# EDGAR Filing Document

**Accession Number:** 0001993325
**File Stem:** 0001993325-26-000002
**Filing Date:** 2026-4
**Character Count:** 9688
**Document Hash:** f43f230991d99090f54a78d53141fdf2
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001993325-26-000002.hdr.sgml**: 20260415

**ACCESSION NUMBER**: 0001993325-26-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260415

**DATE AS OF CHANGE**: 20260415

**EFFECTIVENESS DATE**: 20260415

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Slocum, Gordon & Co LLP
- **CENTRAL INDEX KEY:** 0001993325

**ORGANIZATION NAME:**
- **EIN:** 050377294
- **STATE OF INCORPORATION:** RI
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23401
- **FILM NUMBER:** 26863571

**BUSINESS ADDRESS:**
- **STREET 1:** 39 MILL STREET
- **CITY:** NEWPORT
- **STATE:** RI
- **ZIP:** 02840
- **BUSINESS PHONE:** 401-849-4900

**MAIL ADDRESS:**
- **STREET 1:** 39 MILL STREET
- **CITY:** NEWPORT
- **STATE:** RI
- **ZIP:** 02840

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Slocum Gordon  Co LLP<br>**Address:** 39 MILL STREET<br>Newport, RI 02840

**Form 13F File Number:** 028-23401

**CRD Number (if applicable):** 000104929

**SEC File Number (if applicable):** 801-14301

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Michael Moeller<br>**Title:** CCO<br>**Phone:** 4018494900

**Signature, Place, and Date of Signing:**

/s/Michael Moeller  Newport, RI  04-15-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 64

**Form 13F Information Table Value Total:** $146960389

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 3M CO | COM | 88579Y101 |  | 518558 | 3570 | SH |  | SOLE |  | 3570 | 0 | 0 |
| ABBOTT LABORATORIES | COM | 002824100 |  | 390146 | 3800 | SH |  | SOLE |  | 3800 | 0 | 0 |
| ABBVIE INC | COM | 00287Y109 |  | 4451368 | 20467 | SH |  | SOLE |  | 20467 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 229760 | 799 | SH |  | SOLE |  | 799 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 587530 | 2821 | SH |  | SOLE |  | 2821 | 0 | 0 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 |  | 8664336 | 66099 | SH |  | SOLE |  | 66099 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 1707499 | 6728 | SH |  | SOLE |  | 6728 | 0 | 0 |
| AT INC | COM | 00206R102 |  | 3150998 | 108692 | SH |  | SOLE |  | 108692 | 0 | 0 |
| BEACON FINANCIAL CORP. | COM | 084680107 |  | 290880 | 9696 | SH |  | SOLE |  | 9696 | 0 | 0 |
| BECTON DICKINSON  CO | COM | 075887109 |  | 1577017 | 10030 | SH |  | SOLE |  | 10030 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 492138 | 1027 | SH |  | SOLE |  | 1027 | 0 | 0 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 221130 | 3646 | SH |  | SOLE |  | 3646 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 |  | 1062690 | 1500 | SH |  | SOLE |  | 1500 | 0 | 0 |
| CHEVRON CORPORATION | COM | 166764100 |  | 501526 | 2424 | SH |  | SOLE |  | 2424 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 212940 | 2800 | SH |  | SOLE |  | 2800 | 0 | 0 |
| COLGATE PALMOLIVE CO | COM | 194162103 |  | 286373 | 3360 | SH |  | SOLE |  | 3360 | 0 | 0 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 3523608 | 26694 | SH |  | SOLE |  | 26694 | 0 | 0 |
| CORNING INC | COM | 219350105 |  | 203955 | 1500 | SH |  | SOLE |  | 1500 | 0 | 0 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 1032301 | 1036 | SH |  | SOLE |  | 1036 | 0 | 0 |
| DOMINION ENERGY INC | COM | 25746U109 |  | 671725 | 10865 | SH |  | SOLE |  | 10865 | 0 | 0 |
| DOW HLDGS INC | COM | 260557103 |  | 380223 | 9129 | SH |  | SOLE |  | 9129 | 0 | 0 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 3905286 | 29825 | SH |  | SOLE |  | 29825 | 0 | 0 |
| DUPONT DE NEMOURS INC | COM | 26614N102 |  | 503983 | 11004 | SH |  | SOLE |  | 11004 | 0 | 0 |
| EASTMAN CHEM CO | COM | 277432100 |  | 1068480 | 14000 | SH |  | SOLE |  | 14000 | 0 | 0 |
| ECOLAB INC | COM | 278865100 |  | 216008 | 812 | SH |  | SOLE |  | 812 | 0 | 0 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 227040 | 6000 | SH |  | SOLE |  | 6000 | 0 | 0 |
| ETF OPPORTUNITIES TRUST | HEDGEYE FOURTH T | 26923Q416 |  | 253848 | 9536 | SH |  | SOLE |  | 9536 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 11829473 | 69724 | SH |  | SOLE |  | 69724 | 0 | 0 |
| GE AEROSPACE | COM NEW | 369604301 |  | 2613238 | 9209 | SH |  | SOLE |  | 9209 | 0 | 0 |
| GE VERNOVA INC | COM | 36828A101 |  | 2005924 | 2298 | SH |  | SOLE |  | 2298 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 493664 | 1501 | SH |  | SOLE |  | 1501 | 0 | 0 |
| INDEPENDENCE RLTY TR INC | COM | 45378A106 |  | 1434726 | 96355 | SH |  | SOLE |  | 96355 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 1820349 | 7510 | SH |  | SOLE |  | 7510 | 0 | 0 |
| ISHARES INC | MSCI AUST ETF | 464286103 |  | 3511945 | 126511 | SH |  | SOLE |  | 126511 | 0 | 0 |
| ISHARES INC | MSCI JAPAN ETF | 46434G822 |  | 2754855 | 32625 | SH |  | SOLE |  | 32625 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 277614 | 425 | SH |  | SOLE |  | 425 | 0 | 0 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 |  | 1321831 | 12128 | SH |  | SOLE |  | 12128 | 0 | 0 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 4809158 | 43577 | SH |  | SOLE |  | 43577 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 10542100 | 43127 | SH |  | SOLE |  | 43127 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 3280766 | 11153 | SH |  | SOLE |  | 11153 | 0 | 0 |
| KINDER MORGAN INC DEL | COM | 49456B101 |  | 1415100 | 42204 | SH |  | SOLE |  | 42204 | 0 | 0 |
| LINCOLN ELEC HLDGS INC | COM | 533900106 |  | 249080 | 1000 | SH |  | SOLE |  | 1000 | 0 | 0 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 2195749 | 3633 | SH |  | SOLE |  | 3633 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 4745142 | 15268 | SH |  | SOLE |  | 15268 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 11361227 | 94448 | SH |  | SOLE |  | 94448 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 1193798 | 3225 | SH |  | SOLE |  | 3225 | 0 | 0 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 9897148 | 106558 | SH |  | SOLE |  | 106558 | 0 | 0 |
| OCCIDENTAL PETE CORP | COM | 674599105 |  | 2101974 | 32338 | SH |  | SOLE |  | 32338 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 203119 | 1308 | SH |  | SOLE |  | 1308 | 0 | 0 |
| PFIZER INC | COM | 717081103 |  | 2558846 | 91127 | SH |  | SOLE |  | 91127 | 0 | 0 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 281905 | 1705 | SH |  | SOLE |  | 1705 | 0 | 0 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 7106168 | 49198 | SH |  | SOLE |  | 49198 | 0 | 0 |
| REVVITY INC | COM | 714046109 |  | 206760 | 2360 | SH |  | SOLE |  | 2360 | 0 | 0 |
| SANDISK CORP | COM | 80004C200 |  | 381204 | 600 | SH |  | SOLE |  | 600 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 283148 | 658 | SH |  | SOLE |  | 658 | 0 | 0 |
| STARBUCKS CORP | COM | 855244109 |  | 2338747 | 26105 | SH |  | SOLE |  | 26105 | 0 | 0 |
| UNILEVER PLC | SPON ADR NEW | 904767803 |  | 3699746 | 64942 | SH |  | SOLE |  | 64942 | 0 | 0 |
| UNION PAC CORP | COM | 907818108 |  | 1125029 | 4637 | SH |  | SOLE |  | 4637 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 6040114 | 120321 | SH |  | SOLE |  | 120321 | 0 | 0 |
| VISTRA CORP | COM | 92840M102 |  | 210462 | 1400 | SH |  | SOLE |  | 1400 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 1341520 | 10794 | SH |  | SOLE |  | 10794 | 0 | 0 |
| WEYERHAEUSER CO | COM NEW | 962166104 |  | 1929066 | 78963 | SH |  | SOLE |  | 78963 | 0 | 0 |
| WILLIAMS COS INC | COM | 969457100 |  | 2838784 | 39005 | SH |  | SOLE |  | 39005 | 0 | 0 |
| ZOETIS INC | CL A | 98978V103 |  | 229564 | 1942 | SH |  | SOLE |  | 1942 | 0 | 0 |

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