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

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 $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 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
XLY SS Consumer Disc Select Sect 0.20% 2,184 $431K Reduce -5.4%
DEO Diageo PLC-Sponsored ADR 0.20% 4,016 $425K Add +4.0%
MO Altria Group Inc. 0.20% 6,973 $421K Add +0.1%
PRU Prudential Financial Inc. 0.20% 3,769 $421K Add +0.2%
AEP American Electric Power 0.20% 3,833 $419K Add +0.0%
WM Waste Management Inc. 0.19% 1,754 $406K Add +0.1%
META Meta Platforms Inc. Class A 0.18% 676 $390K Add +0.1%
SMH Vaneck Semiconductor ETF 0.18% 1,838 $389K Reduce -6.2%
FXI iShares China Large-Cap ETF 0.18% 10,780 $386K Reduce -4.8%
PFF iShares Preferred & Income S 0.18% 12,513 $385K Reduce -3.2%
TD Toronto-Dominion Bank 0.18% 6,407 $384K Add +0.0%
HACK Amplify Cybersecurity ETF 0.18% 5,339 $383K Reduce -2.0%
CINF Cincinnati Financial Corp. 0.18% 2,505 $372K No change
DFS Discover Financial Services 0.17% 2,136 $365K No change
GLD SPDR Gold Shares 0.16% 1,179 $340K Reduce -6.7%
PFE Pfizer Inc. 0.16% 13,304 $337K Add +2.5%
TLT iShares 20+ Year Treasury BD 0.16% 3,703 $337K Add +5.1%
IYW iShares Ustechnology ETF 0.16% 2,400 $337K No change
NZF Nuveen Municipal Credit Inc. 0.16% 26,941 $330K Reduce -0.6%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.15% 760 $319K Reduce -1.0%
IVV iShares Core S&P 500 ETF 0.15% 549 $309K Reduce -10.7%
EQIX Equinix Inc. 0.15% 377 $307K Add +7.7%
DLR Digital Realty Trust Inc. 0.13% 1,954 $280K Add +0.1%
DHS Wisdomtree US High Dividend 0.13% 2,800 $278K Add +0.4%
UPS United Parcel Service Class B 0.13% 2,522 $277K Reduce -4.8%
CCJ Cameco Corp. 0.13% 6,597 $272K Reduce -0.9%
DBEF Xtrackers MSCI Eafe Hedged E 0.12% 6,000 $260K No change
GDX Vaneck Gold Miners ETF 0.12% 5,615 $258K New
ADSK Autodesk Inc. 0.11% 910 $238K No change
INTU Intuit Inc. 0.11% 370 $227K Reduce -11.5%
EMR Emerson Electric Co. 0.10% 1,934 $212K No change
XMYDX BlackRock Muniyield Fund 0.09% 18,848 $199K Add +0.2%
DSM BNYM Strat Muni BND filed as BNY MELLON STRATEGIC MUN BD 0.09% 31,726 $183K Add +0.1%
NMZ Nuveen Muni Hi Inc. Opport 0.09% 16,731 $183K Reduce -1.3%
MARA Mara Holdings Inc. 0.08% 14,632 $168K Add +5.8%
BLE BlackRock Muni Inc. TR II 0.07% 15,163 $158K Add +0.2%
RQI Cohen & Steers Qual Inc. RLTY 0.07% 11,941 $150K Add +0.3%
MQY BlackRock Muniyield Quality 0.06% 10,891 $128K Add +0.0%
NAD Nuveen Quality Municipal Inc. 0.06% 10,476 $121K No change

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

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