Slocum, Gordon & Co LLP Top Holdings and 13F Report (2025) About Slocum, Gordon & Co LLPInvestment ActivitySlocum, Gordon & Co LLP has $124.15 million in total holdings as of June 30, 2025.Slocum, Gordon & Co LLP owns shares of 125 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 2.84% of the portfolio was purchased this quarter.About 7.97% of the portfolio was sold this quarter.This quarter, Slocum, Gordon & Co LLP has purchased 135 new stocks and bought additional shares in 5 stocks.Slocum, Gordon & Co LLP sold shares of 41 stocks and completely divested from 19 stocks this quarter.Largest Holdings Procter & Gamble $7,906,424NextEra Energy $7,511,511Exxon Mobil $7,459,068Merck & Co., Inc. $7,439,190American Electric Power $6,991,930 Largest New Holdings this Quarter G97822103 - Perrigo $1,406,834 Holding464287176 - iShares TIPS Bond ETF $810,884 Holding688239201 - Oshkosh $567,700 Holding887389104 - Timken $536,870 Holding69608A108 - PALANTIR TECHNOLOGIES INC CL A $40,896 Holding Largest Purchases this Quarter Perrigo 52,651 shares (about $1.41M)iShares TIPS Bond ETF 7,369 shares (about $810.88K)Oshkosh 5,000 shares (about $567.70K)Timken 7,400 shares (about $536.87K)Texas Instruments 300 shares (about $62.33K) Largest Sales this Quarter JPMorgan Chase & Co. 5,121 shares (about $1.48M)Exxon Mobil 5,710 shares (about $615.54K)GE Aerospace 2,012 shares (about $517.87K)Johnson & Johnson 2,961 shares (about $452.30K)International Business Machines 1,475 shares (about $434.80K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSlocum, Gordon & Co LLP Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPGProcter & Gamble$7,906,424$226,235 ▼-2.8%49,6266.4%Consumer StaplesNEENextEra Energy$7,511,511$138,425 ▼-1.8%108,2036.1%UtilitiesXOMExxon Mobil$7,459,068$615,543 ▼-7.6%69,1936.0%EnergyMRKMerck & Co., Inc.$7,439,190$253,789 ▼-3.3%93,9766.0%MedicalAEPAmerican Electric Power$6,991,930$184,176 ▼-2.6%67,3855.6%UtilitiesJNJJohnson & Johnson$6,700,311$452,298 ▼-6.3%43,8645.4%MedicalVZVerizon Communications$5,514,155$93,896 ▼-1.7%127,4364.4%Computer and TechnologyPPLPPL$5,475,195$230,453 ▼-4.0%161,5574.4%UtilitiesKVUEKenvue$5,241,715$154,317 ▼-2.9%250,4404.2%Consumer StaplesULUnilever$4,564,383$60,864 ▼-1.3%74,6183.7%Consumer StaplesABBVAbbVie$3,925,120$47,147 ▼-1.2%21,1463.2%MedicalWMBWilliams Companies$3,877,072$150,744 ▼-3.7%61,7273.1%EnergyDUKDuke Energy$3,562,420$70,800 ▼-1.9%30,1902.9%UtilitiesJPMJPMorgan Chase & Co.$3,297,146$1,484,629 ▼-31.0%11,3732.7%FinanceTAT&T$3,126,144$58,922 ▼-1.8%108,0212.5%Computer and TechnologyWYWeyerhaeuser$2,658,709$69,260 ▼-2.5%103,4922.1%ConstructionPFEPfizer$2,490,102$300,067 ▼-10.8%102,7272.0%MedicalGEGE Aerospace$2,431,305$517,868 ▼-17.6%9,4462.0%AerospaceIBMInternational Business Machines$2,213,797$434,800 ▼-16.4%7,5101.8%Computer and TechnologyCLColgate-Palmolive$1,994,891$39,541 ▼-1.9%21,9461.6%Consumer StaplesIRTIndependence Realty Trust$1,879,332$43,270 ▼-2.3%106,2371.5%FinanceDVNDevon Energy$1,799,809$51,023 ▼-2.8%56,5801.4%EnergyMSFTMicrosoft$1,612,1050.0%3,2411.3%Computer and TechnologyOXYOccidental Petroleum$1,438,635$57,848 ▼-3.9%34,2451.2%EnergyPRGOPerrigo$1,406,834$1,406,834 ▲New Holding52,6511.1%MedicalAAPLApple$1,322,936$41,034 ▲3.2%6,4481.1%Computer and TechnologyEWAiShares MSCI Australia ETF$1,286,811$22,609 ▼-1.7%48,8911.0%FinanceEWJiShares MSCI Japan ETF$1,257,846$20,692 ▼-1.6%16,7781.0%ETFGE VERNOVA INC COM$1,235,036$266,162 ▼-17.7%2,3341.0%COMUNPUnion Pacific$1,066,8800.0%4,6370.9%TransportationWMTWalmart$1,065,248$117,340 ▼-9.9%10,8940.9%Retail/WholesaleCATCaterpillar$970,5250.0%2,5000.8%IndustrialsTIPiShares TIPS Bond ETF$810,884$810,884 ▲New Holding7,3690.7%ETFDDDuPont de Nemours$771,911$41,154 ▼-5.1%11,2540.6%Basic MaterialsHDHome Depot$669,484$3,666 ▼-0.5%1,8260.5%Retail/WholesaleABTAbbott Laboratories$578,0420.0%4,2500.5%MedicalOSKOshkosh$567,700$567,700 ▲New Holding5,0000.5%Auto/Tires/TrucksBRK.BBerkshire Hathaway$552,320$29,146 ▼-5.0%1,1370.4%FinanceMMM3M$548,7640.0%3,6040.4%Multi-Sector ConglomeratesTKRTimken$536,870$536,870 ▲New Holding7,4000.4%Computer and TechnologyAMZNAmazon.com$504,597$4,168 ▼-0.8%2,3000.4%Retail/WholesaleGISGeneral Mills$390,6470.0%7,5400.3%Consumer StaplesPMPhilip Morris International$343,315$8,196 ▲2.4%1,8850.3%Consumer StaplesTRVTravelers Companies$314,359$13,377 ▼-4.1%1,1750.3%FinanceZTSZoetis$302,8540.0%1,9420.2%MedicalIVViShares Core S&P 500 ETF$294,3060.0%4740.2%ETFDOWDOW$279,231$59,130 ▼-17.5%10,5450.2%Basic MaterialsRVTYRevvity$257,2750.0%2,6600.2%MedicalBRKLBrookline Bancorp$243,5670.0%23,0870.2%FinanceVSTVistra$232,572$38,762 ▲20.0%1,2000.2%UtilitiesAXPAmerican Express$229,0270.0%7180.2%FinanceTMOThermo Fisher Scientific$222,5970.0%5490.2%MedicalECLEcolab$222,2880.0%8250.2%Basic MaterialsCVXChevron$214,785$6,730 ▼-3.0%1,5000.2%EnergyLECOLincoln Electric$207,3200.0%1,0000.2%IndustrialsMCDMcDonald's$201,0120.0%6880.2%Retail/WholesaleEPDEnterprise Products Partners$186,0600.0%6,0000.1%EnergyGLDSPDR Gold Shares$174,6800.0%5730.1%FinanceNSCNorfolk Southern$174,5710.0%6820.1%TransportationPEPPepsiCo$172,708$134,416 ▼-43.8%1,3080.1%Consumer StaplesBACBank of America$168,9790.0%3,5710.1%FinanceBMYBristol Myers Squibb$168,773$46,290 ▼-21.5%3,6460.1%MedicalAMGNAmgen$156,9160.0%5620.1%MedicalTXNTexas Instruments$151,260$62,332 ▲70.1%7280.1%Computer and TechnologyCSXCSX$146,8350.0%4,5000.1%TransportationATOAtmos Energy$138,6990.0%9000.1%UtilitiesPNCThe PNC Financial Services Group$129,7480.0%6960.1%FinanceSOSouthern$126,817$6,428 ▼-4.8%1,3810.1%UtilitiesMOAltria Group$123,709$55,698 ▼-31.0%2,1100.1%Consumer StaplesBABoeing$119,4320.0%5700.1%AerospaceHSYHershey$115,0030.0%6930.1%Consumer StaplesMOG.AMoog$113,1060.0%6250.1%AerospaceKOCocaCola$106,1250.0%1,5000.1%Consumer StaplesGOOGLAlphabet$105,7380.0%6000.1%Computer and TechnologyADPAutomatic Data Processing$97,4540.0%3160.1%Computer and TechnologyNVDANVIDIA$78,9950.0%5000.1%Computer and TechnologyGLWCorning$78,8850.0%1,5000.1%Computer and TechnologyCINFCincinnati Financial$73,2680.0%4920.1%FinanceUNHUnitedHealth Group$62,3940.0%2000.1%MedicalLMTLockheed Martin$58,8180.0%1270.0%AerospaceSTESTERIS$56,691$3,843 ▼-6.3%2360.0%MedicalBOTZGlobal X Robotics & Artificial Intelligence ETF$56,2880.0%1,7240.0%ManufacturingETNEaton$53,5480.0%1500.0%IndustrialsROBTFirst Trust Nasdaq Artificial Intelligence and Robotics ETF$52,0190.0%1,0770.0%ManufacturingPPGPPG Industries$51,7560.0%4550.0%Basic MaterialsDDominion Energy$50,6310.0%8950.0%UtilitiesPRUPrudential Financial$46,5210.0%4330.0%FinanceGOOGAlphabet$42,5730.0%2400.0%Computer and TechnologyPALANTIR TECHNOLOGIES INC CL A$40,896$40,896 ▲New Holding3000.0%CL AXELXcel Energy$40,8600.0%6000.0%UtilitiesBPBP$40,1060.0%1,3400.0%EnergyVGTVanguard Information Technology ETF$39,7960.0%600.0%ETFAPAAPA$36,5800.0%2,0000.0%EnergyBKBank of New York Mellon$36,4440.0%4000.0%FinanceSLBSchlumberger$33,8000.0%1,0000.0%EnergyCOSTCostco Wholesale$27,7180.0%280.0%Retail/WholesaleGDGeneral Dynamics$25,1600.0%860.0%AerospaceTHE CAMPBELL'S COMPANY COMMON STOCK$20,8420.0%6800.0%COMMMCMarsh & McLennan Companies$19,6770.0%900.0%FinanceMTNVail Resorts$14,6130.0%930.0%Consumer DiscretionaryShowing largest 100 holdings. 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