SG
| |
Slocum, Gordon & Co LLP13F | |
| Slocum, Gordon & Co LLP | |
| Last update 2025-04-23 | 135 Stocks (8 new) |
| Value $134.00 Mil | Turnover 9 % |
Slocum, Gordon & Co LLP Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XOM | Exxon Mobil Corp | 74,903 | 8,908.4 | -0.73% | 6.640 | -0.05% | 0.000 | +12.95% | +9.26% | 497,461.6 | Oil & Gas | |
MRK | Merck & Co Inc | 97,182 | 8,723.0 | -0.59% | 6.500 | -0.05% | 0.000 | +6.33% | -14.63% | 209,319.6 | Drug Manufacturers | |
PG | Procter & Gamble Co | 51,046 | 8,699.4 | -1.77% | 6.480 | -0.13% | 0.000 | -5.32% | -5.16% | 368,210.3 | Consumer Packaged Goods | |
NEE | NextEra Energy Inc | 110,197 | 7,811.8 | New Holding | 5.820 | +5.82% | 0.010 | +13.97% | +5.48% | 153,162.2 | Utilities - Regulated | |
JNJ | Johnson & Johnson | 46,825 | 7,765.6 | -1.11% | 5.780 | -0.06% | 0.000 | +4.29% | +10.30% | 377,512.9 | Drug Manufacturers | |
AEP | American Electric Power Co Inc | 69,160 | 7,557.2 | -1.22% | 5.630 | -0.06% | 0.010 | +1.58% | +16.31% | 56,272.1 | Utilities - Regulated | |
KVUE | Kenvue Inc | 257,813 | 6,182.3 | -0.93% | 4.610 | -0.04% | 0.010 | -2.55% | +1.83% | 40,970.9 | Consumer Packaged Goods | |
PPL | PPL Corp | 168,357 | 6,079.3 | -1.19% | 4.530 | -0.05% | 0.020 | -0.55% | +7.29% | 25,334.6 | Utilities - Regulated | |
VZ | Verizon Communications Inc | 129,606 | 5,878.9 | -0.94% | 4.380 | -0.04% | 0.000 | -3.29% | +9.36% | 175,480.5 | Telecommunication Services | |
UL | Unilever PLC | 75,613 | 4,502.7 | +232.00% | 3.350 | +2.34% | 0.000 | -0.98% | +9.03% | 149,043.7 | Consumer Packaged Goods |
Slocum, Gordon & Co LLP's Historical Top Holdings Breakdowns
Slocum, Gordon & Co LLP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NEE | NextEra Energy Inc | 2025-03-31 | New Buy New Buy | +5.82% | 66.96 ($70.58) 76.16 | $74.40 | 5.41% | New holding | 110,197 | 110,197 | |
ABBV | AbbVie Inc | 2025-03-31 | Reduce Reduce | -2.47% | 169.2 ($194.4) 216.66 | $192.45 | -1.00% | Reduce -44.15% | 21,400 | -16,917 | |
UL | Unilever PLC | 2025-03-31 | Add Add | +2.34% | 54.72 ($57.34) 60.29 | $60.79 | 6.02% | Add 232% | 75,613 | 52,838 | |
MMM | 3M Co | 2025-03-31 | Reduce Reduce | -1.13% | 129.7 ($146.92) 155.12 | $155.84 | 6.07% | Reduce -74.64% | 3,604 | -10,608 | |
EWJ | iShares MSCI Japan ETF | 2025-03-31 | New Buy New Buy | +0.87% | 65.24 ($68.76) 71.7 | $72.36 | 5.24% | New holding | 17,054 | 17,054 | |
CAG | Conagra Brands Inc | 2025-03-31 | Reduce Reduce | -0.70% | 23.9 ($25.8) 27.67 | $19.40 | -24.81% | Reduce -98.97% | 322 | -30,908 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.26% | 209.68 ($231.67) 247.1 | $211.16 | -8.85% | Reduce -16.78% | 6,248 | -1,260 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.21% | 106.98 ($126.74) 149.43 | $164.92 | 30.12% | Reduce -79.25% | 500 | -1,910 | |
GEHC | GE HealthCare Technologies Inc | 2025-03-31 | Reduce Reduce | -0.18% | 78.38 ($85.94) 93.48 | $75.13 | -12.58% | Reduce -96.65% | 100 | -2,885 | |
PG | Procter & Gamble Co | 2025-03-31 | Reduce Reduce | -0.13% | 158.56 ($167.49) 176.26 | $157.05 | -6.23% | Reduce -1.77% | 51,046 | -920 |
Slocum, Gordon & Co LLP Total Holding History ($B)
Slocum, Gordon & Co LLP's Asset Allocation
Slocum, Gordon & Co LLP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Slocum, Gordon & Co LLP's Hypothetical Growth since 2025-03-31
Slocum, Gordon & Co LLP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Slocum, Gordon & Co LLP's Holdings Heat Map
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Slocum, Gordon & Co LLP's Holdings Bubble Chart
Slocum, Gordon & Co LLP News
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