Slocum, Gordon & Co LLP
All 13F Filings
- Location
- Newport, RI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 146,960
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 133.7 K | 91.0% | 8.077 K | 0 | 8.077 K |
| ETFs | 13.21 K | 9.0% | 831 | 0 | 831 |
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Fund Snapshot
Q1 2026
Latest filed
4/15/2026
Total value ($000)
146,960
Holdings
64
QoQ value change ($000)
8,910
(6.5%)
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.