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CIK: 0001793269
Total reported value
$315.7M
$315.7M
151 檔
16.9%
According to the latest 13F quarterly dataset, Ranch Capital Advisors Inc. managed an equity portfolio of $315.7M at the end of Q3 2025, spanning 151 distinct U.S. exchange-listed positions.
In Q3 2025, Ranch Capital Advisors Inc. displayed an active expansion posture, initiating 9 new positions and adding to 26 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 | 5.96% | -0.41% | +7.03% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.14% | +0.06% | +8.38% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.81% | +0.04% | -0.59% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.51% | -0.27% | -0.05% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.19% | +0.02% | +18.48% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 3.09% | +0.45% | +4.38% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.01% | -0.16% | +4.69% | |
| 8 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.43% | -0.14% | +4.36% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.99% | +0.11% | +3.92% | |
| 10 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.94% | -0.18% | +1.76% | |
| 11 | BX | Blackstone Inc | Stock-Financials | 1.90% | -0.07% | +3.04% | |
| 12 | T | At&t Inc | Stock-Comm Services | 1.70% | -0.61% | +5.38% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.69% | +0.08% | -2.15% | |
| 14 | IBM | Intl Business Machines CORP | Stock-Tech | 1.66% | +0.09% | +5.94% | |
| 15 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 1.62% | +0.12% | +1.85% | |
| 16 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 1.54% | -0.08% | +1.89% | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.52% | +0.02% | -0.60% | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.51% | -0.14% | +2.53% | |
| 19 | IRM | Iron Mountain Inc | Stock-Real Estate | 1.46% | +0.25% | +4.25% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.31% | +0.16% | +16.80% | |
| 21 | CSCO | Cisco Systems Inc | Stock-Tech | 1.31% | +0.64% | +22.25% | |
| 22 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.31% | -0.12% | +2.31% | |
| 23 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.23% | -0.34% | +6.32% | |
| 24 | C | Citigroup Inc | Stock-Financials | 1.22% | +0.26% | +5.58% | |
| 25 | CAH | Cardinal Health Inc | Stock-Healthcare | 1.21% | +0.11% | +3.87% | |
| 26 | XLK | Ss Technology Select Sector | ETF-Tech | 1.20% | +0.26% | +0.05% | |
| 27 | AMGN | Amgen Inc | Stock-Healthcare | 1.08% | — | +5.74% | |
| 28 | ETR | Entergy CORP | Stock-Utilities | 1.07% | -0.01% | +5.36% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.06% | -0.01% | +8.33% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.05% | +0.07% | +0.02% | |
| 31 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.02% | -0.16% | +6.04% | |
| 32 | AFL | Aflac Inc | Stock-Financials | 0.99% | -0.05% | +0.53% | |
| 33 | SO | Southern Co/the | Stock-Utilities | 0.98% | -0.06% | +5.81% | |
| 34 | CMI | Cummins Inc | Stock-Industrials | 0.95% | +0.29% | +3.02% | |
| 35 | DUK | Duke Energy CORP | Stock-Utilities | 0.95% | -0.08% | +6.07% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.95% | +0.11% | +4.03% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.87% | -0.28% | +10.65% | |
| 38 | EVRG | Evergy Inc | Stock-Utilities | 0.87% | +0.03% | +6.69% | |
| 39 | VRP | Invesco Variable Rate Prefer | ETF-Other | 0.82% | -0.08% | +4.30% | |
| 40 | GD | General Dynamics CORP | Stock-Industrials | 0.81% | +0.01% | +8.39% | |
| 41 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.81% | -0.03% | +3.35% | |
| 42 | PAYX | Paychex Inc | Stock-Tech | 0.79% | +0.04% | -26.83% | |
| 43 | IP | International Paper Co | Stock-Consumer Disc | 0.78% | +0.02% | +5.17% | |
| 44 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.75% | -0.02% | +2.51% | |
| 45 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 0.75% | -0.08% | +4.03% | |
| 46 | MDT | Medtronic plc | Stock-Healthcare | 0.70% | -0.64% | EXIT | |
| 47 | PFE | Pfizer Inc | Stock-Healthcare | 0.69% | -0.14% | +446.96% | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.66% | -0.13% | +12.32% | |
| 49 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.64% | +0.04% | -0.29% | |
| 50 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.61% | +0.10% | -1.23% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.3% | +4.38% | Add |
| 2 | NVDA | Nvidia CORP | +1.1% | -0.59% | Trim |
| 3 | PFE | Pfizer Inc | +0.5% | +446.96% | Add |
| 4 | CSCO | Cisco Systems Inc | +0.5% | +22.25% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.4% | +16.80% | Add |
| 6 | TSLA | Tesla Inc | +0.4% | -0.60% | Trim |
| 7 | MSFT | Microsoft CORP | +0.3% | -0.05% | Trim |
| 8 | GOOG | Alphabet Inc-cl C | +0.3% | +69.93% | Add |
| 9 | VIG | Vanguard Dividend Apprec ETF | +0.3% | +18.48% | Add |
| 10 | C | Citigroup Inc | +0.3% | +5.58% | Add |
| 11 | TDIV | Ft Nasdaq Tech Dvd Index Fd | +0.3% | +1.85% | Add |
| 12 | JPM | Jpmorgan Chase & Co | +0.2% | +3.92% | Add |
| 13 | META | Meta Platforms Inc-class A | +0.2% | +1.83% | Add |
| 14 | CMI | Cummins Inc | +0.1% | +3.02% | Add |
| 15 | VGSH | Vanguard Short-term Treasury | +0.1% | +24.08% | Add |
| 16 | XLK | Ss Technology Select Sector | +0.1% | +0.05% | Add |
| 17 | GD | General Dynamics CORP | +0.1% | +8.39% | Add |
| 18 | BX | Blackstone Inc | +0.1% | +3.04% | Add |
| 19 | IRM | Iron Mountain Inc | +0.1% | +4.25% | Add |
| 20 | AAPL | Apple Inc | +0.1% | +8.38% | Add |
| 21 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | +2.31% | Add |
| 22 | IBM | Intl Business Machines CORP | 0% | +5.94% | Add |
| 23 | JNJ | Johnson & Johnson | 0% | +8.33% | Add |
| 24 | EVRG | Evergy Inc | 0% | +6.69% | Add |
| 25 | ETR | Entergy CORP | 0% | +5.36% | Add |
| 26 | DIVO | Amplify Cwp Enhan Divid ETF | -0.1% | +1.89% | Add |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -2.15% | Trim |
| 28 | VYM | Vanguard High Dvd Yield ETF | -0.1% | +4.69% | Add |
| 29 | VGIT | Vanguard Intermediate-term T | -0.2% | +4.36% | Add |
| 30 | MCD | Mcdonald's CORP | -0.3% | -4.22% | Trim |
| 31 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.3% | +7.03% | Add |
| 32 | XLV | Ss Health Care Select Sector | -0.5% | +0.43% | Trim |
| 33 | PG | Procter & Gamble Co/the | -0.6% | +2.53% | Trim |
| 34 | PAYX | Paychex Inc | -0.8% | -26.83% | Trim |
| 35 | BMY | Bristol-myers Squibb Co | -0.9% | -83.37% | Trim |
| 36 | OKE | Oneok Inc | — | EXIT | Sold out |
| 37 | MDT | Medtronic plc | — | NEW | New buy |
| 38 | KTOS | Kratos Defense & Security | — | NEW | New buy |
| 39 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 40 | PANW | Palo Alto Networks Inc | — | EXIT | Sold out |
| 41 | BAC | Bank Of America CORP | — | NEW | New buy |
| 42 | LEN | Lennar Corp-a | — | EXIT | Sold out |
| 43 | PNW | Pinnacle West Capital | — | EXIT | Sold out |
| 44 | CME | Cme Group Inc | — | EXIT | Sold out |
| 45 | COF | Capital One Financial CORP | — | NEW | New buy |
| 46 | VTV | Vanguard Value ETF | — | NEW | New buy |
| 47 | VMC | Vulcan Materials Co | — | NEW | New buy |
| 48 | JD | Jd.com Inc-adr | — | NEW | New buy |
| 49 | OKLO | Oklo Inc | — | NEW | New buy |
| 50 | DEO | Diageo Plc-sponsored Adr | — | 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 151 disclosed positions in Q3 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, NVDA) accounted for 16.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
MDT
市值: $1.8M
Top Position Liquidated / Trimmed
OKE
前期市值: $1.8M
During Q3 2025, Ranch Capital Advisors Inc.'s top holdings by market value included BIL (6.0%)、AAPL (4.1%)、NVDA (3.8%). The largest single position, BIL, represented 6.0% of total portfolio value.
In Q3 2025, Ranch Capital Advisors Inc. made 50 total portfolio adjustments, initiating 9 new buys, adding to 26 positions, trimming 9 holdings, and fully liquidating 6 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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