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CIK: 0001993325
Total reported value
$143.3M
$143.3M
60 檔
30.6%
According to the latest 13F quarterly dataset, Slocum, Gordon & Co LLP managed an equity portfolio of $143.3M at the end of Q4 2025, spanning 60 distinct U.S. exchange-listed positions.
Slocum, Gordon & Co LLP executed strategic sector rebalancing during Q4 2025, establishing 6 new positions while fully exiting 2 holdings and trimming 25 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MRK | Merck & Co. Inc. | Stock-Healthcare | 7.30% | +1.35% | +0.87% | |
| 2 | JNJ | Johnson & Johnson | Stock-Healthcare | 6.51% | +0.27% | -0.79% | |
| 3 | NEE | Nextera Energy Inc | Stock-Utilities | 6.25% | -0.67% | -1.36% | |
| 4 | XOM | Exxon Mobil CORP | Stock-Energy | 6.17% | -6.02% | EXIT | |
| 5 | AEP | American Electric Power | Stock-Utilities | 5.56% | -0.69% | -0.97% | |
| 6 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 5.20% | +0.03% | -0.66% | |
| 7 | PPL | Ppl CORP | Stock-Utilities | 4.03% | — | -1.16% | |
| 8 | VZ | Verizon Communications Inc | Stock-Comm Services | 3.60% | +0.35% | -4.06% | |
| 9 | ABBV | Abbvie Inc | Stock-Healthcare | 3.48% | +0.30% | -0.41% | |
| 10 | TIP | Ishares Tips Bond ETF | ETF-Other | 3.46% | -0.56% | +490.34% | |
| 11 | UL | Unilever Plc-sponsored Adr | Stock-Consumer Staples | 3.10% | +0.14% | — | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.68% | +0.14% | -1.76% | |
| 13 | DUK | Duke Energy CORP | Stock-Utilities | 2.56% | -0.09% | — | |
| 14 | EWA | Ishares Msci Australia ETF | ETF-Other | 2.41% | +0.12% | +18.17% | |
| 15 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.36% | -2.63% | EXIT | |
| 16 | GE | General Electric | Stock-Industrials | 2.07% | -0.40% | -1.25% | |
| 17 | T | At&t Inc | Stock-Comm Services | 1.95% | +0.29% | +0.77% | |
| 18 | EWJ | Ishares Msci Japan ETF | ETF-Other | 1.91% | +0.19% | +94.20% | |
| 19 | COP | Conocophillips | Stock-Energy | 1.79% | +0.45% | +1.01% | |
| 20 | WMB | Williams Cos Inc | Stock-Energy | 1.70% | -0.09% | -1.05% | |
| 21 | PFE | Pfizer Inc | Stock-Healthcare | 1.65% | +0.33% | -10.41% | |
| 22 | IBM | Intl Business Machines CORP | Stock-Tech | 1.61% | -0.29% | — | |
| 23 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.40% | +0.22% | — | |
| 24 | WY | Weyerhaeuser Co | Stock-Real Estate | 1.38% | -0.05% | -13.79% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 1.37% | +0.08% | — | |
| 26 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.27% | +0.06% | +3.83% | |
| 27 | IRT | Independence Realty Trust In | Stock-Real Estate | 1.25% | -0.09% | -7.00% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 1.17% | +0.23% | -2.91% | |
| 29 | GEV | GE Vernova Inc | Stock-Industrials | 1.09% | -0.28% | -1.20% | |
| 30 | CAT | Caterpillar Inc | Stock-Industrials | 1.04% | -0.49% | — | |
| 31 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.99% | +0.21% | -2.42% | |
| 32 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.96% | — | +9.67% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.88% | -0.08% | -0.41% | |
| 34 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.84% | -0.02% | +29.86% | |
| 35 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.79% | -1.22% | — | |
| 36 | UNP | Union Pacific CORP | Stock-Industrials | 0.78% | +0.04% | — | |
| 37 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.71% | — | -40.79% | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.65% | +0.02% | — | |
| 39 | TKR | Timken Co | Stock-Industrials | 0.52% | — | +11.86% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.47% | — | — | |
| 41 | D | Dominion Energy Inc | Stock-Utilities | 0.46% | +0.52% | — | |
| 42 | MMM | 3m Co | Stock-Industrials | 0.41% | +0.03% | — | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.41% | -0.01% | -0.97% | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.41% | -0.06% | -9.86% | |
| 45 | ABT | Abbott Laboratories | Stock-Healthcare | 0.39% | +0.03% | — | |
| 46 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.33% | — | -0.37% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.27% | +0.08% | +61.60% | |
| 48 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.25% | +0.02% | — | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.24% | +0.02% | — | |
| 50 | PM | Philip Morris International | Stock-Consumer Staples | 0.20% | +0.02% | -1.67% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TIP | Ishares Tips Bond ETF | +2.8% | +490.34% | Add |
| 2 | MRK | Merck & Co. Inc. | +0.9% | +0.87% | Add |
| 3 | EWJ | Ishares Msci Japan ETF | +0.8% | +94.20% | Add |
| 4 | KMI | Kinder Morgan, Inc. | +0.1% | +29.86% | Add |
| 5 | EWA | Ishares Msci Australia ETF | +0.1% | +18.17% | Add |
| 6 | CAT | Caterpillar Inc | +0.1% | — | Unchanged |
| 7 | CVX | Chevron CORP | +0.1% | +61.60% | Add |
| 8 | TKR | Timken Co | +0.1% | +11.86% | Add |
| 9 | JNJ | Johnson & Johnson | 0% | -0.79% | Trim |
| 10 | BBT | Beacon Financial CORP | 0% | — | Unchanged |
| 11 | GLD | Spdr Gold Shares | — | +1.94% | Add |
| 12 | AXP | American Express Co | — | — | Unchanged |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | 0% | +9.67% | Add |
| 14 | TRV | Travelers Cos Inc/the | 0% | — | Unchanged |
| 15 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 16 | WMT | Walmart Inc | 0% | -0.41% | Trim |
| 17 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 18 | RVTY | Revvity Inc | 0% | -11.28% | Trim |
| 19 | LECO | Lincoln Electric Holdings | 0% | — | Unchanged |
| 20 | DOW | Dow Inc | 0% | -11.46% | Trim |
| 21 | TMO | Thermo Fisher Scientific Inc | 0% | -22.77% | Trim |
| 22 | MMM | 3m Co | 0% | — | Unchanged |
| 23 | ECL | Ecolab Inc | 0% | — | Unchanged |
| 24 | PM | Philip Morris International | 0% | -1.67% | Trim |
| 25 | AAPL | Apple Inc | 0% | — | Unchanged |
| 26 | GEV | GE Vernova Inc | -0.1% | -1.20% | Trim |
| 27 | ZTS | Zoetis Inc | -0.1% | — | Unchanged |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -0.97% | Trim |
| 29 | VST | Vistra CORP | -0.1% | — | Unchanged |
| 30 | ABT | Abbott Laboratories | -0.1% | — | Unchanged |
| 31 | IBM | Intl Business Machines CORP | -0.1% | — | Unchanged |
| 32 | UNP | Union Pacific CORP | -0.1% | — | Unchanged |
| 33 | LMT | Lockheed Martin CORP | -0.1% | +3.83% | Add |
| 34 | XOM | Exxon Mobil CORP | -0.1% | +0.80% | Add |
| 35 | IRT | Independence Realty Trust In | -0.1% | -7.00% | Trim |
| 36 | HD | Home Depot Inc | -0.2% | -9.86% | Trim |
| 37 | COP | Conocophillips | -0.2% | +1.01% | Add |
| 38 | GE | General Electric | -0.2% | -1.25% | Trim |
| 39 | MSFT | Microsoft CORP | -0.3% | -2.91% | Trim |
| 40 | JPM | Jpmorgan Chase & Co | -0.3% | -1.76% | Trim |
| 41 | WMB | Williams Cos Inc | -0.3% | -1.05% | Trim |
| 42 | OXY | Occidental Petroleum CORP | -0.3% | -2.42% | Trim |
| 43 | NEE | Nextera Energy Inc | -0.3% | -1.36% | Trim |
| 44 | 6D8 | Dupont De Nemours Inc | -0.4% | -0.37% | Trim |
| 45 | DUK | Duke Energy CORP | -0.4% | — | Unchanged |
| 46 | ABBV | Abbvie Inc | -0.4% | -0.41% | Trim |
| 47 | PFE | Pfizer Inc | -0.4% | -10.41% | Trim |
| 48 | WY | Weyerhaeuser Co | -0.5% | -13.79% | Trim |
| 49 | T | At&t Inc | -0.5% | +0.77% | Add |
| 50 | AEP | American Electric Power | -0.5% | -0.97% | Trim |
According to official SEC Form 13F filings, Slocum, Gordon & Co LLP reported a total U.S. public equity portfolio value of $143.3M across 60 disclosed positions in Q4 2025.
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, JNJ, NEE) accounted for 30.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
UL
市值: $4.3M
Top Position Liquidated / Trimmed
UL
前期市值: $4.4M
During Q4 2025, Slocum, Gordon & Co LLP's top holdings by market value included MRK (7.3%)、JNJ (6.5%)、NEE (6.3%). The largest single position, MRK, represented 7.3% of total portfolio value.
In Q4 2025, Slocum, Gordon & Co LLP made 46 total portfolio adjustments, initiating 6 new buys, adding to 13 positions, trimming 25 holdings, and fully liquidating 2 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.
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