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Candice S Medeiros

@Slocum, Gordon & Co Llp

Latest period2024 - Q3ReportedManaged Assets$248.607MTotal holdings135
Assets growth rate84.97%Assets growth rate (2-Q avg)42.37%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Slocum, Gordon & Co Llp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 135 positions.

Assets under management

The assets under management (AUM) of Slocum, Gordon & Co Llp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 248.607M in assets, with a quarterly growth rate of 84.97% and a 2-quarter average growth rate of 42.37%. The portfolio is managed by Candice S Medeiros, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
STESteris Plc
Recent Activity
Increased 360948.02%
15.19%
$37.763M
909,841 shares@ $41.51 avg price
SOSouthern Co
Recent Activity
Increased 59140.75%
15.17%
$37.712M
908,753 shares@ $41.5 avg price
RVTYRevvity Inc
Recent Activity
Increased 20162.29%
10.48%
$26.051M
559,239 shares@ $46.59 avg price
MRKMerck &co Inc
Recent Activity
Decreased -4.85%
4.55%
$11.305M
99,546 shares@ $113.57 avg price
NEENextera Energy Inc
Recent Activity
Increased 3.67%
3.81%
$9.461M
111,931 shares@ $84.53 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -6.75%
3.72%
$9.228M
53,278 shares@ $173.21 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -1.51%
3.59%
$8.923M
76,123 shares@ $117.23 avg price
JNJJohnson &johnson
Recent Activity
Decreased -3.68%
3.24%
$8.039M
49,606 shares@ $162.07 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -5.37%
3.2%
$7.934M
40,174 shares@ $197.48 avg price
AEPAmerican Elec Pwr Co Inc
Recent Activity
Decreased -2.26%
2.97%
$7.377M
71,900 shares@ $102.61 avg price