Fund HoldingsSlocum, Gordon & Co LLP

Total Portfolio Value
$150.53M
Total Bought
$13.72M
Total Sold
$16.77M
Net Transaction
-$3.05M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
FIRSTENERGY CORP(FE)0107,240+107,24005,0983.39%+5,098
VANGUARD WHITEHALL FDS018,415+18,41501,8081.20%+1,808
STARBUCKS CORP(SBUX)26,10537,305+11,2002,3393,8122.53%+1,473
SPDR GOLD TR(GLD)6583,086+2,4282831,1370.76%+854
GE AEROSPACE(GE)9,2099,20902,6133,4422.29%+828
GE VERNOVA INC(GEV)2,2982,291-72,0062,6921.79%+686
ABBVIE INC(ABBV)20,46720,187-2804,4515,0803.37%+628
MERCK & CO INC(MRK)94,44893,181-1,26711,36111,9747.95%+613
CATERPILLAR INC(CAT)1,5001,503+31,0631,6011.06%+538
TRAVELERS COMPANIES INC(TRV)01,175+1,17503880.26%+388
JPMORGAN CHASE & CO(JPM)11,15311,136-173,2813,6452.42%+364
DUPONT DE NEMOURS INC02,361+2,36103200.21%+320
SANDISK CORP(SNDK)600300-3003816820.45%+301
INTERNATIONAL BUSINESS MACHS(IBM)7,5107,516+61,8202,1141.40%+293
MOOG INC(MOG-A)0625+62502650.18%+265
JOHNSON & JOHNSON(JNJ)43,12742,489-63810,54210,7917.17%+249
AMERICAN EXPRESS CO(AXP)0718+71802430.16%+243
APPLE INC(AAPL)6,7286,738+101,7071,9501.30%+242
ETF OPPORTUNITIES TRUST
HEDG FOUR TU ETF
09,016+9,01602390.16%+239
MODERNA INC(MRNA)03,000+3,00002100.14%+210
INTEL CORP(INTC)01,500+1,50002090.14%+209
ALTRIA GROUP INC(MO)02,900+2,90002090.14%+209
AMGEN INC(AMGN)0562+56202040.14%+204
BANK OF AMER CORP03,571+3,57102030.14%+203
CSX CORP(CSX)04,250+4,25002020.13%+202
CORNING INC(GLW)1,5001,50002043830.25%+179
ISHARES INC
MSCI JAPAN ETF
32,62531,170-1,4552,7552,9071.93%+152
UNION PAC CORP(UNP)4,6374,63701,1251,2610.84%+136
BERKSHIRE HATHAWAY INC DEL1,0271,186+1594925930.39%+101
AMAZON COM INC(AMZN)2,8212,864+435886830.45%+95
ALPHABET INC(GOOG)799901+1022303220.21%+92
3M CO(MMM)3,5703,623+535195870.39%+68
HOME DEPOT INC(HD)1,5011,586+854945590.37%+66
AMERICAN ELEC PWR CO INC66,09963,800-2,2998,6648,7295.80%+64
REVVITY INC(RVTY)2,3602,335-252072600.17%+53
INDEPENDENCE RLTY TR INC(IRT)96,35589,101-7,2541,4351,4870.99%+52
MICROSOFT CORP(MSFT)3,2253,329+1041,1941,2420.82%+48
ISHARES TR42542502783180.21%+41
COLGATE PALMOLIVE CO(CL)3,3603,36002863080.20%+22
DOMINION ENERGY INC(D)10,86510,152-7136726930.46%+22
LINCOLN ELEC HLDGS INC(LECO)1,0001,00002492660.18%+16
COCA COLA CO(KO)2,8002,811+112132280.15%+16
PHILIP MORRIS INTL INC(PM)1,7051,616-892822920.19%+10
ECOLAB INC(ECL)812800-122162230.15%+7
BEACON FINANCIAL CORP.9,6969,69602912950.20%+4
ISHARES TR12,12812,148+201,3221,3250.88%+3
ENTERPRISE PRODS PARTNERS L(EPD)6,0006,00002272210.15%-6
BRISTOL-MYERS SQUIBB CO(BMY)3,6463,64602212100.14%-11
ABBOTT LABORATORIES3,8003,807+73903450.23%-45
WALMART INC(WMT)10,79411,085+2911,3421,2560.83%-86
PROCTER & GAMBLE CO(PG)49,19847,795-1,4037,1067,0094.66%-97
CHEVRON CORPORATION(CVX)2,4242,428+45024020.27%-99
COSTCO WHOLESALE CORPORATION(COST)1,036967-691,0329050.60%-128
KINDER MORGAN INC DEL(KMI)42,20439,604-2,6001,4151,2660.84%-149
BECTON DICKINSON & CO(BDX)10,0309,306-7241,5771,4080.94%-169
ISHARES TR43,57742,332-1,2454,8094,6323.08%-177
UNILEVER PLC(UL)64,94258,181-6,7613,7003,4982.32%-202
PEPSICO INC(PEP)1,3080-1,3082030-203
VISTRA CORP(VST)1,4000-1,4002100-210
ISHARES INC126,511116,601-9,9103,5123,2832.18%-228
WILLIAMS COS INC(WMB)39,00535,105-3,9002,8392,6101.73%-229
ZOETIS INC(ZTS)1,9420-1,9422300-230
WEYERHAEUSER CO(WY)78,96370,093-8,8701,9291,6781.11%-251
ETF OPPORTUNITIES TRUST
HEDG FOUR TU ETF
9,5360-9,5362540-254
LOCKHEED MARTIN CORP(LMT)3,6333,572-612,1961,8201.21%-376
DOW HLDGS INC(DOW)9,1290-9,1293800-380
DUKE ENERGY CORP NEW(DUK)29,82527,825-2,0003,9053,5222.34%-383
PFIZER INC(PFE)91,12788,494-2,6332,5592,1311.42%-428
DUPONT DE NEMOURS INC(DD)11,0040-11,0045040-504
OCCIDENTAL PETE CORP(OXY)32,33832,33802,1021,5711.04%-531
MCDONALDS CORP(MCD)15,26814,628-6404,7453,9542.63%-791
NEXTERA ENERGY INC(NEE)106,558101,436-5,1229,8978,9035.91%-994
CONOCOPHILLIPS(COP)26,69424,109-2,5853,5242,5061.67%-1,017
EASTMAN CHEM CO(EMN)14,0000-14,0001,0680-1,068
VERIZON COMMUNICATIONS INC(VZ)120,321115,907-4,4146,0404,9083.26%-1,133
AT&T INC(T)108,69294,592-14,1003,1511,9581.30%-1,193
EXXON MOBIL CORP69,72466,226-3,49811,8299,0546.02%-2,775
Page 1 of 1