Drexel Morgan & Co.

CIK

1508512

Location

RADNOR, PA

Portfolio Value

Micro $65,718,026

Diversification

Diversified

Filing Date

Global Rank

#2,221 / 8,586 ▲ 123

Top Industry

Telecom Services 19.6%

3Y Alpha vs SPY

-6.7%

Period ended 3 months ago

Filed May 11, 2026 · 36d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+50.3%

SPY

+78.1%

Annualised alpha

-6.7%

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, 2025

Top 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	Positions
Communication Services	21.0%	$142,287,044	4
Industrials	19.9%	$134,829,520	11
Financial Services	13.0%	$87,976,112	5
Healthcare	11.6%	$78,416,753	8
Consumer Defensive	9.7%	$65,718,026	6
Technology	9.4%	$63,351,975	7
Energy	5.0%	$33,930,052	5
Consumer Cyclical	4.4%	$29,775,524	5
Basic Materials	4.3%	$29,363,130	2
Unclassified	1.7%	$11,546,290	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
CLF	Cleveland-Cliffs Inc.	+443,056	3,397,625	$28,709,931
UPS	United Parcel Service Inc	+100,000	812,440	$79,927,847
KD	Kyndryl Holdings, Inc.	+100,000	200,000	$2,624,000
NVDA	Nvidia Corp	+10,000	21,800	$3,801,920
No positions match the current search.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
Q	Qnity Electronics, Inc.	−1,000	3,274	$377,754
QQQ	Invesco Qqq Trust, Series 1	−400	6,500	$3,751,670
SPY	Spdr S&P 500 ETF Trust	−350	10,561	$6,868,240
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
CPB	CAMPBELL'S Co	1,000,000	$22,270,000
TRI	Thomson Reuters Corp /Can/	25,000	$2,249,500
WMB	Williams Companies, Inc.	3,000	$218,340
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

6 positions · $65,718,026 total · Consumer Defensive only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
PEP	Pepsico Inc Consumer Defensive	Held	2,700	0	$419,283	+8.2%	0.64%
UL	Unilever PLC Consumer Defensive	Held	27,881	0	$1,588,380	−12.9%	2.42%
CL	Colgate Palmolive Co Consumer Defensive	Held	28,820	0	$2,456,328	+7.9%	3.74%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	29,590	0	$4,273,979	+0.8%	6.50%
CPB	CAMPBELL'S Co Consumer Defensive	NEW	1,000,000	NEW	$22,270,000	NEW	33.89%
KO	Coca Cola Co Consumer Defensive	Held	456,411	0	$34,710,056	+8.8%	52.82%