Drexel Morgan & Co.

RADNOR, PA · CIK 1508512 · 13F filing filed 2026-08-13

SEC-registered investment adviser since 2009 · corporation

Assets managed$607.0m
Staff4 · 2 in investment roles
Main clients (by assets)High net worth individuals 100%
Websitedrexelmorgan.com
Form ADV · 2026-08-06SEC adviser record

Kindmutual funds, wealth
Others nearbyWayne, PA
FamilyDrexel Morgan & Co. · 2 related pages

$718.8m reported value +5.4% vs Q1 2026

60positions

73.8%in top 10

3 new 3 added 0 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	AT&T INC COM T	T	6,075,040	$125.8m17.49%	17.49%	Added +1.8m	+1,751,720 40.5%
2	UNITED PARCEL SERVICE INC CL B UPS	UPS	913,465	$98.2m13.66%	13.66%	Added +101.0k	+101,025 12.4%
3	JOHNSON & JOHNSON COM JNJ	JNJ	216,207	$54.9m7.64%	7.64%	Unchanged
4	JPMORGAN CHASE & CO COM JPM	JPM	163,589	$53.5m7.45%	7.45%	Unchanged
5	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	139,735	$39.3m5.47%	5.47%	Unchanged
6	CLEVELAND-CLIFFS INC NEW COM CLF	CLF	4,000,000	$37.6m5.23%	5.23%	Added +602.4k	+602,375 17.7%
7	COCA COLA CO COM KO	KO	456,411	$37.1m5.16%	5.16%	Unchanged
8	AMERICAN EXPRESS CO COM AXP	AXP	95,918	$32.4m4.51%	4.51%	Unchanged
9	CATERPILLAR INC COM CAT	CAT	27,886	$29.7m4.13%	4.13%	Unchanged
10	CAMPBELL SOUP CO COM CPB	CPB	1,000,000	$22.3m3.10%	3.10%	Unchanged
11	DEERE & CO COM DE	DE	28,065	$17.8m2.48%	2.48%	Unchanged
12	MERCK & CO INC COM MRK	MRK	132,292	$17.0m2.36%	2.36%	Unchanged
13	SCHLUMBERGER LTD COM STK SLB	SLB	345,412	$16.1m2.23%	2.23%	Unchanged
14	APPLE INC COM AAPL	AAPL	44,296	$12.8m1.78%	1.78%	Unchanged
15	MICROSOFT CORP COM MSFT	MSFT	30,129	$11.2m1.56%	1.56%	Unchanged
16	DISNEY WALT CO COM DIS	DIS	116,683	$11.2m1.56%	1.56%	Unchanged
17	WASHINGTON TR BANCORP INC COM WASH	WASH	300,800	$11.0m1.53%	1.53%	Unchanged
18	EXXON MOBIL CORP COM XOM	XOM	68,680	$9.4m1.31%	1.31%	Unchanged
19	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	10,561	$7.9m1.10%	1.10%	Unchanged
20	UNION PAC CORP COM UNP	UNP	19,373	$5.3m0.73%	0.73%	Unchanged
21	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	6,500	$4.8m0.67%	0.67%	Unchanged
22	VERIZON COMMUNICATIONS INC COM VZ	VZ	105,000	$4.4m0.62%	0.62%	Unchanged
23	NVIDIA CORPORATION COM NVDA	NVDA	21,800	$4.4m0.61%	0.61%	Unchanged
24	PROCTER AND GAMBLE CO COM PG	PG	29,590	$4.3m0.60%	0.60%	Unchanged
25	EMERSON ELEC CO COM EMR	EMR	29,904	$4.3m0.60%	0.60%	Unchanged
26	3M CO COM MMM	MMM	23,122	$3.7m0.52%	0.52%	Unchanged
27	RTX CORPORATION COM RTX	RTX	19,290	$3.7m0.51%	0.51%	Unchanged
28	MCDONALDS CORP COM MCD	MCD	12,579	$3.4m0.47%	0.47%	Unchanged
29	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	15,215	$3.2m0.45%	0.45%	Unchanged
30	ABBOTT LABS COM ABT	ABT	34,181	$3.1m0.43%	0.43%	Unchanged
31	SHELL PLC SPON ADS SHEL	SHEL	38,544	$3.0m0.42%	0.42%	Unchanged
32	COLGATE PALMOLIVE CO COM CL	CL	28,820	$2.6m0.37%	0.37%	Unchanged
33	ELI LILLY & CO COM LLY	LLY	2,134	$2.6m0.36%	0.36%	Unchanged
34	KYNDRYL HLDGS INC COMMON STOCK KD	KD	200,000	$2.3m0.31%	0.31%	Unchanged
35	THOMSON REUTERS CORP COM TRI	TRI	24,614	$2.0m0.28%	0.28%	New
36	MEDTRONIC PLC SHS MDT	MDT	21,546	$1.7m0.23%	0.23%	Unchanged
37	NOVARTIS AG SPONSORED ADR NVS	NVS	10,720	$1.7m0.23%	0.23%	Unchanged
38	UNILEVER PLC SPON ADR NEW UL	UL	27,881	$1.7m0.23%	0.23%	Unchanged
39	HOME DEPOT INC COM HD	HD	3,300	$1.2m0.16%	0.16%	Unchanged
40	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	2,000	$1.0m0.15%	0.15%	Unchanged
41	ISHARES TR RUSSELL 2000 ETF IWM	IWM	2,866	$861.1k0.12%	0.12%	Unchanged
42	HOWMET AEROSPACE INC COM HWM	HWM	2,500	$672.1k0.09%	0.09%	Unchanged
43	DUPONT DE NEMOURS INC COMMON STOCK DD	DD	4,751	$644.4k0.09%	0.09%	New
44	CARRIER GLOBAL CORPORATION COM CARR	CARR	8,578	$629.2k0.09%	0.09%	Unchanged
45	ISHARES TR CORE S&P MCP ETF IJH	IJH	7,755	$598.0k0.08%	0.08%	Unchanged
46	CHEVRON CORP NEW COM CVX	CVX	3,500	$580.2k0.08%	0.08%	Unchanged
47	WELLS FARGO CO NEW COM WFC	WFC	6,747	$557.6k0.08%	0.08%	Unchanged
48	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,520	$543.2k0.08%	0.08%	Unchanged
49	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	10,000	$536.1k0.07%	0.07%	Unchanged
50	QNITY ELECTRONICS INC COMMON STOCK Q	Q	3,274	$534.7k0.07%	0.07%	Unchanged
51	ABBVIE INC COM ABBV	ABBV	1,900	$478.1k0.07%	0.07%	Unchanged
52	CISCO SYS INC COM CSCO	CSCO	3,650	$428.7k0.06%	0.06%	Unchanged
53	PEPSICO INC COM PEP	PEP	2,700	$365.6k0.05%	0.05%	Unchanged
54	AMAZON COM INC COM AMZN	AMZN	1,400	$333.7k0.05%	0.05%	Unchanged
55	OTIS WORLDWIDE CORP COM OTIS	OTIS	4,288	$307.0k0.04%	0.04%	Unchanged
56	INTEL CORP COM INTC	INTC	2,000	$279.3k0.04%	0.04%	New
57	AMGEN INC COM AMGN	AMGN	750	$271.6k0.04%	0.04%	Unchanged
58	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	500	$250.2k0.03%	0.03%	Unchanged
59	LOWES COS INC COM LOW	LOW	1,080	$238.1k0.03%	0.03%	Unchanged
60	WILLIAMS COS INC COM WMB	WMB	3,000	$223.0k0.03%	0.03%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
FORD MTR CO F	F	2,100,000	$24.2m2.1m shares
THOMSON REUTERS CORP		25,000	$2.2m25.0k shares
DUPONT DE NEMOURS INC DWDP	DWDP	4,754	$653.2k4.8k shares