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CIK: 0001793269
Total reported value
$315.7M
$315.7M
139 檔
13.1%
As reported in its official Q1 2025 Form 13F filing, Ranch Capital Advisors Inc.'s tracked investment portfolio stood at $315.7M with 139 total positions.
In Q1 2025, Ranch Capital Advisors Inc. displayed an active expansion posture, initiating 8 new positions and adding to 29 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 6.30% | -0.41% | +62.10% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.09% | +0.06% | -0.49% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.17% | -0.27% | +0.48% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.14% | -0.16% | -1.44% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.89% | +0.02% | -2.76% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.73% | +0.04% | -6.86% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.63% | -0.14% | -0.43% | |
| 8 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 2.23% | -0.18% | +1.22% | |
| 9 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.15% | -0.14% | -35.12% | |
| 10 | T | At&t Inc | Stock-Comm Services | 1.90% | -0.61% | +6.63% | |
| 11 | BX | Blackstone Inc | Stock-Financials | 1.82% | -0.07% | -17.09% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.81% | +0.08% | -1.32% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.80% | +0.45% | -11.52% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.75% | +0.11% | +5.46% | |
| 15 | IBM | Intl Business Machines CORP | Stock-Tech | 1.64% | +0.09% | +4.60% | |
| 16 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 1.64% | -0.08% | +0.03% | |
| 17 | CAH | Cardinal Health Inc | Stock-Healthcare | 1.62% | +0.11% | +4.80% | |
| 18 | PAYX | Paychex Inc | Stock-Tech | 1.55% | +0.04% | +3.51% | |
| 19 | IRM | Iron Mountain Inc | Stock-Real Estate | 1.40% | +0.25% | +3.44% | |
| 20 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.37% | -0.34% | +7.80% | |
| 21 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 1.37% | +0.12% | -0.18% | |
| 22 | AMGN | Amgen Inc | Stock-Healthcare | 1.34% | — | +5.45% | |
| 23 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.28% | -0.12% | +27.57% | |
| 24 | AFL | Aflac Inc | Stock-Financials | 1.20% | -0.05% | -36.64% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.12% | +0.02% | -1.25% | |
| 26 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.12% | -0.16% | +7.60% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.11% | +0.07% | +0.85% | |
| 28 | ETR | Entergy CORP | Stock-Utilities | 1.09% | -0.01% | +8.67% | |
| 29 | XLK | Ss Technology Select Sector | ETF-Tech | 1.07% | +0.26% | -2.91% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.04% | -0.01% | +283.76% | |
| 31 | DUK | Duke Energy CORP | Stock-Utilities | 1.03% | -0.08% | +8.92% | |
| 32 | SO | Southern Co/the | Stock-Utilities | 1.02% | -0.06% | +9.35% | |
| 33 | IP | International Paper Co | Stock-Consumer Disc | 1.01% | +0.02% | +2.39% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 1.01% | -0.28% | +2.63% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.99% | +0.11% | +3.95% | |
| 36 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.99% | -0.03% | +5.50% | |
| 37 | C | Citigroup Inc | Stock-Financials | 0.94% | +0.26% | +6.52% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.89% | +0.16% | -0.38% | |
| 39 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.88% | -0.03% | -2.90% | |
| 40 | VRP | Invesco Variable Rate Prefer | ETF-Other | 0.88% | -0.08% | -2.51% | |
| 41 | OKE | Oneok Inc | Stock-Energy | 0.86% | -0.01% | +3.66% | |
| 42 | EVRG | Evergy Inc | Stock-Utilities | 0.86% | +0.03% | — | |
| 43 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.86% | -0.02% | +0.73% | |
| 44 | XLV | Ss Health Care Select Sector | ETF-Other | 0.82% | -0.36% | EXIT | |
| 45 | CSCO | Cisco Systems Inc | Stock-Tech | 0.82% | +0.64% | — | |
| 46 | CMI | Cummins Inc | Stock-Industrials | 0.81% | +0.29% | +1.74% | |
| 47 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 0.79% | -0.08% | -1.39% | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.73% | -0.13% | +11.66% | |
| 49 | GD | General Dynamics CORP | Stock-Industrials | 0.68% | +0.01% | +7.53% | |
| 50 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.65% | +0.04% | +3.43% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.6% | -6.86% | Add |
| 2 | PG | Procter & Gamble Co/the | +1.5% | -35.12% | Add |
| 3 | AFL | Aflac Inc | +1.2% | -36.64% | Add |
| 4 | CAH | Cardinal Health Inc | +1.2% | +4.80% | Add |
| 5 | GILD | Gilead Sciences Inc | +1.1% | +7.60% | Add |
| 6 | ETR | Entergy CORP | +1.1% | +8.67% | Add |
| 7 | C | Citigroup Inc | +0.9% | +6.52% | Add |
| 8 | DUK | Duke Energy CORP | +0.9% | +8.92% | Add |
| 9 | AVGO | Broadcom Inc | +0.9% | -11.52% | Add |
| 10 | EVRG | Evergy Inc | +0.8% | — | Add |
| 11 | IBM | Intl Business Machines CORP | +0.8% | +4.60% | Add |
| 12 | T | At&t Inc | +0.8% | +6.63% | Add |
| 13 | BMY | Bristol-myers Squibb Co | +0.8% | +5.50% | Add |
| 14 | VCLT | Vanguard Long-term CORP Bond | +0.8% | -1.39% | Add |
| 15 | CSCO | Cisco Systems Inc | +0.8% | — | Add |
| 16 | ABBV | Abbvie Inc | +0.7% | +3.95% | Add |
| 17 | AAPL | Apple Inc | +0.7% | -0.49% | Trim |
| 18 | PAYX | Paychex Inc | +0.6% | +3.51% | Add |
| 19 | VZ | Verizon Communications Inc | +0.6% | +7.80% | Add |
| 20 | QQQM | Invesco Nasdaq 100 ETF | +0.6% | +2.01% | Add |
| 21 | JPM | Jpmorgan Chase & Co | +0.6% | +5.46% | Add |
| 22 | SO | Southern Co/the | +0.6% | +9.35% | Add |
| 23 | DGRO | Ishares Core Dividend Growth | +0.5% | +2.82% | Add |
| 24 | XLF | Ss Financial Select Sector | +0.5% | -2.38% | Add |
| 25 | IRM | Iron Mountain Inc | +0.5% | +3.44% | Trim |
| 26 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.5% | +3.43% | Add |
| 27 | AMGN | Amgen Inc | +0.4% | +5.45% | Add |
| 28 | DIVO | Amplify Cwp Enhan Divid ETF | +0.4% | +0.03% | Add |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | -1.32% | Add |
| 30 | VIG | Vanguard Dividend Apprec ETF | +0.3% | -2.76% | Add |
| 31 | VYM | Vanguard High Dvd Yield ETF | +0.1% | -1.44% | Add |
| 32 | TXN | Texas Instruments Inc | -0.9% | -72.73% | Trim |
| 33 | BIL | Ss Spdr Bb 1-3m T-bill ETF | — | NEW | New buy |
| 34 | VGIT | Vanguard Intermediate-term T | — | NEW | New buy |
| 35 | TLH | Ishares 10-20 Year Treasury | — | NEW | New buy |
| 36 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | NEW | New buy |
| 37 | IEUR | Ishares Core Msci Europe ETF | — | EXIT | Sold out |
| 38 | OKE | Oneok Inc | — | NEW | New buy |
| 39 | XLP | Ss Consumer Staples Sel Sect | — | NEW | New buy |
| 40 | XLV | Ss Health Care Select Sector | — | NEW | New buy |
| 41 | TDTT | Flexshares Iboxx 3-year Targ | — | EXIT | Sold out |
| 42 | CMCSA | Comcast Corp-class A | — | EXIT | Sold out |
| 43 | GD | General Dynamics CORP | — | NEW | New buy |
| 44 | QQQX | Nuveen Nasdaq 100 Dyn Overwr | — | EXIT | Sold out |
| 45 | MHD | Blackrock Muniholdings Fund | — | EXIT | Sold out |
| 46 | MET | Metlife Inc | — | EXIT | Sold out |
| 47 | MDC1USD | Mdc Holdings Inc | — | EXIT | Sold out |
| 48 | OHI | Omega Healthcare Investors | — | EXIT | Sold out |
| 49 | CCI | Crown Castle Inc | — | EXIT | Sold out |
| 50 | BKLN | Invesco Senior Loan ETF | — | EXIT | Sold out |
According to official SEC Form 13F filings, Ranch Capital Advisors Inc. reported a total U.S. public equity portfolio value of $315.7M across 139 disclosed positions in Q1 2025.
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 BIL, AAPL, MSFT) accounted for 13.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
BIL
市值: $13.3M
Top Position Liquidated / Trimmed
IEUR
前期市值: $2.5M
During Q1 2025, Ranch Capital Advisors Inc.'s top holdings by market value included BIL (6.3%)、AAPL (4.1%)、MSFT (3.2%). The largest single position, BIL, represented 6.3% of total portfolio value.
In Q1 2025, Ranch Capital Advisors Inc. made 50 total portfolio adjustments, initiating 8 new buys, adding to 29 positions, trimming 3 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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