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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 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MGV VANGUARD WORLD FD 28,853.0 $4.7M 0.93% +2K +8.9% $163.45 +3.0%
22 TMSL T ROWE PRICE EXCHANGE-TRADED 97,244.0 $4.3M 0.84% +35K +55.2% $43.85 -1.3%
23 AVGO BROADCOM INC Technology 10,485.0 $4.0M 0.78% +527.0 +5.3% $377.75 -5.0%
24 MSFT MICROSOFT CORP Technology 10,451.0 $3.9M 0.76% -544.0 -5.0% $373.02 +30.6%
25 BLACKROCK ETF TRUST 102,806.0 $3.8M 0.74% NEW $36.60
26 VEU VANGUARD INTL EQUITY INDEX F 44,816.0 $3.8M 0.74% +2K +5.3% $83.75 +1.7%
27 IWR ISHARES TR 31,360.0 $3.5M 0.68% -2K -5.4% $110.32 +2.4%
28 SPY CALL STATE STR SPDR S&P 500 ETF T Financial Services 4,300.0 $3.2M 0.63% NEW $746.77 +2.2%
29 MEAR ISHARES U S ETF TR 60,360.0 $3.0M 0.60% -35K -36.8% $50.38 -0.3%
30 JMST J P MORGAN EXCHANGE TRADED F 59,181.0 $3.0M 0.59% -35K -37.3% $51.00 -0.1%
31 AMZN AMAZON COM INC Consumer Cyclical 12,633.0 $3.0M 0.59% -3K -20.1% $238.33 +10.0%
32 IEFA ISHARES TR 29,062.0 $2.8M 0.55% $96.58 +4.2%
33 XOM EXXON MOBIL CORP Energy 20,022.0 $2.7M 0.54% -2K -8.6% $136.72 +20.0%
34 XTWY BONDBLOXX ETF TRUST 60,065.0 $2.3M 0.44% +29K +94.4% $37.53 -5.5%
35 HMOP HARTFORD FDS EXCHANGE TRADED 56,538.0 $2.2M 0.43% +18K +46.3% $39.15 -1.3%
36 AVEE AMERICAN CENTY ETF TR 31,618.0 $2.2M 0.43% NEW $69.32 -2.1%
37 EFIV SPDR SERIES TRUST 29,764.0 $2.2M 0.43% +1K +4.9% $72.93 +2.6%
38 TSLA TESLA INC Consumer Cyclical 4,510.0 $1.9M 0.37% -1K -22.0% $420.60 -17.0%
39 J P MORGAN EXCHANGE TRADED F 35,451.0 $1.8M 0.35% -28K -44.1% $50.57
40 ESGD ISHARES TR 17,342.0 $1.8M 0.35% +656.0 +3.9% $102.81 +4.1%
Page 2 of 6  ·  106 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%