Drexel Morgan & Co.

Q3 2025 13F-HR Holdings

Location
Radnor, PA
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
56
Total value ($000)
$636,680
Net value change ($000)
+73,521 (13.1%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2025 Next filing: 2/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
UPS 28,019 89.6%
CLF 26,516 63.4%
JNJ 7,056 21.4%
VZ 4,399 2036.6%
JPM 4,175 8.8%
CAT 2,480 22.9%
F 2,331 10.2%
AAPL 2,191 24.1%
AXP 1,264 4.1%
MRK 631 6.0%
Top Reduces (Value $000, Stocks/ETFs)
T -2,886 -2.4%
KO -2,022 -6.3%
IBM -1,763 -4.3%
DE -1,438 -10.1%
DIS -1,110 -7.7%
CL -316 -12.1%
PG -167 -3.5%
CARR -116 -18.5%
ABT -71 -1.5%
EMR -64 -1.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type