Long-term investor
Drexel Morgan & Co. @drexelmorganco
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001508512).
Record
- Tracked since 2025-06-30 (448 days), 35 trades recorded
- Returns: week n/a · month n/a · 90 days +1.3% · 6 months n/a · 1 year +7.6% · all +7.6%
- Max drawdown n/a · win rate 20% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- T · 17.5% · long · since 2025-06-30
- UPS · 13.7% · long · since 2025-06-30
- JNJ · 7.6% · long · since 2025-06-30
- JPM · 7.4% · long · since 2025-06-30
- IBM · 5.5% · long · since 2025-06-30
- CLF · 5.2% · long · since 2025-06-30
- KO · 5.2% · long · since 2025-06-30
- AXP · 4.5% · long · since 2025-06-30
- CAT · 4.1% · long · since 2025-06-30
- CPB · 3.1% · long · since 2026-03-31
- DE · 2.5% · long · since 2025-06-30
- MRK · 2.4% · long · since 2025-06-30