RC

Ranch Capital Advisors Inc.

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$276.7M

Reporting period: 2026-03-31 · Number of holdings: 154

Ranch Capital Advisors Inc. disclosed 154 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $276.7M and a quarterly turnover rate of 14.8%.

Personality snowflake

Concentration
6.6
Portfolio Stability
14.8
Momentum/Contrarian
100
Sector conviction
42.84
Diversification
100
Sizing Uniformity
87.55

Recent moves

  • Trim MSFT

    +0.8%　-$1.9M

  • Trim IBM

    -21.6%　-$1.7M

  • Add VZ

    +18.1%　$1.4M

  • Add T

    +9.1%　$1.1M

  • Trim BIL

    -5.0%　-$763.6K

  • Trim BX

    +0.1%　-$947.7K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1BILSs Spdr Bb 1-3m T-bill ETFETF-Gov Bonds5.50%-0.38%-5.05%
2AAPLApple INCStock-Tech3.86%-0.35%+0.15%
3NVDANvidia CORPStock-Tech3.31%-0.31%-0.37%
4VYMVanguard High Dvd Yield ETFETF-Other3.05%+0.13%+2.98%
5VIGVanguard Dividend Apprec ETFETF-Other2.98%—+0.57%
6AVGOBroadcom INCStock-Tech2.85%-0.35%+1.37%
7VGITVanguard Intermediate-term TETF-Other2.44%—+2.36%
8MSFTMicrosoft CORPStock-Tech2.36%-0.75%+0.80%
9TAt&t INCStock-Comm Services1.88%+0.38%+9.14%
10JPMJpmorgan Chase & CoStock-Financials1.85%-0.16%+2.93%
11TLHIshares 10-20 Year TreasuryETF-Gov Bonds1.80%—+1.12%
12VZVerizon Communications INCStock-Comm Services1.64%+0.49%+18.06%
13CAHCardinal Health INCStock-Healthcare1.60%+0.04%+2.11%
14DIVOAmplify Cwp Enhan Divid ETFETF-Other1.54%—+3.60%
15SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth1.51%—-0.02%
16CSCOCisco Systems INCStock-Tech1.49%—+2.28%
17TDIVFt Nasdaq Tech Dvd Index FdETF-Tech1.47%—+0.91%
18IRMIron Mountain INCStock-Real Estate1.46%+0.30%+4.24%
19GOOGLAlphabet Inc-cl AStock-Comm Services1.44%-0.15%+0.01%
20JNJJohnson & JohnsonStock-Healthcare1.41%+0.24%+3.71%
21AMGNAmgen INCStock-Healthcare1.39%+0.14%+5.01%
22CCitigroup INCStock-Financials1.35%—+1.14%
23XLUSt Sr Utl Sl Se Spdr Etf-usdETF-Other1.33%+0.09%+1.56%
24GILDGilead Sciences INCStock-Healthcare1.33%+0.20%+5.79%
25PGProcter & Gamble Co/theStock-Consumer Staples1.33%—-0.63%
26ETREntergy CORPStock-Utilities1.26%+0.21%+0.26%
27TSLATesla INCStock-Consumer Disc1.23%-0.28%+0.27%
28CMICummins INCStock-Industrials1.17%—-0.87%
29ABBVAbbvie INCStock-Healthcare1.17%+0.26%+36.95%
30CVXChevron CORPStock-Energy1.15%+0.30%+0.93%
31✓ Spdr S&p 500 ETF TrETF-Large Cap & Growth1.14%+1.14%NEW
32IBMIntl Business Machines CORPStock-Tech1.09%-0.64%-21.55%
33DUKDuke Energy CORPStock-Utilities1.07%+0.17%+7.71%
34SOSouthern Co/theStock-Utilities1.05%+0.14%+6.67%
35XLKSs Technology Select SectorETF-Tech1.02%-0.15%-3.70%
36BXBlackstone INCStock-Financials1.01%-0.37%+0.09%
37EVRGEvergy INCStock-Utilities0.97%+0.13%+4.52%
38AMZNAmazon.com INCStock-Consumer Disc0.94%-0.12%+0.87%
39AFLAflac INCStock-Financials0.88%—-4.13%
40GDGeneral Dynamics CORPStock-Industrials0.87%—+7.37%
41XLPSs Consumer Staples Sel SectETF-Other0.86%+0.14%+14.93%
42TGTTarget CORPStock-Consumer Disc0.81%+0.19%+8.24%
43VRPInvesco Variable Rate PreferETF-Other0.80%—+4.98%
44PFEPfizer INCStock-Healthcare0.79%+0.11%+5.36%
45HYGIshr Ibx Usd Hiyld Cb Etf-uiETF-High Yield0.78%—+2.37%
46PEPPepsico INCStock-Consumer Staples0.77%+0.09%+6.79%
47UPSUnited Parcel Service-cl BStock-Industrials0.73%—+11.92%
48VCLTVanguard Long-term CORP BondETF-Corp Bonds0.73%—+4.23%
49PLDPrologis INCStock-Real Estate0.65%—+5.00%
50NEENextera Energy INCStock-Utilities0.65%+0.09%+1.64%
1–50 of 154

Holding changes this quarter

Ranch Capital Advisors Inc.'s most significant position changes for 2026-03-31: New buy: Spdr S&p 500 ETF Tr; New buy: Getty Realty CORP (GTY); Sold out: Vanguard Total Stock Mkt ETF (VTI); Sold out: Vulcan Materials Co (VMC); Sold out: Stryker CORP (SYK).

Position changes disclosed by Ranch Capital Advisors Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1VZVerizon Communications INC+0.5%+18.06%Add
2TAt&t INC+0.4%+9.14%Add
3IRMIron Mountain INC+0.3%+4.24%Add
4CVXChevron CORP+0.3%+0.93%Add
5ABBVAbbvie INC+0.3%+36.95%Add
6JNJJohnson & Johnson+0.2%+3.71%Add
7ETREntergy CORP+0.2%+0.26%Add
8GILDGilead Sciences INC+0.2%+5.79%Add
9TGTTarget CORP+0.2%+8.24%Add
10DUKDuke Energy CORP+0.2%+7.71%Add
11SOSouthern Co/the+0.1%+6.67%Add
12AMGNAmgen INC+0.1%+5.01%Add
13XLPSs Consumer Staples Sel Sect+0.1%+14.93%Add
14VYMVanguard High Dvd Yield ETF+0.1%+2.98%Add
15EVRGEvergy INC+0.1%+4.52%Add
16PFEPfizer INC+0.1%+5.36%Add
17XLUSt Sr Utl Sl Se Spdr Etf-usd+0.1%+1.56%Add
18PEPPepsico INC+0.1%+6.79%Add
19NEENextera Energy INC+0.1%+1.64%Add
20CAHCardinal Health INC0%+2.11%Add
21PAYXPaychex INC-0.1%+2.14%Add
22AMZNAmazon.com INC-0.1%+0.87%Add
23XLKSs Technology Select Sector-0.2%-3.70%Trim
24GOOGLAlphabet Inc-cl A-0.2%+0.01%Add
25JPMJpmorgan Chase & Co-0.2%+2.93%Add
26TSLATesla INC-0.3%+0.27%Add
27NVDANvidia CORP-0.3%-0.37%Trim
28AVGOBroadcom INC-0.4%+1.37%Add
29AAPLApple INC-0.4%+0.15%Add
30BXBlackstone INC-0.4%+0.09%Add
31BILSs Spdr Bb 1-3m T-bill ETF-0.4%-5.05%Trim
32IBMIntl Business Machines CORP-0.6%-21.55%Trim
33MSFTMicrosoft CORP-0.8%+0.80%Add
34✓ Spdr S&p 500 ETF Tr—NEWNew buy
35GTYGetty Realty CORP—NEWNew buy
36VTIVanguard Total Stock Mkt ETF—EXITSold out
37VMCVulcan Materials Co—EXITSold out
38SYKStryker CORP—EXITSold out
39NTRNutrien LTD—NEWNew buy
40VXUSVanguard Total Intl Stock—NEWNew buy
41GNRCGenerac Holdings INC—NEWNew buy
42EWYIshares Msci South Korea ETF—EXITSold out
43VPUVanguard Utilities ETF—NEWNew buy
44MHDBlackrock Muniholdings Fund—NEWNew buy
45MQYBlackrock Muniyield Quality—NEWNew buy
46DHRDanaher CORP—EXITSold out
47INTUIntuit INC—EXITSold out
48OKEOneok INC—NEWNew buy
49LLYEli Lilly & Co—EXITSold out
50GLWCorning INC—NEWNew buy

FAQ

What is Ranch Capital Advisors Inc. and what type of investor is it?
Ranch Capital Advisors Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $276.7M, spread across 154 disclosed positions.
What are Ranch Capital Advisors Inc.'s largest equity positions?
Based on the latest 13F filing, Ranch Capital Advisors Inc.'s top holdings by market value are: 1. Ss Spdr Bb 1-3m T-bill ETF (BIL) — $15.2M (5.5%) 2. Apple INC (AAPL) — $10.7M (3.9%) 3. Nvidia CORP (NVDA) — $9.2M (3.3%) 4. Vanguard High Dvd Yield ETF (VYM) — $8.4M (3.0%) 5. Vanguard Dividend Apprec ETF (VIG) — $8.2M (3.0%)
What changes did Ranch Capital Advisors Inc. make in its most recent portfolio filing?
In the latest reported quarter, Ranch Capital Advisors Inc. made 50 notable position adjustments: 10 new positions were initiated, 29 existing holdings were added to, 4 positions were partially reduced, and 7 were completely exited. The largest of these moves: New buy: Spdr S&p 500 ETF Tr; New buy: Getty Realty CORP (GTY); Sold out: Vanguard Total Stock Mkt ETF (VTI); Sold out: Vulcan Materials Co (VMC); Sold out: Stryker CORP (SYK)
What sectors does Ranch Capital Advisors Inc. focus on?
Ranch Capital Advisors Inc. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 26.9% • Health Care: 14.5% • Financials: 12.6% • Communication Services: 10.0% • Utilities: 8.3% • Industrials: 7.4%