Drexel Morgan & Co. 13F 持仓 · 2026年Q2
Drexel Morgan & 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 60 只证券，申报市值合计 7.19 亿美元。前几大持仓：T（17.49%）、UPS（13.66%）、JNJ（7.64%）。本季前 25 大持仓中：增持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | T | AT&T INC | $125.8M | 17.49% | 6.1M | 增持 |
| 2 | UPS | UNITED PARCEL SVCS INC | $98.2M | 13.66% | 913,465 | 增持 |
| 3 | JNJ | JOHNSON & JOHNSON | $54.9M | 7.64% | 216,207 | 持平 |
| 4 | JPM | JPMORGAN CHASE & CO | $53.5M | 7.45% | 163,589 | 持平 |
| 5 | IBM | INTERNATIONAL BUSINESS MACHS | $39.3M | 5.47% | 139,735 | 持平 |
| 6 | CLF | CLEVELAND-CLIFFS INC NEW | $37.6M | 5.23% | 4.0M | 增持 |
| 7 | KO | COCA COLA CO | $37.1M | 5.16% | 456,411 | 持平 |
| 8 | AXP | AMERICAN EXPRESS CO | $32.4M | 4.51% | 95,918 | 持平 |
| 9 | CAT | CATERPILLAR INC | $29.7M | 4.13% | 27,886 | 持平 |
| 10 | CPB | THE CAMPBELLS COMPANY | $22.3M | 3.10% | 1.0M | 持平 |
| 11 | DE | DEERE & CO | $17.8M | 2.48% | 28,065 | 持平 |
| 12 | MRK | MERCK & CO INC | $17.0M | 2.36% | 132,292 | 持平 |
| 13 | SLB | SLB LIMITED | $16.1M | 2.23% | 345,412 | 持平 |
| 14 | AAPL | APPLE INC | $12.8M | 1.78% | 44,296 | 持平 |
| 15 | DIS | DISNEY WALT CO | $11.2M | 1.56% | 116,683 | 持平 |
| 16 | MSFT | MICROSOFT CORP | $11.2M | 1.56% | 30,129 | 持平 |
| 17 | WASH | WASHINGTON TR BANCORP INC | $11.0M | 1.53% | 300,800 | 持平 |
| 18 | XOM | EXXON MOBIL CORP | $9.4M | 1.31% | 68,680 | 持平 |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $7.9M | 1.10% | 10,561 | 持平 |
| 20 | UNP | UNION PAC CORP | $5.3M | 0.73% | 19,373 | 持平 |
| 21 | QQQ | INVESCO QQQ TR | $4.8M | 0.67% | 6,500 | 持平 |
| 22 | VZ | VERIZON COMMUNICATIONS INC | $4.4M | 0.62% | 105,000 | 持平 |
| 23 | NVDA | NVIDIA CORPORATION | $4.4M | 0.61% | 21,800 | 持平 |
| 24 | EMR | EMERSON ELEC CO | $4.3M | 0.60% | 29,904 | 持平 |
| 25 | PG | PROCTER & GAMBLE CO | $4.3M | 0.60% | 29,590 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR