Drexel Morgan & Co.
RIA/Wealth
Drexel Morgan & Co. is a RIA/Wealth based in Radnor, PA led by George Washington Connell, managing $636.7M across 56 long positions as of Q3 2025 with 75% concentrated in top 10 holdings and 18% allocation to T.
CEOGeorge Washington Connell
- Portfolio Value
- $636.7M
- Positions
- 56
- Top Holding
- T at 18.29%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Drexel Morgan & Co.'s portfolio (75.1% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Telecommunications Services Communication Services | $116.4M | 18.29% | — | 0.06% 4.1M shares | |
Steel Basic Materials | $68.3M | 10.73% | +$1.2M Bought | 1.13% 5.6M shares | |
Integrated Freight & Logistics Industrials | $59.3M | 9.31% | +$33.4M Bought | 0.08% 709.8K shares | |
Banks - Diversified Financial Services | $51.6M | 8.10% | — | 0.01% 163.6K shares | |
Drug Manufacturers - General Healthcare | $40.1M | 6.30% | -$9.3K Sold | 0.01% 216.2K shares | |
Information Technology Services Technology | $39.4M | 6.19% | — | 0.02% 139.7K shares | |
Financial - Credit Services Financial Services | $31.9M | 5.00% | — | 0.01% 95.9K shares | |
Beverages - Non-Alcoholic Consumer Defensive | $30.3M | 4.75% | — | 0.01% 456.4K shares | |
Auto - Manufacturers Consumer Cyclical | $25.1M | 3.94% | — | 0.05% 2.1M shares | |
Software - Infrastructure Technology | $15.6M | 2.45% | — | 0.00% 30.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Drexel Morgan & Co.'s latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+2,000.0% | |
+129.13% | |
+5.86% | |
+1.82% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-3.57% | |
-0.02% |
Analytics
Portfolio insights and performance metrics for Drexel Morgan & Co.
GthenA