Fund HoldingsSlocum, Gordon & Co LLP

Total Portfolio Value
$248.61M
Total Bought
$113.35M
Total Sold
$13.54M
Net Transaction
+$99.81M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
STERIS PLC(STE)0909,841+909,841037,76315.19%+37,763
SOUTHERN CO(SO)1,534908,753+907,21911937,71215.17%+37,593
REVVITY INC(RVTY)2,760559,239+556,47928926,05110.48%+25,762
FIRST TR EXCHANGE-TRADED FD
NASDQ ARTFCIAL
0174,183+174,18305,8002.33%+5,800
INDEPENDENCE RLTY TR INC(IRT)0112,088+112,08802,2980.92%+2,298
NEXTERA ENERGY INC(NEE)107,973111,931+3,9587,6469,4613.81%+1,816
KENVUE INC(KVUE)0266,275+266,27506,1592.48%+6,159
AMERICAN ELEC PWR CO INC73,56771,900-1,6676,4557,3772.97%+922
PPL CORP(PPL)0173,750+173,75005,7482.31%+5,748
ABBVIE INC(ABBV)040,174+40,17407,9343.19%+7,934
WEYERHAEUSER CO MTN BE(WY)116,483113,935-2,5483,3073,8581.55%+551
VERIZON COMMUNICATIONS INC(VZ)0138,529+138,52906,2212.50%+6,221
JOHNSON &JOHNSON(JNJ)049,606+49,60608,0393.23%+8,039
DOMINION ENERGY INC(D)040,832+40,83202,3600.95%+2,360
3M CO(MMM)014,212+14,21201,9430.78%+1,943
GE AEROSPACE(GE)011,520+11,52002,1720.87%+2,172
INTERNATIONAL BUSINESS MACHS(IBM)08,985+8,98501,9860.80%+1,986
DUKE ENERGY CORP NEW(DUK)32,12330,790-1,3333,2203,5501.43%+330
UNILEVER PLC(UL)28,55628,068-4881,5701,8230.73%+253
AT&T INC(T)108,423104,461-3,9622,0722,2980.92%+226
GE VERNOVA INC(GEV)3,0332,887-1465207360.30%+216
WILLIAMS COS INC(WMB)67,57766,877-7002,8723,0531.23%+181
WALMART INC(WMT)11,75911,959+2007969660.39%+169
JPMORGAN CHASE &CO.(JPM)16,66916,744+753,3713,5311.42%+159
CONAGRA BRANDS INC(CAG)034,711+34,71101,1290.45%+1,129
HOME DEPOT INC(HD)01,883+1,88307630.31%+763
BERKSHIRE HATHAWAY INC DEL01,197+1,19705510.22%+551
DUPONT DE NEMOURS INC(DD)11,91811,854-649591,0560.42%+97
NVIDIA CORPORATION(NVDA)1,5902,410+8201962930.12%+96
UNION PAC CORP(UNP)04,637+4,63701,1430.46%+1,143
GENERAL MLS INC(GIS)07,540+7,54005570.22%+557
KIMBERLY-CLARK CORP(KMB)21,19121,074-1172,9292,9981.21%+70
EATON VANCE LTD DURATION INC
COM
2,1952,345+15021730.03%+51
BRISTOL-MYERS SQUIBB CO(BMY)04,854+4,85402510.10%+251
ABBOTT LABS04,250+4,25004850.19%+485
ZOETIS INC(ZTS)1,9421,94203373790.15%+43
SCHLUMBERGER LTD(SLB)01,000+1,0000420.02%+42
GE HEALTHCARE TECHNOLOGIES I(GEHC)03,047+3,04702860.12%+286
BROOKLINE BANCORP INC DEL023,087+23,08702330.09%+233
TRAVELERS COMPANIES INC(TRV)01,250+1,25002930.12%+293
PHILIP MORRIS INTL INC(PM)1,8351,838+31862230.09%+37
MCDONALDS CORP(MCD)0688+68802100.08%+210
NORFOLK SOUTHN CORP(NSC)0982+98202440.10%+244
AMERICAN EXPRESS CO(AXP)71871801661950.08%+28
EXXON MOBIL CORP77,29176,123-1,1688,8988,9233.59%+25
MOOG INC(MOG-A)62562501051260.05%+22
PNC FINL SVCS GROUP INC(PNC)0696+69601290.05%+129
DOW INC(DOW)012,778+12,77806980.28%+698
SPDR GOLD TR(GLD)56656601221380.06%+16
THERMO FISHER SCIENTIFIC INC(TMO)0574+57403550.14%+355
UNITEDHEALTH GROUP INC(UNH)20020001021170.05%+15
LOCKHEED MARTIN CORP(LMT)127127059740.03%+15
ECOLAB INC(ECL)83383301982130.09%+14
ISHARES TR47447402592730.11%+14
COCA COLA CO(KO)1,5001,5000951080.04%+12
AUTOMATIC DATA PROCESSING IN0316+3160870.04%+87
KINDER MORGAN INC DEL(KMI)5,3505,35001061180.05%+12
AMGEN INC(AMGN)1,1251,12503523620.15%+11
CORNING INC(GLW)1,5001,500058680.03%+9
CINCINNATI FINL CORP(CINF)0492+4920670.03%+67
PEPSICO INC(PEP)02,326+2,32603960.16%+396
XCEL ENERGY INC(XEL)600600032390.02%+7
US BANCORP DEL(USB)01,000+1,0000460.02%+46
BANK NEW YORK MELLON CORP500500030360.01%+6
HERSHEY CO(HSY)0693+69301330.05%+133
TEXAS INSTRS INC(TXN)428428083890.04%+5
CSX CORP(CSX)04,500+4,50001550.06%+155
SIMPLIFY EXCHANGE TRADED FUN
HEALTH CARE ETF
0108+108040.00%+4
LINCOLN ELEC HLDGS INC(LECO)01,000+1,00001920.08%+192
PPG INDS INC(PPG)455455057600.02%+3
CAMPBELL SOUP CO(CPB)680680031330.01%+3
SALESFORCE INC(CRM)0150+1500410.02%+41
GLOBAL X FDS
RBTCS ARTFL INTE
1,7241,724053550.02%+2
BLACKROCK CORE BD TR1,4521,452015170.01%+2
STARBUCKS CORP(SBUX)088+88090.00%+9
PRUDENTIAL FINL INC(PFH)433433051520.02%+2
MONDELEZ INTL INC(MDLZ)205205013150.01%+2
PAYCHEX INC(PAYX)100100012130.01%+2
LOWES COS INC(LOW)30300780.00%+2
TARGET CORP(TGT)192192028300.01%+2
BOOZ ALLEN HAMILTON HLDG COR160160025260.01%+1
MARSH &MCLENNAN COS INC(MRSH)9090019200.01%+1
GENERAL DYNAMICS CORP(GD)8686025260.01%+1
VANGUARD WORLD FD
INF TECH ETF
9595055560.02%+1
CISCO SYS INC(CSCO)1651650890.00%+1
NIKE INC(NKE)67670560.00%+1
ENTERPRISE PRODS PARTNERS L(EPD)6,0006,00001741750.07%+1
ISHARES TR39390560.00%+1
PURECYCLE TECHNOLOGIES INC(PCT)071+71010.00%+1
NOVARTIS AG(NVS)73730880.00%+1
HORMEL FOODS CORP(HRL)400400012130.01%0
BARRICK GOLD CORP1481480230.00%0
OLIN CORP(OLN)0500+5000240.01%+24
PUBLIC SVC ENTERPRISE GRP IN(PEG)25250220.00%0
DIAGEO PLC(DEO)25250340.00%0
GOLDMAN SACHS GROUP INC(GS)770330.00%0
ROSS STORES INC(ROST)50500780.00%0
NEW YORK TIMES CO(NYT)29290120.00%0
ETF SER SOLUTIONS
US GLB JETS
1001000220.00%0
ISHARES TR6868010100.00%0
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