Fund HoldingsSlocum, Gordon & Co LLP

Total Portfolio Value
$134.72M
Total Bought
$12.92M
Total Sold
$7.70M
Net Transaction
+$5.22M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
KENVUE INC(KVUE)54,322240,036+185,7141,1695,1513.82%+3,982
MERCK &CO INC(MRK)105,598105,348-25011,51213,90110.32%+2,388
NEXTERA ENERGY INC(NEE)77,447109,363+31,9164,7046,9895.19%+2,285
DEVON ENERGY CORP NEW(DVN)32,70067,202+34,5021,4813,3722.50%+1,891
VERIZON COMMUNICATIONS INC(VZ)112,008142,943+30,9354,4115,9984.45%+1,587
APPLE INC(AAPL)08,236+8,23601,4121.05%+1,412
EXXON MOBIL CORP071,185+71,18508,2756.14%+8,275
ABBVIE INC(ABBV)42,54442,514-306,5937,7425.75%+1,149
PROCTER AND GAMBLE CO(PG)57,54457,169-3758,4339,2766.89%+843
GENERAL ELECTRIC CO(GE)10,62611,376+7501,3561,9971.48%+641
JPMORGAN CHASE &CO(JPM)16,65016,65002,8323,3352.48%+503
PPL CORP(PPL)167,893180,304+12,4114,5504,9643.68%+414
WILLIAMS COS INC(WMB)67,67267,647-252,3572,6361.96%+279
AMERICAN ELEC PWR CO INC75,40173,902-1,4996,1246,3634.72%+239
INTERNATIONAL BUSINESS MACHS(IBM)9,1159,030-851,4911,7241.28%+234
COLGATE PALMOLIVE CO(CL)28,53127,816-7152,2742,5051.86%+231
OCCIDENTAL PETE CORP(OXY)036,382+36,38202,3641.76%+2,364
MICROSOFT CORP(MSFT)4,0224,214+1921,5881,7731.32%+185
CATERPILLAR INC(CAT)2,5002,50007399160.68%+177
KIMBERLY-CLARK CORP(KMB)21,47021,363-1072,6092,7632.05%+154
AMAZON COM INC(AMZN)1,7112,211+5002603990.30%+139
HERSHEY CO(HSY)0693+69301350.10%+135
WALMART INC(WMT)3,68611,459+7,7735816900.51%+108
NVIDIA CORPORATION(NVDA)0109+1090980.07%+98
WEYERHAEUSER CO MTN BE(WY)88,04987,856-1933,0613,1552.34%+93
EATON CORP PLC(ETN)1,2151,21502933800.28%+87
AT&T INC(T)109,035108,616-4191,8301,9121.42%+82
HOME DEPOT INC(HD)1,8831,88306537220.54%+70
BERKSHIRE HATHAWAY INC DEL1,1311,097-344034610.34%+58
DOMINION ENERGY INC(D)38,47237,817-6551,8081,8601.38%+52
TRAVELERS COMPANIES INC(TRV)1,2501,25002382880.21%+50
GE HEALTHCARE TECHNOLOGIES I(GEHC)3,5093,50902713190.24%+48
ALPHABET INC(GOOG)0840+84001270.09%+127
DOW INC(DOW)12,84212,84207047440.55%+40
LINCOLN ELEC HLDGS INC(LECO)1,0001,00002172550.19%+38
GENERAL MLS INC(GIS)7,2007,20004695040.37%+35
CONAGRA BRANDS INC(CAG)35,98735,849-1381,0311,0620.79%+31
UNILEVER PLC(UL)028,790+28,79001,4451.07%+1,445
ECOLAB INC(ECL)83383301651920.14%+27
BANK AMERICA CORP5,5715,57101882110.16%+24
JOHNSON &JOHNSON(JNJ)52,22551,895-3308,1868,2096.09%+24
ISHARES TR47447402262490.18%+23
NORFOLK SOUTHN CORP(NSC)98298202322500.19%+18
ENTERPRISE PRODS PARTNERS L(EPD)06,000+6,00001750.13%+175
ALTRIA GROUP INC(MO)4,1504,15001671810.13%+14
CHEVRON CORP NEW(CVX)1,5471,54702312440.18%+13
BRISTOL-MYERS SQUIBB CO(BMY)4,4944,49402312440.18%+13
CITIGROUP INC(C)1,0001,000051630.05%+12
CSX CORP(CSX)4,5004,50001561670.12%+11
CINCINNATI FINL CORP(CINF)492492051610.05%+10
MOOG INC(MOG-A)6256250901000.07%+9
SPDR GOLD TR(GLD)56656601081160.09%+8
PEPSICO INC(PEP)2,3762,351-254044110.31%+8
AMERICAN EXPRESS CO(AXP)533473-601001080.08%+8
PRUDENTIAL FINL INC(PFH)433433045510.04%+6
GLOBAL X FDS
RBTCS ARTFL INTE
1,7241,724049550.04%+6
AUTOMATIC DATA PROCESSING IN0329+3290820.06%+82
WASTE MGMT INC DEL(WM)161161029350.03%+6
BROADCOM INC(AVGO)2626029340.03%+5
PNC FINL SVCS GROUP INC(PNC)69669601081120.08%+5
THERMO FISHER SCIENTIFIC INC(TMO)664614-503523570.26%+4
STRYKER CORPORATION(SYK)7474022260.02%+4
COSTCO WHSL CORP NEW(COST)5858038420.03%+4
CORNING INC(GLW)01,500+1,5000490.04%+49
KINDER MORGAN INC DEL(KMI)5,3505,350094980.07%+4
VANGUARD INDEX FDS07+7040.00%+4
COCA COLA CO(KO)1,5001,500088920.07%+3
BOOZ ALLEN HAMILTON HLDG COR160160020240.02%+3
STERIS PLC(STE)0589+58901320.10%+132
BANK NEW YORK MELLON CORP500500026290.02%+3
PIONEER NAT RES CO073+730190.01%+19
SOUTHERN CO(SO)1,5341,53401081100.08%+2
OLIN CORP(OLN)500500027290.02%+2
SPDR SER TR
SP O&G EXPL PRO
0112+1120170.01%+17
GENERAL DYNAMICS CORP(GD)8686022240.02%+2
FEDEX CORP(FDX)045+450130.01%+13
TEXAS INSTRS INC(TXN)428428073750.06%+2
MARSH &MCLENNAN COS INC(MRSH)090+900190.01%+19
ATMOS ENERGY CORP(ATO)0500+5000590.04%+59
US BANCORP DEL(USB)1,0001,000043450.03%+1
UNION PAC CORP(UNP)4,5094,50901,1071,1090.82%+1
ILLINOIS TOOL WKS INC(ITW)215215056580.04%+1
SELECT SECTOR SPDR TR
ST STR ENERG ETF
0108+1080100.01%+10
VISA INC(V)5353014150.01%+1
LOWES COS INC(LOW)30300780.01%+1
VAIL RESORTS INC(MTN)093+930210.02%+21
EOG RES INC(EOG)0126+1260160.01%+16
ISHARES TR68680890.01%+1
EMERSON ELEC CO(EMR)050+50060.00%+6
EATON VANCE LTD DURATION INC
COM
2,1952,195021210.02%0
PAYCHEX INC(PAYX)0100+1000120.01%+12
ISHARES TR39390550.00%0
ETF SER SOLUTIONS
US GLB JETS
0100+100020.00%+2
TRAVEL PLUS LEISURE CO(TNL)013+13010.00%+1
DIAGEO PLC(DEO)025+25040.00%+4
WYNDHAM HOTELS &RESORTS INC(WH)013+13010.00%+1
MONDELEZ INTL INC(MDLZ)025+25020.00%+2
CISCO SYS INC(CSCO)0165+165080.01%+8
JETAI INC0206+206000.00%0
BLACKROCK CORE BD TR1,4521,452016160.01%-0
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