Slocum, Gordon & Co LLP Top Holdings and 13F Report (2025) About Slocum, Gordon & Co LLPInvestment ActivitySlocum, Gordon & Co LLP has $121.59 million in total holdings as of December 31, 2024.Slocum, Gordon & Co LLP owns shares of 137 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 3.31% of the portfolio was purchased this quarter.About 163.04% of the portfolio was sold this quarter.This quarter, Slocum, Gordon & Co LLP has purchased 135 new stocks and bought additional shares in 5 stocks.Slocum, Gordon & Co LLP sold shares of 34 stocks and completely divested from 5 stocks this quarter.Largest Holdings Merck & Co., Inc. $9,725,361Procter & Gamble $8,712,216Exxon Mobil $8,116,600Johnson & Johnson $6,847,665AbbVie $6,808,918 Largest New Holdings this Quarter iShares MSCI Australia ETF $1,166,722 HoldingAtmos Energy $125,343 HoldingBoeing $100,890 HoldingEaton $49,780 HoldingSPDR Dow Jones Industrial Average ETF Trust $1,459 Holding Largest Purchases this Quarter Colgate-Palmolive 19,100 shares (about $1.74M)iShares MSCI Australia ETF 48,900 shares (about $1.17M)Caterpillar 2,000 shares (about $725.52K)Atmos Energy 900 shares (about $125.34K)AT&T 5,336 shares (about $121.50K) Largest Sales this Quarter Southern 907,302 shares (about $74.69M)Revvity 556,579 shares (about $62.12M)First Trust Nasdaq Artificial Intelligence and Robotics ETF 173,106 shares (about $7.80M)Dominion Energy 39,937 shares (about $2.15M)Pfizer 37,006 shares (about $981.76K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSlocum, Gordon & Co LLP Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMRKMerck & Co., Inc.$9,725,361$177,472 ▼-1.8%97,7628.0%MedicalPGProcter & Gamble$8,712,216$219,960 ▼-2.5%51,9667.2%Consumer StaplesXOMExxon Mobil$8,116,600$72,073 ▼-0.9%75,4536.7%EnergyJNJJohnson & Johnson$6,847,665$326,410 ▼-4.5%47,3495.6%MedicalABBVAbbVie$6,808,918$329,988 ▼-4.6%38,3175.6%MedicalAEPAmerican Electric Power$6,457,548$173,855 ▼-2.6%70,0155.3%UtilitiesKVUEKenvue$5,555,795$129,080 ▼-2.3%260,2294.6%Consumer StaplesPPLPPL$5,530,733$109,162 ▼-1.9%170,3874.5%UtilitiesVZVerizon Communications$5,232,017$307,679 ▼-5.6%130,8354.3%Computer and TechnologyJPMJPMorgan Chase & Co.$3,989,722$23,971 ▼-0.6%16,6443.3%FinanceWMBWilliams Companies$3,532,782$86,592 ▼-2.4%65,2772.9%EnergyDUKDuke Energy$3,317,3110.0%30,7902.7%UtilitiesPFEPfizer$3,053,748$981,765 ▼-24.3%115,1062.5%MedicalWYWeyerhaeuser$2,978,348$228,855 ▼-7.1%105,8052.4%ConstructionKMBKimberly-Clark$2,724,170$37,346 ▼-1.4%20,7892.2%Consumer StaplesTAT&T$2,500,044$121,499 ▲5.1%109,7972.1%Computer and TechnologyIRTIndependence Realty Trust$2,169,148$54,659 ▼-2.5%109,3331.8%FinanceCLColgate-Palmolive$2,093,275$1,736,366 ▲486.5%23,0261.7%Consumer StaplesIBMInternational Business Machines$1,975,1700.0%8,9851.6%Computer and TechnologyGEGeneral Electric$1,911,027$10,341 ▼-0.5%11,4581.6%TransportationDVNDevon Energy$1,890,967$213,853 ▼-10.2%57,7761.6%EnergyAAPLApple$1,880,148$7,012 ▼-0.4%7,5081.5%Computer and TechnologyMMM3M$1,834,7740.0%14,2121.5%Multi-Sector ConglomeratesOXYOccidental Petroleum$1,770,174$87,602 ▼-4.7%35,8271.5%EnergyMSFTMicrosoft$1,492,5300.0%3,5411.2%Computer and TechnologyULUnilever$1,291,319$300,108 ▼-18.9%22,7751.1%Consumer StaplesEWAiShares MSCI Australia ETF$1,166,722$1,166,722 ▲New Holding48,9001.0%FinanceWMTWalmart$1,072,842$7,680 ▼-0.7%11,8740.9%Retail/WholesaleUNPUnion Pacific$1,057,4170.0%4,6370.9%TransportationGE VERNOVA INC$933,123$16,446 ▼-1.7%2,8370.8%COMCATCaterpillar$906,900$725,520 ▲400.0%2,5000.7%IndustrialsDDDuPont de Nemours$903,8580.0%11,8540.7%Basic MaterialsCAGConagra Brands$866,592$96,593 ▼-10.0%31,2300.7%Consumer StaplesHDHome Depot$732,4650.0%1,8830.6%Retail/WholesaleAMZNAmazon.com$548,3480.0%2,4990.5%Retail/WholesaleBRK.BBerkshire Hathaway$542,5740.0%1,1970.4%FinanceDOWDOW$512,7690.0%12,7780.4%Basic MaterialsGISGeneral Mills$480,8250.0%7,5400.4%Consumer StaplesABTAbbott Laboratories$480,7140.0%4,2500.4%MedicalPEPPepsiCo$353,6910.0%2,3260.3%Consumer StaplesNVDANVIDIA$323,6380.0%2,4100.3%Computer and TechnologyZTSZoetis$316,4090.0%1,9420.3%MedicalTRVTravelers Companies$301,1120.0%1,2500.2%FinanceRVTYRevvity$296,881$62,119,447 ▼-99.5%2,6600.2%MedicalAMGNAmgen$293,2190.0%1,1250.2%MedicalTMOThermo Fisher Scientific$285,599$13,005 ▼-4.4%5490.2%MedicalIVViShares Core S&P 500 ETF$279,0340.0%4740.2%ETFBMYBristol-Myers Squibb$274,5400.0%4,8540.2%MedicalBRKLBrookline Bancorp$272,4260.0%23,0870.2%FinanceGEHCGE HealthCare Technologies$233,327$4,846 ▼-2.0%2,9850.2%MedicalCVXChevron$224,0670.0%1,5470.2%EnergyPMPhilip Morris International$221,441$241 ▲0.1%1,8400.2%Consumer StaplesAXPAmerican Express$213,0940.0%7180.2%FinanceMCDMcDonald's$199,4430.0%6880.2%Retail/WholesaleECLEcolab$195,1880.0%8330.2%Basic MaterialsEPDEnterprise Products Partners$188,1600.0%6,0000.2%EnergyLECOLincoln Electric$187,4700.0%1,0000.2%IndustrialsMOAltria Group$170,464$10,458 ▼-5.8%3,2600.1%Consumer StaplesNSCNorfolk Southern$160,064$70,409 ▼-30.5%6820.1%TransportationCSXCSX$145,2150.0%4,5000.1%TransportationKMIKinder Morgan$143,850$2,740 ▼-1.9%5,2500.1%EnergyGLDSPDR Gold Shares$138,749$1,695 ▲1.2%5730.1%FinancePNCThe PNC Financial Services Group$134,2230.0%6960.1%FinanceATOAtmos Energy$125,343$125,343 ▲New Holding9000.1%UtilitiesMOG.AMoog$123,0250.0%6250.1%AerospaceSOSouthern$119,444$74,687,650 ▼-99.8%1,4510.1%UtilitiesHSYHershey$117,3590.0%6930.1%Consumer StaplesGOOGLAlphabet$113,5800.0%6000.1%Computer and TechnologyUNHUnitedHealth Group$101,1710.0%2000.1%MedicalBABoeing$100,890$100,890 ▲New Holding5700.1%AerospaceKOCoca-Cola$93,3900.0%1,5000.1%Consumer StaplesADPAutomatic Data Processing$92,5010.0%3160.1%Business ServicesTXNTexas Instruments$80,3560.0%4280.1%Computer and TechnologyGLWCorning$71,2800.0%1,5000.1%Computer and TechnologyCINFCincinnati Financial$70,7000.0%4920.1%FinanceLMTLockheed Martin$61,7140.0%1270.1%AerospaceVGTVanguard Information Technology ETF$59,0710.0%950.0%ETFBOTZGlobal X Robotics & Artificial Intelligence Thematic ETF$55,0810.0%1,7240.0%ManufacturingPPGPPG Industries$54,3490.0%4550.0%Basic MaterialsPRUPrudential Financial$51,3230.0%4330.0%FinanceCRMSalesforce$50,1490.0%1500.0%Computer and TechnologyETNEaton$49,780$49,780 ▲New Holding1500.0%IndustrialsROBTFirst Trust Nasdaq Artificial Intelligence and Robotics ETF$48,507$7,796,521 ▼-99.4%1,0770.0%ManufacturingDDominion Energy$48,248$2,152,939 ▼-97.8%8950.0%UtilitiesUSBU.S. Bancorp$47,8300.0%1,0000.0%FinanceAPAAPA$46,1800.0%2,0000.0%EnergyGOOGAlphabet$45,7050.0%2400.0%Computer and TechnologyXELXcel Energy$40,5120.0%6000.0%UtilitiesBPBP$39,6100.0%1,3400.0%EnergyBKBank of New York Mellon$38,4150.0%5000.0%FinanceSLBSchlumberger$38,3400.0%1,0000.0%EnergyWMWaste Management$32,6630.0%1610.0%Business ServicesTHE CAMPBELLS COMPANY$28,4780.0%6800.0%COMTGTTarget$25,9540.0%1920.0%Retail/WholesaleCOSTCostco Wholesale$25,6540.0%280.0%Retail/WholesaleGDGeneral Dynamics$22,7290.0%860.0%AerospaceEATON VANCE LTD DURATION INC$21,445$1,465 ▼-6.4%2,1950.0%COMBAHBooz Allen Hamilton$20,5920.0%1600.0%Business ServicesMMCMarsh & McLennan Companies$19,1160.0%900.0%FinanceMTNVail Resorts$17,4320.0%930.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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