Drexel Morgan & Co.
Filing Date
Global Rank
#1,942
/ 8,232
▲ 207
Top Industry
Telecom Services
19.6%
3Y Alpha vs SPY
-6.1%
Period ended 2 months ago
Filed May 11, 2026 · 34d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+51.0%
SPY
+76.3%
Annualised alpha
-6.1%
Max drawdown
−12.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
56 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
18.5%
+1.6 pts
Top 5
50.3%
+0.4 pts
Top 10
70.7%
−2.9 pts
HHI
750
Diversified+21
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Communication Services | 21.0% | $142,287,044 |
| Industrials | 19.9% | $134,829,520 |
| Financial Services | 13.0% | $87,976,112 |
| Healthcare | 11.6% | $78,416,753 |
| Consumer Defensive | 9.7% | $65,718,026 |
| Technology | 9.4% | $63,351,975 |
| Energy | 5.0% | $33,930,052 |
| Consumer Cyclical | 4.4% | $29,775,524 |
| Basic Materials | 4.3% | $29,363,130 |
| Unclassified | 1.7% | $11,546,290 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
4 positions
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
56 positions ·
$677,194,426 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Showing 1–50
of 56 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| T |
At&T Inc.
Communication Services
|
Held | 4,323,320 | $125,333,046 | 18.51% | |
| UPS |
United Parcel Service Inc
Industrials
|
Added | 812,440 | $79,927,847 | 11.80% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 216,207 | $52,849,639 | 7.80% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 163,589 | $48,121,340 | 7.11% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 456,411 | $34,710,056 | 5.13% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 139,735 | $33,870,366 | 5.00% | |
| AXP |
American Express Co
Financial Services
|
Held | 95,918 | $29,013,276 | 4.28% | |
| CLF |
Cleveland-Cliffs Inc.
Basic Materials
|
Added | 3,397,625 | $28,709,931 | 4.24% | |
| F |
Ford Motor Co
Consumer Cyclical
|
Held | 2,100,000 | $24,234,000 | 3.58% | |
| CPB |
CAMPBELL'S Co
Consumer Defensive
|
NEW | 1,000,000 | $22,270,000 | 3.29% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 27,886 | $19,756,115 | 2.92% | |
| SLB |
Slb Limited/Nv
Energy
|
Held | 345,412 | $17,750,722 | 2.62% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Held | 132,292 | $15,913,404 | 2.35% | |
| DE |
Deere & Co
Industrials
|
Held | 28,065 | $15,809,014 | 2.33% | |
| XOM |
Exxon Mobil Corp
Energy
|
Held | 68,680 | $11,652,248 | 1.72% | |
| DIS |
Walt Disney Co
Communication Services
|
Held | 116,683 | $11,245,907 | 1.66% | |
| AAPL |
Apple Inc.
Technology
|
Held | 44,296 | $11,241,881 | 1.66% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 30,129 | $11,152,851 | 1.65% | |
| WASH |
Washington Trust Bancorp Inc
Financial Services
|
Held | 300,800 | $10,064,768 | 1.49% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 10,561 | $6,868,240 | 1.01% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Held | 105,000 | $5,271,000 | 0.78% | |
| UNP |
Union Pacific Corp
Industrials
|
Held | 19,373 | $4,700,277 | 0.69% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 29,590 | $4,273,979 | 0.63% | |
| EMR |
Emerson Electric Co
Industrials
|
Held | 29,904 | $3,918,022 | 0.58% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 12,579 | $3,909,427 | 0.58% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 21,800 | $3,801,920 | 0.56% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 6,500 | $3,751,670 | 0.55% | |
| RTX |
RTX Corp
Industrials
|
Held | 19,290 | $3,721,041 | 0.55% | |
| SHEL |
Shell plc
Energy
|
Held | 38,544 | $3,584,592 | 0.53% | |
| ABT |
Abbott Laboratories
Healthcare
|
Held | 34,181 | $3,509,363 | 0.52% | |
| MMM |
3M Co
Industrials
|
Held | 23,122 | $3,358,008 | 0.50% | |
| KD |
Kyndryl Holdings, Inc.
Technology
|
Added | 200,000 | $2,624,000 | 0.39% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Held | 28,820 | $2,456,328 | 0.36% | |
| TRI |
Thomson Reuters Corp /Can/
Industrials
|
NEW | 25,000 | $2,249,500 | 0.33% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 2,134 | $1,962,789 | 0.29% | |
| MDT |
Medtronic plc
Healthcare
|
Held | 21,546 | $1,866,960 | 0.28% | |
| NVS |
Novartis AG
Healthcare
|
Held | 10,720 | $1,637,480 | 0.24% | |
| UL |
Unilever PLC
Consumer Defensive
|
Held | 27,881 | $1,588,380 | 0.23% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Held | 3,300 | $1,085,337 | 0.16% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Held | 2,000 | $926,380 | 0.14% | |
| CVX |
Chevron Corp
Energy
|
Held | 3,500 | $724,150 | 0.11% | |
| DD |
DuPont de Nemours, Inc.
Basic Materials
|
Held | 14,262 | $653,199 | 0.10% | |
| HWM |
Howmet Aerospace Inc.
Industrials
|
Held | 2,500 | $576,150 | 0.09% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Held | 6,747 | $537,128 | 0.08% | |
| CARR |
CARRIER GLOBAL Corp
Industrials
|
Held | 8,578 | $483,027 | 0.07% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 1,520 | $437,091 | 0.06% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 2,700 | $419,283 | 0.06% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 1,900 | $413,231 | 0.06% | |
| Q |
Qnity Electronics, Inc.
Technology
|
Reduced | 3,274 | $377,754 | 0.06% | |
| OTIS |
Otis Worldwide Corp
Industrials
|
Held | 4,288 | $330,519 | 0.05% |