Richard P Slaughter Associates Inc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$462.7M
Q ending 2026-03-31
Prior quarter
$477.1M
Q ending 2025-12-31
Change
-3.0% QoQ · +8.0% YoY
Positions
99
reported holdings

Largest positions

All 99 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
J P Morgan Exchange Traded FJIREShares$58.5M773K
Fidelity Covington TrustFMDEShares$46.7M1.3M
Ishares TrIWXShares$45.3M489K
Ishares TrIWYShares$35.5M143K
Neos Etf TrustCSHIShares$34.4M691K
Angel Oak Funds TrustUYLDShares$34.3M673K
Goldman Sachs Etf TrGSSCShares$18.4M246K
Global X FdsAIQShares$12.9M277K
Apple IncAAPLShares$12.4M49K
Ishares IncIEMGShares$10.8M154K
Nvidia CorporationNVDAShares$8.7M50K
Columbia Etf Tr IiXCEMShares$8.6M211K
Ishares TrIQLTShares$8.4M181K
First Tr Exchange-Traded FdGRIDShares$7.9M48K
Vanguard World FdMGKShares$7.2M20K
Alphabet IncGOOGShares$5.4M19K
World Gold TrGLDMShares$5.3M57K
Schwab Strategic TrFNDFShares$4.8M99K
J P Morgan Exchange Traded FJMSTShares$4.8M94K
Ishares U S Etf TrMEARShares$4.8M95K
Ishares TrIWMShares$4.5M18K
Microsoft CorpMSFTShares$4.1M11K
Vanguard World FdMGVShares$3.8M26K
Exxon Mobil CorpXOMShares$3.7M22K
Amazon Com IncAMZNShares$3.3M16K
Ishares TrIWRShares$3.2M33K
J P Morgan Exchange Traded FJPSTShares$3.2M63K
Vanguard Intl Equity Index FVEUShares$3.2M43K
Broadcom IncAVGOShares$3.1M10K
Ishares TrIEFAShares$2.6M29K
T Rowe Price Etf IncTMSLShares$2.3M63K
Tesla IncTSLAShares$2.2M6K
Jpmorgan Chase & CoJPMShares$2.1M7K
Spdr Series TrustEFIVShares$1.8M28K
Berkshire Hathaway Inc DelBRK/BShares$1.8M4K
Pimco Etf TrMINTShares$1.7M17K
Walmart IncWMTShares$1.7M13K
Ishares TrESGDShares$1.6M17K
Hartford Fds Exchange TradedHMOPShares$1.5M39K
Meta Platforms IncMETAShares$1.5M3K
Johnson & JohnsonJNJShares$1.5M6K
Bondbloxx Etf TrustXTENShares$1.4M31K
Vanguard Index FdsVOTShares$1.3M5K
Goldman Sachs Etf TrGSIEShares$1.2M29K
Bondbloxx Etf TrustXTWYShares$1.2M31K
Taiwan Semiconductor ManufacTSMShares$1.1M3K
J P Morgan Exchange Traded FJPMEShares$1.1M9K
Vanguard Index FdsVTIShares$1.0M3K
Procore Technologies IncPCORShares$1.0M18K
Dimensional Etf TrustDFACShares$979K25K
Vanguard Index FdsVOOShares$937K2K
Vanguard Index FdsVOEShares$864K5K
Abbvie IncABBVShares$863K4K
Ishares TrQUALShares$858K4K
J P Morgan Exchange Traded FJBNDShares$846K16K
Vanguard Tax-Managed FdsVEAShares$844K13K
Jabil IncJBLShares$796K3K
Eli Lilly & CoLLYShares$756K822
Vanguard Intl Equity Index FVWOShares$750K14K
Bank America CorpBACShares$744K15K
Blackrock Etf Trust IiCALIShares$742K15K
Pimco Etf TrPYLDShares$715K27K
Visa IncVShares$678K2K
Mastercard IncorporatedMAShares$666K1K
Innovator Etfs TrustBALTShares$629K19K
Costco Wholesale CorporationCOSTShares$555K557
Home Depot IncHDShares$550K2K
Blackrock Etf Trust IiBINCShares$533K10K
Netflix Inc.NFLXShares$518K5K
Nextera Energy IncNEEShares$494K5K
Ishares TrVLUEShares$479K3K
Ishares TrSCZShares$479K6K
Ishares TrILCBShares$440K5K
Vanguard Index FdsVBKShares$430K1K
Check Point Software Tech LtShares$428K3K
Spdr Index Shs FdsSPDWShares$405K9K
Vanguard Index FdsVBRShares$399K2K
Automatic Data Processing InADPShares$345K2K
Ishares TrESMLShares$337K7K
Ishares TrIWFShares$329K771
Vaneck Etf TrustSHYDShares$308K14K
Caterpillar IncCATShares$303K427
Ishares IncESGEShares$300K7K
Innovator Etfs TrustUDECShares$270K7K
J P Morgan Exchange Traded FJPEMShares$270K4K
Morgan StanleyMSShares$265K2K
Spdr Series TrustSPTMShares$258K3K
Select Sector Spdr TrXLVShares$250K2K
Intel CorpINTCShares$248K6K
Schwab Strategic TrSGVTShares$248K2K
3M CoMMMShares$235K2K
Microsoft CorpMSFTPut$223K3K
Ishares TrIWDShares$223K1K
Cummins IncCMIShares$220K408
Air Lease CorpAVLAShares$218K3K
Procter & Gamble CoPGShares$212K1K
Chevron CorporationCVXShares$211K1K
Vanguard Index FdsVBShares$204K777
Procore Technologies IncPCORPut$201K18K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.