§ 13F · FUND PROFILE
Slocum, Gordon & Co LLP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $124.1T (13F)Positions · 125Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$138.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MRK | MERCK & CO INC | 96K | $10.1T | 7.3% | NEW |
| 2 | JNJ | JOHNSON & JOHNSON | 43K | $9.0T | 6.5% | NEW |
| 3 | NEE | NEXTERA ENERGY INC | 107K | $8.6T | 6.2% | NEW |
| 4 | XOM | EXXON MOBIL CORP | 71K | $8.5T | 6.2% | NEW |
| 5 | AEP | AMERICAN ELEC PWR CO INC | 67K | $7.7T | 5.6% | NEW |
| 6 | PG | PROCTER AND GAMBLE CO | 50K | $7.2T | 5.2% | NEW |
| 7 | PPL | PPL CORP | 159K | $5.6T | 4.0% | NEW |
| 8 | VZ | VERIZON COMMUNICATIONS INC | 122K | $5.0T | 3.6% | NEW |
| 9 | ABBV | ABBVIE INC | 21K | $4.8T | 3.5% | NEW |
| 10 | TIP | ISHARES TR | 44K | $4.8T | 3.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SLOCUM, SIGNAL
AC read
Slocum, Gordon & Co LLP is a Other fund managing $124146.4 trillion in assets. The fund runs a portfolio of 125 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed