Slocum, Gordon & Co LLP
Top Portfolio Positions
57 positions ·
$133,538,315 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| XOM |
Exxon Mobil Corp
Energy
|
69,724 | $11,829,373 | 8.86% |
| MRK |
Merck & Co., Inc.
Healthcare
|
94,448 | $11,361,149 | 8.51% |
| JNJ |
Johnson & Johnson
Healthcare
|
43,127 | $10,541,963 | 7.89% |
| NEE |
Nextera Energy Inc
Utilities
|
106,558 | $9,897,107 | 7.41% |
| AEP |
American Electric Power Co Inc
Utilities
|
66,099 | $8,664,256 | 6.49% |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
49,198 | $7,106,159 | 5.32% |
| VZ |
Verizon Communications Inc
Communication Services
|
120,321 | $6,040,114 | 4.52% |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
15,268 | $4,745,141 | 3.55% |
| ABBV |
AbbVie Inc.
Healthcare
|
20,467 | $4,451,367 | 3.33% |
| DUK |
Duke Energy CORP
Utilities
|
29,825 | $3,905,285 | 2.92% |
Holdings in AEP
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,664,256 | 66,099 | Shares | Sole | 2026-04-15 | |
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