Fund HoldingsSlocum, Gordon & Co LLP

Total Portfolio Value
$121.59M
Total Bought
$4.05M
Total Sold
$132.87M
Net Transaction
-$128.82M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
COLGATE PALMOLIVE CO(CL)023,026+23,02602,0931.72%+2,093
ISHARES INC048,900+48,90001,1670.96%+1,167
CATERPILLAR INC(CAT)02,500+2,50009070.75%+907
WILLIAMS COS INC(WMB)66,87765,277-1,6003,0533,5332.91%+480
JPMORGAN CHASE &CO.(JPM)16,74416,644-1003,5313,9903.28%+459
AT&T INC(T)104,461109,797+5,3362,2982,5002.06%+202
GE VERNOVA INC(GEV)2,8872,837-507369330.77%+197
ATMOS ENERGY CORP(ATO)0900+90001250.10%+125
APPLE INC(AAPL)07,508+7,50801,8801.55%+1,880
WALMART INC(WMT)11,95911,874-859661,0730.88%+107
BOEING CO(BA)0570+57001010.08%+101
AMAZON COM INC(AMZN)02,499+2,49905480.45%+548
EATON CORP PLC(ETN)0150+1500500.04%+50
BROOKLINE BANCORP INC DEL23,08723,08702332720.22%+39
NVIDIA CORPORATION(NVDA)2,4102,41002933240.27%+31
KINDER MORGAN INC DEL(KMI)5,3505,250-1001181440.12%+26
BRISTOL-MYERS SQUIBB CO(BMY)4,8544,85402512750.23%+23
AMERICAN EXPRESS CO(AXP)71871801952130.18%+18
ALPHABET INC(GOOG)0600+60001140.09%+114
ENTERPRISE PRODS PARTNERS L(EPD)6,0006,00001751880.15%+14
SALESFORCE INC(CRM)150150041500.04%+9
TRAVELERS COMPANIES INC(TRV)1,2501,25002933010.25%+8
ISHARES TR47447402732790.23%+6
ALPHABET INC(GOOG)0240+2400460.04%+46
PNC FINL SVCS GROUP INC(PNC)69669601291340.11%+6
AUTOMATIC DATA PROCESSING IN316316087930.08%+5
CINCINNATI FINL CORP(CINF)492492067710.06%+4
CORNING INC(GLW)1,5001,500068710.06%+4
VANGUARD WORLD FD
INF TECH ETF
9595056590.05%+3
BANK NEW YORK MELLON CORP500500036380.03%+2
US BANCORP DEL(USB)1,0001,000046480.04%+2
SPDR DOW JONES INDL AVERAGE(DIA)03+3010.00%+1
XCEL ENERGY INC(XEL)600600039410.03%+1
VAIL RESORTS INC(MTN)093+930170.01%+17
SPDR GOLD TR(GLD)566573+71381390.11%+1
CISCO SYS INC(CSCO)16516509100.01%+1
EMERSON ELEC CO(EMR)064+64080.01%+8
COSTCO WHSL CORP NEW(COST)028+280260.02%+26
PAYCHEX INC(PAYX)100100013140.01%+1
GOLDMAN SACHS GROUP INC(GS)770340.00%+1
ISHARES TR6868010110.01%+1
OKLO INC(OKLO)024+24010.00%+1
ETF SER SOLUTIONS
US GLB JETS
1001000230.00%0
FEDEX CORP(FDX)045+450130.01%+13
WYNDHAM HOTELS &RESORTS INC(WH)013+13010.00%+1
ROCKWELL AUTOMATION INC(ROK)010+10030.00%+3
SPDR SER TR
SP O&G EXPL PRO
0112+1120150.01%+15
TRAVEL PLUS LEISURE CO(TNL)013+13010.00%+1
PURECYCLE TECHNOLOGIES INC(PCT)71710110.00%0
ROSS STORES INC(ROST)50500880.01%0
JET AI INC
COM NEW
02+2000.00%0
EOG RES INC(EOG)0126+1260150.01%+15
JETAI INC000000
ZIMMER BIOMET HOLDINGS INC(ZBH)025+25030.00%+3
NEW YORK TIMES CO(NYT)29290220.00%-0
PUBLIC SVC ENTERPRISE GRP IN(PEG)25250220.00%-0
ILLINOIS TOOL WKS INC(ITW)015+15040.00%+4
HORMEL FOODS CORP(HRL)400400013130.01%-0
ISHARES TR39390660.00%-0
INTEL CORP(INTC)050+50010.00%+1
SELECT SECTOR SPDR TR
ST STR ENERG ETF
0108+108090.01%+9
DIAGEO PLC(DEO)25250430.00%-0
SIMPLIFY EXCHANGE TRADED FUN
HEALTH CARE ETF
1081080430.00%-0
GLOBAL X FDS
RBTCS ARTFL INTE
1,7241,724055550.05%-0
STARBUCKS CORP(SBUX)88880980.01%-1
LOWES COS INC(LOW)30300870.01%-1
NIKE INC(NKE)67670650.00%-1
WASTE MGMT INC DEL(WM)0161+1610330.03%+33
MARSH &MCLENNAN COS INC(MRSH)9090020190.02%-1
PRUDENTIAL FINL INC(PFH)433433052510.04%-1
ELI LILLY &CO(LLY)010+10080.01%+8
ARCHER DANIELS MIDLAND CO0129+129070.01%+7
NOVARTIS AG(NVS)73730870.01%-1
BARRICK GOLD CORP14888-60310.00%-2
PHILIP MORRIS INTL INC(PM)1,8381,840+22232210.18%-2
BLACKROCK CORE BD TR1,4521,452017150.01%-2
BP PLC(BP)01,340+1,3400400.03%+40
APA CORPORATION(APA)02,000+2,0000460.04%+46
MONDELEZ INTL INC(MDLZ)205205015120.01%-3
MOOG INC(MOG-A)62562501261230.10%-3
GENERAL DYNAMICS CORP(GD)8686026230.02%-3
SCHLUMBERGER LTD(SLB)1,0001,000042380.03%-4
CHEVRON CORP NEW(CVX)01,547+1,54702240.18%+224
ABBOTT LABS4,2504,25004854810.40%-4
TARGET CORP(TGT)192192030260.02%-4
LINCOLN ELEC HLDGS INC(LECO)1,0001,00001921870.15%-5
THE CAMPBELLS COMPANY(CPB)680680033280.02%-5
BOOZ ALLEN HAMILTON HLDG COR160160026210.02%-5
PPG INDS INC(PPG)455455060540.04%-6
ALTRIA GROUP INC(MO)03,260+3,26001700.14%+170
STRYKER CORPORATION(SYK)000000
OLIN CORP(OLN)500500024170.01%-7
TEXAS INSTRS INC(TXN)428428089800.07%-8
BERKSHIRE HATHAWAY INC DEL1,1971,19705515430.45%-8
MCDONALDS CORP(MCD)68868802101990.16%-10
CSX CORP(CSX)4,5004,50001551450.12%-10
INTERNATIONAL BUSINESS MACHS(IBM)8,9858,98501,9861,9751.62%-11
LOCKHEED MARTIN CORP(LMT)127127074620.05%-13
COCA COLA CO(KO)1,5001,5000108930.08%-14
HERSHEY CO(HSY)69369301331170.10%-16
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