Slocum, Gordon & Co LLP
All 13F Filings
- Location
- Newport, RI
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 138,050
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 125.7 K | 91.0% | 6.903 K | 0 | 6.903 K |
| ETFs | 12.38 K | 9.0% | 5.781 K | 0 | 5.781 K |
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Fund Snapshot
Q4 2025
Latest filed
1/26/2026
Total value ($000)
138,050
Holdings
60
QoQ value change ($000)
12,682
(10.1%)
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.