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Slocum, Gordon & Co LLP

All holdings · as of Dec 31, 2025

60 positions

CompanyClassValueShares% of portfolio
ECOLAB INC.—$213.2K8120.2%
DOW INC.—$218.3K9,3370.2%
Vistra Corp.—$225.9K1,4000.2%
REVVITY, INC.—$228.3K2,3600.2%
LINCOLN ELECTRIC HOLDINGS INC—$239.6K1,0000.2%
Zoetis Inc.—$244.3K1,9420.2%
THERMO FISHER SCIENTIFIC INC.—$245.7K4240.2%
SPDR GOLD TR—$249.7K6300.2%
Beacon Financial Corp—$255.7K9,6960.2%
AMERICAN EXPRESS CO—$265.6K7180.2%
Philip Morris International Inc.—$282.6K1,7620.2%
ISHARES TR—$324.7K4740.2%
TRAVELERS COMPANIES, INC.—$340.8K1,1750.2%
CHEVRON CORP—$369.4K2,4240.3%
DuPont de Nemours, Inc.—$450.7K11,2120.3%
ABBOTT LABORATORIES—$532.5K4,2500.4%
HOME DEPOT, INC.—$566.4K1,6460.4%
Warren E. Buffett—$566.5K1,1270.4%
3M CO—$571.7K3,5700.4%
DOMINION ENERGY, INC—$638.4K10,8950.5%
Amazon.com Inc—$646.3K2,8000.5%
TIMKEN CO—$713.4K8,4800.5%
COSTCO WHOLESALE CORP /NEW—$890.8K1,0330.6%
COLGATE PALMOLIVE CO—$977.7K12,3730.7%
Union Pacific Corp—$1.07M4,6370.8%
STARBUCKS CORP—$1.10M13,0220.8%
KINDER MORGAN, INC.—$1.16M42,2040.8%
Walmart Inc.—$1.21M10,8490.9%
iShares MSCI UAE ETF—$1.32M11,9731.0%
OCCIDENTAL PETROLEUM CORP /DE—$1.37M33,3881.0%
CATERPILLAR INC—$1.43M2,5001.0%
GE Vernova Inc.—$1.50M2,2981.1%
MICROSOFT CORP—$1.62M3,3411.2%
INDEPENDENCE REALTY TRUST, INC.—$1.72M98,6601.2%
LOCKHEED MARTIN CORP—$1.76M3,6291.3%
Apple Inc.—$1.89M6,9481.4%
Weyerhaeuser Co—$1.91M80,5381.4%
Becton Dickinson & Co—$1.94M9,9751.4%
INTERNATIONAL BUSINESS MACHINES CORP—$2.22M7,5101.6%
PFIZER INC—$2.28M91,6271.7%
Williams Cos Inc/The—$2.34M39,0051.7%
ConocoPhillips—$2.47M26,4371.8%
ISHARES INC—$2.63M32,6001.9%
AT&T INC.—$2.70M108,6422.0%
GENERAL ELECTRIC CO—$2.86M9,2962.1%
MCDONALD'S CORP—$3.26M10,6732.4%
ISHARES INC—$3.33M126,9592.4%
Duke Energy Corp—$3.53M30,1152.6%
JPMORGAN CHASE & CO—$3.70M11,4732.7%
UNILEVER PLC—$4.28M65,4903.1%
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