Slocum, Gordon & CO LLP has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $132 Million distributed in 60 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nextera Energy Inc with a value of $9.21M, Merck & Co., Inc. with a value of $8.9M, Johnson & Johnson with a value of $8.67M, Exxon Mobil Corp with a value of $8.32M, and American Electric Power CO Inc with a value of $8.08M.
Examining the 13F form we can see an increase of $7.76M in the current position value, from $124M to 132M.
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
$132 Million
Healthcare: $28 Million
Utilities: $27.8 Million
Energy: $16 Million
ETFs: $12.7 Million
Consumer Defensive: $10.6 Million
Industrials: $8.36 Million
Communication Services: $7.77 Million
Technology: $5.78 Million
Other: $14.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
