Slocum, Gordon & Co LLP holds a focused book of 70 stocks worth $150.5M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened Firstenergy Corp and trimmed Merck & Co. Inc.. Their largest long position is Merck & Co. Inc. at 8% of the equity book. Cloning the disclosed picks since 2024 would be +24% (+13.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Slocum, Gordon & Co LLP's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 9.7 points over this window.
Growth of $10,000 cloning Slocum, Gordon & Co LLP's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
90% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Slocum, Gordon & Co LLP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| HighTower Advisors, LLC | 79 / 70 | $24.9B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 79 / 70 | $13.9B |
| CWM, LLC | 79 / 70 | $5.8B |
| IFP Advisors, Inc | 79 / 70 | $829.3M |
| BlackRock, Inc. | 78 / 70 | $1.8T |
| FMR LLC | 78 / 70 | $495.9B |
| MORGAN STANLEY | 78 / 70 | $436.6B |
| JPMORGAN CHASE & CO | 78 / 70 | $387.4B |
Ranked by how many of Slocum, Gordon & Co LLP's top 70 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Merck & Co Inc COM | $12.0M | 93.2K | 8.0% | ▼−1.3% Reduced · −1K sh | |
| 2 | Johnson & Johnson COM | $10.8M | 42.5K | 7.2% | ▼−1.5% Reduced · −638 sh | |
| 3 | Exxon Mobil Corp COM | $9.1M | 66.2K | 6.0% | ▼−5.0% Reduced · −3K sh | |
| 4 | NextEra Energy Inc COM | $8.9M | 101.4K | 5.9% | ▼−4.8% Reduced · −5K sh | |
| 5 | American Elec PWR Co Inc COM | $8.7M | 63.8K | 5.8% | ▼−3.5% Reduced · −2K sh | |
| 6 | Procter & Gamble Co COM | $7.0M | 47.8K | 4.7% | ▼−2.9% Reduced · −1K sh | |
| 7 | Firstenergy Corp COM | $5.1M | 107.2K | 3.4% | ▲New New position | |
| 8 | Abbvie Inc COM | $5.1M | 20.2K | 3.4% | ▼−1.4% Reduced · −280 sh | |
| 9 | Verizon Communications Inc COM | $4.9M | 115.9K | 3.3% | ▼−3.7% Reduced · −4K sh | |
| 10 | Ishares TR TIPS BD ETF | $4.6M | 42.3K | 3.1% | ▼−2.9% Reduced · −1K sh | |
| 11 | McDonalds Corp COM | $4.0M | 14.6K | 2.6% | ▼−4.2% Reduced · −640 sh | |
| 12 | Starbucks Corp COM | $3.8M | 37.3K | 2.5% | ▲+43% Added · +11K sh | |
| 13 | JPMorgan Chase & Co COM | $3.6M | 11.1K | 2.4% | ▼−0.1% Reduced · −17 sh | |
| 14 | Duke Energy Corp New COM NEW | $3.5M | 27.8K | 2.3% | ▼−6.7% Reduced · −2K sh | |
| 15 | Unilever PLC SPON ADR NEW | $3.5M | 58.2K | 2.3% | ▼−10% Reduced · −7K sh | |
| 16 | Ge Aerospace COM NEW | $3.4M | 9.2K | 2.3% | —Held | |
| 17 | Ishares Inc MSCI AUST ETF | $3.3M | 116.6K | 2.2% | ▼−7.8% Reduced · −10K sh | |
| 18 | Ishares Inc MSCI JAPAN ETF | $2.9M | 31.2K | 1.9% | ▼−4.5% Reduced · −1K sh | |
| 19 | Ge Vernova Inc COM | $2.7M | 2.3K | 1.8% | ▼−0.3% Reduced · −7 sh | |
| 20 | Williams Cos Inc COM | $2.6M | 35.1K | 1.7% | ▼−10.0% Reduced · −4K sh | |
| 21 | ConocoPhillips COM | $2.5M | 24.1K | 1.7% | ▼−9.7% Reduced · −3K sh | |
| 22 | Pfizer Inc COM | $2.1M | 88.5K | 1.4% | ▼−2.9% Reduced · −3K sh | |
| 23 | International Business Machs COM | $2.1M | 7.5K | 1.4% | ▲+0.1% Added · +6 sh | |
| 24 | AT&T Inc COM | $2.0M | 94.6K | 1.3% | ▼−13% Reduced · −14K sh | |
| 25 | Apple Inc COM | $1.9M | 6.7K | 1.3% | ▲+0.1% Added · +10 sh | |
| 26 | Lockheed Martin Corp COM | $1.8M | 3.6K | 1.2% | ▼−1.7% Reduced · −61 sh | |
| 27 | Vanguard Whitehall FDS INTL HIGH ETF | $1.8M | 18.4K | 1.2% | ▲New New position | |
| 28 | Weyerhaeuser Co COM NEW | $1.7M | 70.1K | 1.1% | ▼−11% Reduced · −9K sh | |
| 29 | Caterpillar Inc COM | $1.6M | 1.5K | 1.1% | ▲+0.2% Added · +3 sh | |
| 30 | Occidental Pete Corp COM | $1.6M | 32.3K | 1.0% | —Held | |
| 31 | Independence Rlty TR Inc COM | $1.5M | 89.1K | 1.0% | ▼−7.5% Reduced · −7K sh | |
| 32 | Becton Dickinson & Co COM | $1.4M | 9.3K | 0.9% | ▼−7.2% Reduced · −724 sh | |
| 33 | Ishares TR IBOXX INV CP ETF | $1.3M | 12.1K | 0.9% | ▲+0.2% Added · +20 sh | |
| 34 | Kinder Morgan Inc Del COM | $1.3M | 39.6K | 0.8% | ▼−6.2% Reduced · −3K sh | |
| 35 | Union Pac Corp COM | $1.3M | 4.6K | 0.8% | —Held | |
| 36 | Walmart Inc COM | $1.3M | 11.1K | 0.8% | ▲+2.7% Added · +291 sh | |
| 37 | Microsoft Corp COM | $1.2M | 3.3K | 0.8% | ▲+3.2% Added · +104 sh | |
| 38 | SPDR Gold TR GOLD SHS | $1.1M | 3.1K | 0.8% | ▲+369% Added · +2K sh | |
| 39 | Costco Wholesale Corporation COM | $905K | 967 | 0.6% | ▼−6.7% Reduced · −69 sh | |
| 40 | Dominion Energy Inc COM | $693K | 10.2K | 0.5% | ▼−6.6% Reduced · −713 sh | |
| 41 | Amazon Com Inc COM | $683K | 2.9K | 0.5% | ▲+1.5% Added · +43 sh | |
| 42 | Sandisk Corp COM | $682K | 300 | 0.5% | ▼−50% Reduced · −300 sh | |
| 43 | Berkshire Hathaway Inc Del CL B NEW | $593K | 1.2K | 0.4% | ▲+15% Added · +159 sh | |
| 44 | 3M Co COM | $587K | 3.6K | 0.4% | ▲+1.5% Added · +53 sh | |
| 45 | Home Depot Inc COM | $559K | 1.6K | 0.4% | ▲+5.7% Added · +85 sh | |
| 46 | Chevron Corporation COM | $402K | 2.4K | 0.3% | ▲+0.2% Added · +4 sh | |
| 47 | Travelers Companies Inc COM | $388K | 1.2K | 0.3% | ▲New New position | |
| 48 | Corning Inc COM | $383K | 1.5K | 0.3% | —Held | |
| 49 | Abbott Laboratories COM | $345K | 3.8K | 0.2% | ▲+0.2% Added · +7 sh | |
| 50 | Alphabet Inc CAP STK CL A | $322K | 901 | 0.2% | ▲+13% Added · +102 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 70 | $150.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 15, 2026 | 64 | $147.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 60 | $138.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 17, 2025 | 56 | $125.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 19, 2025 | 125 | $124.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 23, 2025 | 135 | $134.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 28, 2025 | 137 | $121.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 4, 2024 | 135 | $248.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.