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Michael Moeller

Slocum, Gordon & Co Llp

Assets Managed
$150.529M
Holdings
70
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
2.43%(2Q avg: 4.45%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Slocum, Gordon & Co Llp's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 70 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 4 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 150.529M in assets, with a quarterly growth rate of 2.43% and a 2-quarter average growth rate of 4.45%. The portfolio is managed by Michael Moeller, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MRK
Merck & Co. Inc.
Recent Activity
Decreased -1.34%
7.96%
$11.974M
93,181 shares@ $128.51 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -1.47%
7.17%
$10.791M
42,489 shares@ $253.98 avg price
XOM
Exxon Mobil Corp
Recent Activity
Decreased -5.01%
6.02%
$9.054M
66,226 shares@ $136.73 avg price
NEE
Nextera Energy Inc
Recent Activity
Decreased -4.8%
5.92%
$8.903M
101,436 shares@ $87.78 avg price
AEP
American Electric Power
Recent Activity
Decreased -3.47%
5.8%
$8.729M
63,800 shares@ $136.82 avg price
PG
Procter & Gamble Co The
Recent Activity
Decreased -2.85%
4.66%
$7.009M
47,795 shares@ $146.65 avg price
FE
Firstenergy Corp
Recent Activity
New Position
3.39%
$5.098M
107,240 shares@ $47.55 avg price
ABBV
Abbvie Inc
Recent Activity
Decreased -1.36%
3.38%
$5.08M
20,187 shares@ $251.65 avg price
VZ
Verizon Communications Inc
Recent Activity
Decreased -3.66%
3.27%
$4.908M
115,907 shares@ $42.34 avg price
TIP
Ishares Tips Bond Etf
Recent Activity
Decreased -2.85%
3.08%
$4.632M
42,332 shares@ $109.44 avg price

1-10 of 70