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Portfolio (Quarterly) Guide ↗

Richard P Slaughter Associates Inc

· CIK 0001811783
13F Portfolio $477M AUM Filed Jan 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 109 New
Page 3 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XTEN BONDBLOXX ETF TRUST 28,966.0 $1.3M 0.28% NEW $46.22 -2.1%
42 QUAL ISHARES TR 6,713.0 $1.3M 0.28% NEW $198.62 +8.6%
43 PCOR PROCORE TECHNOLOGIES INC Technology 18,000.0 $1.3M 0.27% NEW $72.74 -34.6%
44 JNJ JOHNSON & JOHNSON Healthcare 6,264.0 $1.3M 0.27% NEW $206.95 +11.2%
45 GSIE GOLDMAN SACHS ETF TR 29,220.0 $1.3M 0.26% NEW $42.94 +7.2%
46 XTWY BONDBLOXX ETF TRUST 30,765.0 $1.2M 0.24% NEW $37.84 -2.8%
47 BINC BLACKROCK ETF TRUST II 21,881.0 $1.2M 0.24% NEW $52.77 -0.9%
48 V VISA INC Financial Services 3,270.0 $1.1M 0.24% NEW $350.71 -6.9%
49 MINT PIMCO ETF TR 11,066.0 $1.1M 0.23% NEW $100.34 +0.3%
50 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 3,526.0 $1.1M 0.23% NEW $303.89 +35.7%
51 PYLD PIMCO ETF TR 38,089.0 $1.0M 0.21% NEW $26.68 -1.0%
52 JPME J P MORGAN EXCHANGE TRADED F 9,286.0 $1.0M 0.21% NEW $108.66 +12.8%
53 DFAC DIMENSIONAL ETF TRUST 25,188.0 $997K 0.21% NEW $39.59 +10.9%
54 ABBV ABBVIE INC Healthcare 4,305.0 $984K 0.21% NEW $228.49 -6.7%
55 VOO VANGUARD INDEX FDS 1,568.0 $983K 0.21% NEW $627.18 +10.0%
56 NFLX NETFLIX INC Communication Services 10,299.0 $966K 0.20% NEW $93.76 -6.5%
57 LLY ELI LILLY & CO Healthcare 894.0 $961K 0.20% NEW $1074.68 -0.9%
58 MA MASTERCARD INCORPORATED Financial Services 1,648.0 $941K 0.20% NEW $570.88 -13.6%
59 VOE VANGUARD INDEX FDS 5,110.0 $906K 0.19% NEW $177.37 +10.0%
60 BAC BANK AMERICA CORP Financial Services 16,257.0 $894K 0.19% NEW $55.00 -5.1%
Page 3 of 6  ·  109 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 51.3%
Financial Services 12.8%
Communication Services 12.5%
Consumer Cyclical 10.5%
Healthcare 4.6%
Energy 3.3%
Consumer Defensive 2.7%
Industrials 1.8%
Utilities 0.5%