Slocum, Gordon & Co LLP
CIK 1993325 · Holdings on Sep 30, 2025 · First reported Oct 17, 2025
Top ten holdings
Q3 2025- NEE6.56%
- JNJ6.47%
- MRK6.36%
- EXMOC6.31%
- PG6.18%
- AEP6.04%
- PPL4.76%
- VZ4.46%
- ABBV3.90%
- 9047677043.53%
Share classes counted separately54.57%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- LMTWeight increased · +1.34 pp0.05% → 1.39%Shares +3.37K (+2651.97%)
- EWAWeight increased · +1.27 pp1.04% → 2.31%Shares +58.55K (+119.75%)
- WMBWeight decreased · -1.13 pp3.12% → 1.99%Shares -22.31K (-36.14%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | NEENEXTERA ENERGY INC View history and evidence | $8.22M | 6.56% | 108.88K shares | 6.05% → 6.56%+0.51 pp +678 (+0.63%) | Added | ↗▾ |
| 02 | JNJJOHNSON & JOHNSON View history and evidence | $8.12M | 6.47% | 43.78K shares | 5.40% → 6.47%+1.07 pp -86 (-0.20%) | Reduced | ↗▾ |
| 03 | MRKMERCK & CO. INC. View history and evidence | $7.97M | 6.36% | 94.97K shares | 5.99% → 6.36%+0.37 pp +992 (+1.06%) | Added | ↗▾ |
| 04 | EXMOCEXXON MOBIL CORP View history and evidence | $7.91M | 6.31% | 70.17K shares | 6.01% → 6.31%+0.30 pp +975 (+1.41%) | Added | ↗▾ |
| 05 | PGPROCTER & GAMBLE CO/THE View history and evidence | $7.75M | 6.18% | 50.45K shares | 6.37% → 6.18%-0.19 pp +824 (+1.66%) | Added | ↗▾ |
| 06 | AEPAMERICAN ELECTRIC POWER View history and evidence | $7.57M | 6.04% | 67.25K shares | 5.63% → 6.04%+0.41 pp -130 (-0.19%) | Reduced | ↗▾ |
| 07 | PPLPPL CORP View history and evidence | $5.97M | 4.76% | 160.56K shares | 4.41% → 4.76%+0.35 pp -1.00K (-0.62%) | Reduced | ↗▾ |
| 08 | VZVERIZON COMMUNICATIONS INC View history and evidence | $5.59M | 4.46% | 127.23K shares | 4.44% → 4.46%+0.02 pp -207 (-0.16%) | Reduced | ↗▾ |
| 09 | ABBVABBVIE INC View history and evidence | $4.89M | 3.90% | 21.11K shares | 3.16% → 3.90%+0.74 pp -37 (-0.17%) | Reduced | ↗▾ |
| 10 | 904767704UNILEVER PLCSPON ADR NEW View history and evidence | $4.42M | 3.53% | 74.55K shares | 3.68% → 3.53%-0.15 pp -68 (-0.09%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 73
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| KVUE KENVUE INC | Non-derivative | -250,440 | -$5.24M | SEC filing ↗ | SEC filing ↗ |
| DVN DEVON ENERGY CORP | Non-derivative | -56,580 | -$1.80M | SEC filing ↗ | SEC filing ↗ |
| OSK OSHKOSH CORP | Non-derivative | -5,000 | -$567.70K | SEC filing ↗ | SEC filing ↗ |
3 / 73 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1993325 · Period 2025-09-30
Data loaded 2026-09-23 · First reported 2025-10-17
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 125367835
}Research all 56 reported holdings.
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