The Analysis of Slocum, Gordon & Co LLP's Holdings
Currently, Slocum, Gordon & Co LLP holds 60 types of securities in its portfolio with a total value $138.1M. In the most recent quarter, they have increased their positions in N/A (+65.5K shares, valued at $4.3M), TIP (+36.1K shares, valued at $4.0M), MCD (+10.7K shares, valued at $3.3M); decreased their positions in CL (-8.5K shares, valued at $673.5K), WY (-12.9K shares, valued at $305.2K), PFE (-10.7K shares, valued at $265.2K); initiated new positions in N/A (+65.5K shares, valued at $4.3M), MCD (+10.7K shares, valued at $3.3M), BDX (+10.0K shares, valued at $1.9M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
JNJ JOHNSON & JOHNSON43.4K shares-0.79%2025-12-312026-01-26
NEE NEXTERA ENERGY INC107.4K shares-1.36%2025-12-312026-01-26 XOM EXXON MOBIL CORP70.7K shares0.80%2025-12-312026-01-26 AEP AMERICAN ELEC PWR CO INC66.6K shares-0.97%2025-12-312026-01-26 PG PROCTER AND GAMBLE CO50.1K shares-0.66%2025-12-312026-01-26 PPL PPL CORP158.7K shares-1.16%2025-12-312026-01-26 VZ VERIZON COMMUNICATIONS INC122.1K shares-4.06%2025-12-312026-01-26 ABBV ABBVIE INC21.0K shares-0.41%2025-12-312026-01-26 TIP ISHARES TR43.5K shares490.34%2025-12-312026-01-26 UNILEVER PLC UNILEVER PLC65.5K sharesnew addition2025-12-312026-01-26 JPM JPMORGAN CHASE & CO.11.5K shares-1.76%2025-12-312026-01-26 EWA ISHARES INC127.0K shares18.17%2025-12-312026-01-26 MCD MCDONALDS CORP10.7K sharesnew addition2025-12-312026-01-26 GE AEROSPACE GE AEROSPACE9.3K shares-1.25%2025-12-312026-01-26 T AT&T INC108.6K shares0.77%2025-12-312026-01-26 EWJ ISHARES INC32.6K shares94.20%2025-12-312026-01-26 COP CONOCOPHILLIPS26.4K shares1.01%2025-12-312026-01-26 WMB WILLIAMS COS INC39.0K shares-1.05%2025-12-312026-01-26 PFE PFIZER INC91.6K shares-10.41%2025-12-312026-01-26 IBM INTERNATIONAL BUSINESS MACHS7.5K shares0.00%2025-12-312026-01-26 BDX BECTON DICKINSON & CO10.0K sharesnew addition2025-12-312026-01-26 WY WEYERHAEUSER CO MTN BE80.5K shares-13.79%2025-12-312026-01-26 AAPL APPLE INC6.9K shares0.00%2025-12-312026-01-26 LMT LOCKHEED MARTIN CORP3.6K shares3.83%2025-12-312026-01-26 IRT INDEPENDENCE RLTY TR INC98.7K shares-7.00%2025-12-312026-01-26 MSFT MICROSOFT CORP3.3K shares-2.91%2025-12-312026-01-26 GEV GE VERNOVA INC2.3K shares-1.20%2025-12-312026-01-26 CAT CATERPILLAR INC2.5K shares0.00%2025-12-312026-01-26 OXY OCCIDENTAL PETE CORP33.4K shares-2.42%2025-12-312026-01-26 LQD ISHARES TR12.0K shares9.67%2025-12-312026-01-26 WMT WALMART INC10.8K shares-0.41%2025-12-312026-01-26 KMI KINDER MORGAN INC DEL42.2K shares29.86%2025-12-312026-01-26 SBUX STARBUCKS CORP13.0K sharesnew addition2025-12-312026-01-26 UNP UNION PAC CORP4.6K shares0.00%2025-12-312026-01-26 CL COLGATE PALMOLIVE CO12.4K shares-40.79%2025-12-312026-01-26 COST COSTCO WHSL CORP NEW1.0K sharesnew addition2025-12-312026-01-26 TKR TIMKEN CO8.5K shares11.86%2025-12-312026-01-26 AMZN AMAZON COM INC2.8K shares0.00%2025-12-312026-01-26 D DOMINION ENERGY INC10.9K sharesnew addition2025-12-312026-01-26 MMM 3M CO3.6K shares0.00%2025-12-312026-01-26 HD HOME DEPOT INC1.6K shares-9.86%2025-12-312026-01-26 ABT ABBOTT LABS4.3K shares0.00%2025-12-312026-01-26 CVX CHEVRON CORP NEW2.4K shares61.60%2025-12-312026-01-26 TRV TRAVELERS COMPANIES INC1.2K shares0.00%2025-12-312026-01-26 IVV ISHARES TR474 shares0.00%2025-12-312026-01-26 PM PHILIP MORRIS INTL INC1.8K shares-1.67%2025-12-312026-01-26 AXP AMERICAN EXPRESS CO718 shares0.00%2025-12-312026-01-26 BBT BEACON FINANCIAL CORP.9.7K shares0.00%2025-12-312026-01-26 GLD SPDR GOLD TR630 shares1.94%2025-12-312026-01-26 TMO THERMO FISHER SCIENTIFIC INC424 shares-22.77%2025-12-312026-01-26 ZTS ZOETIS INC1.9K shares0.00%2025-12-312026-01-26 LECO LINCOLN ELEC HLDGS INC1.0K shares0.00%2025-12-312026-01-26 RVTY REVVITY INC2.4K shares-11.28%2025-12-312026-01-26 VST VISTRA CORP1.4K shares0.00%2025-12-312026-01-26 DOW DOW INC9.3K shares-11.46%2025-12-312026-01-26 ECL ECOLAB INC812 shares0.00%2025-12-312026-01-26 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available