Slocum, Gordon & CO LLP has filed its 13F form on August 19, 2025 for Q2 2025 where it was disclosed a total value porftolio of $118 Million distributed in 125 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Procter & Gamble CO with a value of $7.91M, Nextera Energy Inc with a value of $7.51M, Exxon Mobil Corp with a value of $7.46M, Merck & Co., Inc. with a value of $7.44M, and American Electric Power CO Inc with a value of $6.99M.
Examining the 13F form we can see an decrease of $9.53M in the current position value, from $127M to 118M.
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
$118 Million
Utilities: $24.1 Million
Healthcare: $23.8 Million
Consumer Defensive: $16.8 Million
Energy: $15.1 Million
Communication Services: $8.79 Million
Industrials: $7.03 Million
Technology: $5.48 Million
Financial Services: $5.11 Million
Other: $11.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
