Drexel Morgan & Co.
•CIK: 1508512•Filing: Q4 2025
**Drexel Morgan & Co.** manages $639M across a concentrated portfolio of 57 positions. The fund exhibits significant exposure to industrials and financials, with top holdings including T at $107.4M and UPS at $70.7M. Further allocations are notable in the financial sector, evidenced by JPM ($52.7M) and AXP ($35.5M). This structure suggests a value-oriented approach targeting established, cash-flow-generating market leaders.
Total AUM
$638.9M
QoQ Performance
+0.3%
Positions
56
Top 10 Concentration
73.1%
Latest Filing
Q4 2025
Top Holdings Allocation
T
UPS
JPM
JNJ
IBM
CLF
AXP
T16.8%
UPS11.1%
JPM8.3%
JNJ7.0%
IBM6.5%
CLF6.1%
AXP5.6%
KO5.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Communication18.9%
Industrial17.4%
Other16.8%
Financial14.6%
Technology11.1%
Healthcare10.6%
Consumer Staples5.1%
Energy3.5%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑4 increased
↓2 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023