Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Richard P Slaughter Associates Inc (CIK 1811783) reported $462.7M across 95 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JIRE ($58.5M, 12.65%), FMDE ($46.7M, 10.10%), IWX ($45.3M, 9.79%), IWY ($35.5M, 7.66%), CSHI ($34.4M, 7.43%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JIRE | J P MORGAN EXCHANGE TRADED F | $58.5M | 12.65% | 772,797 | Added |
| 2 | FMDE | FIDELITY COVINGTON TRUST | $46.7M | 10.10% | 1.3M | Added |
| 3 | IWX | ISHARES TR | $45.3M | 9.79% | 488,545 | Added |
| 4 | IWY | ISHARES TR | $35.5M | 7.66% | 142,511 | Trimmed |
| 5 | CSHI | NEOS ETF TRUST | $34.4M | 7.43% | 691,026 | Added |
| 6 | UYLD | ANGEL OAK FUNDS TRUST | $34.3M | 7.42% | 672,971 | Added |
| 7 | GSSC | GOLDMAN SACHS ETF TR | $18.4M | 3.97% | 246,290 | Trimmed |
| 8 | AIQ | GLOBAL X FDS | $12.9M | 2.79% | 277,008 | Added |
| 9 | AAPL | APPLE INC | $12.4M | 2.68% | 48,931 | Trimmed |
| 10 | IEMG | ISHARES INC | $10.8M | 2.32% | 154,132 | Added |
| 11 | NVDA | NVIDIA CORPORATION | $8.7M | 1.89% | 50,026 | Trimmed |
| 12 | XCEM | COLUMBIA ETF TR II | $8.6M | 1.86% | 210,592 | Added |
| 13 | IQLT | ISHARES TR | $8.4M | 1.81% | 180,877 | Trimmed |
| 14 | GRID | FIRST TR EXCHANGE-TRADED FD | $7.9M | 1.71% | 48,360 | Trimmed |
| 15 | MGK | VANGUARD WORLD FD | $7.2M | 1.55% | 19,509 | Trimmed |
| 16 | GOOG | ALPHABET INC | $5.4M | 1.16% | 18,731 | Trimmed |
| 17 | GLDM | WORLD GOLD TR | $5.3M | 1.14% | 57,099 | Added |
| 18 | JMST | J P MORGAN EXCHANGE TRADED F | $4.8M | 1.04% | 94,331 | Trimmed |
| 19 | MEAR | ISHARES U S ETF TR | $4.8M | 1.04% | 95,450 | Trimmed |
| 20 | FNDF | SCHWAB STRATEGIC TR | $4.8M | 1.04% | 98,674 | New |
| 21 | IWM | ISHARES TR | $4.5M | 0.97% | 18,117 | Added |
| 22 | MSFT | MICROSOFT CORP | $4.3M | 0.93% | 13,595 | Trimmed |
| 23 | MGV | VANGUARD WORLD FD | $3.8M | 0.83% | 26,490 | Added |
| 24 | XOM | EXXON MOBIL CORP | $3.7M | 0.80% | 21,904 | Added |
| 25 | AMZN | AMAZON COM INC | $3.3M | 0.71% | 15,814 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31