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CIK: 0001993325
Total reported value
$143.3M
$143.3M
137 檔
28.1%
In Q4 2024, Slocum, Gordon & Co LLP's U.S. equity holdings reached a combined market value of $143.3M, distributed across 137 disclosed stock positions.
In Q4 2024, Slocum, Gordon & Co LLP adopted a defensive or profit-taking posture, trimming 34 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MRK | Merck & Co. Inc. | Stock-Healthcare | 8.00% | +1.35% | -1.79% | |
| 2 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 7.17% | +0.03% | -2.46% | |
| 3 | XOM | Exxon Mobil CORP | Stock-Energy | 6.68% | -6.02% | EXIT | |
| 4 | JNJ | Johnson & Johnson | Stock-Healthcare | 5.63% | +0.27% | -4.55% | |
| 5 | ABBV | Abbvie Inc | Stock-Healthcare | 5.60% | +0.30% | -4.62% | |
| 6 | AEP | American Electric Power | Stock-Utilities | 5.31% | -0.69% | -2.62% | |
| 7 | KVUE | Kenvue Inc | Stock-Consumer Staples | 4.57% | — | -2.27% | |
| 8 | PPL | Ppl CORP | Stock-Utilities | 4.55% | — | -1.94% | |
| 9 | VZ | Verizon Communications Inc | Stock-Comm Services | 4.30% | +0.35% | -5.55% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.28% | +0.14% | -0.60% | |
| 11 | WMB | Williams Cos Inc | Stock-Energy | 2.91% | -0.09% | -2.39% | |
| 12 | DUK | Duke Energy CORP | Stock-Utilities | 2.73% | -0.09% | — | |
| 13 | PFE | Pfizer Inc | Stock-Healthcare | 2.51% | +0.33% | -24.33% | |
| 14 | WY | Weyerhaeuser Co | Stock-Real Estate | 2.45% | -0.05% | -7.14% | |
| 15 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 2.24% | — | -1.35% | |
| 16 | T | At&t Inc | Stock-Comm Services | 2.06% | +0.29% | +5.11% | |
| 17 | IRT | Independence Realty Trust In | Stock-Real Estate | 1.78% | -0.09% | -2.46% | |
| 18 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.72% | — | +486.50% | |
| 19 | IBM | Intl Business Machines CORP | Stock-Tech | 1.62% | -0.29% | — | |
| 20 | GE | General Electric | Stock-Industrials | 1.57% | -0.40% | -0.54% | |
| 21 | DVN | Devon Energy CORP | Stock-Energy | 1.56% | — | -10.16% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.55% | +0.08% | -0.37% | |
| 23 | MMM | 3m Co | Stock-Industrials | 1.51% | +0.03% | — | |
| 24 | OXY | Occidental Petroleum CORP | Stock-Energy | 1.46% | +0.21% | -4.72% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 1.23% | +0.23% | — | |
| 26 | UL | Unilever PLC | Stock-Consumer Staples | 1.06% | — | -18.86% | |
| 27 | EWA | Ishares Msci Australia ETF | ETF-Other | 0.96% | +0.12% | — | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.88% | -0.08% | -0.71% | |
| 29 | UNP | Union Pacific CORP | Stock-Industrials | 0.87% | +0.04% | — | |
| 30 | GEV | GE Vernova Inc | Stock-Industrials | 0.77% | -0.28% | -1.73% | |
| 31 | CAT | Caterpillar Inc | Stock-Industrials | 0.75% | -0.49% | +400.00% | |
| 32 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.74% | — | — | |
| 33 | CAG | Conagra Brands Inc | Stock-Consumer Staples | 0.71% | — | -10.03% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.60% | -0.06% | — | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.45% | — | — | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.45% | -0.01% | — | |
| 37 | DOW | Dow Inc | Stock-Materials | 0.42% | — | — | |
| 38 | GIS | General Mills Inc | Stock-Consumer Staples | 0.40% | — | — | |
| 39 | ABT | Abbott Laboratories | Stock-Healthcare | 0.40% | +0.03% | — | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.29% | — | — | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.27% | — | — | |
| 42 | ZTS | Zoetis Inc | Stock-Healthcare | 0.26% | +1.29% | NEW | |
| 43 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.25% | +0.02% | — | |
| 44 | RVTY | Revvity Inc | Stock-Healthcare | 0.24% | +0.08% | -99.52% | |
| 45 | AMGN | Amgen Inc | Stock-Healthcare | 0.24% | +0.03% | — | |
| 46 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.23% | +0.18% | NEW | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.23% | +0.02% | — | |
| 48 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.23% | +0.02% | — | |
| 49 | BB3 | Brookline Bancorp Inc | Stock-Other | 0.22% | — | — | |
| 50 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.19% | — | -2.03% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PG | Procter & Gamble Co/the | +3.5% | -2.46% | Trim |
| 2 | MRK | Merck & Co. Inc. | +3.5% | -1.79% | Trim |
| 3 | XOM | Exxon Mobil CORP | +3.1% | -0.88% | Trim |
| 4 | ABBV | Abbvie Inc | +2.4% | -4.62% | Trim |
| 5 | JNJ | Johnson & Johnson | +2.4% | -4.55% | Trim |
| 6 | AEP | American Electric Power | +2.3% | -2.62% | Trim |
| 7 | PPL | Ppl CORP | +2.2% | -1.94% | Trim |
| 8 | KVUE | Kenvue Inc | +2.1% | -2.27% | Trim |
| 9 | JPM | Jpmorgan Chase & Co | +1.9% | -0.60% | Trim |
| 10 | VZ | Verizon Communications Inc | +1.8% | -5.55% | Trim |
| 11 | WMB | Williams Cos Inc | +1.7% | -2.39% | Trim |
| 12 | CL | Colgate-palmolive Co | +1.6% | +486.50% | Add |
| 13 | DUK | Duke Energy CORP | +1.3% | — | Unchanged |
| 14 | T | At&t Inc | +1.1% | +5.11% | Add |
| 15 | KMB | Kimberly-clark CORP | +1% | -1.35% | Trim |
| 16 | EWA | Ishares Msci Australia ETF | +1% | NEW | New buy |
| 17 | WY | Weyerhaeuser Co | +0.9% | -7.14% | Trim |
| 18 | IRT | Independence Realty Trust In | +0.9% | -2.46% | Trim |
| 19 | AAPL | Apple Inc | +0.8% | -0.37% | Trim |
| 20 | IBM | Intl Business Machines CORP | +0.8% | — | Unchanged |
| 21 | PFE | Pfizer Inc | +0.7% | -24.33% | Trim |
| 22 | MMM | 3m Co | +0.7% | — | Unchanged |
| 23 | GE | General Electric | +0.7% | -0.54% | Trim |
| 24 | OXY | Occidental Petroleum CORP | +0.7% | -4.72% | Trim |
| 25 | CAT | Caterpillar Inc | +0.7% | +400.00% | Add |
| 26 | MSFT | Microsoft CORP | +0.6% | — | Unchanged |
| 27 | DVN | Devon Energy CORP | +0.6% | -10.16% | Trim |
| 28 | WMT | Walmart Inc | +0.5% | -0.71% | Trim |
| 29 | GEV | GE Vernova Inc | +0.5% | -1.73% | Trim |
| 30 | UNP | Union Pacific CORP | +0.4% | — | Unchanged |
| 31 | UL | Unilever PLC | +0.3% | -18.86% | Trim |
| 32 | 6D8 | Dupont De Nemours Inc | +0.3% | — | Unchanged |
| 33 | HD | Home Depot Inc | +0.3% | — | Unchanged |
| 34 | CAG | Conagra Brands Inc | +0.3% | -10.03% | Trim |
| 35 | AMZN | Amazon.com Inc | +0.3% | — | Unchanged |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | — | Unchanged |
| 37 | ABT | Abbott Laboratories | +0.2% | — | Unchanged |
| 38 | GIS | General Mills Inc | +0.2% | — | Unchanged |
| 39 | NVDA | Nvidia CORP | +0.2% | — | Unchanged |
| 40 | DOW | Dow Inc | +0.1% | — | Unchanged |
| 41 | PEP | Pepsico Inc | +0.1% | — | Unchanged |
| 42 | BB3 | Brookline Bancorp Inc | +0.1% | — | Unchanged |
| 43 | BMY | Bristol-myers Squibb Co | +0.1% | — | Unchanged |
| 44 | TRV | Travelers Cos Inc/the | +0.1% | — | Unchanged |
| 45 | IVV | Ishares Core S&p 500 ETF | +0.1% | — | Unchanged |
| 46 | ZTS | Zoetis Inc | +0.1% | — | Unchanged |
| 47 | ATO | Atmos Energy CORP | +0.1% | NEW | New buy |
| 48 | AXP | American Express Co | +0.1% | — | Unchanged |
| 49 | TMO | Thermo Fisher Scientific Inc | +0.1% | -4.36% | Trim |
| 50 | AMGN | Amgen Inc | +0.1% | — | Unchanged |
According to official SEC Form 13F filings, Slocum, Gordon & Co LLP reported a total U.S. public equity portfolio value of $143.3M across 137 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MRK, PG, XOM) accounted for 28.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
EWA
市值: $1.2M
Top Position Liquidated / Trimmed
STE
前期市值: $37.8M
During Q4 2024, Slocum, Gordon & Co LLP's top holdings by market value included MRK (8.0%)、PG (7.2%)、XOM (6.7%). The largest single position, MRK, represented 8.0% of total portfolio value.
In Q4 2024, Slocum, Gordon & Co LLP made 51 total portfolio adjustments, initiating 7 new buys, adding to 5 positions, trimming 34 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
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