Slocum, Gordon & Co LLP
$151M in tracked AUM across 70 positions as of Q2 2026.
Not a single technology company sits inside Slocum, Gordon & Co LLP's top five holdings, representing a rare conservative structure in a $150.53 million US equity book. Instead, the firm concentrates 32.85% of total capital across defensive pharmaceutical and utility mainstays: Merck & Co Inc (MRK) at $11.97 million (7.95%), Johnson & Johnson (JNJ) at $10.79 million (7.17%), Exxon Mobil Corp (XOM) at $9.05 million (6.02%), NextEra Energy Inc (NEE) at $8.90 million (5.91%), and American Electric Power Co Inc (AEP) at $8.73 million (5.80%). In Q2 2026, the manager deployed $1.14 million in net inflows into Starbucks Corp (SBUX) and added $0.89 million in net flow to SPDR Gold Shares (GLD), while modestly trimming Exxon Mobil by $0.48 million and NextEra Energy by $0.45 million.
Quarter at a glance — Q2 2026
Position-change comparison pending.
Top 10 holdings
By portfolio weight as of Q2 2026.