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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 4 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PYLD PIMCO ETF TR 27,765.0 $736K 0.14% +456.0 +1.7% $26.52 -1.2%
62 PCOR PROCORE TECHNOLOGIES INC Technology 18,000.0 $731K 0.14% $40.62 +52.9%
63 PCOR PUT PROCORE TECHNOLOGIES INC Technology 18,000.0 $731K 0.14% $40.62 +52.9%
64 BALT INNOVATOR ETFS TRUST 21,007.0 $720K 0.14% +2K +11.8% $34.27 +1.3%
65 VLUE ISHARES TR 3,263.0 $652K 0.13% -106.0 -3.1% $199.81 +0.2%
66 INTC INTEL CORP Technology 4,665.0 $651K 0.13% -955.0 -17.0% $139.63 -37.5%
67 QUAL ISHARES TR 2,757.0 $605K 0.12% -2K -38.4% $219.43 +2.0%
68 AAPL PUT APPLE INC Technology 2,000.0 $579K 0.11% NEW $289.36 +7.3%
69 CALI BLACKROCK ETF TRUST II 11,389.0 $576K 0.11% -3K -22.6% $50.53 -0.3%
70 EFA CALL ISHARES TR 5,500.0 $571K 0.11% NEW $103.88 +4.0%
71 BAC BANK OF AMER CORP Financial Services 8,998.0 $513K 0.10% -6K -41.0% $56.98 +9.4%
72 SCZ ISHARES TR 6,108.0 $503K 0.10% $82.27 +5.1%
73 BINC BLACKROCK ETF TRUST II 9,431.0 $494K 0.10% -839.0 -8.2% $52.34 -0.6%
74 ILCB ISHARES TR 4,650.0 $482K 0.09% -241.0 -4.9% $103.65 +2.1%
75 CAT CATERPILLAR INC Industrials 441.0 $470K 0.09% +14.0 +3.3% $1064.90 -23.8%
76 NEE NEXTERA ENERGY INC Utilities 5,316.0 $467K 0.09% $87.77 -4.2%
77 VBK VANGUARD INDEX FDS 1,221.0 $447K 0.09% -203.0 -14.3% $365.70 -3.0%
78 ESGE ISHARES INC 7,945.0 $435K 0.09% +1K +20.3% $54.69 -2.9%
79 SPDW SPDR INDEX SHS FDS 8,557.0 $431K 0.09% -311.0 -3.5% $50.39 +2.8%
80 ESML ISHARES TR 7,406.0 $414K 0.08% +236.0 +3.3% $55.93 -1.0%
Page 4 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%