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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
DUKDuke Energy Corp New
Recent Activity
Decreased -4.14%
1.43%
$3.55M
30,790 shares@ $115.3 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
DVNDevon Energy Corp New
Recent Activity
Decreased -2.66%
1.02%
$2.516M
64,310 shares@ $39.12 avg price
TAt&t Inc
Recent Activity
Decreased -3.65%
0.93%
$2.298M
104,461 shares@ $22.01 avg price
IBMInternational Business Machs
Recent Activity
Decreased -0.49%
0.8%
$1.986M
8,985 shares@ $221.08 avg price
MMM3m Co
Recent Activity
Decreased -0.69%
0.79%
$1.943M
14,212 shares@ $136.72 avg price
ULUnilever Plc
Recent Activity
Decreased -1.7%
0.74%
$1.823M
28,068 shares@ $64.96 avg price
AAPLApple Inc
Recent Activity
Decreased -11.71%
0.71%
$1.756M
7,536 shares@ $233.0 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -16.85%
0.62%
$1.524M
3,541 shares@ $430.3 avg price