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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 6 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AMD ADVANCED MICRO DEVICES INC Technology 371.0 $216K 0.04% NEW $580.91 -21.4%
102 SPACE EXPLORATION TECHN CORP 1,234.0 $211K 0.04% NEW $170.86
103 SCHB SCHWAB STRATEGIC TR 7,266.0 $210K 0.04% NEW $28.96 +1.9%
104 IBM INTERNATIONAL BUSINESS MACHS Technology 717.0 $201K 0.04% NEW $281.03 -17.8%
105 EFA ISHARES TR 975.0 $101K 0.02% NEW $103.88 +4.0%
106 SPY STATE STR SPDR S&P 500 ETF T Financial Services 57.0 $42K 0.01% NEW $741.68 +2.9%
Page 6 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%