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

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