Ranch Capital Advisors Inc. — 13F Holdings & Portfolio
CIK 1793269 · latest 13F-HR filed 2026-05-06
Ranch Capital Advisors Inc. manages $276.7M in 13F-reported U.S. long-equity assets across 154 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are BIL (5.50%), AAPL (3.86%), NVDA (3.31%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 10 new positions, exited 10, added to 53, and trimmed 44.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$276.7M
Long-equity book
154
Distinct positions
2026-03-31
Filed 2026-05-06
+10 / −10 / ↑53 / ↓44
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VERIZON COMMUNICATIONS INC$1.4M +45.5%
- AT&T INC$1.1M +27.4%
- IRON MTN INC DEL$885.2K +28.1%
- CHEVRON CORPORATION$856.5K +37.0%
- ABBVIE INC$754.0K +30.4%
Top Trims
- MICROSOFT CORP-$1.9M -22.8%
- INTERNATIONAL BUSINESS MACHS-$1.7M -35.8%
- BLACKSTONE INC-$947.7K -25.3%
- BROADCOM INC-$813.2K -9.3%
- APPLE INC-$744.0K -6.5%
New Positions
- GETTY RLTY CORP NEW$1.8M
- NUTRIEN LTD$374.7K
- VANGUARD STAR FDS$367.0K
- GENERAC HLDGS INC$357.5K
- VANGUARD WORLD FD$274.0K
Exited Positions
- VANGUARD INDEX FDS$1.5M
- VULCAN MATLS CO$434.9K
- STRYKER CORPORATION$423.7K
- ISHARES INC$327.5K
- DANAHER CORPORATION$250.0K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | BIL | 78468R663 | $15.2M | 5.50% | 166,107 | SH |
| 2 | APPLE INC | AAPL | 037833100 | $10.7M | 3.86% | 42,115 | SH |
| 3 | NVIDIA CORPORATION | NVDA | 67066G104 | $9.2M | 3.31% | 52,494 | SH |
| 4 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $8.4M | 3.05% | 56,975 | SH |
| 5 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $8.2M | 2.98% | 38,329 | SH |
| 6 | BROADCOM INC | AVGO | 11135F101 | $7.9M | 2.85% | 25,489 | SH |
| 7 | VANGUARD SCOTTSDALE FDS | VGIT | 92206C706 | $6.7M | 2.44% | 113,241 | SH |
| 8 | MICROSOFT CORP | MSFT | 594918104 | $6.5M | 2.36% | 17,620 | SH |
| 9 | AT&T INC | T | 00206R102 | $5.2M | 1.88% | 178,997 | SH |
| 10 | JPMORGAN CHASE & CO | JPM | 46625H100 | $5.1M | 1.85% | 17,412 | SH |
| 11 | ISHARES TR | TLH | 464288653 | $5.0M | 1.80% | 49,499 | SH |
| 12 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $4.5M | 1.64% | 90,225 | SH |
| 13 | CARDINAL HEALTH INC | CAH | 14149Y108 | $4.4M | 1.60% | 20,997 | SH |
| 14 | AMPLIFY ETF TR | DIVO | 032108409 | $4.3M | 1.54% | 94,996 | SH |
| 15 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $4.2M | 1.51% | 6,413 | SH |
| 16 | CISCO SYS INC | CSCO | 17275R102 | $4.1M | 1.49% | 53,010 | SH |
| 17 | FIRST TR EXCHANGE TRADED FD | TDIV | 33738R118 | $4.1M | 1.47% | 43,307 | SH |
| 18 | IRON MTN INC DEL | IRM | 46284V101 | $4.0M | 1.46% | 39,233 | SH |
| 19 | ALPHABET INC | GOOGL | 02079K305 | $4.0M | 1.44% | 13,825 | SH |
| 20 | JOHNSON & JOHNSON | JNJ | 478160104 | $3.9M | 1.41% | 15,940 | SH |
| 21 | AMGEN INC | AMGN | 031162100 | $3.8M | 1.39% | 10,928 | SH |
| 22 | CITIGROUP INC | C | 172967424 | $3.7M | 1.35% | 32,965 | SH |
| 23 | SELECT SECTOR SPDR TR | XLU | 81369Y886 | $3.7M | 1.33% | 80,252 | SH |
| 24 | GILEAD SCIENCES INC | GILD | 375558103 | $3.7M | 1.33% | 26,374 | SH |
| 25 | PROCTER & GAMBLE CO | PG | 742718109 | $3.7M | 1.33% | 25,409 | SH |
| 26 | ENTERGY CORP NEW | ETR | 29364G103 | $3.5M | 1.26% | 31,046 | SH |
| 27 | TESLA INC | TSLA | 88160R101 | $3.4M | 1.23% | 9,131 | SH |
| 28 | CUMMINS INC | CMI | 231021106 | $3.2M | 1.17% | 6,026 | SH |
| 29 | ABBVIE INC | ABBV | 00287Y109 | $3.2M | 1.17% | 14,888 | SH |
| 30 | CHEVRON CORPORATION | CVX | 166764100 | $3.2M | 1.15% | 15,324 | SH |
| 31 | STATE STR SPDR S&P 500 ETF T Put | XCNY | 78462F953 | $3.2M | 1.14% | 7,000 | SH |
| 32 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $3.0M | 1.09% | 12,448 | SH |
| 33 | DUKE ENERGY CORP NEW | DUK | 26441C204 | $3.0M | 1.07% | 22,530 | SH |
| 34 | SOUTHERN CO | SO | 842587107 | $2.9M | 1.05% | 30,143 | SH |
| 35 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $2.8M | 1.02% | 21,188 | SH |
| 36 | BLACKSTONE INC | BX | 09260D107 | $2.8M | 1.01% | 24,291 | SH |
| 37 | EVERGY INC | EVRG | 30034W106 | $2.7M | 0.97% | 32,594 | SH |
| 38 | AMAZON COM INC | AMZN | 023135106 | $2.6M | 0.94% | 12,534 | SH |
| 39 | AFLAC INC | AFL | 001055102 | $2.4M | 0.88% | 22,172 | SH |
| 40 | GENERAL DYNAMICS CORP | GD | 369550108 | $2.4M | 0.87% | 6,991 | SH |
| 41 | SELECT SECTOR SPDR TR | XLP | 81369Y308 | $2.4M | 0.86% | 29,070 | SH |
| 42 | TARGET CORP | TGT | 87612E106 | $2.2M | 0.81% | 18,529 | SH |
| 43 | INVESCO EXCH TRADED FD TR II | VRP | 46138G870 | $2.2M | 0.80% | 91,805 | SH |
| 44 | PFIZER INC | PFE | 717081103 | $2.2M | 0.79% | 77,996 | SH |
| 45 | ISHARES TR | HYG | 464288513 | $2.2M | 0.78% | 27,260 | SH |
| 46 | PEPSICO INC | PEP | 713448108 | $2.1M | 0.77% | 13,659 | SH |
| 47 | UNITED PARCEL SVCS INC | UPS | 911312106 | $2.0M | 0.73% | 20,505 | SH |
| 48 | VANGUARD SCOTTSDALE FDS | VCLT | 92206C813 | $2.0M | 0.73% | 26,906 | SH |
| 49 | PROLOGIS INC. | PLD | 74340W103 | $1.8M | 0.65% | 13,627 | SH |
| 50 | NEXTERA ENERGY INC | NEE | 65339F101 | $1.8M | 0.65% | 19,261 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-06 | $276.7M | 154 | 0001793269-26-000002 |
| 2025-12-31 | 2026-02-05 | $271.7M | 153 | 0001793269-26-000001 |