Top 50 Slocum, Gordon & Co Llp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| XOM | EXXON MOBIL CORP | 8.05% | 69.7K | $11.8M | -1.43%(-1.01K) | $102.41(+51.23%) | 2026-03-31 | |
| MRK | MERCK & CO INC | 7.73% | 94.4K | $11.4M | -1.41%(-1.35K) | $98.32(+15.08%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 7.17% | 43.1K | $10.5M | -0.70%(-304) | $170.00(+32.67%) | 2026-03-31 | |
| NEE | NEXTERA ENERGY INC | 6.73% | 106.6K | $9.9M | -0.79%(-847) | $75.61(+27.34%) | 2026-03-31 | |
| AEP | AMERICAN ELEC PWR CO INC | 5.9% | 66.1K | $8.7M | -0.76%(-506) | $90.70(+51.09%) | 2026-03-31 | |
| PG | PROCTER & GAMBLE CO | 4.84% | 49.2K | $7.1M | -1.83%(-918) | $139.19(+4.10%) | 2026-03-31 | |
| VZ | VERIZON COMMUNICATIONS INC | 4.11% | 120.3K | $6.0M | -1.43%(-1.74K) | $38.69(+22.36%) | 2026-03-31 | |
| TIP | ISHARES TR | 3.27% | 43.6K | $4.8M | +0.17%(+75) | $110.53(+0.49%) | 2026-03-31 | |
| MCD | MCDONALDS CORP | 3.23% | 15.3K | $4.7M | +43.05%(+4.59K) | $304.14(-6.24%) | 2026-03-31 | |
| ABBV | ABBVIE INC | 3.03% | 20.5K | $4.5M | -2.64%(-555) | $147.93(+39.33%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.22% | +26.75% |
| Top 20 Holdings Unweighted | +10.17% | +33.71% |
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