Long-term investor
Slocum, Gordon & Co. LLP @slocumgordoncollp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001993325).
Record
- Tracked since 2025-06-30 (431 days), 113 trades recorded
- Returns: week n/a · month n/a · 90 days -0.6% · 6 months +11.2% · 1 year +17.4% · all +17.4%
- Max drawdown -0.6% · Sharpe 1.18 · win rate 7% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MRK · 8.0% · long · since 2025-06-30
- JNJ · 7.2% · long · since 2025-06-30
- XOM · 6.0% · long · since 2025-06-30
- NEE · 5.9% · long · since 2025-06-30
- AEP · 5.8% · long · since 2025-06-30
- PG · 4.7% · long · since 2025-06-30
- FE · 3.4% · long · since 2026-06-30
- ABBV · 3.4% · long · since 2025-06-30
- VZ · 3.3% · long · since 2025-06-30
- 464287176 · 3.1% · long · since 2025-06-30
- MCD · 2.6% · long · since 2025-06-30
- SBUX · 2.5% · long · since 2025-12-31
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