Slocum, Gordon & Co LLP - Portfolio overview

Slocum, Gordon & Co LLP has 71 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Healthcare and Utilities.

Largest reported holdings by portfolio allocation

1. XOM - EXXON MOBIL CORP, 7.60%
2. MRK - MERCK & CO INC, 7.29%
3. JNJ - JOHNSON & JOHNSON, 6.77%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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