DREXEL MORGAN & CO.

PrivateCIK: 1508512
Location

RADNOR, PA

60
Positions
$681.84M
Total AUM (reported)
14.57M
Total Shares

Allocation by class

TOTAL AUM$681.84M60 positions
COM$555.61M81.5%
CL B$79.93M11.7%
COM STK$17.75M2.6%
TR UNIT$6.87M1.0%
UNIT SER 1$3.75M0.6%
SPON ADS$3.58M0.5%
COMMON STOCK$3.00M0.4%

Portfolio Concentration

Top 337.9%4–1032.4%11–2522.5%Rest7.2%TOP 1070.3%0%100%
Top 3$258.11M37.9%
4–10$220.93M32.4%
11–25$153.53M22.5%
Rest$49.28M7.2%

Top 3 weight

37.9%

Top 10 weight

70.3%

Voting Authority Distribution

Total shares with voting rights: 14.57M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

14.57M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole60
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings60
Rows:

AT&T INC

SOLE
COM
Shares4.32M
TypeSH
Market value$125.33M
18.38%
Sole
0.00
Shared
0.00
None
4.32M

UNITED PARCEL SVCS INC

SOLE
CL B
Shares812.44K
TypeSH
Market value$79.93M
11.72%
Sole
0.00
Shared
0.00
None
812.44K

JOHNSON & JOHNSON

SOLE
COM
Shares216.21K
TypeSH
Market value$52.85M
7.75%
Sole
0.00
Shared
0.00
None
216.21K

JPMORGAN CHASE & CO

SOLE
COM
Shares163.59K
TypeSH
Market value$48.12M
7.06%
Sole
0.00
Shared
0.00
None
163.59K

COCA COLA CO

SOLE
COM
Shares456.41K
TypeSH
Market value$34.71M
5.09%
Sole
0.00
Shared
0.00
None
456.41K

INTERNATIONAL BUSINESS MACHS

SOLE
COM
Shares139.74K
TypeSH
Market value$33.87M
4.97%
Sole
0.00
Shared
0.00
None
139.74K

AMERICAN EXPRESS CO

SOLE
COM
Shares95.92K
TypeSH
Market value$29.01M
4.26%
Sole
0.00
Shared
0.00
None
95.92K

CLEVELAND-CLIFFS INC NEW

SOLE
COM
Shares3.40M
TypeSH
Market value$28.71M
4.21%
Sole
0.00
Shared
0.00
None
3.40M

FORD MTR CO

SOLE
COM
Shares2.10M
TypeSH
Market value$24.23M
3.55%
Sole
0.00
Shared
0.00
None
2.10M

THE CAMPBELLS COMPANY

SOLE
COM
Shares1M
TypeSH
Market value$22.27M
3.27%
Sole
0.00
Shared
0.00
None
1M

CATERPILLAR INC

SOLE
COM
Shares27.89K
TypeSH
Market value$19.76M
2.90%
Sole
0.00
Shared
0.00
None
27.89K

SLB LIMITED

SOLE
COM STK
Shares345.41K
TypeSH
Market value$17.75M
2.60%
Sole
0.00
Shared
0.00
None
345.41K

MERCK & CO INC

SOLE
COM
Shares132.29K
TypeSH
Market value$15.91M
2.33%
Sole
0.00
Shared
0.00
None
132.29K

DEERE & CO

SOLE
COM
Shares28.07K
TypeSH
Market value$15.81M
2.32%
Sole
0.00
Shared
0.00
None
28.07K

EXXON MOBIL CORP

SOLE
COM
Shares68.68K
TypeSH
Market value$11.65M
1.71%
Sole
0.00
Shared
0.00
None
68.68K

DISNEY WALT CO

SOLE
COM
Shares116.68K
TypeSH
Market value$11.25M
1.65%
Sole
0.00
Shared
0.00
None
116.68K

APPLE INC

SOLE
COM
Shares44.30K
TypeSH
Market value$11.24M
1.65%
Sole
0.00
Shared
0.00
None
44.30K

MICROSOFT CORP

SOLE
COM
Shares30.13K
TypeSH
Market value$11.15M
1.64%
Sole
0.00
Shared
0.00
None
30.13K

WASHINGTON TR BANCORP INC

SOLE
COM
Shares300.80K
TypeSH
Market value$10.06M
1.48%
Sole
0.00
Shared
0.00
None
300.80K

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares10.56K
TypeSH
Market value$6.87M
1.01%
Sole
0.00
Shared
0.00
None
10.56K

VERIZON COMMUNICATIONS INC

SOLE
COM
Shares105K
TypeSH
Market value$5.27M
0.77%
Sole
0.00
Shared
0.00
None
105K

UNION PAC CORP

SOLE
COM
Shares19.37K
TypeSH
Market value$4.70M
0.69%
Sole
0.00
Shared
0.00
None
19.37K

PROCTER & GAMBLE CO

SOLE
COM
Shares29.59K
TypeSH
Market value$4.27M
0.63%
Sole
0.00
Shared
0.00
None
29.59K

EMERSON ELEC CO

SOLE
COM
Shares29.90K
TypeSH
Market value$3.92M
0.57%
Sole
0.00
Shared
0.00
None
29.90K

MCDONALDS CORP

SOLE
COM
Shares12.58K
TypeSH
Market value$3.91M
0.57%
Sole
0.00
Shared
0.00
None
12.58K
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