Fund Holdings — Slocum, Gordon & Co LLP

Total Portfolio Value
$146.96M
Total Bought
$8.41M
Total Sold
$22.54M
Net Transaction
-$14.13M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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EXXON MOBIL CORP70,73269,724-1,0088,51211,8298.05%+3,318
JOHNSON & JOHNSON(JNJ)43,43143,127-3048,98810,5427.17%+1,554
MCDONALDS CORP(MCD)10,67315,268+4,5953,2624,7453.23%+1,483
MERCK & CO INC(MRK)95,79894,448-1,35010,08411,3617.73%+1,277
NEXTERA ENERGY INC(NEE)107,405106,558-8478,6239,8976.73%+1,275
STARBUCKS CORP(SBUX)13,02226,105+13,0831,0972,3391.59%+1,242
EASTMAN CHEM CO(EMN)014,000+14,00001,0680.73%+1,068
VERIZON COMMUNICATIONS INC(VZ)122,064120,321-1,7434,9726,0404.11%+1,068
CONOCOPHILLIPS(COP)26,43726,694+2572,4753,5242.40%+1,049
AMERICAN ELEC PWR CO INC66,60566,099-5067,6808,6645.90%+984
OCCIDENTAL PETE CORP(OXY)33,38832,338-1,0501,3732,1021.43%+729
GE VERNOVA INC(GEV)2,2982,29801,5022,0061.36%+504
WILLIAMS COS INC(WMB)39,00539,00502,3452,8391.93%+494
AT&T INC(T)108,642108,692+502,6993,1512.14%+452
LOCKHEED MARTIN CORP(LMT)3,6293,633+41,7552,1961.49%+441
SANDISK CORP(SNDK)0600+60003810.26%+381
DUKE ENERGY CORP NEW(DUK)30,11529,825-2903,5303,9052.66%+376
PFIZER INC(PFE)91,62791,127-5002,2822,5591.74%+277
KINDER MORGAN INC DEL(KMI)42,20442,20401,1601,4150.96%+255
ETF OPPORTUNITIES TRUST
HEDG FOUR TU ETF
09,536+9,53602540.17%+254
ALPHABET INC(GOOG)0799+79902300.16%+230
ENTERPRISE PRODS PARTNERS L(EPD)06,000+6,00002270.15%+227
BRISTOL-MYERS SQUIBB CO(BMY)03,646+3,64602210.15%+221
COCA COLA CO(KO)02,800+2,80002130.14%+213
CORNING INC(GLW)01,500+1,50002040.14%+204
PEPSICO INC(PEP)01,308+1,30802030.14%+203
ISHARES INC126,959126,511-4483,3253,5122.39%+187
DOW HLDGS INC(DOW)9,3379,129-2082183800.26%+162
COSTCO WHOLESALE CORPORATION(COST)1,0331,036+38911,0320.70%+142
WALMART INC(WMT)10,84910,794-551,2091,3420.91%+133
CHEVRON CORPORATION(CVX)2,4242,42403695020.34%+132
ISHARES INC
MSCI JAPAN ETF
32,60032,625+252,6322,7551.87%+123
DUPONT DE NEMOURS INC(DD)11,21211,004-2084515040.34%+53
UNION PAC CORP(UNP)4,6374,63701,0731,1250.77%+52
BEACON FINANCIAL CORP.9,6969,69602562910.20%+35
SPDR GOLD TR(GLD)630658+282502830.19%+33
DOMINION ENERGY INC(D)10,89510,865-306386720.46%+33
ISHARES TR43,50243,577+754,7814,8093.27%+28
WEYERHAEUSER CO(WY)80,53878,963-1,5751,9081,9291.31%+21
LINCOLN ELEC HLDGS INC(LECO)1,0001,00002402490.17%+9
ECOLAB INC(ECL)81281202132160.15%+3
ISHARES TR11,97312,128+1551,3191,3220.90%+3
PHILIP MORRIS INTL INC(PM)1,7621,705-572832820.19%-1
ZOETIS INC(ZTS)1,9421,94202442300.16%-15
VISTRA CORP(VST)1,4001,40002262100.14%-15
REVVITY INC(RVTY)2,3602,36002282070.14%-22
ISHARES TR474425-493252780.19%-47
3M CO(MMM)3,5703,57005725190.35%-53
AMAZON COM INC(AMZN)2,8002,821+216465880.40%-59
HOME DEPOT INC(HD)1,6461,501-1455664940.34%-73
BERKSHIRE HATHAWAY INC DEL1,1271,027-1005664920.33%-74
PROCTER & GAMBLE CO(PG)50,11649,198-9187,1827,1064.84%-76
ABBOTT LABORATORIES4,2503,800-4505323900.27%-142
APPLE INC(AAPL)6,9486,728-2201,8891,7071.16%-181
THERMO FISHER SCIENTIFIC INC(TMO)4240-4242460—-246
GE AEROSPACE(GE)9,2969,209-872,8632,6131.78%-250
AMERICAN EXPRESS CO(AXP)7180-7182660—-266
INDEPENDENCE RLTY TR INC(IRT)98,66096,355-2,3051,7251,4350.98%-290
TRAVELERS COMPANIES INC(TRV)1,1750-1,1753410—-341
ABBVIE INC(ABBV)21,02220,467-5554,8034,4513.03%-352
BECTON DICKINSON & CO(BDX)9,97510,030+551,9361,5771.07%-359
CATERPILLAR INC(CAT)2,5001,500-1,0001,4321,0630.72%-369
INTERNATIONAL BUSINESS MACHS(IBM)7,5107,51002,2251,8201.24%-404
JPMORGAN CHASE & CO(JPM)11,47311,153-3203,6973,2812.23%-416
MICROSOFT CORP(MSFT)3,3413,225-1161,6161,1940.81%-422
UNILEVER PLC(UL)65,49064,942-5484,2833,7002.52%-583
COLGATE PALMOLIVE CO(CL)12,3733,360-9,0139782860.19%-691
TIMKEN CO(TKR)8,4800-8,4807130—-713
PPL CORP(PPL)158,7000-158,7005,5580—-5,558
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Slocum, Gordon & Co LLP — 13F Holdings — Q1 2026 | TickerTrail