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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
VZVerizon Communications Inc
Recent Activity
Increased 0.07%
2.51%
$6.221M
138,529 shares@ $44.91 avg price
KVUEKenvue Inc
Recent Activity
Decreased -3.2%
2.48%
$6.159M
266,275 shares@ $23.13 avg price
ROBTFirst Tr Exchange-traded Fd
Recent Activity
Increased 16072.99%
2.34%
$5.8M
174,183 shares@ $33.3 avg price
PPLPpl Corp
Recent Activity
Decreased -2.79%
2.32%
$5.748M
173,750 shares@ $33.08 avg price
PFEPfizer Inc
Recent Activity
Decreased -4.13%
1.78%
$4.402M
152,112 shares@ $28.94 avg price
WYWeyerhaeuser Co Mtn Be
Recent Activity
Decreased -2.18%
1.56%
$3.858M
113,935 shares@ $33.86 avg price
DUKDuke Energy Corp New
Recent Activity
Decreased -4.14%
1.43%
$3.55M
30,790 shares@ $115.3 avg price
JPMJpmorgan Chase &co.
Recent Activity
Increased 0.45%
1.43%
$3.531M
16,744 shares@ $210.86 avg price
WMBWilliams Cos Inc
Recent Activity
Decreased -1.03%
1.23%
$3.053M
66,877 shares@ $45.65 avg price
KMBKimberly-clark Corp
Recent Activity
Decreased -0.55%
1.21%
$2.998M
21,074 shares@ $142.28 avg price