Slocum, Gordon & Co LLP - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, Slocum, Gordon & Co LLP held in its portfolio 60 assets valued at $138,050,090 (i.e. $138.05M).
The most valuable assets in the portfolio included: MERCK & CO INC ($10.08M), JOHNSON & JOHNSON ($8.99M), and NEXTERA ENERGY INC ($8.62M).
The chart below shows the top 10 valuable assets, and the table below shows the top 60 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Slocum, Gordon & Co LLP - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| MERCK & CO INC | 95798 | 10083765 | COM |
| JOHNSON & JOHNSON | 43431 | 8988161 | COM |
| NEXTERA ENERGY INC | 107405 | 8622509 | COM |
| EXXON MOBIL CORP | 70732 | 8511959 | COM |
| AMERICAN ELEC PWR CO INC | 66605 | 7680292 | COM |
| PROCTER AND GAMBLE CO | 50116 | 7182133 | COM |
| PPL CORP | 158700 | 5557704 | COM |
| VERIZON COMMUNICATIONS INC | 122064 | 4971667 | COM |
| ABBVIE INC | 21022 | 4803317 | COM |
| ISHARES TR | 43502 | 4781305 | TIPS BD ETF |
| UNILEVER PLC | 65490 | 4283046 | SPON ADR NEW |
| JPMORGAN CHASE & CO. | 11473 | 3696830 | COM |
| DUKE ENERGY CORP NEW | 30115 | 3529779 | COM NEW |
| ISHARES INC | 126959 | 3325056 | MSCI AUST ETF |
| MCDONALDS CORP | 10673 | 3261989 | COM |
| GE AEROSPACE | 9296 | 2863447 | COM NEW |
| AT&T INC | 108642 | 2698682 | COM |
| ISHARES INC | 32600 | 2632124 | MSCI JAPAN ETF |
| CONOCOPHILLIPS | 26437 | 2474768 | COM |
| WILLIAMS COS INC | 39005 | 2344591 | COM |
| PFIZER INC | 91627 | 2281512 | COM |
| INTERNATIONAL BUSINESS MACHS | 7510 | 2224537 | COM |
| BECTON DICKINSON & CO | 9975 | 1935848 | COM |
| WEYERHAEUSER CO MTN BE | 80538 | 1907945 | COM NEW |
| APPLE INC | 6948 | 1888883 | COM |
| LOCKHEED MARTIN CORP | 3629 | 1755238 | COM |
| INDEPENDENCE RLTY TR INC | 98660 | 1724577 | COM |
| MICROSOFT CORP | 3341 | 1615774 | COM |
| GE VERNOVA INC | 2298 | 1501904 | COM |
| CATERPILLAR INC | 2500 | 1432175 | COM |
| OCCIDENTAL PETE CORP | 33388 | 1372917 | COM |
| ISHARES TR | 11973 | 1319305 | IBOXX INV CP ETF |
| WALMART INC | 10849 | 1208724 | COM |
| KINDER MORGAN INC DEL | 42204 | 1160188 | COM |
| STARBUCKS CORP | 13022 | 1096583 | COM |
| UNION PAC CORP | 4637 | 1072631 | COM |
| COLGATE PALMOLIVE CO | 12373 | 977714 | COM |
| COSTCO WHSL CORP NEW | 1033 | 890797 | COM |
| TIMKEN CO | 8480 | 713422 | COM |
| AMAZON COM INC | 2800 | 646296 | COM |
| DOMINION ENERGY INC | 10895 | 638386 | COM |
| 3M CO | 3570 | 571653 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1127 | 566487 | CL B NEW |
| HOME DEPOT INC | 1646 | 566389 | COM |
| ABBOTT LABS | 4250 | 532483 | COM |
| DUPONT DE NEMOURS INC | 11212 | 450722 | COM |
| CHEVRON CORP NEW | 2424 | 369442 | COM |
| TRAVELERS COMPANIES INC | 1175 | 340821 | COM |
| ISHARES TR | 474 | 324662 | CORE S&P500 ETF |
| PHILIP MORRIS INTL INC | 1762 | 282625 | COM |
| AMERICAN EXPRESS CO | 718 | 265624 | COM |
| BEACON FINANCIAL CORP. | 9696 | 255684 | COM |
| SPDR GOLD TR | 630 | 249692 | GOLD SHS |
| THERMO FISHER SCIENTIFIC INC | 424 | 245687 | COM |
| ZOETIS INC | 1942 | 244342 | CL A |
| LINCOLN ELEC HLDGS INC | 1000 | 239640 | COM |
| REVVITY INC | 2360 | 228330 | COM |
| VISTRA CORP | 1400 | 225862 | COM |
| DOW INC | 9337 | 218299 | COM |
| ECOLAB INC | 812 | 213166 | COM |
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