Richard P Slaughter Associates Inc
Annual return '25
+14.0%
SPY '25
+17.7%
Alpha
-3.7ptsvs SPY
Invested
$462.7M
Holdings
107
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 92%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$JIRE
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
12.7%
02
$FMDE
FIDELITY COVINGTON TRUST
Held since at least Q1 2024
10.1%
03
$IWX
ISHARES TR
Held since at least Q1 2024
9.8%
04
$IWY
ISHARES TR
Held since at least Q1 2024
7.7%
05
$CSHI
NEOS ETF TRUST
Held since at least Q1 2024
7.4%
06
$UYLD
ANGEL OAK FUNDS TRUST
Held since at least Q1 2024
7.4%
07
$GSSC
GOLDMAN SACHS ETF TR
Held since at least Q1 2024
4.0%
08
$AIQ
GLOBAL X FDS
Held since at least Q1 2024
2.8%
09
$AAPL
APPLE INC
Q4 2025: New position (1.7k shares)
2.7%
10
$IEMG
ISHARES INC
Held since at least Q1 2024
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:13 UTC.