Ranch Capital Advisors Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 9, 2025), Ranch Capital Advisors Inc. reported 139 stock positions worth $210.9 million. Its top holding was SS SPDR BB 1-3M T-Bill ETF (BIL) at 6.3% of the portfolio, followed by Apple (AAPL, 4.1%) and Microsoft (MSFT, 3.2%). Compared with Q4 2024, it opened 5 new positions, sold out of 7, added to 70 and reduced 55. The biggest buy was SS SPDR BB 1-3M T-Bill ETF (BIL, shares +62%) and the biggest sale Procter & Gamble (PG, shares −35%).
- Most Recent 13F
- Q2 2026
- Location
- SARASOTA, FL
- CIK
- 0001793269
- Portfolio Value
- $210.9M (Q1 2025)
- SEC Filing
- 0001793269-25-000002 ↗ filed May 9, 2025
Holdings Value
Holdings 139 stocks · $210.9M
| BIL SS SPDR BB 1-3M T-Bill ETF | 6.30% | 144,797 | $13.3M | Add +62.1% |
| AAPL Apple Inc. | 4.09% | 38,813 | $8.6M | Reduce -0.5% |
| MSFT Microsoft Corp. | 3.17% | 17,828 | $6.7M | Add +0.5% |
| VYM Vanguard High DVD Yield ETF | 3.14% | 51,334 | $6.6M | Reduce -1.4% |
| VIG Vanguard Dividend Apprec ETF | 2.89% | 31,374 | $6.1M | Reduce -2.8% |
| NVDA Nvidia Corp. | 2.73% | 53,147 | $5.8M | Reduce -6.9% |
| VGIT Vanguard Intermediate-Term T | 2.63% | 93,517 | $5.6M | Reduce -0.4% |
| TLH iShares 10-20 Year Treasury | 2.23% | 45,390 | $4.7M | Add +1.2% |
| PG The Procter & Gamble Co. | 2.15% | 26,649 | $4.5M | Reduce -35.1% |
| T AT&T Inc. | 1.90% | 141,434 | $4.0M | Add +6.6% |
| BX Blackstone Inc. | 1.82% | 27,423 | $3.8M | Reduce -17.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.81% | 6,821 | $3.8M | Reduce -1.3% |
| AVGO Broadcom Inc. | 1.80% | 22,623 | $3.8M | Reduce -11.5% |
| JPM JPMorgan Chase & Co. | 1.75% | 15,035 | $3.7M | Add +5.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.64% | 13,947 | $3.5M | Add +4.6% |
| DIVO Amplify CWP Enhan Divid ETF | 1.64% | 84,715 | $3.5M | Add +0.0% |
| CAH Cardinal Health Inc. | 1.62% | 24,833 | $3.4M | Add +4.8% |
| PAYX Paychex Inc. | 1.55% | 21,218 | $3.3M | Add +3.5% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 1.41% | 34,199 | $3.0M | Add +3.4% |
| VZ Verizon Communications Inc. | 1.37% | 63,875 | $2.9M | Add +7.8% |
| TDIV FT Nasdaq Tech DVD Index FD | 1.37% | 39,225 | $2.9M | Reduce -0.2% |
| AMGN Amgen Inc. | 1.34% | 9,069 | $2.8M | Add +5.5% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.28% | 34,171 | $2.7M | Add +27.6% |
| AFL Aflac Inc. | 1.20% | 22,765 | $2.5M | Reduce -36.6% |
| TSLA Tesla Inc. | 1.12% | 9,111 | $2.4M | Reduce -1.3% |
| GILD Gilead Sciences Inc. | 1.12% | 21,042 | $2.4M | Add +7.6% |
| AMZN Amazon.com Inc. | 1.11% | 12,348 | $2.3M | Add +0.8% |
| ETR Entergy Corp. | 1.09% | 26,927 | $2.3M | Add +8.7% |
| XLK SS Technology Select Sector | 1.07% | 10,892 | $2.2M | Reduce -2.9% |
| JNJ Johnson & Johnson | 1.04% | 13,209 | $2.2M | Add +283.8% |
| DUK Duke Energy Corp. | 1.03% | 17,805 | $2.2M | Add +8.9% |
| SO The Southern Co. | 1.02% | 23,355 | $2.1M | Add +9.3% |
| IP International Paper Co. | 1.01% | 40,016 | $2.1M | Add +2.4% |
| CVX Chevron Corp. | 1.01% | 12,673 | $2.1M | Add +2.6% |
| ABBV Abbvie Inc. | 0.99% | 9,972 | $2.1M | Add +4.0% |
| BMY Bristol-Myers Squibb Co. | 0.99% | 34,139 | $2.1M | Add +5.5% |
| C Citigroup Inc. | 0.94% | 27,806 | $2.0M | Add +6.5% |
| GOOGL Alphabet Inc. Class A | 0.89% | 12,177 | $1.9M | Reduce -0.4% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.88% | 23,506 | $1.9M | Reduce -2.9% |
| VRP Invesco Variable Rate Prefer | 0.88% | 76,133 | $1.8M | Reduce -2.5% |
| OKE Oneok Inc. | 0.86% | 18,366 | $1.8M | Add +3.7% |
| EVRG Evergy Inc. | 0.86% | 26,304 | $1.8M | New |
| XLP SS Consumer Staples Sel Sect | 0.86% | 22,146 | $1.8M | Add +0.7% |
| XLV SS Health Care Select Sector | 0.82% | 11,855 | $1.7M | Reduce -0.6% |
| CSCO Cisco Systems Inc. | 0.82% | 27,893 | $1.7M | New |
| CMI Cummins Inc. | 0.81% | 5,435 | $1.7M | Add +1.7% |
| VCLT Vanguard Long-Term Corp. Bond | 0.79% | 21,879 | $1.7M | Reduce -1.4% |
| PEP Pepsico Inc. | 0.73% | 10,274 | $1.5M | Add +11.7% |
| GD General Dynamics Corp. | 0.68% | 5,283 | $1.4M | Add +7.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.65% | 20,870 | $1.4M | Add +3.4% |
| QQQM Invesco Nasdaq 100 ETF | 0.64% | 6,999 | $1.4M | Add +2.0% |
| PM Philip Morris International | 0.61% | 8,039 | $1.3M | Add +0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.56% | 4,334 | $1.2M | Reduce -4.8% |
| DGRO iShares Core Dividend Growth | 0.56% | 19,158 | $1.2M | Add +2.8% |
| NEE Nextera Energy Inc. | 0.56% | 16,567 | $1.2M | Reduce -0.6% |
| XLRE SS Real Estate Select Sector | 0.54% | 27,104 | $1.1M | Reduce -0.4% |
| XLF SS Financial Select Sector | 0.52% | 22,109 | $1.1M | Reduce -2.4% |
| HD Home Depot Inc. | 0.49% | 2,803 | $1.0M | Reduce -11.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.46% | 4,364 | $968K | Reduce -11.9% |
| MCD McDonald's Corp. | 0.45% | 3,044 | $951K | Add +103.9% |
| EPD Enterprise Products Partners | 0.44% | 26,897 | $918K | Reduce -0.8% |
| BIZD Vaneck BDC Income ETF | 0.43% | 54,280 | $910K | Reduce -0.6% |
| COST Costco Wholesale Corp. | 0.38% | 857 | $811K | Add +1.8% |
| VHT Vanguard Health Care ETF | 0.37% | 2,981 | $789K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.37% | 1,673 | $784K | Reduce -4.0% |
| BABA Alibaba Group Holding-SP ADR | 0.37% | 5,860 | $775K | Add +0.4% |
| VGLT Vanguard Long-Term Treasury | 0.37% | 13,443 | $774K | Reduce -16.3% |
| MS Morgan Stanley | 0.37% | 6,611 | $771K | Add +6.9% |
| AMD Advanced Micro Devices | 0.36% | 7,304 | $750K | Reduce -4.2% |
| URI United Rentals Inc. | 0.35% | 1,177 | $737K | Add +0.3% |
| VDC Vanguard Consumer Staple ETF | 0.35% | 3,329 | $728K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.34% | 1,366 | $727K | Add +1.9% |
| CB Chubb Ltd. | 0.34% | 2,392 | $724K | Add +0.2% |
| UNP Union Pacific Corp. | 0.33% | 2,988 | $706K | Reduce -1.0% |
| IBDR iShares Ibonds Dec 2026 Term | 0.33% | 29,110 | $705K | Reduce -5.5% |
| ABT Abbott Laboratories | 0.32% | 5,132 | $681K | Add +0.0% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.32% | 13,232 | $677K | Add +2.5% |
| QCOM Qualcomm Inc. | 0.32% | 4,394 | $675K | Add +0.1% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.31% | 16,192 | $660K | Add +1.7% |
| IBIT iShares Bitcoin Trust ETF | 0.31% | 14,079 | $659K | Reduce -9.8% |
| NFLX Netflix Inc. | 0.31% | 691 | $644K | Add +145.0% |
| MA Mastercard Inc. Class A | 0.29% | 1,120 | $614K | Reduce -0.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.29% | 2,369 | $613K | Reduce -5.8% |
| SCHF Schwab Intl Equity ETF | 0.28% | 29,427 | $582K | Reduce -6.5% |
| GS Goldman Sachs Group Inc. | 0.27% | 1,051 | $574K | Add +6.3% |
| KO The Coca-Cola Co. | 0.27% | 7,863 | $567K | Add +2.8% |
| NVG Nuveen Amt-FR Muni CRDT | 0.27% | 45,674 | $566K | Reduce -7.9% |
| PANW Palo Alto Networks Inc. | 0.27% | 3,276 | $559K | Add +5.6% |
| AXP American Express Co. | 0.26% | 2,056 | $553K | Add +0.1% |
| CAT Caterpillar Inc. | 0.26% | 1,658 | $547K | Add +0.1% |
| DHR Danaher Corp. | 0.26% | 2,650 | $544K | Reduce -1.4% |
| LEN Lennar Corp. Class A | 0.24% | 4,446 | $510K | Add +3.8% |
| PNW Pinnacle West Capital | 0.23% | 5,178 | $493K | Reduce -0.5% |
| COWZ Pacer US Cash Cows 100 ETF | 0.23% | 8,968 | $491K | Reduce -4.6% |
| TXN Texas Instruments Inc. | 0.23% | 2,701 | $485K | Reduce -72.7% |
| CME Cme Group Inc. | 0.23% | 1,830 | $485K | New |
| VGSH Vanguard Short-Term Treasury | 0.22% | 8,080 | $474K | Reduce -5.6% |
| GOOG Alphabet Inc. Class C | 0.21% | 2,842 | $444K | Add +10.1% |
| WMT Walmart Inc. | 0.21% | 5,030 | $442K | Reduce -2.5% |
| SYK Stryker Corp. | 0.21% | 1,175 | $438K | New |
Portfolio Sells Q4 2024 → Q1 2025
| PG The Procter & Gamble Co. | Reduce -35.1% | 2.15% | −1.10 |
| AVGO Broadcom Inc. | Reduce -11.5% | 1.80% | −1.00 |
| NVDA Nvidia Corp. | Reduce -6.9% | 2.73% | −0.89 |
| BX Blackstone Inc. | Reduce -17.1% | 1.82% | −0.88 |
| PNC PNC Financial Services Group | Sold out | 0.00% | −0.75 |
| TXN Texas Instruments Inc. | Reduce -72.7% | 0.23% | −0.65 |
| TSLA Tesla Inc. | Reduce -1.3% | 1.12% | −0.64 |
| AFL Aflac Inc. | Reduce -36.6% | 1.20% | −0.56 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.53 |
| AAPL Apple Inc. | Reduce -0.5% | 4.09% | −0.53 |
| ACM Aecom | Sold out | 0.00% | −0.23 |
| GOOGL Alphabet Inc. Class A | Reduce -0.4% | 0.89% | −0.20 |
| XLK SS Technology Select Sector | Reduce -2.9% | 1.07% | −0.17 |
| ETN Eaton Corp. PLC | Sold out | 0.00% | −0.12 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.3% | 1.81% | −0.10 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -11.9% | 0.46% | −0.10 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.8% | 2.89% | −0.10 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.10 |
| HD Home Depot Inc. | Reduce -11.6% | 0.49% | −0.10 |
| XMUIX BlackRock Municipal Income | Sold out | 0.00% | −0.09 |
| TDIV FT Nasdaq Tech DVD Index FD | Reduce -0.2% | 1.37% | −0.09 |
| AMD Advanced Micro Devices | Reduce -4.2% | 0.36% | −0.08 |
| IBIT iShares Bitcoin Trust ETF | Reduce -9.8% | 0.31% | −0.08 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -4.8% | 0.56% | −0.06 |
| VGLT Vanguard Long-Term Treasury | Reduce -16.3% | 0.37% | −0.05 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -4.0% | 0.37% | −0.05 |
| XLY SS Consumer Disc Select Sect | Reduce -5.4% | 0.20% | −0.04 |
| SMH Vaneck Semiconductor ETF | Reduce -6.2% | 0.18% | −0.04 |
| DHR Danaher Corp. | Reduce -1.4% | 0.26% | −0.03 |
| CCJ Cameco Corp. | Reduce -0.9% | 0.13% | −0.03 |
| UPS United Parcel Service Class B | Reduce -4.8% | 0.13% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -10.7% | 0.15% | −0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -5.8% | 0.29% | −0.02 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -2.9% | 0.88% | −0.02 |
| NVG Nuveen Amt-FR Muni CRDT | Reduce -7.9% | 0.27% | −0.02 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -4.6% | 0.23% | −0.02 |
| VRP Invesco Variable Rate Prefer | Reduce -2.5% | 0.88% | −0.02 |
| INTU Intuit Inc. | Reduce -11.5% | 0.11% | −0.02 |
| IBDR iShares Ibonds Dec 2026 Term | Reduce -5.5% | 0.33% | −0.02 |
| WMT Walmart Inc. | Reduce -2.5% | 0.21% | −0.01 |
| VGSH Vanguard Short-Term Treasury | Reduce -5.6% | 0.22% | −0.01 |
| HACK Amplify Cybersecurity ETF | Reduce -2.0% | 0.18% | −0.01 |
| PFF iShares Preferred & Income S | Reduce -3.2% | 0.18% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -0.6% | 0.56% | −0.01 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -1.0% | 0.15% | −0.00 |
| ZOMDF Zomedica Corp. | Sold out | 0.00% | −0.00 |
| NMZ Nuveen Muni Hi Inc. Opport | Reduce -1.3% | 0.09% | 0.00 |
| VYM Vanguard High DVD Yield ETF | Reduce -1.4% | 3.14% | +0.00 |
| NZF Nuveen Municipal Credit Inc. | Reduce -0.6% | 0.16% | +0.00 |
| SCHF Schwab Intl Equity ETF | Reduce -6.5% | 0.28% | +0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +62.1% | 6.30% | +2.44 |
| EVRG Evergy Inc. | New | 0.86% | +0.86 |
| CSCO Cisco Systems Inc. | New | 0.82% | +0.82 |
| JNJ Johnson & Johnson | Add +283.8% | 1.04% | +0.80 |
| T AT&T Inc. | Add +6.6% | 1.90% | +0.47 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +27.6% | 1.28% | +0.32 |
| CAH Cardinal Health Inc. | Add +4.8% | 1.62% | +0.30 |
| AMGN Amgen Inc. | Add +5.5% | 1.34% | +0.28 |
| GILD Gilead Sciences Inc. | Add +7.6% | 1.12% | +0.26 |
| IBM Intl Business Machines Corp. | Add +4.6% | 1.64% | +0.26 |
| VZ Verizon Communications Inc. | Add +7.8% | 1.37% | +0.25 |
| MCD McDonald's Corp. | Add +103.9% | 0.45% | +0.25 |
| CME Cme Group Inc. | New | 0.23% | +0.23 |
| SYK Stryker Corp. | New | 0.21% | +0.21 |
| ETR Entergy Corp. | Add +8.7% | 1.09% | +0.20 |
| DUK Duke Energy Corp. | Add +8.9% | 1.03% | +0.20 |
| PAYX Paychex Inc. | Add +3.5% | 1.55% | +0.19 |
| SO The Southern Co. | Add +9.3% | 1.02% | +0.19 |
| NFLX Netflix Inc. | Add +145.0% | 0.31% | +0.19 |
| ABBV Abbvie Inc. | Add +4.0% | 0.99% | +0.19 |
| CVX Chevron Corp. | Add +2.6% | 1.01% | +0.16 |
| PM Philip Morris International | Add +0.1% | 0.61% | +0.15 |
| JPM JPMorgan Chase & Co. | Add +5.5% | 1.75% | +0.13 |
| BABA Alibaba Group Holding-SP ADR | Add +0.4% | 0.37% | +0.13 |
| TLH iShares 10-20 Year Treasury | Add +1.2% | 2.23% | +0.12 |
| BMY Bristol-Myers Squibb Co. | Add +5.5% | 0.99% | +0.12 |
| GDX Vaneck Gold Miners ETF | New | 0.12% | +0.12 |
| GD General Dynamics Corp. | Add +7.5% | 0.68% | +0.07 |
| PEP Pepsico Inc. | Add +11.7% | 0.73% | +0.07 |
| C Citigroup Inc. | Add +6.5% | 0.94% | +0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.9% | 0.34% | +0.06 |
| ABT Abbott Laboratories | Add +0.0% | 0.32% | +0.05 |
| KO The Coca-Cola Co. | Add +2.8% | 0.27% | +0.04 |
| XLP SS Consumer Staples Sel Sect | Add +0.7% | 0.86% | +0.04 |
| CB Chubb Ltd. | Add +0.2% | 0.34% | +0.03 |
| AEP American Electric Power | Add +0.0% | 0.20% | +0.03 |
| MO Altria Group Inc. | Add +0.1% | 0.20% | +0.03 |
| WM Waste Management Inc. | Add +0.1% | 0.19% | +0.03 |
| OKE Oneok Inc. | Add +3.7% | 0.86% | +0.02 |
| DGRO iShares Core Dividend Growth | Add +2.8% | 0.56% | +0.02 |
| TD Toronto-Dominion Bank | Add +0.0% | 0.18% | +0.02 |
| COST Costco Wholesale Corp. | Add +1.8% | 0.38% | +0.02 |
| IP International Paper Co. | Add +2.4% | 1.01% | +0.02 |
| DIVO Amplify CWP Enhan Divid ETF | Add +0.0% | 1.64% | +0.02 |
| TLT iShares 20+ Year Treasury BD | Add +5.1% | 0.16% | +0.01 |
| DHS Wisdomtree US High Dividend | Add +0.4% | 0.13% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +6.3% | 0.27% | +0.00 |
| RQI Cohen & Steers Qual Inc. RLTY | Add +0.3% | 0.07% | +0.00 |
| XMYDX BlackRock Muniyield Fund | Add +0.2% | 0.09% | +0.00 |
| QCOM Qualcomm Inc. | Add +0.1% | 0.32% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 157 | $315.7M | BIL, AAPL, NVDA, AVGO, VIG |
| Q1 2026 | 153 | $273.5M | BIL, AAPL, NVDA, VYM, VIG |
| Q4 2025 | 153 | $271.7M | BIL, AAPL, NVDA, AVGO, MSFT |
| Q3 2025 | 151 | $258.3M | BIL, AAPL, NVDA, MSFT, VIG |
| Q2 2025 | 142 | $230.6M | BIL, MSFT, NVDA, AAPL, VYM |
| Q1 2025 | 139 | $210.9M | BIL, AAPL, MSFT, VYM, VIG |
| Q4 2024 | 141 | $211.7M | AAPL, BIL, NVDA, MSFT, PG |
| Q3 2024 | 147 | $212.0M | AAPL, BIL, MSFT, NVDA, PG |
| Q2 2024 | 153 | $191.2M | AAPL, MSFT, NVDA, BIL, PG |
| Q1 2024 | 154 | $185.1M | PG, MSFT, AAPL, NVDA, VIG |