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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
WMTWalmart Inc
Recent Activity
Increased 1.71%
0.39%
$965,713
11,959 shares@ $80.76 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 9.12%
0.23%
$550,929
1,197 shares@ $460.26 avg price
NVDANvidia Corporation
Recent Activity
Increased 51.58%
0.12%
$292,670
2,410 shares@ $121.44 avg price
PMPhilip Morris Intl Inc
Recent Activity
Increased 0.17%
0.09%
$223,133
1,838 shares@ $121.4 avg price
XEVVXEaton Vance Ltd Duration Inc
Recent Activity
Increased 6.84%
0.03%
$72,785
2,345 shares@ $31.04 avg price
OXACWJetai Inc
Recent Activity
Increased 145.64%
0.01%
$54
506 shares@ $0.11 avg price