Drexel Morgan & Co.
Top Portfolio Positions
55 positions ·
$676,954,826 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| T |
At&T Inc.
Communication Services
|
4,323,320 | $125,333,046 | 18.51% |
| UPS |
United Parcel Service Inc
Industrials
|
812,440 | $79,927,847 | 11.81% |
| JNJ |
Johnson & Johnson
Healthcare
|
216,207 | $52,849,639 | 7.81% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
163,589 | $48,121,340 | 7.11% |
| KO |
Coca Cola Co
Consumer Defensive
|
456,411 | $34,710,056 | 5.13% |
| IBM |
International Business Machines Corp
Technology
|
139,735 | $33,870,366 | 5.00% |
| AXP |
American Express Co
Financial Services
|
95,918 | $29,013,276 | 4.29% |
| CLF |
Cleveland-Cliffs Inc.
Basic Materials
|
3,397,625 | $28,709,931 | 4.24% |
| F |
Ford Motor Co
Consumer Cyclical
|
2,100,000 | $24,234,000 | 3.58% |
| CPB |
CAMPBELL'S Co
Consumer Defensive
|
1,000,000 | $22,270,000 | 3.29% |
Portfolio Trend
Holdings in KD
Shares Held
Position Value (USD)
12 of 12 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,624,000 | 200,000 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,656,000 | 100,000 | Shares | Sole | 2026-02-12 | |
| 2024-03-31 | $565,411 | 25,984 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $539,947 | 25,984 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $392,358 | 25,984 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $345,067 | 25,984 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $383,523 | 25,984 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $288,942 | 25,984 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $214,887 | 25,984 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $254,123 | 25,984 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $340,910 | 25,984 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $470,310 | 25,984 | Shares | Sole | 2022-02-14 | |
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