Fund HoldingsSlocum, Gordon & Co LLP

Total Portfolio Value
$134.41M
Total Bought
$2.78M
Total Sold
$5.59M
Net Transaction
-$2.81M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
NEXTERA ENERGY INC(NEE)109,363107,973-1,3906,9897,6465.69%+656
EXXON MOBIL CORP71,18577,291+6,1068,2758,8986.62%+623
GE VERNOVA INC(GEV)03,033+3,03305200.39%+520
APPLE INC(AAPL)8,2368,536+3001,4121,7981.34%+386
WILLIAMS COS INC(WMB)67,64767,577-702,6362,8722.14%+236
COLGATE PALMOLIVE CO(CL)27,81627,616-2002,5052,6801.99%+175
KIMBERLY-CLARK CORP(KMB)21,36321,191-1722,7632,9292.18%+165
AT&T INC(T)108,616108,423-1931,9122,0721.54%+160
WEYERHAEUSER CO MTN BE(WY)87,856116,483+28,6273,1553,3072.46%+152
PROCTER AND GAMBLE CO(PG)57,16957,140-299,2769,4247.01%+148
MICROSOFT CORP(MSFT)4,2144,259+451,7731,9041.42%+131
UNILEVER PLC(UL)28,79028,556-2341,4451,5701.17%+125
WALMART INC(WMT)11,45911,759+3006907960.59%+107
NVIDIA CORPORATION(NVDA)1091,590+1,481981960.15%+98
AMERICAN ELEC PWR CO INC73,90273,567-3356,3636,4554.80%+92
AMAZON COM INC(AMZN)2,2112,516+3053994860.36%+87
DUKE ENERGY CORP NEW(DUK)032,123+32,12303,2202.40%+3,220
AMERICAN EXPRESS CO(AXP)473718+2451081660.12%+59
VANGUARD WORLD FD
INF TECH ETF
095+950550.04%+55
DUPONT DE NEMOURS INC(DD)011,918+11,91809590.71%+959
ALPHABET INC(GOOG)0240+2400440.03%+44
PHILIP MORRIS INTL INC(PM)01,835+1,83501860.14%+186
JPMORGAN CHASE &CO.(JPM)16,65016,669+193,3353,3712.51%+36
ISHARES TR0307+3070330.02%+33
AMGEN INC(AMGN)01,125+1,12503520.26%+352
TARGET CORP(TGT)0192+1920280.02%+28
PPG INDS INC(PPG)0455+4550570.04%+57
MONDELEZ INTL INC(MDLZ)25205+1802130.01%+12
BP PLC(BP)01,340+1,3400480.04%+48
BANK AMERICA CORP5,5715,57102112220.16%+10
ISHARES TR47447402492590.19%+10
ISHARES TR
CORE MSCI EAFE
0139+1390100.01%+10
ELI LILLY &CO(LLY)010+10090.01%+9
SOUTHERN CO(SO)1,5341,53401101190.09%+9
CORNING INC(GLW)1,5001,500049580.04%+9
TEXAS INSTRS INC(TXN)428428075830.06%+9
KINDER MORGAN INC DEL(KMI)5,3505,3500981060.08%+8
ZOETIS INC(ZTS)01,942+1,94203370.25%+337
BROADCOM INC(AVGO)2626034420.03%+7
ROSS STORES INC(ROST)050+50070.01%+7
COSTCO WHSL CORP NEW(COST)5858042490.04%+7
ECOLAB INC(ECL)83383301921980.15%+6
SPDR GOLD TR(GLD)56656601161220.09%+5
NIKE INC(NKE)067+67050.00%+5
MOOG INC(MOG-A)62562501001050.08%+5
COCA COLA CO(KO)1,5001,500092950.07%+4
GOLDMAN SACHS GROUP INC(GS)07+7030.00%+3
UNITEDHEALTH GROUP INC(UNH)0200+20001020.08%+102
ROCKWELL AUTOMATION INC(ROK)010+10030.00%+3
ZIMMER BIOMET HOLDINGS INC(ZBH)025+25030.00%+3
BARRICK GOLD CORP0148+148020.00%+2
SHELL PLC(SHEL)030+30020.00%+2
INVESCO QQQ TR04+4020.00%+2
PUBLIC SVC ENTERPRISE GRP IN(PEG)025+25020.00%+2
ISHARES TR018+18020.00%+2
LOCKHEED MARTIN CORP(LMT)0127+1270590.04%+59
EMERSON ELEC CO(EMR)5064+14670.01%+1
BANK NEW YORK MELLON CORP500500029300.02%+1
ISHARES TR019+19010.00%+1
ISHARES TR686809100.01%+1
ISHARES TR09+9010.00%+1
BOOZ ALLEN HAMILTON HLDG COR160160024250.02%+1
ISHARES TR06+6010.00%+1
NOVARTIS AG(NVS)073+73080.01%+8
GENERAL DYNAMICS CORP(GD)8686024250.02%+1
CAMPBELL SOUP CO(CPB)0680+6800310.02%+31
FEDEX CORP(FDX)4545013130.01%0
MARSH &MCLENNAN COS INC(MRSH)9090019190.01%0
NEW YORK TIMES CO(NYT)029+29010.00%+1
CITIGROUP INC(C)1,0001,000063630.05%0
VANGUARD INDEX FDS770440.00%0
WASTE MGMT INC DEL(WM)161161035350.03%0
ISHARES TR39390550.00%0
JETAI INC0328+328000.00%0
EATON VANCE LTD DURATION INC
COM
2,1952,195021210.02%-0
WYNDHAM HOTELS &RESORTS INC(WH)13130110.00%-0
TRAVEL PLUS LEISURE CO(TNL)13130110.00%-0
PRUDENTIAL FINL INC(PFH)433433051510.04%-0
JETAI INC2062060000.00%-0
ETF SER SOLUTIONS
US GLB JETS
1001000220.00%-0
XCEL ENERGY INC(XEL)0600+6000320.02%+32
BLACKROCK CORE BD TR1,4521,452016150.01%-0
EOG RES INC(EOG)126126016160.01%-0
ARCHER DANIELS MIDLAND CO0129+129080.01%+8
SELECT SECTOR SPDR TR
ST STR ENERG ETF
108108010100.01%-0
REVVITY INC(RVTY)02,760+2,76002890.22%+289
CISCO SYS INC(CSCO)1651650880.01%-0
PAYCHEX INC(PAYX)100100012120.01%-0
DIAGEO PLC(DEO)25250430.00%-1
ALTRIA GROUP INC(MO)4,1503,960-1901811800.13%-1
INTEL CORP(INTC)050+50020.00%+2
VISA INC(V)5353015140.01%-1
LOWES COS INC(LOW)30300870.00%-1
SPDR SER TR
SP O&G EXPL PRO
112112017160.01%-1
ATMOS ENERGY CORP(ATO)500500059580.04%-1
ENTERPRISE PRODS PARTNERS L(EPD)6,0006,00001751740.13%-1
STRYKER CORPORATION(SYK)7474026250.02%-1
GLOBAL X FDS
RBTCS ARTFL INTE
1,7241,724055530.04%-2
HORMEL FOODS CORP(HRL)0400+4000120.01%+12
CHEVRON CORP NEW(CVX)1,5471,54702442420.18%-2
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