Drexel Morgan & Co. holds a focused book of 60 stocks worth $718.8M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Thomson Reuters Corp. Their largest long position is AT&T Inc at 17% of the equity book. Cloning the disclosed picks since 2025 would be +13% (+16.7%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +15.8%, a 2.9-point gap that is the cost of the ~44-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Drexel Morgan & Co.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~44 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
96% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Drexel Morgan & Co.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| IFP Advisors, Inc | 63 / 60 | $1.0B |
| HUNTINGTON NATIONAL BANK | 62 / 60 | $7.1B |
| BlackRock, Inc. | 61 / 60 | $2.0T |
| FMR LLC | 61 / 60 | $647.7B |
| MORGAN STANLEY | 61 / 60 | $499.7B |
| JPMORGAN CHASE & CO | 61 / 60 | $469.4B |
| BANK OF AMERICA CORP /DE/ | 61 / 60 | $329.5B |
| NORTHERN TRUST CORP | 61 / 60 | $274.4B |
Ranked by how many of Drexel Morgan & Co.'s top 60 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | AT&T Inc COM | $125.8M | 6.08M | 17.5% | ▲+41% Added · +1.8M sh | |
| 2 | United Parcel Svcs Inc CL B | $98.2M | 913.5K | 13.7% | ▲+12% Added · +101K sh | |
| 3 | Johnson & Johnson COM | $54.9M | 216.2K | 7.6% | —Held | |
| 4 | JPMorgan Chase & Co COM | $53.5M | 163.6K | 7.4% | —Held | |
| 5 | International Business Machs COM | $39.3M | 139.7K | 5.5% | —Held | |
| 6 | Cleveland-Cliffs Inc New COM | $37.6M | 4.00M | 5.2% | ▲+18% Added · +602K sh | |
| 7 | Coca Cola Co COM | $37.1M | 456.4K | 5.2% | —Held | |
| 8 | American Express Co COM | $32.4M | 95.9K | 4.5% | —Held | |
| 9 | Caterpillar Inc COM | $29.7M | 27.9K | 4.1% | —Held | |
| 10 | The Campbells Company COM | $22.3M | 1.00M | 3.1% | —Held | |
| 11 | Deere & Co COM | $17.8M | 28.1K | 2.5% | —Held | |
| 12 | Merck & Co Inc COM | $17.0M | 132.3K | 2.4% | —Held | |
| 13 | SLB Limited COM STK | $16.1M | 345.4K | 2.2% | —Held | |
| 14 | Apple Inc COM | $12.8M | 44.3K | 1.8% | —Held | |
| 15 | Microsoft Corp COM | $11.2M | 30.1K | 1.6% | —Held | |
| 16 | Disney Walt Co COM | $11.2M | 116.7K | 1.6% | —Held | |
| 17 | Washington TR Bancorp Inc COM | $11.0M | 300.8K | 1.5% | —Held | |
| 18 | Exxon Mobil Corp COM | $9.4M | 68.7K | 1.3% | —Held | |
| 19 | State STR SPDR S&P 500 ETF T TR UNIT | $7.9M | 10.6K | 1.1% | —Held | |
| 20 | Union Pac Corp COM | $5.3M | 19.4K | 0.7% | —Held | |
| 21 | Invesco QQQ TR UNIT SER 1 | $4.8M | 6.5K | 0.7% | —Held | |
| 22 | Verizon Communications Inc COM | $4.4M | 105.0K | 0.6% | —Held | |
| 23 | Nvidia Corporation COM | $4.4M | 21.8K | 0.6% | —Held | |
| 24 | Procter & Gamble Co COM | $4.3M | 29.6K | 0.6% | —Held | |
| 25 | Emerson Elec Co COM | $4.3M | 29.9K | 0.6% | —Held | |
| 26 | 3M Co COM | $3.7M | 23.1K | 0.5% | —Held | |
| 27 | RTX Corporation COM | $3.7M | 19.3K | 0.5% | —Held | |
| 28 | McDonalds Corp COM | $3.4M | 12.6K | 0.5% | —Held | |
| 29 | Invesco Exchange Traded FD T S&P500 EQL WGT | $3.2M | 15.2K | 0.5% | —Held | |
| 30 | Abbott Laboratories COM | $3.1M | 34.2K | 0.4% | —Held | |
| 31 | Shell PLC SPON ADS | $3.0M | 38.5K | 0.4% | —Held | |
| 32 | Colgate Palmolive Co COM | $2.6M | 28.8K | 0.4% | —Held | |
| 33 | Eli Lilly & Co COM | $2.6M | 2.1K | 0.4% | —Held | |
| 34 | Kyndryl Hldgs Inc COMMON STOCK | $2.3M | 200.0K | 0.3% | —Held | |
| 35 | Thomson Reuters Corp COM | $2.0M | 24.6K | 0.3% | ▲New New position | |
| 36 | Medtronic PLC SHS | $1.7M | 21.5K | 0.2% | —Held | |
| 37 | Novartis AG SPONSORED ADR | $1.7M | 10.7K | 0.2% | —Held | |
| 38 | Unilever PLC SPON ADR NEW | $1.7M | 27.9K | 0.2% | —Held | |
| 39 | Home Depot Inc COM | $1.2M | 3.3K | 0.2% | —Held | |
| 40 | State STR SPDR Dow Jones Ind UT SER 1 | $1.0M | 2.0K | 0.1% | —Held | |
| 41 | Ishares TR RUSSELL 2000 ETF | $861K | 2.9K | 0.1% | —Held | |
| 42 | Howmet Aerospace Inc COM | $672K | 2.5K | 0.1% | —Held | |
| 43 | Dupont De Nemours Inc COMMON STOCK | $644K | 4.8K | 0.1% | ▲New New position | |
| 44 | Carrier Global Corporation COM | $629K | 8.6K | 0.1% | —Held | |
| 45 | Ishares TR CORE S&P MCP ETF | $598K | 7.8K | 0.1% | —Held | |
| 46 | Chevron Corporation COM | $580K | 3.5K | 0.1% | —Held | |
| 47 | Wells Fargo & Co COM | $558K | 6.7K | 0.1% | —Held | |
| 48 | Alphabet Inc CAP STK CL A | $543K | 1.5K | 0.1% | —Held | |
| 49 | Select Sector SPDR TR ST STR FINL ETF | $536K | 10.0K | 0.1% | —Held | |
| 50 | Qnity Electronics Inc COMMON STOCK | $535K | 3.3K | 0.1% | —Held |
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Use Arkolith to show Drexel Morgan & Co.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.