Slocum, Gordon & CO LLP has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $127 Million distributed in 135 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Exxon Mobil Corp with a value of $8.91M, Merck & Co., Inc. with a value of $8.72M, Procter & Gamble CO with a value of $8.7M, Nextera Energy Inc with a value of $7.81M, and Johnson & Johnson with a value of $7.77M.
Examining the 13F form we can see an increase of $12.4M in the current position value, from $115M to 127M.
Slocum, Gordon & CO LLP is based out at Newport, RI
Below you can find more details about Slocum, Gordon & CO LLP portfolio as well as his latest detailed transactions.
Portfolio value
$127 Million
Healthcare: $26 Million
Utilities: $25.7 Million
Consumer Defensive: $20.9 Million
Energy: $17.4 Million
Communication Services: $9.12 Million
Financial Services: $5.97 Million
Industrials: $5.61 Million
Real Estate: $5.42 Million
Other: $11 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
