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Filers›Hedge Fund›Slocum, Gordon & Co LLP
DOSSIER · 13F-HR · Q1 2026

Slocum, Gordon & Co LLP

Slocum, Gordon & LLP's hedge fund based in Chicago, IL — $147M in tracked AUM across 64 positions as of Q1 2026.

SG
Slocum, Gordon & LLP·Chicago, IL·Hedge Fund
CIK 0001993325 · last filed Mar 31, 2026
Total AUM
$147M
▼ 17.3%
vs prior
Holdings
64
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Tech
42% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Slocum, Gordon & Co LLP filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
XOM
EXXON MOBIL CORP
$12M70K8.0%
02
MRK
MERCK & CO INC
$11M94K7.7%
03
JNJ
JOHNSON & JOHNSON
$11M43K7.2%
04
NEE
NEXTERA ENERGY INC
$10M107K6.7%
05
AEP
AMERICAN ELEC PWR CO INC
$9M66K5.9%
06
PG
PROCTER & GAMBLE CO
$7M49K4.8%
07
VZ
VERIZON COMMUNICATIONS INC
$6M120K4.1%
08
TIP
ISHARES TR
$5M44K3.3%
09
MCD
MCDONALDS CORP
$5M15K3.2%
10
ABBV
ABBVIE INC
$4M20K3.0%

Filing history

Filing history loading…
AI Agent · grounded in Slocum,
haiku-4-5 · 64 positions indexed
Sector mix
  • Tech42%
  • Financials12%
  • Health Care8%
  • Communications23%
  • Industrials4%
  • Other11%
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