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CIK: 0001793269
Total reported value
$315.7M
$315.7M
141 檔
12.7%
According to the latest 13F quarterly dataset, Ranch Capital Advisors Inc. managed an equity portfolio of $315.7M at the end of Q4 2024, spanning 141 distinct U.S. exchange-listed positions.
Ranch Capital Advisors Inc. executed strategic sector rebalancing during Q4 2024, establishing 5 new positions while fully exiting 10 holdings and trimming 14 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.61% | +0.06% | +0.90% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 3.86% | -0.41% | +1.60% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.62% | +0.04% | -2.27% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.53% | -0.27% | +0.07% | |
| 5 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.25% | -0.14% | +0.76% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.14% | -0.16% | +3.88% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.98% | +0.02% | +0.91% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.80% | +0.45% | +1.56% | |
| 9 | BX | Blackstone Inc | Stock-Financials | 2.69% | -0.07% | -1.80% | |
| 10 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.57% | -0.14% | +39.06% | |
| 11 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 2.11% | -0.18% | — | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.92% | +0.08% | -3.44% | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.76% | +0.02% | -0.86% | |
| 14 | AFL | Aflac Inc | Stock-Financials | 1.76% | -0.05% | +0.43% | |
| 15 | IRM | Iron Mountain Inc | Stock-Real Estate | 1.65% | +0.25% | -1.25% | |
| 16 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 1.62% | -0.08% | +5.10% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.61% | +0.11% | +0.64% | |
| 18 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 1.46% | +0.12% | +5.70% | |
| 19 | T | At&t Inc | Stock-Comm Services | 1.43% | -0.61% | +3.10% | |
| 20 | IBM | Intl Business Machines CORP | Stock-Tech | 1.38% | +0.09% | -21.98% | |
| 21 | PAYX | Paychex Inc | Stock-Tech | 1.36% | +0.04% | +2.40% | |
| 22 | CAH | Cardinal Health Inc | Stock-Healthcare | 1.32% | +0.11% | +1.53% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.27% | +0.07% | +0.51% | |
| 24 | XLK | Ss Technology Select Sector | ETF-Tech | 1.23% | +0.26% | -1.40% | |
| 25 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.12% | -0.34% | -9.40% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.09% | +0.16% | -0.42% | |
| 27 | AMGN | Amgen Inc | Stock-Healthcare | 1.06% | — | +2.17% | |
| 28 | IP | International Paper Co | Stock-Consumer Disc | 0.99% | +0.02% | +1.78% | |
| 29 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.96% | -0.12% | +6.52% | |
| 30 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.90% | -0.03% | +10.80% | |
| 31 | VRP | Invesco Variable Rate Prefer | ETF-Other | 0.89% | -0.08% | +2.96% | |
| 32 | ETR | Entergy CORP | Stock-Utilities | 0.89% | -0.01% | +102.96% | |
| 33 | CMI | Cummins Inc | Stock-Industrials | 0.88% | +0.29% | +1.12% | |
| 34 | TXN | Texas Instruments Inc | Stock-Tech | 0.88% | +0.05% | +1.25% | |
| 35 | C | Citigroup Inc | Stock-Financials | 0.87% | +0.26% | +3.23% | |
| 36 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.86% | -0.03% | +3.72% | |
| 37 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.85% | -0.16% | +57.68% | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.84% | -0.28% | +1.92% | |
| 39 | OKE | Oneok Inc | Stock-Energy | 0.84% | -0.01% | +4.30% | |
| 40 | DUK | Duke Energy CORP | Stock-Utilities | 0.83% | -0.08% | +3.61% | |
| 41 | SO | Southern Co/the | Stock-Utilities | 0.83% | -0.06% | +5.21% | |
| 42 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.82% | -0.02% | +6.95% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.81% | +0.11% | -24.16% | |
| 44 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 0.78% | -0.08% | +6.90% | |
| 45 | XLV | Ss Health Care Select Sector | ETF-Other | 0.77% | -0.36% | EXIT | |
| 46 | PNC | Pnc Financial Services Group | Stock-Financials | 0.75% | — | +3.41% | |
| 47 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.68% | +0.10% | -2.06% | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.66% | -0.13% | -0.58% | |
| 49 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | +0.04% | -1.99% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.62% | — | +5.54% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TLH | Ishares 10-20 Year Treasury | +2.1% | NEW | New buy |
| 2 | AVGO | Broadcom Inc | +0.8% | +1.56% | Add |
| 3 | VGIT | Vanguard Intermediate-term T | +0.7% | +39.06% | Add |
| 4 | TSLA | Tesla Inc | +0.6% | -0.86% | Trim |
| 5 | XOM | Exxon Mobil CORP | +0.5% | NEW | New buy |
| 6 | GILD | Gilead Sciences Inc | +0.4% | +57.68% | Add |
| 7 | AAPL | Apple Inc | +0.4% | +0.90% | Add |
| 8 | NVDA | Nvidia CORP | +0.3% | -2.27% | Trim |
| 9 | BX | Blackstone Inc | +0.3% | -1.80% | Trim |
| 10 | VGSH | Vanguard Short-term Treasury | +0.2% | NEW | New buy |
| 11 | PNW | Pinnacle West Capital | +0.2% | NEW | New buy |
| 12 | JPM | Jpmorgan Chase & Co | +0.2% | +0.64% | Add |
| 13 | AMZN | Amazon.com Inc | +0.2% | +0.51% | Add |
| 14 | CCJ | Cameco CORP | +0.2% | NEW | New buy |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.42% | Trim |
| 16 | ETR | Entergy CORP | +0.1% | +102.96% | Add |
| 17 | C | Citigroup Inc | +0.1% | +3.23% | Add |
| 18 | OKE | Oneok Inc | +0.1% | +4.30% | Add |
| 19 | IP | International Paper Co | +0.1% | +1.78% | Add |
| 20 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +3.88% | Add |
| 21 | CAH | Cardinal Health Inc | +0.1% | +1.53% | Add |
| 22 | BMY | Bristol-myers Squibb Co | +0.1% | +3.72% | Add |
| 23 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | -8.20% | Trim |
| 24 | T | At&t Inc | +0.1% | +3.10% | Add |
| 25 | PAYX | Paychex Inc | +0.1% | +2.40% | Add |
| 26 | TXN | Texas Instruments Inc | -0.1% | +1.25% | Add |
| 27 | PEP | Pepsico Inc | -0.1% | -0.58% | Trim |
| 28 | PG | Procter & Gamble Co/the | -0.1% | +0.76% | Add |
| 29 | NEE | Nextera Energy Inc | -0.1% | +3.66% | Add |
| 30 | LEN | Lennar Corp-a | -0.1% | +1.01% | Add |
| 31 | CMCSA | Comcast Corp-class A | -0.1% | EXIT | Sold out |
| 32 | GDX | Vaneck Gold Miners ETF | -0.1% | EXIT | Sold out |
| 33 | XBI | Ss Spdr S&p Biotech ETF | -0.1% | EXIT | Sold out |
| 34 | AFL | Aflac Inc | -0.1% | +0.43% | Add |
| 35 | HD | Home Depot Inc | -0.2% | -17.34% | Trim |
| 36 | AMD | Advanced Micro Devices | -0.2% | -3.85% | Trim |
| 37 | TLT | Ishares 20+ Year Treasury Bd | -0.2% | -54.04% | Trim |
| 38 | AMGN | Amgen Inc | -0.2% | +2.17% | Add |
| 39 | FCX | Freeport-mcmoran Inc | -0.2% | EXIT | Sold out |
| 40 | IRM | Iron Mountain Inc | -0.2% | -1.25% | Trim |
| 41 | VZ | Verizon Communications Inc | -0.3% | -9.40% | Trim |
| 42 | ABBV | Abbvie Inc | -0.4% | -24.16% | Trim |
| 43 | IBM | Intl Business Machines CORP | -0.4% | -21.98% | Trim |
| 44 | KHC | Kraft Heinz Co/the | -0.5% | EXIT | Sold out |
| 45 | FLO | Flowers Foods Inc | -0.6% | EXIT | Sold out |
| 46 | MET | Metlife Inc | -0.6% | EXIT | Sold out |
| 47 | CPB | THE Campbell's Company | -0.6% | EXIT | Sold out |
| 48 | SCCO | Southern Copper CORP | -0.7% | EXIT | Sold out |
| 49 | MRK | Merck & Co. Inc. | -1% | EXIT | Sold out |
| 50 | VGLT | Vanguard Long-term Treasury | -1% | -66.78% | Trim |
According to official SEC Form 13F filings, Ranch Capital Advisors Inc. reported a total U.S. public equity portfolio value of $315.7M across 141 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, BIL, NVDA) accounted for 12.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
TLH
市值: $4.5M
Top Position Liquidated / Trimmed
MRK
前期市值: $2.0M
During Q4 2024, Ranch Capital Advisors Inc.'s top holdings by market value included AAPL (4.6%)、BIL (3.9%)、NVDA (3.6%). The largest single position, AAPL, represented 4.6% of total portfolio value.
In Q4 2024, Ranch Capital Advisors Inc. made 50 total portfolio adjustments, initiating 5 new buys, adding to 21 positions, trimming 14 holdings, and fully liquidating 10 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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