Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Slocum, Gordon & Co LLP (CIK 1993325) reported $147.0M across 64 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: XOM ($11.8M, 8.05%), MRK ($11.4M, 7.73%), JNJ ($10.5M, 7.17%), NEE ($9.9M, 6.73%), AEP ($8.7M, 5.90%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP | $11.8M | 8.05% | 69,724 | Trimmed |
| 2 | MRK | MERCK & CO INC | $11.4M | 7.73% | 94,448 | Trimmed |
| 3 | JNJ | JOHNSON & JOHNSON | $10.5M | 7.17% | 43,127 | Trimmed |
| 4 | NEE | NEXTERA ENERGY INC | $9.9M | 6.73% | 106,558 | Trimmed |
| 5 | AEP | AMERICAN ELEC PWR CO INC | $8.7M | 5.90% | 66,099 | Trimmed |
| 6 | PG | PROCTER & GAMBLE CO | $7.1M | 4.84% | 49,198 | Trimmed |
| 7 | VZ | VERIZON COMMUNICATIONS INC | $6.0M | 4.11% | 120,321 | Trimmed |
| 8 | TIP | ISHARES TR | $4.8M | 3.27% | 43,577 | Added |
| 9 | MCD | MCDONALDS CORP | $4.7M | 3.23% | 15,268 | Added |
| 10 | ABBV | ABBVIE INC | $4.5M | 3.03% | 20,467 | Trimmed |
| 11 | DUK | DUKE ENERGY CORP NEW | $3.9M | 2.66% | 29,825 | Trimmed |
| 12 | UL | UNILEVER PLC | $3.7M | 2.52% | 64,942 | Trimmed |
| 13 | COP | CONOCOPHILLIPS | $3.5M | 2.40% | 26,694 | Added |
| 14 | EWA | ISHARES INC | $3.5M | 2.39% | 126,511 | Trimmed |
| 15 | JPM | JPMORGAN CHASE & CO | $3.3M | 2.23% | 11,153 | Trimmed |
| 16 | T | AT&T INC | $3.2M | 2.14% | 108,692 | Added |
| 17 | WMB | WILLIAMS COS INC | $2.8M | 1.93% | 39,005 | Hold |
| 18 | EWJ | ISHARES INC | $2.8M | 1.87% | 32,625 | Added |
| 19 | GE | GE AEROSPACE | $2.6M | 1.78% | 9,209 | Trimmed |
| 20 | PFE | PFIZER INC | $2.6M | 1.74% | 91,127 | Trimmed |
| 21 | SBUX | STARBUCKS CORP | $2.3M | 1.59% | 26,105 | Added |
| 22 | LMT | LOCKHEED MARTIN CORP | $2.2M | 1.49% | 3,633 | Added |
| 23 | OXY | OCCIDENTAL PETE CORP | $2.1M | 1.43% | 32,338 | Trimmed |
| 24 | GEV | GE VERNOVA INC | $2.0M | 1.36% | 2,298 | Hold |
| 25 | WY | WEYERHAEUSER CO | $1.9M | 1.31% | 78,963 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31