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CIK: 0001793269
Total reported value
$315.7M
$315.7M
153 檔
17.2%
During the Q4 2025 filing period, Ranch Capital Advisors Inc. (CIK: 0001793269) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $315.7M across 153 reported positions.
In Q4 2025, Ranch Capital Advisors Inc. displayed an active expansion posture, initiating 8 new positions and adding to 30 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 | 5.88% | -0.41% | +4.22% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.21% | +0.06% | +0.07% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.62% | +0.04% | -0.02% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 3.20% | +0.45% | +3.81% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.11% | -0.27% | -0.14% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.08% | +0.02% | +0.13% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.92% | -0.16% | +0.23% | |
| 8 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.44% | -0.14% | +5.67% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.01% | +0.11% | +3.95% | |
| 10 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.83% | -0.18% | +0.58% | |
| 11 | IBM | Intl Business Machines CORP | Stock-Tech | 1.73% | +0.09% | +4.48% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.61% | +0.08% | -1.93% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.59% | +0.16% | -1.08% | |
| 14 | CAH | Cardinal Health Inc | Stock-Healthcare | 1.56% | +0.11% | +3.46% | |
| 15 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 1.53% | +0.12% | +1.30% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.51% | +0.02% | +3.38% | |
| 17 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 1.50% | -0.08% | +2.57% | |
| 18 | T | At&t Inc | Stock-Comm Services | 1.50% | -0.61% | +5.20% | |
| 19 | CSCO | Cisco Systems Inc | Stock-Tech | 1.47% | +0.64% | +4.66% | |
| 20 | C | Citigroup Inc | Stock-Financials | 1.40% | +0.26% | +4.97% | |
| 21 | BX | Blackstone Inc | Stock-Financials | 1.38% | -0.07% | -15.66% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.35% | -0.14% | +0.58% | |
| 23 | AMGN | Amgen Inc | Stock-Healthcare | 1.25% | — | +5.37% | |
| 24 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.24% | -0.12% | +103.90% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.17% | -0.01% | +4.07% | |
| 26 | XLK | Ss Technology Select Sector | ETF-Tech | 1.17% | +0.26% | +99.32% | |
| 27 | IRM | Iron Mountain Inc | Stock-Real Estate | 1.16% | +0.25% | +2.43% | |
| 28 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.15% | -0.34% | +5.34% | |
| 29 | CMI | Cummins Inc | Stock-Industrials | 1.14% | +0.29% | +4.15% | |
| 30 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.13% | -0.16% | +5.12% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.06% | +0.07% | +0.14% | |
| 32 | ETR | Entergy CORP | Stock-Utilities | 1.05% | -0.01% | +4.65% | |
| 33 | AFL | Aflac Inc | Stock-Financials | 0.94% | -0.05% | +0.51% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.91% | +0.11% | +3.05% | |
| 35 | SO | Southern Co/the | Stock-Utilities | 0.91% | -0.06% | +6.27% | |
| 36 | DUK | Duke Energy CORP | Stock-Utilities | 0.90% | -0.08% | +5.59% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.85% | -0.28% | +4.43% | |
| 38 | EVRG | Evergy Inc | Stock-Utilities | 0.83% | +0.03% | +5.68% | |
| 39 | GD | General Dynamics CORP | Stock-Industrials | 0.81% | +0.01% | +5.87% | |
| 40 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.79% | -0.03% | +3.33% | |
| 41 | VRP | Invesco Variable Rate Prefer | ETF-Other | 0.78% | -0.08% | +2.58% | |
| 42 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.72% | -0.02% | +2.70% | |
| 43 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 0.72% | -0.08% | +4.08% | |
| 44 | MDT | Medtronic plc | Stock-Healthcare | 0.70% | -0.64% | EXIT | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.68% | -0.13% | +4.75% | |
| 46 | PAYX | Paychex Inc | Stock-Tech | 0.68% | +0.04% | +2.45% | |
| 47 | PFE | Pfizer Inc | Stock-Healthcare | 0.68% | -0.14% | +5.83% | |
| 48 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.67% | +0.05% | +609.02% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.67% | +0.15% | +2.93% | |
| 50 | IP | International Paper Co | Stock-Consumer Disc | 0.66% | +0.02% | +4.03% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | UPS | United Parcel Service-cl B | +0.6% | +609.02% | Add |
| 2 | CAH | Cardinal Health Inc | +0.4% | +3.46% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | -1.08% | Trim |
| 4 | CMI | Cummins Inc | +0.2% | +4.15% | Add |
| 5 | C | Citigroup Inc | +0.2% | +4.97% | Add |
| 6 | AMGN | Amgen Inc | +0.2% | +5.37% | Add |
| 7 | CSCO | Cisco Systems Inc | +0.2% | +4.66% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.1% | +2.93% | Add |
| 9 | AMD | Advanced Micro Devices | +0.1% | +0.61% | Add |
| 10 | AVGO | Broadcom Inc | +0.1% | +3.81% | Add |
| 11 | JNJ | Johnson & Johnson | +0.1% | +4.07% | Add |
| 12 | GILD | Gilead Sciences Inc | +0.1% | +5.12% | Add |
| 13 | VGSH | Vanguard Short-term Treasury | +0.1% | +39.32% | Add |
| 14 | AAPL | Apple Inc | +0.1% | +0.07% | Add |
| 15 | IBM | Intl Business Machines CORP | +0.1% | +4.48% | Add |
| 16 | NEE | Nextera Energy Inc | +0.1% | +12.79% | Add |
| 17 | BAC | Bank Of America CORP | +0.1% | +34.74% | Add |
| 18 | VTV | Vanguard Value ETF | +0.1% | +45.28% | Add |
| 19 | JPM | Jpmorgan Chase & Co | 0% | +3.95% | Add |
| 20 | VGIT | Vanguard Intermediate-term T | 0% | +5.67% | Add |
| 21 | TSLA | Tesla Inc | 0% | +3.38% | Add |
| 22 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.1% | +4.22% | Add |
| 23 | BABA | Alibaba Group Holding-sp Adr | -0.1% | +2.00% | Add |
| 24 | HD | Home Depot Inc | -0.1% | +0.69% | Add |
| 25 | URI | United Rentals Inc | -0.1% | +1.15% | Add |
| 26 | NFLX | Netflix Inc | -0.1% | +903.94% | Add |
| 27 | PAYX | Paychex Inc | -0.1% | +2.45% | Add |
| 28 | IP | International Paper Co | -0.1% | +4.03% | Add |
| 29 | KTOS | Kratos Defense & Security | -0.2% | -31.93% | Trim |
| 30 | PG | Procter & Gamble Co/the | -0.2% | +0.58% | Add |
| 31 | T | At&t Inc | -0.2% | +5.20% | Add |
| 32 | IRM | Iron Mountain Inc | -0.3% | +2.43% | Add |
| 33 | MSFT | Microsoft CORP | -0.4% | -0.14% | Trim |
| 34 | BX | Blackstone Inc | -0.5% | -15.66% | Trim |
| 35 | TGT | Target CORP | — | NEW | New buy |
| 36 | PLD | Prologis Inc | — | NEW | New buy |
| 37 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 38 | JD | Jd.com Inc-adr | — | EXIT | Sold out |
| 39 | OKLO | Oklo Inc | — | EXIT | Sold out |
| 40 | SOUN | Soundhound Ai Inc-a | — | EXIT | Sold out |
| 41 | EQIX | Equinix Inc | — | EXIT | Sold out |
| 42 | RBRK | Rubrik Inc-a | — | EXIT | Sold out |
| 43 | MARA | Mara Holdings Inc | — | EXIT | Sold out |
| 44 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 45 | ORCL | Oracle CORP | — | EXIT | Sold out |
| 46 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 47 | UL | Unilever PLC | — | EXIT | Sold out |
| 48 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 49 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| 50 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
According to official SEC Form 13F filings, Ranch Capital Advisors Inc. reported a total U.S. public equity portfolio value of $315.7M across 153 disclosed positions in Q4 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 17.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
TGT
市值: $1.7M
Top Position Liquidated / Trimmed
JD
前期市值: $442.8K
During Q4 2025, Ranch Capital Advisors Inc.'s top holdings by market value included BIL (5.9%)、AAPL (4.2%)、NVDA (3.6%). The largest single position, BIL, represented 5.9% of total portfolio value.
In Q4 2025, Ranch Capital Advisors Inc. made 50 total portfolio adjustments, initiating 8 new buys, adding to 30 positions, trimming 4 holdings, and fully liquidating 8 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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