Fund HoldingsSlocum, Gordon & Co LLP

Total Portfolio Value
$114.84M
Total Bought
$24.18M
Total Sold
$12.01M
Net Transaction
+$12.17M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
EXXON MOBIL CORP60,16170,283+10,1226,4528,2647.20%+1,812
COLGATE PALMOLIVE CO(CL)4,44628,681+24,2353432,0391.78%+1,697
KENVUE INC(KVUE)054,750+54,75001,0990.96%+1,099
CONAGRA BRANDS INC(CAG)026,079+26,07907150.62%+715
ABBVIE INC(ABBV)43,14442,294-8505,8136,3045.49%+492
THERMO FISHER SCIENTIFIC INC(TMO)0664+66403360.29%+336
TRAVELERS COMPANIES INC(TRV)01,250+1,25002040.18%+204
OCCIDENTAL PETE CORP(OXY)39,91739,082-8352,3472,5362.21%+188
TEXAS INSTRS INC(TXN)0428+4280680.06%+68
CATERPILLAR INC(CAT)2,5002,50006156830.59%+67
INTERNATIONAL BUSINESS MACHS(IBM)8,7388,73801,1691,2261.07%+57
AMGEN INC(AMGN)1,1251,12502503020.26%+53
FIRST TR EXCHANGE-TRADED FD
NASDQ ARTFCIAL
01,077+1,0770440.04%+44
GLOBAL X FDS
RBTCS ARTFL INTE
01,724+1,7240430.04%+43
ALPHABET INC(GOOG)600840+240721100.10%+38
DUPONT DE NEMOURS INC(DD)11,91811,91808518890.77%+38
DEVON ENERGY CORP NEW(DVN)3,0003,700+7001451760.15%+31
WILLIAMS COS INC(WMB)69,47768,002-1,4752,2672,2911.99%+24
SPDR SER TR
SP O&G EXPL PRO
0112+1120170.01%+17
CHEVRON CORP NEW(CVX)1,3471,34702122270.20%+15
HALLIBURTON CO(HAL)2,0002,000066810.07%+15
APA CORPORATION(APA)2,0002,000068820.07%+14
WALMART INC(WMT)3,5953,614+195655780.50%+13
BERKSHIRE HATHAWAY INC DEL1,0771,07703673770.33%+10
SELECT SECTOR SPDR TR
ST STR ENERG ETF
0108+1080100.01%+10
ISHARES TR037+37090.01%+9
CISCO SYS INC(CSCO)0165+165090.01%+9
BROOKLINE BANCORP INC DEL23,08723,08702022100.18%+9
SPDR SER TR
ST STR SP DIV
071+71080.01%+8
STARBUCKS CORP(SBUX)088+88080.01%+8
ISHARES TR068+68070.01%+7
BP PLC(BP)2,0002,000071770.07%+7
AUTOMATIC DATA PROCESSING IN329329072790.07%+7
LOWES COS INC(LOW)030+30060.01%+6
ENTERPRISE PRODS PARTNERS L(EPD)6,0006,00001581640.14%+6
LOCKHEED MARTIN CORP(LMT)012+12050.00%+5
EATON CORP PLC(ETN)1,2651,215-502542590.23%+5
UNITEDHEALTH GROUP INC(UNH)2002000961010.09%+5
SCHLUMBERGER LTD(SLB)500500025290.03%+5
COMCAST CORP NEW(CCZ)0100+100040.00%+4
ISHARES TR015+15040.00%+4
ZOETIS INC(ZTS)1,9421,94203343380.29%+3
VANGUARD INDEX FDS07+7030.00%+3
PRUDENTIAL FINL INC(PFH)433433038410.04%+3
MOOG INC(MOG-A)625625068710.06%+3
FEDEX CORP(FDX)150150037400.03%+3
CINCINNATI FINL CORP(CINF)492492048500.04%+2
GENERAL DYNAMICS CORP(GD)056+560120.01%+12
L3HARRIS TECHNOLOGIES INC(LHX)010+10020.00%+2
ETF SER SOLUTIONS
US GLB JETS
0100+100020.00%+2
PIONEER NAT RES CO073+730170.01%+17
EOG RES INC(EOG)0126+1260160.01%+16
COSTCO WHSL CORP NEW(COST)5858031330.03%+2
PAYCHEX INC(PAYX)400400045460.04%+1
BARRICK GOLD CORP088+88010.00%+1
EMERSON ELEC CO(EMR)0200+2000190.02%+19
NEW YORK TIMES CO(NYT)029+29010.00%+1
INTEL CORP(INTC)0450+4500160.01%+16
WYNDHAM HOTELS &RESORTS INC(WH)013+13010.00%+1
JETAI INC0206+206010.00%+1
TRAVEL PLUS LEISURE CO(TNL)013+13000.00%0
VODAFONE GROUP PLC NEW(VOD)43,55743,450-1074124120.36%0
ALLSTATE CORP(ALL)0116+1160130.01%+13
MARSH &MCLENNAN COS INC(MRSH)090+900170.01%+17
JETAI INC0328+328000.00%0
US BANCORP DEL(USB)1,0001,000033330.03%0
ARCHER DANIELS MIDLAND CO0129+1290100.01%+10
HARTFORD FINL SVCS GROUP INC(HIG)0208+2080150.01%+15
BOOZ ALLEN HAMILTON HLDG COR0160+1600170.02%+17
MONDELEZ INTL INC(MDLZ)0125+125090.01%+9
ISHARES TR0291+2910150.01%+15
ISHARES TR0429+4290160.01%+16
ISHARES TR900900028270.02%-1
EATON VANCE LTD DURATION INC
COM
2,1952,195021200.02%-1
OLIN CORP(OLN)500500026250.02%-1
HORMEL FOODS CORP(HRL)0400+4000150.01%+15
BROADCOM INC(AVGO)2626023220.02%-1
BLACKROCK CORE BD TR01,452+1,4520140.01%+14
ISHARES TR0172+1720170.02%+17
PIMCO ETF TR
INTER MUN BD ACT
708708037350.03%-1
SALESFORCE INC(CRM)150150032300.03%-1
ESSEX PPTY TR INC(ESS)069+690150.01%+15
GABELLI DIVID &INCOME TR
COM
0960+9600190.02%+19
ANALOG DEVICES INC(ADI)087+870150.01%+15
AMERICAN WTR WKS CO INC NEW0100+1000120.01%+12
PNC FINL SVCS GROUP INC(PNC)696696088850.07%-2
STRYKER CORPORATION(SYK)7474023200.02%-2
DIAGEO PLC(DEO)0100+1000150.01%+15
VAIL RESORTS INC(MTN)9393023210.02%-3
XCEL ENERGY INC(XEL)600600037340.03%-3
STERIS PLC(STE)58958901331290.11%-3
CAMPBELL SOUP CO(CPB)712712033290.03%-3
WASTE MGMT INC DEL(WM)161161028250.02%-3
KINDER MORGAN INC DEL(KMI)5,4505,450094900.08%-3
SPDR GOLD TR(GLD)5665660101970.08%-4
COCA COLA CO(KO)1,0001,000060560.05%-4
ILLINOIS TOOL WKS INC(ITW)215215054500.04%-4
UNION PAC CORP(UNP)4,5094,50909239180.80%-4
CITIGROUP INC(C)1,0001,000046410.04%-5
AMAZON COM INC(AMZN)1,7111,71102232180.19%-6
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