Slocum, Gordon & CO LLP has filed its 13F form on August 05, 2024 for Q2 2024 where it was disclosed a total value porftolio of $129 Million distributed in 148 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Merck & Co., Inc. with a value of $13M, Procter & Gamble CO with a value of $9.42M, Exxon Mobil Corp with a value of $8.9M, Nextera Energy Inc with a value of $7.65M, and Johnson & Johnson with a value of $7.53M.
Examining the 13F form we can see an decrease of $627K in the current position value, from $129M to 129M.
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
$129 Million
Healthcare: $34.4 Million
Utilities: $24.3 Million
Consumer Defensive: $20 Million
Energy: $17.8 Million
Communication Services: $7.93 Million
Industrials: $6.08 Million
Technology: $5.69 Million
Financial Services: $5.07 Million
Other: $7.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions