Slocum, Gordon & CO LLP has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $512 Million distributed in 135 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Steris PLC with a value of $221M, Southern CO with a value of $81.9M, Perkinelmer Inc with a value of $67.7M, Merck & Co., Inc. with a value of $11.3M, and Nextera Energy Inc with a value of $9.46M.
Examining the 13F form we can see an increase of $383M in the current position value, from $129M to 512M.
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
$512 Million
Healthcare: $322 Million
Utilities: $110 Million
Consumer Defensive: $18.3 Million
Energy: $17.1 Million
Communication Services: $8.66 Million
ETFs: $8.19 Million
Industrials: $6.32 Million
Real Estate: $6.15 Million
Other: $14.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
