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CIK: 0001793269
Total reported value
$315.7M
$315.7M
154 檔
16.4%
At the close of Q1 2026, Ranch Capital Advisors Inc. disclosed equity holdings valued at approximately $315.7M, spread across 154 reported holdings.
In Q1 2026, Ranch Capital Advisors Inc. displayed an active expansion posture, initiating 11 new positions and adding to 102 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 | 5.50% | -0.41% | -5.05% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.86% | +0.06% | +0.15% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.31% | +0.04% | -0.37% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.05% | -0.16% | +2.98% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.98% | +0.02% | +0.57% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 2.85% | +0.45% | +1.37% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.44% | -0.14% | +2.36% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.36% | -0.27% | +0.80% | |
| 9 | T | At&t Inc | Stock-Comm Services | 1.88% | -0.61% | +9.14% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.85% | +0.11% | +2.93% | |
| 11 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.80% | -0.18% | +1.12% | |
| 12 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.64% | -0.34% | +18.06% | |
| 13 | CAH | Cardinal Health Inc | Stock-Healthcare | 1.60% | +0.11% | +2.11% | |
| 14 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 1.54% | -0.08% | +3.60% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.51% | +0.08% | -0.02% | |
| 16 | CSCO | Cisco Systems Inc | Stock-Tech | 1.49% | +0.64% | +2.28% | |
| 17 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 1.47% | +0.12% | +0.91% | |
| 18 | IRM | Iron Mountain Inc | Stock-Real Estate | 1.46% | +0.25% | +4.24% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.44% | +0.16% | +0.01% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.41% | -0.01% | +3.71% | |
| 21 | AMGN | Amgen Inc | Stock-Healthcare | 1.39% | — | +5.01% | |
| 22 | C | Citigroup Inc | Stock-Financials | 1.35% | +0.26% | +1.14% | |
| 23 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.33% | -0.12% | +1.56% | |
| 24 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.33% | -0.16% | +5.79% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.33% | -0.14% | -0.63% | |
| 26 | ETR | Entergy CORP | Stock-Utilities | 1.26% | -0.01% | +0.26% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.23% | +0.02% | +0.27% | |
| 28 | CMI | Cummins Inc | Stock-Industrials | 1.17% | +0.29% | -0.87% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 1.17% | +0.11% | +36.95% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 1.15% | -0.28% | +0.93% | |
| 31 | ✓ | Spdr S&P 500 Etf Tr Put Option | ETF-Large Cap & Growth | 1.14% | -1.14% | EXIT | |
| 32 | IBM | Intl Business Machines CORP | Stock-Tech | 1.09% | +0.09% | -21.55% | |
| 33 | DUK | Duke Energy CORP | Stock-Utilities | 1.07% | -0.08% | +7.71% | |
| 34 | SO | Southern Co/the | Stock-Utilities | 1.05% | -0.06% | +6.67% | |
| 35 | XLK | Ss Technology Select Sector | ETF-Tech | 1.02% | +0.26% | -3.70% | |
| 36 | BX | Blackstone Inc | Stock-Financials | 1.01% | -0.07% | +0.09% | |
| 37 | EVRG | Evergy Inc | Stock-Utilities | 0.97% | +0.03% | +4.52% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.94% | +0.07% | +0.87% | |
| 39 | AFL | Aflac Inc | Stock-Financials | 0.88% | -0.05% | -4.13% | |
| 40 | GD | General Dynamics CORP | Stock-Industrials | 0.87% | +0.01% | +7.37% | |
| 41 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.86% | -0.02% | +14.93% | |
| 42 | TGT | Target CORP | Stock-Consumer Disc | 0.81% | +0.03% | +8.24% | |
| 43 | VRP | Invesco Variable Rate Prefer | ETF-Other | 0.80% | -0.08% | +4.98% | |
| 44 | PFE | Pfizer Inc | Stock-Healthcare | 0.79% | -0.14% | +5.36% | |
| 45 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.78% | -0.03% | +2.37% | |
| 46 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.77% | -0.13% | +6.79% | |
| 47 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.73% | +0.05% | +11.92% | |
| 48 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 0.73% | -0.08% | +4.23% | |
| 49 | PLD | Prologis Inc | Stock-Real Estate | 0.65% | — | +5.00% | |
| 50 | NEE | Nextera Energy Inc | Stock-Utilities | 0.65% | -0.09% | +1.64% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VZ | Verizon Communications Inc | +0.5% | +18.06% | Add |
| 2 | T | At&t Inc | +0.4% | +9.14% | Add |
| 3 | IRM | Iron Mountain Inc | +0.3% | +4.24% | Add |
| 4 | CVX | Chevron CORP | +0.3% | +0.93% | Add |
| 5 | ABBV | Abbvie Inc | +0.3% | +36.95% | Add |
| 6 | JNJ | Johnson & Johnson | +0.2% | +3.71% | Add |
| 7 | ETR | Entergy CORP | +0.2% | +0.26% | Add |
| 8 | GILD | Gilead Sciences Inc | +0.2% | +5.79% | Add |
| 9 | TGT | Target CORP | +0.2% | +8.24% | Add |
| 10 | DUK | Duke Energy CORP | +0.2% | +7.71% | Add |
| 11 | SO | Southern Co/the | +0.1% | +6.67% | Add |
| 12 | AMGN | Amgen Inc | +0.1% | +5.01% | Add |
| 13 | XLP | Ss Consumer Staples Sel Sect | +0.1% | +14.93% | Add |
| 14 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +2.98% | Add |
| 15 | EVRG | Evergy Inc | +0.1% | +4.52% | Add |
| 16 | PFE | Pfizer Inc | +0.1% | +5.36% | Add |
| 17 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +1.56% | Add |
| 18 | PEP | Pepsico Inc | +0.1% | +6.79% | Add |
| 19 | NEE | Nextera Energy Inc | +0.1% | +1.64% | Add |
| 20 | GD | General Dynamics CORP | +0.1% | +7.37% | Add |
| 21 | UPS | United Parcel Service-cl B | +0.1% | +11.92% | Add |
| 22 | EPD | Enterprise Products Partners | +0.1% | +0.67% | Add |
| 23 | CAT | Caterpillar Inc | +0.1% | -3.07% | Trim |
| 24 | XLV | Ss Health Care Select Sector | +0.1% | +26.37% | Add |
| 25 | CCJ | Cameco CORP | +0.1% | +3.43% | Add |
| 26 | CAH | Cardinal Health Inc | 0% | +2.11% | Add |
| 27 | DIVO | Amplify Cwp Enhan Divid ETF | 0% | +3.60% | Add |
| 28 | PLD | Prologis Inc | 0% | +5.00% | Add |
| 29 | COST | Costco Wholesale CORP | 0% | +2.28% | Add |
| 30 | HD | Home Depot Inc | 0% | +17.75% | Add |
| 31 | CMI | Cummins Inc | 0% | -0.87% | Trim |
| 32 | XOM | Exxon Mobil CORP | 0% | +0.10% | Add |
| 33 | CSCO | Cisco Systems Inc | 0% | +2.28% | Add |
| 34 | VRP | Invesco Variable Rate Prefer | 0% | +4.98% | Add |
| 35 | WMT | Walmart Inc | 0% | +0.06% | Add |
| 36 | AEP | American Electric Power | 0% | — | Unchanged |
| 37 | MO | Altria Group Inc | 0% | +0.09% | Add |
| 38 | KO | Coca-cola Co/the | 0% | — | Unchanged |
| 39 | DLR | Digital Realty Trust Inc | 0% | +0.05% | Add |
| 40 | SPSM | Ss Spdr P S&p 600 Small Cap | 0% | +2.11% | Add |
| 41 | BMY | Bristol-myers Squibb Co | 0% | — | Unchanged |
| 42 | DGRO | Ishares Core Dividend Growth | 0% | +3.36% | Add |
| 43 | XLRE | Ss Real Estate Select Sector | 0% | +3.94% | Add |
| 44 | VB | Vanguard Small-cap ETF | 0% | +3.22% | Add |
| 45 | SPMD | Ss Spdr P S&p 400 Midcap ETF | 0% | +3.68% | Add |
| 46 | VCLT | Vanguard Long-term CORP Bond | 0% | +4.23% | Add |
| 47 | LMT | Lockheed Martin CORP | 0% | +0.23% | Add |
| 48 | CB | Chubb Limited | 0% | +2.07% | Add |
| 49 | IBDR | Ishares Ibonds Dec 2026 Term | 0% | +6.53% | Add |
| 50 | NFLX | Netflix Inc | 0% | +2.93% | Add |
According to official SEC Form 13F filings, Ranch Capital Advisors Inc. reported a total U.S. public equity portfolio value of $315.7M across 154 disclosed positions in Q1 2026.
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 16.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
Spdr S&P 500 Etf Tr Put Option
市值: $3.2M
Top Position Liquidated / Trimmed
VTI
前期市值: $1.5M
During Q1 2026, Ranch Capital Advisors Inc.'s top holdings by market value included BIL (5.5%)、AAPL (3.9%)、NVDA (3.3%). The largest single position, BIL, represented 5.5% of total portfolio value.
In Q1 2026, Ranch Capital Advisors Inc. made 149 total portfolio adjustments, initiating 11 new buys, adding to 102 positions, trimming 26 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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