Fund HoldingsSlocum, Gordon & Co LLP

Total Portfolio Value
$134.25M
Total Bought
$13.57M
Total Sold
$12.43M
Net Transaction
+$1.15M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
NEXTERA ENERGY INC(NEE)0110,197+110,19707,8125.82%+7,812
UNILEVER PLC(UL)075,613+75,61304,5033.35%+4,503
ISHARES INC
MSCI JAPAN ETF
017,054+17,05401,1690.87%+1,169
AMERICAN ELEC PWR CO INC069,160+69,16007,5575.63%+7,557
JOHNSON &JOHNSON(JNJ)046,825+46,82507,7665.78%+7,766
EXXON MOBIL CORP074,903+74,90308,9086.64%+8,908
VERIZON COMMUNICATIONS INC(VZ)0129,606+129,60605,8794.38%+5,879
KENVUE INC(KVUE)0257,813+257,81306,1824.61%+6,182
AT&T INC(T)109,797110,057+2602,5003,1122.32%+612
PPL CORP(PPL)0168,357+168,35706,0794.53%+6,079
DUKE ENERGY CORP NEW(DUK)030,790+30,79003,7552.80%+3,755
GE AEROSPACE(GE)011,458+11,45802,2931.71%+2,293
WILLIAMS COS INC(WMB)65,27764,127-1,1503,5333,8322.85%+299
DEVON ENERGY CORP NEW(DVN)058,184+58,18402,1761.62%+2,176
INTERNATIONAL BUSINESS MACHS(IBM)8,9858,98501,9752,2341.66%+259
KIMBERLY-CLARK CORP(KMB)020,789+20,78902,9572.20%+2,957
BANK AMERICA CORP03,571+3,57101490.11%+149
INDEPENDENCE RLTY TR INC(IRT)0108,683+108,68302,3071.72%+2,307
WEYERHAEUSER CO MTN BE(WY)0106,188+106,18803,1092.32%+3,109
VISTRA CORP(VST)01,000+1,00001170.09%+117
BERKSHIRE HATHAWAY INC DEL1,1971,19705436370.47%+95
ABBOTT LABS4,2504,25004815640.42%+83
PHILIP MORRIS INTL INC(PM)1,8401,84002212920.22%+71
STERIS PLC(STE)0252+2520570.04%+57
JPMORGAN CHASE &CO.(JPM)16,64416,494-1503,9904,0463.01%+56
UNION PAC CORP(UNP)04,637+4,63701,0950.82%+1,095
CHEVRON CORP NEW(CVX)1,5471,54702242590.19%+35
SPDR GOLD TR(GLD)57357301391650.12%+26
TRAVELERS COMPANIES INC(TRV)1,2501,225-253013240.24%+23
ENTERPRISE PRODS PARTNERS L(EPD)6,0006,00001882050.15%+17
MCDONALDS CORP(MCD)68868801992150.16%+15
COCA COLA CO(KO)1,5001,5000931070.08%+14
SOUTHERN CO(SO)01,451+1,45101330.10%+133
ECOLAB INC(ECL)0825+82502090.16%+209
ATMOS ENERGY CORP(ATO)90090001251390.10%+14
ALTRIA GROUP INC(MO)3,2603,060-2001701840.14%+13
GLOBAL X FDS0116+116090.01%+9
BRISTOL-MYERS SQUIBB CO(BMY)4,8544,646-2082752830.21%+9
STRYKER CORPORATION(SYK)017+17060.00%+6
KINDER MORGAN INC DEL(KMI)5,2505,25001441500.11%+6
BP PLC(BP)1,3401,340040450.03%+6
WASTE MGMT INC DEL(WM)161161033370.03%+5
AUTOMATIC DATA PROCESSING IN316316093970.07%+4
COLGATE PALMOLIVE CO(CL)23,02622,381-6452,0932,0971.56%+4
UNITEDHEALTH GROUP INC(UNH)0200+20001050.08%+105
SCHLUMBERGER LTD(SLB)1,0001,000038420.03%+3
ZOETIS INC(ZTS)01,942+1,94203200.24%+320
NOVO-NORDISK A S(NVO)044+44030.00%+3
MARSH &MCLENNAN COS INC(MRSH)9090019220.02%+3
DOMINION ENERGY INC(D)0895+8950500.04%+50
CINCINNATI FINL CORP(CINF)492492071730.05%+2
XCEL ENERGY INC(XEL)600600041420.03%+2
LINCOLN ELEC HLDGS INC(LECO)1,0001,00001871890.14%+2
MONDELEZ INTL INC(MDLZ)205205012140.01%+2
NORFOLK SOUTHN CORP(NSC)0682+68201620.12%+162
PAYCHEX INC(PAYX)100100014150.01%+1
HERSHEY CO(HSY)69369301171190.09%+1
NOVARTIS AG(NVS)73730780.01%+1
SELECT SECTOR SPDR TR
ST STR ENERG ETF
10810809100.01%+1
COSTCO WHSL CORP NEW(COST)2828026260.02%+1
GENERAL DYNAMICS CORP(GD)8686023240.02%+1
STARBUCKS CORP(SBUX)88880890.01%+1
BLACKROCK CORE BD TR1,4521,452015160.01%+1
EATON VANCE LIMITED DURATION
COM
02,195+2,1950220.02%+22
CISCO SYS INC(CSCO)165165010100.01%0
BARRICK GOLD CORP88880120.00%0
ISHARES TR39390660.00%0
ZIMMER BIOMET HOLDINGS INC(ZBH)25250330.00%0
INTEL CORP(INTC)50500110.00%0
OKLO INC(OKLO)24240110.00%0
JET AI INC
COM NEW
220000.00%-0
SPDR DOW JONES INDL AVERAGE(DIA)330110.00%-0
TRAVEL PLUS LEISURE CO(TNL)13130110.00%-0
NEW YORK TIMES CO(NYT)29290210.00%-0
SPDR SER TR
SP O&G EXPL PRO
112112015150.01%-0
ILLINOIS TOOL WKS INC(ITW)15150440.00%-0
WYNDHAM HOTELS &RESORTS INC(WH)13130110.00%-0
HORMEL FOODS CORP(HRL)400400013120.01%-0
PURECYCLE TECHNOLOGIES INC(PCT)71710100.00%-0
ARCHER DANIELS MIDLAND CO1291290760.00%-0
LOWES COS INC(LOW)30300770.01%-0
ETF SER SOLUTIONS
US GLB JETS
1001000320.00%-0
DIAGEO PLC(DEO)25250330.00%-1
ISHARES INC48,90049,750+8501,1671,1660.87%-1
ISHARES TR6868011100.01%-1
THE CAMPBELLS COMPANY(CPB)680680028270.02%-1
FEDEX CORP(FDX)4545013110.01%-2
PUBLIC SVC ENTERPRISE GRP IN(PEG)250-2520-2
EMERSON ELEC CO(EMR)6450-14850.00%-2
VAIL RESORTS INC(MTN)9393017150.01%-3
CORNING INC(GLW)1,5001,500071690.05%-3
ROCKWELL AUTOMATION INC(ROK)100-1030-3
PRUDENTIAL FINL INC(PFH)433433051480.04%-3
SIMPLIFY EXCHANGE TRADED FUN
HEALTH CARE ETF
1080-10830-3
TEXAS INSTRS INC(TXN)428428080770.06%-3
BOEING CO(BA)5705700101970.07%-4
GOLDMAN SACHS GROUP INC(GS)70-740-4
APA CORPORATION(APA)2,0002,000046420.03%-4
PPG INDS INC(PPG)455455054500.04%-5
FIRST TR EXCHANGE TRADED FD
NASDQ ARTFCIAL
01,077+1,0770440.03%+44
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