StockDriftsStockDriftsTop 50 Slocum, Gordon & Co LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MRK | MERCK & CO INC | 7.95% | 93.2K | $12.0M | -1.34%(-1.27K) | $98.32(+38.54%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 7.17% | 42.5K | $10.8M | -1.48%(-638) | $170.00(+53.21%) | 2026-06-30 | |
| XOM | EXXON MOBIL CORP | 6.02% | 66.2K | $9.1M | -5.02%(-3.50K) | $102.41(+57.04%) | 2026-06-30 | |
| NEE | NEXTERA ENERGY INC | 5.91% | 101.4K | $8.9M | -4.81%(-5.12K) | $75.61(+14.03%) | 2026-06-30 | |
| AEP | AMERICAN ELEC PWR CO INC | 5.8% | 63.8K | $8.7M | -3.48%(-2.30K) | $90.70(+38.48%) | 2026-06-30 | |
| PG | PROCTER & GAMBLE CO | 4.66% | 47.8K | $7.0M | -2.85%(-1.40K) | $139.19(+2.90%) | 2026-06-30 | |
| FE | FIRSTENERGY CORP | 3.39% | 107.2K | $5.1M | new | $48.98(-3.21%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 3.37% | 20.2K | $5.1M | -1.37%(-280) | $147.93(+68.60%) | 2026-06-30 | |
| VZ | VERIZON COMMUNICATIONS INC | 3.26% | 115.9K | $4.9M | -3.67%(-4.41K) | $38.69(+24.36%) | 2026-06-30 | |
| TIP | ISHARES TR | 3.08% | 42.3K | $4.6M | -2.86%(-1.25K) | $110.53(-3.33%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.97% | +29.39% | — | — | +21.68% |
| Top 20 Holdings Unweighted | +10.50% | +34.94% | — | — | +27.72% |
Slocum, Gordon & Co LLP reports $150.53M in US-listed equity holdings across 70 positions in its most recent 13F filing. Its largest disclosed positions are MRK (8.0%), JNJ (7.2%) and XOM (6.0%). The top 20 holdings account for 72.77% of reported assets. Its disclosed equity book has returned +29.39% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Slocum, Gordon & Co LLP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1993325). View Slocum, Gordon & Co LLP’s 13F filings on SEC