13F Filings History of Slocum, Gordon & Co LLP

Latest 13F report
Q4 2025 - 26 Jan 2026
Value $
$138,050,090
Signature - Title
Barclay Douglas Jr. - Partner
Location
Newport, RI
Summary
This page shows a list of all the recent 13F filings made by Slocum, Gordon & Co LLP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Slocum, Gordon & Co LLP reported 60 stock holdings with total value $138,050,090 as of Q4 2025. Top holdings included MRK, JNJ, NEE, XOM, and AEP.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 60 $138,050,090 +$18,735,813 -$8,023,814 +$10,711,999 MRK, JNJ, NEE, XOM, AEP 13F-HR 26 Jan 2026, 15:27
Q3 2025 56 $125,367,835 +$8,995,900 -$14,044,433 -$5,048,533 NEE, JNJ, MRK, XOM, PG 13F-HR 17 Oct 2025, 14:39
Q2 2025 125 $124,146,390 +$3,519,860 -$9,892,787 -$6,372,927 PG, NEE, XOM, MRK, AEP 13F-HR 19 Aug 2025, 14:58
Q1 2025 135 $134,247,928 +$12,542,780 -$8,024,601 +$4,518,179 XOM, MRK, PG, NEE, JNJ 13F-HR 23 Apr 2025, 11:39
Q4 2024 137 $121,585,664 +$4,030,047 -$23,659,733 -$19,629,686 MRK, PG, XOM, JNJ, ABBV 13F-HR 28 Jan 2025, 11:34
Q3 2024 135 $147,007,775 +$9,010,741 -$7,894,733 +$1,116,008 MRK, NEE, PG, XOM, JNJ 13F-HR 04 Nov 2024, 12:32
Q2 2024 148 $134,405,007 +$3,440,348 -$1,467,993 +$1,972,355 MRK, PG, XOM, NEE, JNJ 13F-HR 05 Aug 2024, 15:04
Q1 2024 131 $134,721,775 +$11,851,879 -$923,739 +$10,928,140 MRK, PG, XOM, JNJ, ABBV 13F-HR 02 May 2024, 11:59
Q4 2023 133 $113,953,558 +$3,349,989 -$8,807,308 -$5,457,319 MRK, PG, JNJ, XOM, ABBV 13F-HR 14 Feb 2024, 11:31
Q3 2023 146 $114,842,079 +$5,565,924 -$6,560,158 -$994,234 MRK, PG, XOM, JNJ, ABBV 13F-HR 09 Nov 2023, 11:23
Q2 2023 123 $118,600,561 +$1,199,534 -$2,537,460 -$1,337,926 MRK, JNJ, PG, AEP, XOM 13F-HR 23 Oct 2023, 15:21
Q1 2023 143 $120,566,131 +$1,190,995 -$28,540,189 -$27,349,194 MRK, JNJ, PG, AEP, PFE 13F-HR 14 Dec 2023, 11:01
Q4 2022 142 $154,901,292 $0 $0 $0 MRK, JNJ, PG, PFE, AEP 13F-HR 06 Dec 2023, 14:41