# EDGAR Filing Document

**Accession Number:** 0001993325
**File Stem:** 0001993325-25-000006
**Filing Date:** 2025-8
**Character Count:** 16003
**Document Hash:** b21bda1040d2ee3bd38e7a410b29007c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001993325-25-000006.hdr.sgml**: 20250819

**ACCESSION NUMBER**: 0001993325-25-000006

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250819

**DATE AS OF CHANGE**: 20250819

**EFFECTIVENESS DATE**: 20250819

**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:** 251231278

**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:** 06-30-2025

**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

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:** Barclay Douglas Jr.<br>**Title:** Partner<br>**Phone:** 4018494900

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

Barclay Douglas Jr  Newport, RI  08-19-2025<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:** 125

**Form 13F Information Table Value Total:** $124146437

      (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 |
| APPLE INC | COM | 037833100 |  | 1322936 | 6448 | SH |  | SOLE |  | 6448 | 0 | 0 |
| ABBVIE INC COM USD0.01 | COM | 00287Y109 |  | 3925120 | 21146 | SH |  | SOLE |  | 21146 | 0 | 0 |
| ABBOTT LABORATORIES | COM | 002824100 |  | 578042 | 4250 | SH |  | SOLE |  | 4250 | 0 | 0 |
| AUTOMATIC DATA PROCESSING INC COM | COM | 053015103 |  | 97454 | 316 | SH |  | SOLE |  | 316 | 0 | 0 |
| AMERICAN ELEC PWR CO INC COM | COM | 025537101 |  | 6991930 | 67385 | SH |  | SOLE |  | 67385 | 0 | 0 |
| AMGEN INC | COM | 031162100 |  | 156916 | 562 | SH |  | SOLE |  | 562 | 0 | 0 |
| AMAZON.COM INC | COM | 023135106 |  | 504597 | 2300 | SH |  | SOLE |  | 2300 | 0 | 0 |
| APA CORPORATION COM | COM | 03743Q108 |  | 36580 | 2000 | SH |  | SOLE |  | 2000 | 0 | 0 |
| ATMOS ENERGY CORP COM NPV | COM | 049560105 |  | 138699 | 900 | SH |  | SOLE |  | 900 | 0 | 0 |
| AMERICAN EXPRESS CO COM USD0.20 | COM | 025816109 |  | 229027 | 718 | SH |  | SOLE |  | 718 | 0 | 0 |
| BARRICK MINING CORPORATION COM NPV ISIN #CA06849F1080 SEDOL #BNM23Q1 | COM SHS | 06849F108 |  | 1832 | 88 | SH |  | SOLE |  | 88 | 0 | 0 |
| BOEING CO | COM | 097023105 |  | 119432 | 570 | SH |  | SOLE |  | 570 | 0 | 0 |
| BANK AMERICA CORP COM | COM | 060505104 |  | 168979 | 3571 | SH |  | SOLE |  | 3571 | 0 | 0 |
| BANK OF NEW YORK MELLON CORP COM USD0.01 | COM | 064058100 |  | 36444 | 400 | SH |  | SOLE |  | 400 | 0 | 0 |
| BRISTOL-MYERS SQUIBB CO COM | COM | 110122108 |  | 168773 | 3646 | SH |  | SOLE |  | 3646 | 0 | 0 |
| GLOBAL X FDS RBTCS ARTFL INTE | RBTCS ARTFL INTE | 37954Y715 |  | 56288 | 1724 | SH |  | SOLE |  | 1724 | 0 | 0 |
| BP PLC SPONSORED ADR | SPONSORED ADR | 055622104 |  | 40106 | 1340 | SH |  | SOLE |  | 1340 | 0 | 0 |
| BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B | CL B NEW | 084670702 |  | 552320 | 1137 | SH |  | SOLE |  | 1137 | 0 | 0 |
| BROOKLINE BANCORP INC | COM | 11373M107 |  | 243567 | 23087 | SH |  | SOLE |  | 23087 | 0 | 0 |
| CONAGRA BRANDS INC | COM | 205887102 |  | 6600 | 322 | SH |  | SOLE |  | 322 | 0 | 0 |
| CATERPILLAR INC COM | COM | 149123101 |  | 970525 | 2500 | SH |  | SOLE |  | 2500 | 0 | 0 |
| CINCINNATI FINANCIAL CORP COM USD2.00 | COM | 172062101 |  | 73268 | 492 | SH |  | SOLE |  | 492 | 0 | 0 |
| COLGATE-PALMOLIVE CO COM | COM | 194162103 |  | 1994891 | 21946 | SH |  | SOLE |  | 21946 | 0 | 0 |
| COSTCO WHOLESALE CORP COM | COM | 22160K105 |  | 27718 | 28 | SH |  | SOLE |  | 28 | 0 | 0 |
| THE CAMPBELL'S COMPANY COMMON STOCK | COM | 134429109 |  | 20842 | 680 | SH |  | SOLE |  | 680 | 0 | 0 |
| CSX CORP COM USD1 | COM | 126408103 |  | 146835 | 4500 | SH |  | SOLE |  | 4500 | 0 | 0 |
| CHEVRON CORP NEW COM | COM | 166764100 |  | 214785 | 1500 | SH |  | SOLE |  | 1500 | 0 | 0 |
| DOMINION ENERGY INC COM | COM | 25746U109 |  | 50631 | 895 | SH |  | SOLE |  | 895 | 0 | 0 |
| DELTA AIR LINES INC | COM NEW | 247361702 |  | 3416 | 69 | SH |  | SOLE |  | 69 | 0 | 0 |
| DUPONT DE NEMOURS INC COM | COM | 26614N102 |  | 771911 | 11254 | SH |  | SOLE |  | 11254 | 0 | 0 |
| DIAGEO ADR REP 4 ORD | SPON ADR NEW | 25243Q205 |  | 2521 | 25 | SH |  | SOLE |  | 25 | 0 | 0 |
| SPDR DOW JONES INDL AVERAGE ET UT SER 1 | UT SER 1 | 78467X109 |  | 1511 | 3 | SH |  | SOLE |  | 3 | 0 | 0 |
| DOW INC COM | COM | 260557103 |  | 279231 | 10545 | SH |  | SOLE |  | 10545 | 0 | 0 |
| DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0 | COM NEW | 26441C204 |  | 3562420 | 30190 | SH |  | SOLE |  | 30190 | 0 | 0 |
| DEVON ENERGY CORP NEW | COM | 25179M103 |  | 1799809 | 56580 | SH |  | SOLE |  | 56580 | 0 | 0 |
| ECOLAB INC | COM | 278865100 |  | 222288 | 825 | SH |  | SOLE |  | 825 | 0 | 0 |
| EMERSON ELECTRIC CO | COM | 291011104 |  | 6666 | 50 | SH |  | SOLE |  | 50 | 0 | 0 |
| ENTERPRISE PRODS PARTNERS L P COM | COM | 293792107 |  | 186060 | 6000 | SH |  | SOLE |  | 6000 | 0 | 0 |
| EATON CORPORATION PLC | SHS | G29183103 |  | 53548 | 150 | SH |  | SOLE |  | 150 | 0 | 0 |
| ISHARES INC MSCI AUST ETF | MSCI AUST ETF | 464286103 |  | 1286811 | 48891 | SH |  | SOLE |  | 48891 | 0 | 0 |
| ISHARES INC MSCI JPN ETF NEW | MSCI JPN ETF NEW | 46434G822 |  | 1257846 | 16778 | SH |  | SOLE |  | 16778 | 0 | 0 |
| FEDEX CORP COM USD0.10 | COM | 31428X106 |  | 10228 | 45 | SH |  | SOLE |  | 45 | 0 | 0 |
| FORTIVE CORP COM | COM | 34959J108 |  | 722 | 13 | SH |  | SOLE |  | 13 | 0 | 0 |
| GENERAL DYNAMICS CORP COM | COM | 369550108 |  | 25160 | 86 | SH |  | SOLE |  | 86 | 0 | 0 |
| GE AEROSPACE COM NEW | COM NEW | 369604301 |  | 2431305 | 9446 | SH |  | SOLE |  | 9446 | 0 | 0 |
| GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | COMMON STOCK | 36266G107 |  | 7407 | 100 | SH |  | SOLE |  | 100 | 0 | 0 |
| GE VERNOVA INC COM | COM | 36828A101 |  | 1235036 | 2334 | SH |  | SOLE |  | 2334 | 0 | 0 |
| GENERAL MILLS INC COM USD0.10 | COM | 370334104 |  | 390647 | 7540 | SH |  | SOLE |  | 7540 | 0 | 0 |
| SPDR GOLD TR GOLD SHS | GOLD SHS | 78463V107 |  | 174680 | 573 | SH |  | SOLE |  | 573 | 0 | 0 |
| CORNING INC | COM | 219350105 |  | 78885 | 1500 | SH |  | SOLE |  | 1500 | 0 | 0 |
| ALPHABET INC CAP STK CL C | CAP STK CL C | 02079K107 |  | 42573 | 240 | SH |  | SOLE |  | 240 | 0 | 0 |
| ALPHABET INC CAP STK CL A | CAP STK CL A | 02079K305 |  | 105738 | 600 | SH |  | SOLE |  | 600 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 669484 | 1826 | SH |  | SOLE |  | 1826 | 0 | 0 |
| HORMEL FOODS CORP | COM | 440452100 |  | 12100 | 400 | SH |  | SOLE |  | 400 | 0 | 0 |
| HERSHEY COMPANY COM USD1.00 | COM | 427866108 |  | 115003 | 693 | SH |  | SOLE |  | 693 | 0 | 0 |
| INTERNATIONAL BUS MACH CORP COM USD0.20 | COM | 459200101 |  | 2213797 | 7510 | SH |  | SOLE |  | 7510 | 0 | 0 |
| INDEPENDENCE REALTY TRUST INC COM USD0.01 | COM | 45378A106 |  | 1879332 | 106237 | SH |  | SOLE |  | 106237 | 0 | 0 |
| ISHARES TR US AER DEF ETF | US AER DEF ETF | 464288760 |  | 7571 | 40 | SH |  | SOLE |  | 40 | 0 | 0 |
| ISHARES CORE S 500 ETF | CORE S ETF | 464287200 |  | 294306 | 474 | SH |  | SOLE |  | 474 | 0 | 0 |
| ISHARES US TECHNOLOGY ETF | U.S. TECH ETF | 464287721 |  | 11782 | 68 | SH |  | SOLE |  | 68 | 0 | 0 |
| ETF SER SOLUTIONS US GLB JETS | US GLB JETS | 26922A842 |  | 2297 | 100 | SH |  | SOLE |  | 100 | 0 | 0 |
| JOHNSON  COM | COM | 478160104 |  | 6700311 | 43864 | SH |  | SOLE |  | 43864 | 0 | 0 |
| JPMORGAN CHASE  COM | COM | 46625H100 |  | 3297146 | 11373 | SH |  | SOLE |  | 11373 | 0 | 0 |
| JET AI INC COM NEW | COM NEW | 47714H308 |  | 7 | 2 | SH |  | SOLE |  | 2 | 0 | 0 |
| COCA-COLA CO | COM | 191216100 |  | 106125 | 1500 | SH |  | SOLE |  | 1500 | 0 | 0 |
| KENVUE INC COM | COM | 49177J102 |  | 5241715 | 250440 | SH |  | SOLE |  | 250440 | 0 | 0 |
| LINCOLN ELECTRIC HOLDINGS INC | COM | 533900106 |  | 207320 | 1000 | SH |  | SOLE |  | 1000 | 0 | 0 |
| LOCKHEED MARTIN CORP COM USD1.00 | COM | 539830109 |  | 58818 | 127 | SH |  | SOLE |  | 127 | 0 | 0 |
| MCDONALD S CORP | COM | 580135101 |  | 201012 | 688 | SH |  | SOLE |  | 688 | 0 | 0 |
| MARSH  COMPANIES INC COM USD1.00 | COM | 571748102 |  | 19677 | 90 | SH |  | SOLE |  | 90 | 0 | 0 |
| 3M CO | COM | 88579Y101 |  | 548764 | 3604 | SH |  | SOLE |  | 3604 | 0 | 0 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 123709 | 2110 | SH |  | SOLE |  | 2110 | 0 | 0 |
| MOOG INC | CL A | 615394202 |  | 113106 | 625 | SH |  | SOLE |  | 625 | 0 | 0 |
| MERCK  INC COM | COM | 58933Y105 |  | 7439190 | 93976 | SH |  | SOLE |  | 93976 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 1612105 | 3241 | SH |  | SOLE |  | 3241 | 0 | 0 |
| VAIL RESORTS INC | COM | 91879Q109 |  | 14613 | 93 | SH |  | SOLE |  | 93 | 0 | 0 |
| NEXTERA ENERGY INC COM USD0.01 | COM | 65339F101 |  | 7511511 | 108203 | SH |  | SOLE |  | 108203 | 0 | 0 |
| NORFOLK SOUTHN CORP COM | COM | 655844108 |  | 174571 | 682 | SH |  | SOLE |  | 682 | 0 | 0 |
| NVIDIA CORPORATION COM | COM | 67066G104 |  | 78995 | 500 | SH |  | SOLE |  | 500 | 0 | 0 |
| NOVO NORDISK A/S ADR-EACH CNV INTO 1 CLASS B DKK1 | ADR | 670100205 |  | 2898 | 42 | SH |  | SOLE |  | 42 | 0 | 0 |
| NEW YORK TIMES CO | CL A | 650111107 |  | 1623 | 29 | SH |  | SOLE |  | 29 | 0 | 0 |
| OKLO INC COM CL A | COM CL A | 02156V109 |  | 1382 | 24 | SH |  | SOLE |  | 24 | 0 | 0 |
| OLIN CORP | COM PAR $1 | 680665205 |  | 10045 | 500 | SH |  | SOLE |  | 500 | 0 | 0 |
| OSHKOSH CORP | COM | 688239201 |  | 567700 | 5000 | SH |  | SOLE |  | 5000 | 0 | 0 |
| OCCIDENTAL PETE CORP COM | COM | 674599105 |  | 1438635 | 34245 | SH |  | SOLE |  | 34245 | 0 | 0 |
| PAYCHEX INC COM USD0.01 | COM | 704326107 |  | 14546 | 100 | SH |  | SOLE |  | 100 | 0 | 0 |
| PURECYCLE TECHNOLOGIES INC COM | COM | 74623V103 |  | 975 | 71 | SH |  | SOLE |  | 71 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 172708 | 1308 | SH |  | SOLE |  | 1308 | 0 | 0 |
| PFIZER INC | COM | 717081103 |  | 2490102 | 102727 | SH |  | SOLE |  | 102727 | 0 | 0 |
| PROCTER AND GAMBLE CO COM | COM | 742718109 |  | 7906424 | 49626 | SH |  | SOLE |  | 49626 | 0 | 0 |
| PALANTIR TECHNOLOGIES INC CL A | CL A | 69608A108 |  | 40896 | 300 | SH |  | SOLE |  | 300 | 0 | 0 |
| PHILIP MORRIS INTERNATIONAL INC COM NPV | COM | 718172109 |  | 343315 | 1885 | SH |  | SOLE |  | 1885 | 0 | 0 |
| PNC FINANCIAL SERVICES GROUP COM USD5 | COM | 693475105 |  | 129748 | 696 | SH |  | SOLE |  | 696 | 0 | 0 |
| PPG INDUSTRIES INC COM USD1.666 | COM | 693506107 |  | 51756 | 455 | SH |  | SOLE |  | 455 | 0 | 0 |
| PPL CORP COM USD0.01 | COM | 69351T106 |  | 5475195 | 161557 | SH |  | SOLE |  | 161557 | 0 | 0 |
| PERRIGO COMPANY PLC | SHS | G97822103 |  | 1406834 | 52651 | SH |  | SOLE |  | 52651 | 0 | 0 |
| PRUDENTIAL FINANCIAL INC | COM | 744320102 |  | 46521 | 433 | SH |  | SOLE |  | 433 | 0 | 0 |
| RALLIANT CORP COM | COM | 750940108 |  | 193 | 4 | SH |  | SOLE |  | 4 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD VI NASDQ ARTFCIAL | NASDQ ARTFCIAL | 33738R720 |  | 52019 | 1077 | SH |  | SOLE |  | 1077 | 0 | 0 |
| REVVITY INC COM | COM | 714046109 |  | 257275 | 2660 | SH |  | SOLE |  | 2660 | 0 | 0 |
| SCHLUMBERGER LIMITED COM USD0.01 | COM STK | 806857108 |  | 33800 | 1000 | SH |  | SOLE |  | 1000 | 0 | 0 |
| SOUTHERN CO | COM | 842587107 |  | 126817 | 1381 | SH |  | SOLE |  | 1381 | 0 | 0 |
| STERIS PLC ORD USD0.001 | SHS USD | G8473T100 |  | 56691 | 236 | SH |  | SOLE |  | 236 | 0 | 0 |
| AT INC COM USD1 | COM | 00206R102 |  | 3126144 | 108021 | SH |  | SOLE |  | 108021 | 0 | 0 |
| ISHARES TIPS BOND ETF | TIPS BD ETF | 464287176 |  | 810884 | 7369 | SH |  | SOLE |  | 7369 | 0 | 0 |
| TIMKEN CO | COM | 887389104 |  | 536870 | 7400 | SH |  | SOLE |  | 7400 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 222597 | 549 | SH |  | SOLE |  | 549 | 0 | 0 |
| TRAVEL PLUS LEISURE CO COM | COM | 894164102 |  | 670 | 13 | SH |  | SOLE |  | 13 | 0 | 0 |
| TRAVELERS COMPANIES INC COM STK NPV | COM | 89417E109 |  | 314359 | 1175 | SH |  | SOLE |  | 1175 | 0 | 0 |
| TEXAS INSTRUMENTS INC COM USD1.00 | COM | 882508104 |  | 151260 | 728 | SH |  | SOLE |  | 728 | 0 | 0 |
| UNILEVER PLC SPON ADR NEW | SPON ADR NEW | 904767704 |  | 4564383 | 74618 | SH |  | SOLE |  | 74618 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 62394 | 200 | SH |  | SOLE |  | 200 | 0 | 0 |
| UNION PAC CORP COM | COM | 907818108 |  | 1066880 | 4637 | SH |  | SOLE |  | 4637 | 0 | 0 |
| VANGUARD WORLD FD INF TECH ETF | INF TECH ETF | 92204A702 |  | 39796 | 60 | SH |  | SOLE |  | 60 | 0 | 0 |
| VISTRA CORP COM | COM | 92840M102 |  | 232572 | 1200 | SH |  | SOLE |  | 1200 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 5514155 | 127436 | SH |  | SOLE |  | 127436 | 0 | 0 |
| WYNDHAM HOTELS  INC COM | COM | 98311A105 |  | 1055 | 13 | SH |  | SOLE |  | 13 | 0 | 0 |
| WASTE MANAGEMENT INC | COM | 94106L109 |  | 2259 | 9 | SH |  | SOLE |  | 9 | 0 | 0 |
| WILLIAMS COS INC COM | COM | 969457100 |  | 3877072 | 61727 | SH |  | SOLE |  | 61727 | 0 | 0 |
| WALMART INC COM | COM | 931142103 |  | 1065248 | 10894 | SH |  | SOLE |  | 10894 | 0 | 0 |
| WEYERHAEUSER CO MTN BE COM NEW | COM NEW | 962166104 |  | 2658709 | 103492 | SH |  | SOLE |  | 103492 | 0 | 0 |
| XCEL ENERGY INC COM USD2.5 | COM | 98389B100 |  | 40860 | 600 | SH |  | SOLE |  | 600 | 0 | 0 |
| EXXON MOBIL CORP COM | COM | 30231G102 |  | 7459068 | 69193 | SH |  | SOLE |  | 69193 | 0 | 0 |
| ZIMMER BIOMET HOLDINGS INC COM | COM | 98956P102 |  | 2280 | 25 | SH |  | SOLE |  | 25 | 0 | 0 |
| ZOETIS INC | CL A | 98978V103 |  | 302854 | 1942 | SH |  | SOLE |  | 1942 | 0 | 0 |

---