Richard P Slaughter Associates Inc

CIK: 0001811783SEC EDGAR →

Portfolio Value

$477.1M

Holdings

108

As of

Q4 2025

New Positions

12

Closed Positions

19

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

J P MORGAN EXCHANGE TRADED F

754,348$56.5M
11.84%
2

ISHARES TR

155,383$43.0M
9.02%
3

FIDELITY COVINGTON TRUST

1,126,815$41.0M
8.59%
4

ISHARES TR

411,476$37.8M
7.92%
5

NEOS ETF TRUST

686,860$34.2M
7.16%
6

ANGEL OAK FUNDS TRUST

667,844$34.2M
7.16%
7

GOLDMAN SACHS ETF TR

268,586$20.3M
4.26%
8

APPLE INC

51,458$14.0M
2.93%
9

PGIM ROCK ETF TR

441,890$13.0M
2.73%
10

GLOBAL X FDS

245,079$12.5M
2.61%

Quarterly Changes

Top Buys

JIRE↑ Increased
$3.9M
IWX↑ Increased
$2.2M
FMDE↑ Increased
$1.9M
AAPL↑ Increased
$1.5M
IWY↑ Increased
$1.2M

Top Sells

GOOG↓ Decreased
$803K
BRK/B↓ Decreased
$800K
OPRACLOSED
$717K
META↓ Decreased
$579K
ORCLCLOSED
$573K

New Positions (5)

$371K · 5K shares
$290K · 2K shares
$227K · 615 shares
$223K · 714 shares
$200K · 777 shares

Closed Positions (5)

$717K · 35K shares
$573K · 2K shares
$489K · 7K shares
$253K · 10K shares
$230K · 8K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services67$381.6M80.0%
Technology12$46.4M9.7%
Unknown6$19.6M4.1%
Communication Services4$10.2M2.1%
Consumer Cyclical3$8.5M1.8%
Healthcare4$3.7M0.8%
Energy2$2.7M0.6%
Consumer Defensive3$2.2M0.5%
Industrials6$1.7M0.4%
Utilities1$426K0.1%