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Portfolio (Quarterly) Guide ↗

Richard P Slaughter Associates Inc

· CIK 0001811783
13F Portfolio $463M AUM 99 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 23 Added 55 Reduced
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BALT INNOVATOR ETFS TRUST 18,793.0 $629K 0.14% +2K +10.6% $33.47 +3.7%
22 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 557.0 $555K 0.12% +41.0 +8.0% $996.43 -2.5%
23 ESGE ISHARES INC 6,602.0 $300K 0.07% +1K +24.2% $45.47 +16.8%
Page 2 of 2  ·  23 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 52.6%
Financial Services 16.0%
Consumer Cyclical 9.9%
Energy 6.5%
Healthcare 5.1%
Consumer Defensive 4.0%
Communication Services 3.3%
Industrials 1.8%
Utilities 0.8%