Slocum, Gordon & Co LLP
All 13F Filings
- Location
- Newport, RI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 150,529
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/23/2026 | 70 | 150,529 | 13F-HR | Slocum, Gordon & Co LLP |
| Q1 2026 | 4/15/2026 | 64 | 146,960 | 13F-HR | Slocum, Gordon & Co LLP |
| Q4 2025 | 1/26/2026 | 60 | 138,050 | 13F-HR | Slocum, Gordon & Co LLP |
| Q3 2025 | 10/17/2025 | 56 | 125,368 | 13F-HR | Slocum, Gordon & Co LLP |
| Q2 2025 | 8/19/2025 | 125 | 124,146 | 13F-HR | Slocum, Gordon & Co LLP |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 134.9 K | 89.6% | 1.132 K | 0 | 1.132 K |
| ETFs | 15.65 K | 10.4% | 2.436 K | 0 | 2.436 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
150,529
Holdings
70
QoQ value change ($000)
3,569
(2.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.