Institutions / Slocum, Gordon & Co LLP
Slocum, Gordon & Co LLP
CIK 1993325 · Institution · as of Dec 31, 2025
Portfolio value
$138.05M
Positions
60
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 60 →
| Company | Value | % of portfolio |
|---|---|---|
| Merck & Co., Inc. | $10.08M | 7.3% |
| Johnson & Johnson | $8.99M | 6.5% |
| Nextera Energy Inc | $8.62M | 6.2% |
| Exxon Mobil Corp | $8.51M | 6.2% |
| American Electric Power Co Inc | $7.68M | 5.6% |
| PROCTER & GAMBLE Co | $7.18M | 5.2% |
| PPL Corp | $5.56M | 4.0% |
| Verizon Communications Inc | $4.97M | 3.6% |
| AbbVie Inc. | $4.80M | 3.5% |
| iShares Tr | $4.78M | 3.5% |
| Unilever PLC | $4.28M | 3.1% |
| JPMorgan Chase & Co | $3.70M | 2.7% |
| Duke Energy Corp | $3.53M | 2.6% |
| iShares Inc | $3.33M | 2.4% |
| Mcdonald'S Corp | $3.26M | 2.4% |
| General Electric Co | $2.86M | 2.1% |
| AT&T Inc. | $2.70M | 2.0% |
| iShares Inc | $2.63M | 1.9% |
| ConocoPhillips | $2.47M | 1.8% |
| Williams Cos Inc/The | $2.34M | 1.7% |
| Pfizer Inc | $2.28M | 1.7% |
| International Business Machines Corp | $2.22M | 1.6% |
| Becton Dickinson & Co | $1.94M | 1.4% |
| Weyerhaeuser Co | $1.91M | 1.4% |
| Apple Inc. | $1.89M | 1.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.