Fund HoldingsSlocum, Gordon & Co LLP

Total Portfolio Value
$113.96M
Total Bought
$5.99M
Total Sold
$12.92M
Net Transaction
-$6.93M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
DEVON ENERGY CORP NEW(DVN)3,70032,700+29,0001761,4811.30%+1,305
VERIZON COMMUNICATIONS INC(VZ)0112,008+112,00804,4113.87%+4,411
MERCK &CO INC(MRK)0105,598+105,598011,51210.10%+11,512
PPL CORP(PPL)0167,893+167,89304,5503.99%+4,550
ABBOTT LABS04,700+4,70005170.45%+517
AMERICAN ELEC PWR CO INC075,401+75,40106,1245.37%+6,124
JPMORGAN CHASE &CO(JPM)016,650+16,65002,8322.49%+2,832
WEYERHAEUSER CO MTN BE(WY)088,049+88,04903,0612.69%+3,061
MICROSOFT CORP(MSFT)04,022+4,02201,5881.39%+1,588
CONAGRA BRANDS INC(CAG)26,07935,987+9,9087151,0310.90%+316
ABBVIE INC(ABBV)42,29442,544+2506,3046,5935.79%+289
DUKE ENERGY CORP NEW(DUK)032,623+32,62303,1662.78%+3,166
INTERNATIONAL BUSINESS MACHS(IBM)8,7389,115+3771,2261,4911.31%+265
NEXTERA ENERGY INC(NEE)077,447+77,44704,7044.13%+4,704
COLGATE PALMOLIVE CO(CL)28,68128,531-1502,0392,2742.00%+235
3M CO(MMM)014,687+14,68701,6061.41%+1,606
UNION PAC CORP(UNP)4,5094,50909181,1070.97%+189
GENERAL ELECTRIC CO(GE)010,626+10,62601,3561.19%+1,356
AT&T INC(T)0109,035+109,03501,8301.61%+1,830
DOMINION ENERGY INC(D)038,472+38,47201,8081.59%+1,808
HOME DEPOT INC(HD)01,883+1,88306530.57%+653
KENVUE INC(KVUE)54,75054,322-4281,0991,1691.03%+70
LOCKHEED MARTIN CORP(LMT)12162+1505730.06%+69
WILLIAMS COS INC(WMB)68,00267,672-3302,2912,3572.07%+66
CATERPILLAR INC(CAT)2,5002,50006837390.65%+57
ALTRIA GROUP INC(MO)04,150+4,15001670.15%+167
MCDONALDS CORP(MCD)0746+74602210.19%+221
ISHARES TR0450+4500490.04%+49
ZOETIS INC(ZTS)1,9421,94203383830.34%+45
AMAZON COM INC(AMZN)1,7111,71102182600.23%+42
DOW INC(DOW)012,842+12,84207040.62%+704
BROOKLINE BANCORP INC DEL23,08723,08702102520.22%+42
SOUTHERN CO(SO)01,534+1,53401080.09%+108
BOEING CO(BA)0570+57001490.13%+149
NORFOLK SOUTHN CORP(NSC)0982+98202320.20%+232
ISHARES TR0500+5000380.03%+38
LINCOLN ELEC HLDGS INC(LECO)01,000+1,00002170.19%+217
BANK AMERICA CORP05,571+5,57101880.16%+188
JOHNSON &JOHNSON(JNJ)052,225+52,22508,1867.18%+8,186
TRAVELERS COMPANIES INC(TRV)1,2501,25002042380.21%+34
ALPHABET INC(GOOG)0240+2400340.03%+34
EATON CORP PLC(ETN)1,2151,21502592930.26%+33
COCA COLA CO(KO)1,0001,500+50056880.08%+32
GE HEALTHCARE TECHNOLOGIES I(GEHC)03,509+3,50902710.24%+271
DUPONT DE NEMOURS INC(DD)11,91811,91808899170.80%+28
SALESFORCE INC(CRM)150218+6830570.05%+27
VANGUARD INDEX FDS0165+1650270.02%+27
BERKSHIRE HATHAWAY INC DEL1,0771,131+543774030.35%+26
BANK NEW YORK MELLON CORP0500+5000260.02%+26
ECOLAB INC(ECL)0833+83301650.14%+165
ISHARES TR0474+47402260.20%+226
PNC FINL SVCS GROUP INC(PNC)6966960851080.09%+22
AMGEN INC(AMGN)1,1251,12503023240.28%+22
AMERICAN EXPRESS CO(AXP)0533+53301000.09%+100
MOOG INC(MOG-A)625625071900.08%+20
CSX CORP(CSX)04,500+4,50001560.14%+156
THERMO FISHER SCIENTIFIC INC(TMO)66466403363520.31%+16
BRISTOL-MYERS SQUIBB CO(BMY)04,494+4,49402310.20%+231
KIMBERLY-CLARK CORP(KMB)021,470+21,47002,6092.29%+2,609
VISA INC(V)053+530140.01%+14
SERVICE PPTYS TR(SVC)01,500+1,5000130.01%+13
STARBUCKS CORP(SBUX)88206+1188200.02%+12
SPDR GOLD TR(GLD)5665660971080.09%+11
HORMEL FOODS CORP(HRL)400800+40015260.02%+10
PROCTER AND GAMBLE CO(PG)057,544+57,54408,4337.40%+8,433
CITIGROUP INC(C)1,0001,000041510.05%+10
US BANCORP DEL(USB)1,0001,000033430.04%+10
GENERAL DYNAMICS CORP(GD)5686+3012220.02%+10
YELP INC(YELP)0284+284090.01%+9
GENERAL MLS INC(GIS)07,200+7,20004690.41%+469
BROADCOM INC(AVGO)2626022290.03%+7
NOVARTIS AG(NVS)073+73070.01%+7
ILLINOIS TOOL WKS INC(ITW)215215050560.05%+7
GLOBAL X FDS
RBTCS ARTFL INTE
1,7241,724043490.04%+7
PPG INDS INC(PPG)0300+3000450.04%+45
COSTCO WHSL CORP NEW(COST)5858033380.03%+6
FIRST TR EXCHANGE-TRADED FD
NASDQ ARTFCIAL
1,0771,077044490.04%+5
ISHARES TR039+39050.00%+5
TEXAS INSTRS INC(TXN)428428068730.06%+5
UNITEDHEALTH GROUP INC(UNH)20020001011050.09%+4
LUMEN TECHNOLOGIES INC(LUMN)010,827+10,8270200.02%+20
WASTE MGMT INC DEL(WM)161161025290.03%+4
KINDER MORGAN INC DEL(KMI)5,4505,350-10090940.08%+4
PRUDENTIAL FINL INC(PFH)433433041450.04%+4
CHEVRON CORP NEW(CVX)1,3471,547+2002272310.20%+4
WALMART INC(WMT)3,6143,686+725785810.51%+3
BOOZ ALLEN HAMILTON HLDG COR160160017200.02%+3
XCEL ENERGY INC(XEL)600600034370.03%+3
PHILIP MORRIS INTL INC(PM)01,575+1,57501480.13%+148
BP PLC(BP)2,0002,250+25077800.07%+2
OLIN CORP(OLN)500500025270.02%+2
STRYKER CORPORATION(SYK)7474020220.02%+2
CAMPBELL SOUP CO(CPB)712712029310.03%+2
BLACKROCK CORE BD TR1,4521,452014160.01%+1
ISHARES TR68680780.01%+1
EATON VANCE LTD DURATION INC
COM
2,1952,195020210.02%+1
PEPSICO INC(PEP)02,376+2,37604040.35%+404
CINCINNATI FINL CORP(CINF)492492050510.04%+1
LOWES COS INC(LOW)30300670.01%0
BARRICK GOLD CORP88880120.00%0
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