Slocum, Gordon & Co Llp Portfolio Stock Holdings

Slocum, Gordon & Co Llp disclosed 70 stock positions valued at approximately $150.5 million in its latest SEC 13F filing. The largest holdings include MERCK & CO INC, JOHNSON & JOHNSON, and EXXON MOBIL CORP. The filing reflects positions held as of June 30, 2026 and was filed on July 23, 2026.

Report Period
June 30, 2026
No. of Stocks
70
Portfolio Value
$150.5M
Holdings by Sector
Slocum, Gordon & Co Llp Portfolio Holdings in Q2 2026

67 holdings in the latest reporting period.

Page 1 of 1
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
MERCK & CO INCMRKHealthcare7.95%93,181-1,267-1.34%$11,973,840
JOHNSON & JOHNSONJNJHealthcare7.17%42,489-638-1.48%$10,791,073
EXXON MOBIL CORPXOMEnergy6.02%66,226-3,498-5.02%$9,054,498
NEXTERA ENERGY INCNEEUtilities5.91%101,436-5,122-4.81%$8,903,077
AMERICAN ELEC PWR CO INCAEPUtilities5.80%63,800-2,299-3.48%$8,728,561
PROCTER & GAMBLE COPGConsumer Defensive4.66%47,795-1,403-2.85%$7,008,668
FIRSTENERGY CORPFEUtilities3.39%107,240+107,240+100.00%$5,098,190
ABBVIE INCABBVHealthcare3.37%20,187-280-1.37%$5,079,857
VERIZON COMMUNICATIONS INCVZCommunication Services3.26%115,907-4,414-3.67%$4,907,502
ISHARES TRTIPOther3.08%42,332-1,245-2.86%$4,632,391
MCDONALDS CORPMCDConsumer Cyclical2.63%14,628-640-4.19%$3,954,095
STARBUCKS CORPSBUXConsumer Cyclical2.53%37,305+11,200+42.90%$3,812,198
JPMORGAN CHASE & COJPMFinancial Services2.42%11,136-17-0.15%$3,645,147
DUKE ENERGY CORP NEWDUKUtilities2.34%27,825-2,000-6.71%$3,522,089
GE AEROSPACEGEIndustrials2.29%9,209--$3,441,680
ISHARES INCEWAOther2.18%116,601-9,910-7.83%$3,283,484
ISHARES INCEWJOther1.93%31,170-1,455-4.46%$2,907,226
GE VERNOVA INCGEVUtilities1.79%2,291-7-0.30%$2,691,604
WILLIAMS COS INCWMBEnergy1.73%35,105-3,900-10.00%$2,609,706
CONOCOPHILLIPSCOPEnergy1.67%24,109-2,585-9.68%$2,506,372
PFIZER INCPFEHealthcare1.42%88,494-2,633-2.89%$2,130,936
INTERNATIONAL BUSINESS MACHSIBMTechnology1.40%7,516+6+0.08%$2,113,574
AT&T INCTCommunication Services1.30%94,592-14,100-12.97%$1,958,066
APPLE INCAAPLTechnology1.30%6,738+10+0.15%$1,949,708
LOCKHEED MARTIN CORPLMTIndustrials1.21%3,572-61-1.68%$1,819,791
VANGUARD WHITEHALL FDSVYMIOther1.20%18,415+18,415+100.00%$1,808,353
WEYERHAEUSER COWYReal Estate1.11%70,093-8,870-11.23%$1,678,026
CATERPILLAR INCCATIndustrials1.06%1,503+3+0.20%$1,600,545
OCCIDENTAL PETE CORPOXYEnergy1.04%32,338--$1,570,660
INDEPENDENCE RLTY TR INCIRTReal Estate0.99%89,101-7,254-7.53%$1,487,096
BECTON DICKINSON & COBDXHealthcare0.94%9,306-724-7.22%$1,408,277
ISHARES TRLQDOther0.88%12,148+20+0.16%$1,324,982
KINDER MORGAN INC DELKMIEnergy0.84%39,604-2,600-6.16%$1,266,140
UNION PAC CORPUNPIndustrials0.84%4,637--$1,261,264
WALMART INCWMTConsumer Defensive0.83%11,085+291+2.70%$1,255,525
MICROSOFT CORPMSFTTechnology0.82%3,329+104+3.22%$1,241,784
SPDR GOLD TRGLDOther0.76%3,086+2,428+369.00%$1,136,836
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.60%967-69-6.66%$904,599
DOMINION ENERGY INCDUtilities0.46%10,152-713-6.56%$693,336
AMAZON COM INCAMZNConsumer Cyclical0.45%2,864+43+1.52%$682,606
SANDISK CORPSNDKOther0.45%300-300-50.00%$682,119
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.39%1,186+159+15.48%$593,463
3M COMMMIndustrials0.39%3,623+53+1.48%$586,697
HOME DEPOT INCHDConsumer Cyclical0.37%1,586+85+5.66%$559,350
CHEVRON CORPORATIONCVXEnergy0.27%2,428+4+0.17%$402,465
TRAVELERS COMPANIES INCTRVFinancial Services0.26%1,175--$387,891
CORNING INCGLWTechnology0.25%1,500--$383,145
ABBOTT LABORATORIESABTHealthcare0.23%3,807+7+0.18%$345,447
ALPHABET INCGOOGLCommunication Services0.21%901+102+12.77%$321,990
ISHARES TRIVVOther0.21%425--$318,278
COLGATE PALMOLIVE COCLConsumer Defensive0.20%3,360--$308,045
BEACON FINANCIAL CORP.BHLBFinancial Services0.20%9,696--$295,243
PHILIP MORRIS INTL INCPMConsumer Defensive0.19%1,616-89-5.22%$292,351
LINCOLN ELEC HLDGS INCLECOIndustrials0.18%1,000--$265,510
MOOG INCMOG-AIndustrials0.18%625+625+100.00%$264,900
REVVITY INCRVTYHealthcare0.17%2,335-25-1.06%$259,792
AMERICAN EXPRESS COAXPFinancial Services0.16%718--$242,864
COCA COLA COKOConsumer Defensive0.15%2,811+11+0.39%$228,450
ECOLAB INCECLBasic Materials0.15%800-12-1.48%$222,888
ENTERPRISE PRODS PARTNERS LEPDEnergy0.15%6,000--$220,560
MODERNA INCMRNAHealthcare0.14%3,000+3,000+100.00%$210,090
BRISTOL-MYERS SQUIBB COBMYHealthcare0.14%3,646--$210,083
INTEL CORPINTCTechnology0.14%1,500+1,500+100.00%$209,445
ALTRIA GROUP INCMOConsumer Defensive0.14%2,900+2,900+100.00%$208,655
AMGEN INCAMGNHealthcare0.14%562+562+100.00%$203,511
BANK OF AMER CORPBACFinancial Services0.14%3,571+3,571+100.00%$203,476
CSX CORPCSXIndustrials0.13%4,250+4,250+100.00%$202,003