StockDriftsStockDriftsTop 50 Slocum Gordon & CO LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MRK | MERCK & CO INC | 9.3% | 91.7K | $13.3M | -1.60%(-1.49K) | $98.32(+46.08%) | 2026-09-30 | |
| JNJ | JOHNSON & JOHNSON | 7.44% | 40.3K | $10.7M | -5.21%(-2.21K) | $170.00(+49.28%) | 2026-09-30 | |
| NEE | NEXTERA ENERGY INC | 5.24% | 99.1K | $7.5M | -2.27%(-2.30K) | $75.61(+3.39%) | 2026-09-30 | |
| AEP | AMERICAN ELEC PWR CO INC | 5.11% | 61.7K | $7.3M | -3.30%(-2.10K) | $90.70(+37.51%) | 2026-09-30 | |
| PG | PROCTER & GAMBLE CO | 4.69% | 46.3K | $6.7M | -3.20%(-1.53K) | $139.19(+13.29%) | 2026-09-30 | |
| ABBV | ABBVIE INC | 3.67% | 20.1K | $5.3M | -0.43%(-87) | $147.93(+91.09%) | 2026-09-30 | |
| VZ | VERIZON COMMUNICATIONS INC | 3.61% | 112.8K | $5.2M | -2.69%(-3.12K) | $38.69(+14.11%) | 2026-09-30 | |
| FE | FIRSTENERGY CORP | 3.28% | 108.5K | $4.7M | +1.17%(+1.26K) | $48.94(-6.61%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO | 2.56% | 11.1K | $3.7M | -0.31%(-35) | $125.93(+164.85%) | 2026-09-30 | |
| TIP | ISHARES TR | 2.52% | 34.8K | $3.6M | -17.86%(-7.56K) | $110.53(-4.77%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.25% | +30.41% | — | — | +20.48% |
| Top 20 Holdings Unweighted | +10.47% | +34.82% | — | — | +23.72% |
Slocum Gordon & CO LLP reports $143.31M in US-listed equity holdings across 66 positions in its most recent 13F filing. Its largest disclosed positions are MRK (9.3%), JNJ (7.4%) and NEE (5.2%). The top 20 holdings account for 67.04% of reported assets. Its disclosed equity book has returned +30.41% on a three-year cumulative basis. Figures reflect the Q3 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