Institutional Fund
Drexel Morgan & Co.
Radnor, PACIK 15085125 filings on record
Portfolio Value
$681.84M
Q1 2026
Holdings
60
Reported positions
New Buys
3
Opened this quarter
QoQ Change
+6.7%
from $638.86M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- At&T Inc18.4%
- United Parcel Service Inc11.7%
- Johnson & Johnson7.8%
- Jpmorgan Chase & Co.7.1%
- Coca Cola Co5.1%
- International Business Machs5.0%
- Other45.0%
Portfolio Holdings
60 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | At&T Inc | 4.32M | $125.33M | 18.4% | 0 | Held |
| 2 | United Parcel Service Inc | 812.4K | $79.93M | 11.7% | +100.0K | Added |
| 3 | Johnson & Johnson | 216.2K | $52.85M | 7.8% | 0 | Held |
| 4 | Jpmorgan Chase & Co. | 163.6K | $48.12M | 7.1% | 0 | Held |
| 5 | Coca Cola Co | 456.4K | $34.71M | 5.1% | 0 | Held |
| 6 | International Business Machs | 139.7K | $33.87M | 5.0% | 0 | Held |
| 7 | American Express Co | 95.9K | $29.01M | 4.3% | 0 | Held |
| 8 | Cleveland-Cliffs Inc New | 3.40M | $28.71M | 4.2% | +443.1K | Added |
| 9 | Ford Mtr Co | 2.10M | $24.23M | 3.6% | 0 | Held |
| 10 | The Campbells Company | 1.00M | $22.27M | 3.3% | +1.00M | New |
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