Ranch Capital Advisors Inc.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 13, 2024), Ranch Capital Advisors Inc. reported 154 stock positions worth $185.1 million. Its top holding was Procter & Gamble (PG) at 4.6% of the portfolio, followed by Microsoft (MSFT, 4.0%) and Apple (AAPL, 3.6%). Compared with Q4 2023, it opened 17 new positions, sold out of 9, added to 81 and reduced 38. The biggest buy was Procter & Gamble (PG, shares +1096%) and the biggest sale Intel (INTC, shares −78%).

Most Recent 13F
Q2 2026
Location
SARASOTA, FL
CIK
0001793269
Portfolio Value
$185.1M (Q1 2024)
SEC Filing
0001793269-24-000002 ↗ filed May 13, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $185.1M $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 Q2 2026

Holdings 154 stocks · $185.1M
PG The Procter & Gamble Co. 4.56% 51,961 $8.4M Add +1096.4%
MSFT Microsoft Corp. 4.01% 17,650 $7.4M Reduce -0.1%
AAPL Apple Inc. 3.59% 38,757 $6.6M Reduce -1.3%
NVDA Nvidia Corp. 3.22% 6,592 $6.0M Reduce -15.2%
VIG Vanguard Dividend Apprec ETF 3.14% 31,845 $5.8M Reduce -0.6%
VYM Vanguard High DVD Yield ETF 2.91% 44,539 $5.4M Add +2.1%
BIL SS SPDR BB 1-3M T-Bill ETF 2.59% 52,116 $4.8M Add +25.1%
AVGO Broadcom Inc. 2.39% 3,341 $4.4M No change
BX Blackstone Inc. 2.32% 32,637 $4.3M Reduce -1.4%
SPY SS SPDR S&P 500 ETF Trust-US 2.16% 7,640 $4.0M Add +0.4%
TDIV FT Nasdaq Tech DVD Index FD 1.67% 44,270 $3.1M Add +1.6%
AFL Aflac Inc. 1.64% 35,420 $3.0M New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.62% 15,685 $3.0M Add +1.3%
DIVO Amplify CWP Enhan Divid ETF 1.56% 74,183 $2.9M Add +3.2%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 1.49% 34,263 $2.8M Add +0.6%
JPM JPMorgan Chase & Co. 1.44% 13,340 $2.7M Add +2.0%
VZ Verizon Communications Inc. 1.37% 60,312 $2.5M Add +19.0%
CAH Cardinal Health Inc. 1.34% 22,141 $2.5M Add +1.4%
XLK SS Technology Select Sector 1.29% 11,472 $2.4M Reduce -1.0%
PAYX Paychex Inc. 1.23% 18,570 $2.3M Add +2.1%
AMGN Amgen Inc. 1.21% 7,879 $2.2M Add +2.5%
MRK Merck & Co. Inc. 1.20% 16,766 $2.2M Add +1.8%
TXN Texas Instruments Inc. 1.18% 12,573 $2.2M Add +0.8%
ABBV Abbvie Inc. 1.13% 11,475 $2.1M Add +1.3%
T AT&T Inc. 1.11% 116,996 $2.1M Add +25.3%
VRP Invesco Variable Rate Prefer 1.10% 85,318 $2.0M Reduce -1.7%
CVX Chevron Corp. 1.08% 12,679 $2.0M Add +10.1%
AMZN Amazon.com Inc. 1.08% 11,043 $2.0M Add +3.2%
SCCO Southern Copper Corp. 1.01% 17,528 $1.9M Add +2.9%
GOOGL Alphabet Inc. Class A 1.00% 12,302 $1.9M Add +0.5%
XLF SS Financial Select Sector 0.95% 41,730 $1.8M Reduce -0.7%
JNJ Johnson & Johnson 0.93% 10,904 $1.7M Add +1.1%
TSLA Tesla Inc. 0.92% 9,671 $1.7M Reduce -14.0%
AMD Advanced Micro Devices 0.87% 8,902 $1.6M Reduce -16.1%
BKLN Invesco Senior Loan ETF 0.87% 75,799 $1.6M Add +5.4%
PEP Pepsico Inc. 0.81% 8,568 $1.5M Add +1.5%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.81% 19,214 $1.5M Add +3.4%
CMI Cummins Inc. 0.80% 5,042 $1.5M Add +1.3%
VCLT Vanguard Long-Term Corp. Bond 0.78% 18,430 $1.4M Add +5.9%
XLV SS Health Care Select Sector 0.75% 9,356 $1.4M Add +5.4%
IP International Paper Co. 0.74% 35,060 $1.4M Add +2.2%
HD Home Depot Inc. 0.72% 3,457 $1.3M Reduce -6.6%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.71% 20,121 $1.3M Add +3.5%
XLP SS Consumer Staples Sel Sect 0.71% 17,215 $1.3M Add +3.4%
ETD Ethan Allen Interiors Inc. 0.71% 37,949 $1.3M Add +2.3%
SO The Southern Co. 0.70% 17,962 $1.3M Add +2.1%
QQQM Invesco Nasdaq 100 ETF 0.67% 6,794 $1.2M Add +1.3%
OKE Oneok Inc. 0.67% 15,354 $1.2M Add +2.6%
GD General Dynamics Corp. 0.65% 4,238 $1.2M No change
URI United Rentals Inc. 0.64% 1,646 $1.2M Reduce -3.1%
SPYM Ste STR SPDR PT S&P 500 ETF 0.63% 19,082 $1.2M Add +1.6%
PNC PNC Financial Services Group 0.62% 7,068 $1.1M Add +2.0%
ETR Entergy Corp. 0.61% 10,666 $1.1M New
VTI VG Morningstar TS MKT ETF-US 0.60% 4,306 $1.1M Add +0.0%
VB Vanguard Most SM-Cap ETF-Usd 0.59% 4,790 $1.1M Add +0.7%
MET Metlife Inc. 0.58% 14,403 $1.1M Add +0.9%
KHC The Kraft Heinz Co. 0.57% 28,372 $1.0M Add +1.7%
DGRO iShares Core Dividend Growth 0.54% 17,344 $1.0M Add +2.7%
C Citigroup Inc. 0.53% 15,612 $987K New
XLRE SS Real Estate Select Sector 0.49% 22,830 $902K Add +0.9%
NEE Nextera Energy Inc. 0.49% 14,049 $898K Add +60.5%
QQQ Invesco QQQ Trust Series 1 0.48% 2,001 $889K Add +0.9%
QQQX Nuveen Nasdaq 100 DYN Overwr 0.47% 35,601 $871K Reduce -0.5%
GILD Gilead Sciences Inc. 0.45% 11,431 $837K Add +1.9%
MDT Medtronic PLC 0.44% 9,382 $822K Add +2.0%
VHT Vanguard Health Care ETF 0.44% 2,979 $806K Add +4.2%
QCOM Qualcomm Inc. 0.43% 4,695 $795K Reduce -2.0%
EPD Enterprise Products Partners 0.42% 26,768 $781K Reduce -4.6%
GLPI Gaming and Leisure Propertie 0.42% 16,880 $778K Add +2.0%
UNP Union Pacific Corp. 0.42% 3,159 $777K Add +2.4%
BIZD Vaneck BDC Income ETF 0.42% 45,657 $772K Add +1.1%
PM Philip Morris International 0.41% 8,121 $750K Reduce -2.3%
MA Mastercard Inc. Class A 0.38% 1,460 $703K Add +0.4%
VDC Vanguard Consumer Staple ETF 0.37% 3,329 $680K Reduce -0.1%
CAT Caterpillar Inc. 0.36% 1,842 $675K Add +1.9%
LEN Lennar Corp. Class A 0.36% 3,915 $673K Add +0.3%
MU Micron Technology Inc. 0.36% 5,573 $657K Reduce -0.3%
SPSM SS SPDR P S&P 600 Small Cap 0.35% 15,217 $655K Add +2.1%
SPMD SS SPDR P S&P 400 Midcap ETF 0.35% 12,191 $650K Add +2.3%
GLD SPDR Gold Shares 0.34% 3,064 $630K Reduce -11.3%
DHR Danaher Corp. 0.34% 2,515 $628K No change
BRK.B Berkshire Hathaway Inc. Class B 0.33% 1,469 $618K Add +4.6%
NVG Nuveen Amt-FR Muni CRDT 0.33% 50,466 $613K Add +12.7%
COWZ Pacer US Cash Cows 100 ETF 0.32% 10,343 $601K Add +5.0%
XLY SS Consumer Disc Select Sect 0.32% 3,232 $594K Reduce -0.2%
ABT Abbott Laboratories 0.32% 5,129 $583K Add +0.0%
SCHF Schwab Intl Equity ETF 0.31% 14,910 $582K Reduce -4.6%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.31% 2,309 $577K Reduce -0.1%
COST Costco Wholesale Corp. 0.31% 779 $571K Add +0.7%
MS Morgan Stanley 0.29% 5,694 $536K Reduce -7.7%
SMH Vaneck Semiconductor ETF 0.29% 2,373 $534K Add +1.2%
CB Chubb Ltd. 0.28% 1,998 $519K Add +0.3%
DBEF Xtrackers MSCI Eafe Hedged E 0.28% 12,567 $514K No change
FCX Freeport-McMoran Inc. 0.27% 10,648 $501K Reduce -7.0%
ADBE Adobe Inc. 0.26% 962 $485K Add +0.2%
PRU Prudential Financial Inc. 0.26% 4,103 $482K Add +0.2%
IBDR iShares Ibonds Dec 2026 Term 0.26% 19,860 $474K Add +11.5%
KO The Coca-Cola Co. 0.25% 7,645 $471K Add +0.8%
AXP American Express Co. 0.25% 2,054 $468K No change
MCD McDonald's Corp. 0.25% 1,642 $463K Add +0.1%
ACM Aecom 0.24% 4,611 $452K Add +0.9%
TD Toronto-Dominion Bank 0.24% 7,359 $444K Reduce -0.5%
KR Kroger Co. 0.24% 7,664 $438K New
PFF iShares Preferred & Income S 0.24% 13,550 $437K Reduce -2.5%
INTC Intel Corp. 0.24% 9,867 $436K Reduce -78.3%
PANW Palo Alto Networks Inc. 0.23% 1,509 $429K Add +3.6%
WM Waste Management Inc. 0.23% 1,981 $422K Add +2.6%
META Meta Platforms Inc. Class A 0.22% 829 $402K Add +2.9%
BABA Alibaba Group Holding-SP ADR 0.22% 5,534 $400K New
HACK Amplify Cybersecurity ETF 0.22% 6,220 $399K Reduce -0.5%
UPS United Parcel Service Class B 0.21% 2,636 $392K Add +0.1%
XLI SS Industrial Select Sector 0.21% 3,075 $387K Reduce -6.8%
PFE Pfizer Inc. 0.20% 13,268 $368K Reduce -4.7%
ABNB Airbnb Inc. Class A 0.18% 2,054 $339K Reduce -0.6%
PSA Public Storage 0.18% 1,125 $326K New
IYW iShares Ustechnology ETF 0.18% 2,400 $324K No change
SHOE Shoe Station Group Inc. filed as SHOE CARNIVAL INC 0.17% 8,735 $320K New
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.17% 795 $316K No change
FXI iShares China Large-Cap ETF 0.17% 13,124 $316K New
CINF Cincinnati Financial Corp. 0.17% 2,520 $315K No change
AEP American Electric Power 0.17% 3,637 $313K Reduce -1.3%
CMCSA Comcast Corp. Class A 0.17% 7,201 $312K No change
NZF Nuveen Municipal Credit Inc. 0.16% 24,832 $304K Add +0.0%
MARA Mara Holdings Inc. filed as MARATHON DIGITAL HOLDINGS IN 0.16% 12,752 $288K New
MO Altria Group Inc. 0.15% 6,505 $286K Add +0.0%
BMY Bristol-Myers Squibb Co. 0.15% 5,180 $281K Add +0.1%
DFS Discover Financial Services 0.15% 2,136 $280K No change
DHS Wisdomtree US High Dividend 0.15% 3,140 $272K Add +0.4%
XBI SS SPDR S&P Biotech ETF 0.14% 2,796 $265K New
VOE Vngrd Mrngstr MD-Cap Val ETF 0.14% 1,684 $263K Reduce -0.4%
IVV iShares Core S&P 500 ETF 0.14% 488 $257K Add +0.2%
DLR Digital Realty Trust Inc. 0.14% 1,752 $252K Add +0.1%
TMO Thermo Fisher Scientific Inc. 0.14% 433 $252K No change
WMT Walmart Inc. 0.13% 4,003 $241K Add +0.2%
CRM Salesforce Inc. 0.13% 798 $240K New
ADSK Autodesk Inc. 0.13% 910 $237K No change
EMR Emerson Electric Co. 0.13% 2,080 $236K New
EQIX Equinix Inc. 0.12% 274 $226K New
TLT iShares 20+ Year Treasury BD 0.12% 2,383 $225K New
MPC Marathon Petroleum Corp. 0.12% 1,076 $217K New
INTU Intuit Inc. 0.12% 327 $213K Reduce -3.0%
ETN Eaton Corp. PLC 0.11% 676 $211K New
XMYDX BlackRock Muniyield Fund 0.11% 18,694 $207K No change
NMZ Nuveen Muni Hi Inc. Opport 0.11% 19,475 $206K Reduce -5.1%
GOOG Alphabet Inc. Class C 0.11% 1,347 $205K New
SDY SS SPDR S&P Dividend ETF 0.11% 1,542 $202K Reduce -33.5%
BLE BlackRock Muni Inc. TR II 0.10% 17,583 $191K No change
DSM BNYM Strat Muni BND filed as BNY MELLON STRATEGIC MUN BD 0.10% 31,588 $185K No change
XMUIX BlackRock Municipal Income 0.10% 15,204 $183K Reduce -12.6%
NAD Nuveen Quality Municipal Inc. 0.08% 13,331 $153K No change
RQI Cohen & Steers Qual Inc. RLTY 0.08% 11,778 $142K Reduce -9.4%
MQY BlackRock Muniyield Quality 0.07% 10,953 $134K Add +0.0%
TELL Tellurian Inc. 0.00% 12,000 $8K No change
ZOMDF Zomedica Corp. 0.00% 10,000 $1K No change

Portfolio Sells Q4 2023 → Q1 2024
INTC Intel Corp. Reduce -78.3% 0.24% −1.19
AAPL Apple Inc. Reduce -1.3% 3.59% −1.12
M D C HLDGS INC Sold out 0.00% −1.07
TSLA Tesla Inc. Reduce -14.0% 0.92% −0.82
CCI Crown Castle Inc. Sold out 0.00% −0.70
BX Blackstone Inc. Reduce -1.4% 2.32% −0.38
FBT First Trust Nyse Arca Biotec Sold out 0.00% −0.32
XLB SS Materials Select Sector Sold out 0.00% −0.26
VIG Vanguard Dividend Apprec ETF Reduce -0.6% 3.14% −0.26
MELI MercadoLibre Inc. Sold out 0.00% −0.20
AMT American Tower Corp. Sold out 0.00% −0.17
RTX RTX Corp. Sold out 0.00% −0.16
VRP Invesco Variable Rate Prefer Reduce -1.7% 1.10% −0.15
KEY Keycorp Sold out 0.00% −0.15
MSFT Microsoft Corp. Reduce -0.1% 4.01% −0.13
AMD Advanced Micro Devices Reduce -16.1% 0.87% −0.11
XLK SS Technology Select Sector Reduce -1.0% 1.29% −0.10
PM Philip Morris International Reduce -2.3% 0.41% −0.09
HD Home Depot Inc. Reduce -6.6% 0.72% −0.08
SDY SS SPDR S&P Dividend ETF Reduce -33.5% 0.11% −0.07
GLD SPDR Gold Shares Reduce -11.3% 0.34% −0.07
MS Morgan Stanley Reduce -7.7% 0.29% −0.07
TD Toronto-Dominion Bank Reduce -0.5% 0.24% −0.06
PFE Pfizer Inc. Reduce -4.7% 0.20% −0.05
XMVFX BlackRock Munivest Fund Sold out 0.00% −0.05
QQQX Nuveen Nasdaq 100 DYN Overwr Reduce -0.5% 0.47% −0.05
SCHF Schwab Intl Equity ETF Reduce -4.6% 0.31% −0.05
XLY SS Consumer Disc Select Sect Reduce -0.2% 0.32% −0.04
EPD Enterprise Products Partners Reduce -4.6% 0.42% −0.04
XLF SS Financial Select Sector Reduce -0.7% 0.95% −0.03
PFF iShares Preferred & Income S Reduce -2.5% 0.24% −0.03
FCX Freeport-McMoran Inc. Reduce -7.0% 0.27% −0.03
VDC Vanguard Consumer Staple ETF Reduce -0.1% 0.37% −0.03
XMUIX BlackRock Municipal Income Reduce -12.6% 0.10% −0.03
XLI SS Industrial Select Sector Reduce -6.8% 0.21% −0.03
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -0.1% 0.31% −0.02
RQI Cohen & Steers Qual Inc. RLTY Reduce -9.4% 0.08% −0.02
HACK Amplify Cybersecurity ETF Reduce -0.5% 0.22% −0.02
AEP American Electric Power Reduce -1.3% 0.17% −0.02
INTU Intuit Inc. Reduce -3.0% 0.12% −0.02
NMZ Nuveen Muni Hi Inc. Opport Reduce -5.1% 0.11% −0.02
VOE Vngrd Mrngstr MD-Cap Val ETF Reduce -0.4% 0.14% −0.01
QCOM Qualcomm Inc. Reduce -2.0% 0.43% −0.00
ABNB Airbnb Inc. Class A Reduce -0.6% 0.18% +0.01
URI United Rentals Inc. Reduce -3.1% 0.64% +0.03
MU Micron Technology Inc. Reduce -0.3% 0.36% +0.06
NVDA Nvidia Corp. Reduce -15.2% 3.22% +0.82

Portfolio Buys Q4 2023 → Q1 2024
PG The Procter & Gamble Co. Add +1096.4% 4.56% +4.16
AFL Aflac Inc. New 1.64% +1.64
ETR Entergy Corp. New 0.61% +0.61
C Citigroup Inc. New 0.53% +0.53
KR Kroger Co. New 0.24% +0.24
BABA Alibaba Group Holding-SP ADR New 0.22% +0.22
BIL SS SPDR BB 1-3M T-Bill ETF Add +25.1% 2.59% +0.21
VZ Verizon Communications Inc. Add +19.0% 1.37% +0.18
PSA Public Storage New 0.18% +0.18
SHOE Shoe Station Group Inc. New 0.17% +0.17
FXI iShares China Large-Cap ETF New 0.17% +0.17
MARA Mara Holdings Inc. New 0.16% +0.16
NEE Nextera Energy Inc. Add +60.5% 0.49% +0.15
XBI SS SPDR S&P Biotech ETF New 0.14% +0.14
T AT&T Inc. Add +25.3% 1.11% +0.14
CRM Salesforce Inc. New 0.13% +0.13
EMR Emerson Electric Co. New 0.13% +0.13
EQIX Equinix Inc. New 0.12% +0.12
TLT iShares 20+ Year Treasury BD New 0.12% +0.12
MPC Marathon Petroleum Corp. New 0.12% +0.12
ETN Eaton Corp. PLC New 0.11% +0.11
GOOG Alphabet Inc. Class C New 0.11% +0.11
SCCO Southern Copper Corp. Add +2.9% 1.01% +0.09
MRK Merck & Co. Inc. Add +1.8% 1.20% +0.08
AMZN Amazon.com Inc. Add +3.2% 1.08% +0.06
CMI Cummins Inc. Add +1.3% 0.80% +0.06
JPM JPMorgan Chase & Co. Add +2.0% 1.44% +0.06
IBM Intl Business Machines Corp. Add +1.3% 1.62% +0.04
META Meta Platforms Inc. Class A Add +2.9% 0.22% +0.04
ABBV Abbvie Inc. Add +1.3% 1.13% +0.03
SMH Vaneck Semiconductor ETF Add +1.2% 0.29% +0.03
CAT Caterpillar Inc. Add +1.9% 0.36% +0.03
BRK.B Berkshire Hathaway Inc. Class B Add +4.6% 0.33% +0.02
WM Waste Management Inc. Add +2.6% 0.23% +0.01
OKE Oneok Inc. Add +2.6% 0.67% +0.01
CVX Chevron Corp. Add +10.1% 1.08% +0.01
COWZ Pacer US Cash Cows 100 ETF Add +5.0% 0.32% +0.00
NVG Nuveen Amt-FR Muni CRDT Add +12.7% 0.33% +0.00
LEN Lennar Corp. Class A Add +0.3% 0.36% +0.00
WMT Walmart Inc. Add +0.2% 0.13% −0.00
CB Chubb Ltd. Add +0.3% 0.28% −0.00
IRM Iron Mountain Inc. Add +0.6% 1.49% −0.00
PRU Prudential Financial Inc. Add +0.2% 0.26% −0.00
IVV iShares Core S&P 500 ETF Add +0.2% 0.14% −0.01
MA Mastercard Inc. Class A Add +0.4% 0.38% −0.01
XLV SS Health Care Select Sector Add +5.4% 0.75% −0.01
IBDR iShares Ibonds Dec 2026 Term Add +11.5% 0.26% −0.01
MO Altria Group Inc. Add +0.0% 0.15% −0.01
SPMD SS SPDR P S&P 400 Midcap ETF Add +2.3% 0.35% −0.01
MQY BlackRock Muniyield Quality Add +0.0% 0.07% −0.01

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