MarieElena V. Ness

Drexel Morgan & Co.

Assets Managed

$681.843M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 28d ago

Growth Rate

6.73%(2Q avg: 3.54%)

Sustained Growth

4 quarters

Portfolio positions

This chart displays the top 10 holdings in Drexel Morgan & Co.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 60 positions.

Assets under management

The assets under management (AUM) of Drexel Morgan & Co. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 681.843M in assets, with a quarterly growth rate of 6.73% and a 2-quarter average growth rate of 3.54%. The portfolio is managed by MarieElena V. Ness, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
T At&t Inc Recent Activity	18.39%	$125.333M 4.323M shares@ $29.0 avg price
UPS United Parcel Service-cl B Recent Activity Increased 14.04%	11.73%	$79.928M 812,440 shares@ $98.38 avg price	Increased 14.04%
JNJ Johnson & Johnson Recent Activity	7.76%	$52.85M 216,207 shares@ $244.44 avg price
JPM Jpmorgan Chase & Co Recent Activity	7.06%	$48.121M 163,589 shares@ $294.16 avg price
KO Coca-cola Co The Recent Activity	5.1%	$34.71M 456,411 shares@ $76.06 avg price
IBM Intl Business Machines Corp Recent Activity	4.97%	$33.87M 139,735 shares@ $242.4 avg price
AXP American Express Co Recent Activity	4.26%	$29.013M 95,918 shares@ $302.49 avg price
CLF Cleveland-cliffs Inc Recent Activity Increased 15%	4.22%	$28.71M 3.398M shares@ $8.45 avg price	Increased 15%
F Ford Motor Co Recent Activity	3.56%	$24.234M 2.1M shares@ $11.54 avg price
CPB The Campbell's Company Recent Activity New Position	3.27%	$22.27M 1M shares@ $22.27 avg price	New Position

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