13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001793269
Total reported value
$315.7M
$315.7M
142 檔
14.7%
In Q2 2025, Ranch Capital Advisors Inc.'s U.S. equity holdings reached a combined market value of $315.7M, distributed across 142 disclosed stock positions.
In Q2 2025, Ranch Capital Advisors Inc. displayed an active expansion posture, initiating 6 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 | 6.24% | -0.41% | +8.30% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.78% | -0.27% | -1.77% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.63% | +0.04% | -0.25% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.45% | +0.06% | -0.10% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.05% | -0.16% | +2.71% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.86% | +0.02% | +2.39% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 2.77% | +0.45% | +2.57% | |
| 8 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.60% | -0.14% | +7.28% | |
| 9 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 2.11% | -0.18% | +5.37% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.97% | +0.11% | +4.15% | |
| 11 | T | At&t Inc | Stock-Comm Services | 1.86% | -0.61% | +4.60% | |
| 12 | IBM | Intl Business Machines CORP | Stock-Tech | 1.83% | +0.09% | +2.79% | |
| 13 | BX | Blackstone Inc | Stock-Financials | 1.81% | -0.07% | +1.83% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.79% | +0.08% | -2.01% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.71% | -0.14% | -6.96% | |
| 16 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 1.63% | +0.12% | +6.04% | |
| 17 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 1.62% | -0.08% | +3.57% | |
| 18 | IRM | Iron Mountain Inc | Stock-Real Estate | 1.58% | +0.25% | +3.06% | |
| 19 | CAH | Cardinal Health Inc | Stock-Healthcare | 1.39% | +0.11% | -22.94% | |
| 20 | PAYX | Paychex Inc | Stock-Tech | 1.39% | +0.04% | +3.51% | |
| 21 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.34% | -0.12% | +10.85% | |
| 22 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.28% | -0.34% | +6.84% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.22% | +0.02% | -2.74% | |
| 24 | CSCO | Cisco Systems Inc | Stock-Tech | 1.22% | +0.64% | +45.21% | |
| 25 | XLK | Ss Technology Select Sector | ETF-Tech | 1.21% | +0.26% | +1.29% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.18% | +0.07% | +0.48% | |
| 27 | AMGN | Amgen Inc | Stock-Healthcare | 1.13% | — | +3.00% | |
| 28 | C | Citigroup Inc | Stock-Financials | 1.09% | +0.26% | +5.78% | |
| 29 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.08% | -0.16% | +6.29% | |
| 30 | AFL | Aflac Inc | Stock-Financials | 1.05% | -0.05% | +0.54% | |
| 31 | ETR | Entergy CORP | Stock-Utilities | 1.01% | -0.01% | +4.30% | |
| 32 | SO | Southern Co/the | Stock-Utilities | 1.00% | -0.06% | +7.61% | |
| 33 | DUK | Duke Energy CORP | Stock-Utilities | 0.96% | -0.08% | +4.89% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.91% | +0.16% | -1.75% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.90% | -0.01% | +3.21% | |
| 36 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.87% | -0.03% | +6.08% | |
| 37 | VRP | Invesco Variable Rate Prefer | ETF-Other | 0.87% | -0.08% | +7.36% | |
| 38 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.84% | -0.02% | +8.49% | |
| 39 | IP | International Paper Co | Stock-Consumer Disc | 0.84% | +0.02% | +3.75% | |
| 40 | EVRG | Evergy Inc | Stock-Utilities | 0.83% | +0.03% | +5.15% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.82% | +0.11% | +1.68% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.82% | -0.28% | +3.69% | |
| 43 | CMI | Cummins Inc | Stock-Industrials | 0.80% | +0.29% | +4.25% | |
| 44 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 0.78% | -0.08% | +8.98% | |
| 45 | GD | General Dynamics CORP | Stock-Industrials | 0.72% | +0.01% | +7.40% | |
| 46 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.72% | -0.03% | +4.43% | |
| 47 | OKE | Oneok Inc | Stock-Energy | 0.68% | -0.01% | +5.30% | |
| 48 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | +0.04% | +0.69% | |
| 49 | PM | Philip Morris International | Stock-Consumer Staples | 0.64% | -0.02% | +0.05% | |
| 50 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.63% | +0.10% | -8.46% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1% | +2.57% | Add |
| 2 | NVDA | Nvidia CORP | +0.9% | -0.25% | Trim |
| 3 | MSFT | Microsoft CORP | +0.6% | -1.77% | Trim |
| 4 | CSCO | Cisco Systems Inc | +0.4% | +45.21% | Add |
| 5 | META | Meta Platforms Inc-class A | +0.3% | +110.36% | Add |
| 6 | TDIV | Ft Nasdaq Tech Dvd Index Fd | +0.3% | +6.04% | Add |
| 7 | JPM | Jpmorgan Chase & Co | +0.2% | +4.15% | Add |
| 8 | COF | Capital One Financial CORP | +0.2% | NEW | New buy |
| 9 | SOFI | Sofi Technologies Inc | +0.2% | NEW | New buy |
| 10 | IBM | Intl Business Machines CORP | +0.2% | +2.79% | Add |
| 11 | NFLX | Netflix Inc | +0.2% | +25.33% | Add |
| 12 | IRM | Iron Mountain Inc | +0.2% | +3.06% | Add |
| 13 | KTOS | Kratos Defense & Security | +0.2% | NEW | New buy |
| 14 | C | Citigroup Inc | +0.2% | +5.78% | Add |
| 15 | XLK | Ss Technology Select Sector | +0.1% | +1.29% | Add |
| 16 | TSLA | Tesla Inc | +0.1% | -2.74% | Trim |
| 17 | VGSH | Vanguard Short-term Treasury | +0.1% | +56.40% | Add |
| 18 | EWY | Ishares Msci South Korea ETF | +0.1% | NEW | New buy |
| 19 | ETN | Eaton Corporation plc | +0.1% | NEW | New buy |
| 20 | EWJ | Ishares Msci Japan ETF | +0.1% | NEW | New buy |
| 21 | AMD | Advanced Micro Devices | +0.1% | -2.82% | Trim |
| 22 | GS | Goldman Sachs Group Inc | +0.1% | +9.90% | Add |
| 23 | CCJ | Cameco CORP | +0.1% | -1.14% | Trim |
| 24 | AMZN | Amazon.com Inc | +0.1% | +0.48% | Add |
| 25 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +10.85% | Add |
| 26 | MS | Morgan Stanley | +0.1% | +5.04% | Add |
| 27 | GD | General Dynamics CORP | 0% | +7.40% | Add |
| 28 | GOOGL | Alphabet Inc-cl A | 0% | -1.75% | Trim |
| 29 | BX | Blackstone Inc | 0% | +1.83% | Add |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -2.01% | Trim |
| 31 | DIVO | Amplify Cwp Enhan Divid ETF | 0% | +3.57% | Add |
| 32 | VIG | Vanguard Dividend Apprec ETF | 0% | +2.39% | Add |
| 33 | VGIT | Vanguard Intermediate-term T | 0% | +7.28% | Add |
| 34 | T | At&t Inc | 0% | +4.60% | Add |
| 35 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.1% | +8.30% | Add |
| 36 | VYM | Vanguard High Dvd Yield ETF | -0.1% | +2.71% | Add |
| 37 | DHR | Danaher CORP | -0.2% | -51.21% | Trim |
| 38 | DFSEUR | Discover Financial Services | -0.2% | EXIT | Sold out |
| 39 | ABBV | Abbvie Inc | -0.2% | +1.68% | Add |
| 40 | IP | International Paper Co | -0.2% | +3.75% | Add |
| 41 | OKE | Oneok Inc | -0.2% | +5.30% | Add |
| 42 | CVX | Chevron CORP | -0.2% | +3.69% | Add |
| 43 | AMGN | Amgen Inc | -0.2% | +3.00% | Add |
| 44 | CAH | Cardinal Health Inc | -0.2% | -22.94% | Trim |
| 45 | LEN | Lennar Corp-a | -0.2% | EXIT | Sold out |
| 46 | MCD | Mcdonald's CORP | -0.3% | -52.50% | Trim |
| 47 | BMY | Bristol-myers Squibb Co | -0.3% | +4.43% | Add |
| 48 | PG | Procter & Gamble Co/the | -0.4% | -6.96% | Trim |
| 49 | XLV | Ss Health Care Select Sector | -0.5% | -54.56% | Trim |
| 50 | AAPL | Apple Inc | -0.6% | -0.10% | 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 142 disclosed positions in Q2 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, MSFT, NVDA) accounted for 14.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
COF
市值: $462.5K
Top Position Liquidated / Trimmed
LEN
前期市值: $510.3K
During Q2 2025, Ranch Capital Advisors Inc.'s top holdings by market value included BIL (6.2%)、MSFT (3.8%)、NVDA (3.6%). The largest single position, BIL, represented 6.2% of total portfolio value.
In Q2 2025, Ranch Capital Advisors Inc. made 50 total portfolio adjustments, initiating 6 new buys, adding to 29 positions, trimming 13 holdings, and fully liquidating 2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.