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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
NEENextera Energy Inc
Recent Activity
Increased 3.67%
3.81%
$9.461M
111,931 shares@ $84.53 avg price
VZVerizon Communications Inc
Recent Activity
Increased 0.07%
2.51%
$6.221M
138,529 shares@ $44.91 avg price
ROBTFirst Tr Exchange-traded Fd
Recent Activity
Increased 16072.99%
2.34%
$5.8M
174,183 shares@ $33.3 avg price
JPMJpmorgan Chase &co.
Recent Activity
Increased 0.45%
1.43%
$3.531M
16,744 shares@ $210.86 avg price
DDominion Energy Inc
Recent Activity
Increased 7.95%
0.95%
$2.36M
40,832 shares@ $57.79 avg price
GEGe Aerospace
Recent Activity
Increased 5.11%
0.88%
$2.172M
11,520 shares@ $188.58 avg price
OXYOccidental Pete Corp
Recent Activity
Increased 5.84%
0.78%
$1.938M
37,600 shares@ $51.54 avg price