.30%+7,056
VERIZON COMMUNICATIONS INC(VZ)5,000105,000+100,0002164,6150.72%+4,398
JPMORGAN CHASE & CO.(JPM)163,589163,589047,42651,6018.10%+4,175
CATERPILLAR INC(CAT)27,88627,886010,82613,3062.09%+2,480
FORD MTR CO(F)2,100,0002,100,000022,78525,1163.94%+2,331
APPLE INC(AAPL)44,29644,29609,08811,2791.77%+2,191
AMERICAN EXPRESS CO(AXP)95,91895,918030,59631,8605.00%+1,264
MERCK & CO INC(MRK)132,292132,292010,47211,1031.74%+631
MICROSOFT CORP(MSFT)30,12930,129014,98615,6052.45%+619
WASHINGTON TR BANCORP INC(WASH)236,923250,800+13,8776,7007,2481.14%+548
SPDR S&P 500 ETF TR(SPY)10,91110,91106,7417,2691.14%+527
RTX CORPORATION(RTX)19,29019,29002,8173,2280.51%+411
EXXON MOBIL CORP68,68068,68007,4047,7441.22%+340
INVESCO QQQ TR6,9006,90003,8064,1430.65%+336
SCHLUMBERGER LTD(SLB)345,412345,412011,67511,8721.86%+197
MEDTRONIC PLC(MDT)21,54621,54601,8782,0520.32%+174
DUPONT DE NEMOURS INC(DD)16,01216,01201,0981,2470.20%+149
MCDONALDS CORP(MCD)12,57912,57903,6753,8230.60%+147
HOME DEPOT INC(HD)3,3003,30001,2101,3370.21%+127
UNION PAC CORP(UNP)19,37319,37304,4574,5790.72%+122
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
15,21515,21502,7652,8860.45%+121
ALPHABET INC(GOOG)1,5201,52002683700.06%+102
ABBVIE INC(ABBV)1,9001,90003534400.07%+87
NOVARTIS AG(NVS)10,72010,72001,2971,3750.22%+78
ISHARES TR2,8662,86606186930.11%+75
3M CO(MMM)23,12223,12203,5203,5880.56%+68
NVIDIA CORPORATION(NVDA)1,8001,80002843360.05%+51
SPDR DOW JONES INDL AVERAGE(DIA)2,0002,00008819270.15%+46
SHELL PLC(SHEL)38,54438,54402,7142,7570.43%+43
CHEVRON CORP NEW(CVX)3,5003,50005015440.09%+42
LOWES COS INC(LOW)1,0801,08002402710.04%+32
HOWMET AEROSPACE INC(HWM)2,5002,50004654910.08%+25
ISHARES TR7,7557,75504815060.08%+25
WELLS FARGO CO NEW(WFC)6,7476,74705415660.09%+25
SELECT SECTOR SPDR TR
ST STR FINL ETF
10,00010,00005245390.08%+15
PEPSICO INC(PEP)2,8002,700-1003703790.06%+9
BERKSHIRE HATHAWAY INC DEL50050002432510.04%+8
AMGEN INC(AMGN)75075002092120.03%+2
AMAZON COM INC(AMZN)1,4001,40003073070.05%0
CISCO SYS INC(CSCO)3,6503,65002532500.04%-4
AUTOMATIC DATA PROCESSING IN70070002162050.03%-10
OTIS WORLDWIDE CORP(OTIS)4,2884,28804253920.06%-33
ELI LILLY & CO(LLY)2,1342,13401,6641,6280.26%-35
UNILEVER PLC(UL)31,37231,37201,9191,8600.29%-59
EMERSON ELEC CO(EMR)29,90429,90403,9873,9230.62%-64
ABBOTT LABS34,18134,18104,6494,5780.72%-71
CARRIER GLOBAL CORPORATION(CARR)8,5788,57806285120.08%-116
PROCTER AND GAMBLE CO(PG)29,59029,59004,7144,5470.71%-168
COLGATE PALMOLIVE CO(CL)28,82028,82002,6202,3040.36%-316
DISNEY WALT CO(DIS)116,683116,683014,47013,3602.10%-1,110
DEERE & CO(DE)28,06528,065014,27112,8332.02%-1,438
INTERNATIONAL BUSINESS MACHS(IBM)139,735139,735041,19139,4286.19%-1,763
COCA COLA CO(KO)456,411456,411032,29130,2694.75%-2,022
AT&T INC(T)4,123,3204,123,3200119,329116,44318.29%-2,886
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Drexel Morgan & Co. — 13F Holdings — Q3 2025 | TickerTrail