Ranch Capital Advisors Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 3, 2026), Ranch Capital Advisors Inc. reported 157 stock positions worth $315.7 million. Its top holding was SS SPDR BB 1-3M T-Bill ETF (BIL) at 5.1% of the portfolio, followed by Apple (AAPL, 3.9%) and Nvidia (NVDA, 3.4%). Compared with Q1 2026, it opened 8 new positions, sold out of 4, added to 118 and reduced 19. The biggest buy was Advanced Micro Devices (AMD, shares +5%) and the biggest sale an exit from Medtronic (MDT).

Most Recent 13F
Q2 2026
Location
SARASOTA, FL
CIK
0001793269
Portfolio Value
$315.7M (Q2 2026)
SEC Filing
0001793269-26-000003 ↗ filed Aug 3, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $185.1M Q1 2024 Q2 2024: $191.2M Q2 2024 Q3 2024: $212.0M Q3 2024 Q4 2024: $211.7M Q4 2024 Q1 2025: $210.9M Q1 2025 Q2 2025: $230.6M Q2 2025 Q3 2025: $258.3M Q3 2025 Q4 2025: $271.7M Q4 2025 Q1 2026: $273.5M Q1 2026 Q2 2026: $315.7M $315.7M Q2 2026

Holdings 157 stocks · $315.7M
BIL SS SPDR BB 1-3M T-Bill ETF 5.09% 175,487 $16.1M Add +5.7%
AAPL Apple Inc. 3.92% 42,763 $12.4M Add +1.5%
NVDA Nvidia Corp. 3.35% 52,929 $10.6M Add +0.8%
AVGO Broadcom Inc. 3.30% 27,541 $10.4M Add +8.1%
VIG Vanguard Dividend Apprec ETF 3.00% 40,047 $9.5M Add +4.5%
VYM Vanguard High DVD Yield ETF 2.89% 57,830 $9.1M Add +1.5%
VGIT Vanguard Intermediate-Term T 2.30% 123,116 $7.3M Add +8.7%
CSCO Cisco Systems Inc. 2.13% 57,172 $6.7M Add +7.8%
MSFT Microsoft Corp. 2.09% 17,680 $6.6M Add +0.3%
JPM JPMorgan Chase & Co. 1.96% 18,859 $6.2M Add +8.3%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 1.71% 42,611 $5.4M Add +8.6%
CAH Cardinal Health Inc. 1.71% 22,732 $5.4M Add +8.3%
TLH iShares 10-20 Year Treasury 1.62% 50,841 $5.1M Add +2.7%
C Citigroup Inc. 1.61% 36,258 $5.1M Add +10.0%
GOOGL Alphabet Inc. Class A 1.60% 14,162 $5.1M Add +2.4%
SPY SS SPDR S&P 500 ETF Trust-US 1.59% 6,698 $5.0M Add +4.4%
TDIV FT Nasdaq Tech DVD Index FD 1.59% 43,584 $5.0M Add +0.6%
DIVO Amplify CWP Enhan Divid ETF 1.46% 100,935 $4.6M Add +6.3%
CMI Cummins Inc. 1.46% 6,441 $4.6M Add +6.9%
JNJ Johnson & Johnson 1.40% 17,434 $4.4M Add +9.4%
AMGN Amgen Inc. 1.39% 12,108 $4.4M Add +10.8%
AMD Advanced Micro Devices 1.39% 7,544 $4.4M Add +5.0%
VZ Verizon Communications Inc. 1.30% 96,936 $4.1M Add +7.4%
ABBV Abbvie Inc. 1.28% 16,101 $4.1M Add +8.2%
XLK SS Technology Select Sector 1.28% 21,175 $4.0M Reduce -0.1%
T AT&T Inc. 1.27% 193,846 $4.0M Add +8.3%
TSLA Tesla Inc. 1.25% 9,358 $3.9M Add +2.5%
ETR Entergy Corp. 1.25% 34,258 $3.9M Add +10.3%
XLU St Sr Utl SL SE SPDR ETF-Usd 1.21% 84,141 $3.8M Add +4.8%
PG The Procter & Gamble Co. 1.19% 25,580 $3.8M Add +0.7%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.18% 13,231 $3.7M Add +6.3%
GILD Gilead Sciences Inc. 1.17% 29,324 $3.7M Add +11.2%
AMZN Amazon.com Inc. 1.01% 13,406 $3.2M Add +7.0%
EVRG Evergy Inc. 0.99% 36,282 $3.1M Add +11.3%
SO The Southern Co. 0.99% 32,764 $3.1M Add +8.7%
DUK Duke Energy Corp. 0.99% 24,627 $3.1M Add +9.3%
BX Blackstone Inc. 0.94% 25,264 $3.0M Add +4.0%
GD General Dynamics Corp. 0.88% 7,825 $2.8M Add +11.9%
CVX Chevron Corp. 0.87% 16,504 $2.7M Add +7.7%
XLP SS Consumer Staples Sel Sect 0.84% 32,085 $2.7M Add +10.4%
TGT Target Corp. 0.84% 20,315 $2.7M Add +9.6%
AFL Aflac Inc. 0.83% 22,306 $2.6M Add +0.6%
UPS United Parcel Service Class B 0.78% 22,850 $2.5M Add +11.4%
GOOG Alphabet Inc. Class C 0.77% 6,842 $2.4M Add +14.1%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.75% 29,672 $2.4M Add +8.8%
VRP Invesco Variable Rate Prefer 0.72% 93,020 $2.3M Add +1.3%
ADM Archer-Daniels-Midland Co. 0.71% 29,192 $2.2M New
QQQM Invesco Nasdaq 100 ETF 0.71% 7,347 $2.2M Add +3.9%
SPYM Ste STR SPDR PT S&P 500 ETF 0.68% 24,466 $2.2M Add +5.9%
GTY Getty Realty Corp. 0.68% 63,452 $2.1M Add +14.7%
PLD Prologis Inc. 0.65% 15,226 $2.1M Add +11.7%
VCLT Vanguard Long-Term Corp. Bond 0.65% 27,363 $2.1M Add +1.7%
PFE Pfizer Inc. 0.65% 85,339 $2.1M Add +9.4%
PEP Pepsico Inc. 0.64% 15,007 $2.0M Add +9.9%
VGSH Vanguard Short-Term Treasury 0.64% 34,544 $2.0M Add +57.2%
IP International Paper Co. 0.61% 50,165 $1.9M Add +9.6%
PAYX Paychex Inc. 0.60% 19,124 $1.9M Add +13.7%
XLRE SS Real Estate Select Sector 0.59% 42,104 $1.9M Add +32.2%
DGRO iShares Core Dividend Growth 0.57% 23,555 $1.8M Add +5.8%
NEE Nextera Energy Inc. 0.56% 20,179 $1.8M Add +4.8%
CAT Caterpillar Inc. 0.53% 1,577 $1.7M Reduce -2.1%
VB Vanguard Most SM-Cap ETF-Usd 0.51% 5,328 $1.6M Add +18.7%
MS Morgan Stanley 0.50% 7,571 $1.6M Add +6.3%
URI United Rentals Inc. 0.49% 1,375 $1.6M Add +9.1%
PM Philip Morris International 0.46% 8,059 $1.5M Add +0.1%
GS Goldman Sachs Group Inc. 0.43% 1,356 $1.4M Add +13.3%
XLF SS Financial Select Sector 0.40% 23,799 $1.3M Reduce -0.1%
HD Home Depot Inc. 0.39% 3,459 $1.2M Add +1.1%
EPD Enterprise Products Partners 0.38% 32,653 $1.2M Add +0.4%
SPSM SS SPDR P S&P 600 Small Cap 0.37% 20,122 $1.2M Add +4.7%
SPMD SS SPDR P S&P 400 Midcap ETF 0.36% 16,728 $1.1M Add +5.2%
VOO Vanguard S&P 500 ETF 0.35% 1,626 $1.1M Add +10.0%
SMH Vaneck Semiconductor ETF 0.35% 1,689 $1.1M Add +4.5%
VHT Vanguard Health Care ETF 0.31% 3,247 $971K Add +0.0%
QQQ Invesco QQQ Trust Series 1 0.30% 1,298 $957K Reduce -0.5%
COST Costco Wholesale Corp. 0.30% 999 $935K Add +11.4%
SCHF Schwab Intl Equity ETF 0.29% 33,473 $927K Add +5.3%
CB Chubb Ltd. 0.29% 2,679 $915K Add +4.7%
BAC Bank of America Corp. 0.28% 15,648 $892K Add +11.0%
UNP Union Pacific Corp. 0.27% 3,080 $838K Add +2.8%
BIZD Vaneck BDC Income ETF 0.26% 65,210 $826K Add +2.2%
QCOM Qualcomm Inc. 0.26% 4,409 $815K Add +0.1%
IBDR iShares Ibonds Dec 2026 Term 0.26% 33,379 $809K Add +1.5%
UNH Unitedhealth Group Inc. 0.26% 1,941 $807K Add +12.7%
VGLT Vanguard Long-Term Treasury 0.25% 14,471 $799K Reduce -0.3%
TD Toronto-Dominion Bank 0.25% 6,416 $779K Add +0.0%
COWZ Pacer US Cash Cows 100 ETF 0.24% 12,325 $767K Add +33.1%
META Meta Platforms Inc. Class A 0.24% 1,353 $762K Reduce -0.1%
CCJ Cameco Corp. 0.24% 7,406 $754K Add +9.6%
VDC Vanguard Consumer Staple ETF 0.24% 3,322 $749K No change
TXN Texas Instruments Inc. 0.23% 2,464 $735K Reduce -4.0%
VTV Vanguard Mrngstr Val ETF-Aui 0.23% 3,279 $715K Reduce -5.6%
AXP American Express Co. 0.22% 2,058 $696K Add +0.1%
BABA Alibaba Group Holding-SP ADR 0.21% 6,933 $670K Add +12.9%
KO The Coca-Cola Co. 0.20% 7,860 $643K Add +0.4%
GNRC Generac Holdings Inc. 0.20% 2,190 $641K Add +19.7%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.20% 7,814 $630K Add +0.6%
HACK Amplify Cybersecurity ETF 0.20% 5,973 $627K Add +43.4%
IYW iShares Ustechnology ETF 0.19% 2,400 $605K No change
BRK.B Berkshire Hathaway Inc. Class B 0.19% 1,168 $584K Reduce -10.7%

Show all 157 holdings

Portfolio Sells Q1 2026 → Q2 2026
MDT Medtronic PLC Sold out 0.00% −0.65
XLV SS Health Care Select Sector Sold out 0.00% −0.37
NFLX Netflix Inc. Reduce -66.8% 0.07% −0.25
SOFI Sofi Technologies Inc. Sold out 0.00% −0.10
ADSK Autodesk Inc. Sold out 0.00% −0.08
BRK.B Berkshire Hathaway Inc. Class B Reduce -10.7% 0.19% −0.04
META Meta Platforms Inc. Class A Reduce -0.1% 0.24% −0.04
VGLT Vanguard Long-Term Treasury Reduce -0.3% 0.25% −0.04
GDX Vaneck Gold Miners ETF Reduce -5.5% 0.08% −0.04
GLD SPDR Gold Shares Reduce -6.1% 0.09% −0.04
IBIT iShares Bitcoin Trust ETF Reduce -8.7% 0.08% −0.04
NVG Nuveen Amt-FR Muni CRDT Reduce -4.6% 0.17% −0.03
XLF SS Financial Select Sector Reduce -0.1% 0.40% −0.03
MA Mastercard Inc. Class A Reduce -1.6% 0.17% −0.02
VTV Vanguard Mrngstr Val ETF-Aui Reduce -5.6% 0.23% −0.02
PFF iShares Preferred & Income S Reduce -1.2% 0.13% −0.02
SDY SS SPDR S&P Dividend ETF Reduce -3.5% 0.06% −0.01
COF Capital One Financial Corp. Reduce -0.5% 0.14% −0.01
HOWL Werewolf Therapeutics Inc. Reduce -8.3% 0.00% −0.00
QQQ Invesco QQQ Trust Series 1 Reduce -0.5% 0.30% +0.03
TXN Texas Instruments Inc. Reduce -4.0% 0.23% +0.05
CAT Caterpillar Inc. Reduce -2.1% 0.53% +0.11
XLK SS Technology Select Sector Reduce -0.1% 1.28% +0.25

Portfolio Buys Q1 2026 → Q2 2026
AMD Advanced Micro Devices Add +5.0% 1.39% +0.85
ADM Archer-Daniels-Midland Co. New 0.71% +0.71
CSCO Cisco Systems Inc. Add +7.8% 2.13% +0.62
AVGO Broadcom Inc. Add +8.1% 3.30% +0.41
CMI Cummins Inc. Add +6.9% 1.46% +0.27
C Citigroup Inc. Add +10.0% 1.61% +0.24
IRM Iron Mountain Inc. Add +8.6% 1.71% +0.24
VGSH Vanguard Short-Term Treasury Add +57.2% 0.64% +0.17
URI United Rentals Inc. Add +9.1% 0.49% +0.16
GOOGL Alphabet Inc. Class A Add +2.4% 1.60% +0.15
GOOG Alphabet Inc. Class C Add +14.1% 0.77% +0.14
INTC Intel Corp. New 0.13% +0.13
SMH Vaneck Semiconductor ETF Add +4.5% 0.35% +0.12
XLRE SS Real Estate Select Sector Add +32.2% 0.59% +0.11
VUG Vanguard Mrngstar GR ETF-Sui New 0.11% +0.11
TDIV FT Nasdaq Tech DVD Index FD Add +0.6% 1.59% +0.10
ABBV Abbvie Inc. Add +8.2% 1.28% +0.10
QQQM Invesco Nasdaq 100 ETF Add +3.9% 0.71% +0.09
CAH Cardinal Health Inc. Add +8.3% 1.71% +0.09
UNH Unitedhealth Group Inc. Add +12.7% 0.26% +0.09
ASML ASML Holding NV-NY Reg SHS New 0.09% +0.09
HACK Amplify Cybersecurity ETF Add +43.4% 0.20% +0.08
JPM JPMorgan Chase & Co. Add +8.3% 1.96% +0.08
VB Vanguard Most SM-Cap ETF-Usd Add +18.7% 0.51% +0.08
LLY Eli Lilly & Co. New 0.08% +0.08
IBM Intl Business Machines Corp. Add +6.3% 1.18% +0.08
KLAC KLA Corp. New 0.07% +0.07
MS Morgan Stanley Add +6.3% 0.50% +0.07
GNRC Generac Holdings Inc. Add +19.7% 0.20% +0.07
DHR Danaher Corp. New 0.07% +0.07
GS Goldman Sachs Group Inc. Add +13.3% 0.43% +0.06
MPLX MPLX LP New 0.06% +0.06
SPY SS SPDR S&P 500 ETF Trust-US Add +4.4% 1.59% +0.06
AMZN Amazon.com Inc. Add +7.0% 1.01% +0.06
QCOM Qualcomm Inc. Add +0.1% 0.26% +0.05
UPS United Parcel Service Class B Add +11.4% 0.78% +0.04
SPYM Ste STR SPDR PT S&P 500 ETF Add +5.9% 0.68% +0.03
BAC Bank of America Corp. Add +11.0% 0.28% +0.03
COWZ Pacer US Cash Cows 100 ETF Add +33.1% 0.24% +0.03
VOO Vanguard S&P 500 ETF Add +10.0% 0.35% +0.03
PAYX Paychex Inc. Add +13.7% 0.60% +0.03
SPSM SS SPDR P S&P 600 Small Cap Add +4.7% 0.37% +0.03
TD Toronto-Dominion Bank Add +0.0% 0.25% +0.03
GTY Getty Realty Corp. Add +14.7% 0.68% +0.03
FXI iShares China Large-Cap ETF Add +63.9% 0.12% +0.02
TGT Target Corp. Add +9.6% 0.84% +0.02
EVRG Evergy Inc. Add +11.3% 0.99% +0.02
VGT Vanguard Info Tech ETF Add +0.1% 0.09% +0.01
SPMD SS SPDR P S&P 400 Midcap ETF Add +5.2% 0.36% +0.01
AAPL Apple Inc. Add +1.5% 3.92% +0.01

Options Activity Q1 2026 → Q2 2026
STATE STR SPDR S&P 500 ETF T put Sold out 7,000 $3.2Mbefore exit

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 157$315.7MBIL, AAPL, NVDA, AVGO, VIG
Q1 2026 153$273.5MBIL, AAPL, NVDA, VYM, VIG
Q4 2025 153$271.7MBIL, AAPL, NVDA, AVGO, MSFT
Q3 2025 151$258.3MBIL, AAPL, NVDA, MSFT, VIG
Q2 2025 142$230.6MBIL, MSFT, NVDA, AAPL, VYM
Q1 2025 139$210.9MBIL, AAPL, MSFT, VYM, VIG
Q4 2024 141$211.7MAAPL, BIL, NVDA, MSFT, PG
Q3 2024 147$212.0MAAPL, BIL, MSFT, NVDA, PG
Q2 2024 153$191.2MAAPL, MSFT, NVDA, BIL, PG
Q1 2024 154$185.1MPG, MSFT, AAPL, NVDA, VIG