Slocum, Gordon & Co LLP - Portfolio Stock Holdings

Slocum, Gordon & Co LLP disclosed 69 stock positions in a recent SEC 13F filing. $146,750,982 of stock holdings were filed, with the largest holdings including XOM, MRK, and JNJ. This filing represented positions held on March 31, 2026, and was filed on April 15, 2026.

We estimate the fund has a total AUM of $219,150,565 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.