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Portfolio (Quarterly) Guide ↗

Richard P Slaughter Associates Inc

· CIK 0001811783
13F Portfolio $510M AUM 109 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 23 Added 54 Reduced 8 Exited
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ESGE ISHARES INC 7,945.0 $435K 0.09% +1K +20.3% $54.69 -2.9%
22 ESML ISHARES TR 7,406.0 $414K 0.08% +236.0 +3.3% $55.93 -1.0%
23 IWF ISHARES TR 2,353.0 $292K 0.06% +2K +205.2% $124.17 -2.5%
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 58.2%
Financial Services 14.1%
Consumer Cyclical 8.8%
Healthcare 5.2%
Energy 4.9%
Industrials 2.9%
Consumer Defensive 2.8%
Communication Services 2.2%
Utilities 0.8%