Ranch Capital Advisors Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 31, 2025), Ranch Capital Advisors Inc. reported 142 stock positions worth $230.6 million. Its top holding was SS SPDR BB 1-3M T-Bill ETF (BIL) at 6.2% of the portfolio, followed by Microsoft (MSFT, 3.8%) and Nvidia (NVDA, 3.6%). Compared with Q1 2025, it opened 6 new positions, sold out of 3, added to 92 and reduced 36. The biggest buy was Broadcom (AVGO, shares +3%) and the biggest sale Apple (AAPL, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- SARASOTA, FL
- CIK
- 0001793269
- Portfolio Value
- $230.6M (Q2 2025)
- SEC Filing
- 0001793269-25-000003 ↗ filed Jul 31, 2025
Holdings Value
Holdings 142 stocks · $230.6M
| BIL SS SPDR BB 1-3M T-Bill ETF | 6.24% | 156,820 | $14.4M | Add +8.3% |
| MSFT Microsoft Corp. | 3.78% | 17,513 | $8.7M | Reduce -1.8% |
| NVDA Nvidia Corp. | 3.63% | 53,012 | $8.4M | Reduce -0.3% |
| AAPL Apple Inc. | 3.45% | 38,775 | $8.0M | Reduce -0.1% |
| VYM Vanguard High DVD Yield ETF | 3.05% | 52,726 | $7.0M | Add +2.7% |
| VIG Vanguard Dividend Apprec ETF | 2.86% | 32,125 | $6.6M | Add +2.4% |
| AVGO Broadcom Inc. | 2.77% | 23,205 | $6.4M | Add +2.6% |
| VGIT Vanguard Intermediate-Term T | 2.60% | 100,323 | $6.0M | Add +7.3% |
| TLH iShares 10-20 Year Treasury | 2.11% | 47,829 | $4.9M | Add +5.4% |
| JPM JPMorgan Chase & Co. | 1.97% | 15,659 | $4.5M | Add +4.2% |
| T AT&T Inc. | 1.86% | 147,939 | $4.3M | Add +4.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.83% | 14,336 | $4.2M | Add +2.8% |
| BX Blackstone Inc. | 1.81% | 27,926 | $4.2M | Add +1.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.79% | 6,684 | $4.1M | Reduce -2.0% |
| PG The Procter & Gamble Co. | 1.71% | 24,794 | $4.0M | Reduce -7.0% |
| TDIV FT Nasdaq Tech DVD Index FD | 1.63% | 41,595 | $3.8M | Add +6.0% |
| DIVO Amplify CWP Enhan Divid ETF | 1.62% | 87,737 | $3.7M | Add +3.6% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 1.58% | 35,247 | $3.6M | Add +3.1% |
| CAH Cardinal Health Inc. | 1.39% | 19,136 | $3.2M | Reduce -22.9% |
| PAYX Paychex Inc. | 1.39% | 21,963 | $3.2M | Add +3.5% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.34% | 37,879 | $3.1M | Add +10.8% |
| VZ Verizon Communications Inc. | 1.28% | 68,242 | $3.0M | Add +6.8% |
| TSLA Tesla Inc. | 1.22% | 8,861 | $2.8M | Reduce -2.7% |
| CSCO Cisco Systems Inc. | 1.22% | 40,504 | $2.8M | Add +45.2% |
| XLK SS Technology Select Sector | 1.21% | 11,032 | $2.8M | Add +1.3% |
| AMZN Amazon.com Inc. | 1.18% | 12,407 | $2.7M | Add +0.5% |
| AMGN Amgen Inc. | 1.13% | 9,341 | $2.6M | Add +3.0% |
| C Citigroup Inc. | 1.09% | 29,413 | $2.5M | Add +5.8% |
| GILD Gilead Sciences Inc. | 1.08% | 22,365 | $2.5M | Add +6.3% |
| AFL Aflac Inc. | 1.05% | 22,889 | $2.4M | Add +0.5% |
| ETR Entergy Corp. | 1.01% | 28,086 | $2.3M | Add +4.3% |
| SO The Southern Co. | 1.00% | 25,132 | $2.3M | Add +7.6% |
| DUK Duke Energy Corp. | 0.96% | 18,676 | $2.2M | Add +4.9% |
| GOOGL Alphabet Inc. Class A | 0.91% | 11,964 | $2.1M | Reduce -1.8% |
| JNJ Johnson & Johnson | 0.90% | 13,633 | $2.1M | Add +3.2% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.87% | 24,935 | $2.0M | Add +6.1% |
| VRP Invesco Variable Rate Prefer | 0.87% | 81,735 | $2.0M | Add +7.4% |
| XLP SS Consumer Staples Sel Sect | 0.84% | 24,026 | $1.9M | Add +8.5% |
| IP International Paper Co. | 0.84% | 41,515 | $1.9M | Add +3.8% |
| EVRG Evergy Inc. | 0.83% | 27,658 | $1.9M | Add +5.2% |
| ABBV Abbvie Inc. | 0.82% | 10,140 | $1.9M | Add +1.7% |
| CVX Chevron Corp. | 0.82% | 13,140 | $1.9M | Add +3.7% |
| CMI Cummins Inc. | 0.80% | 5,666 | $1.9M | Add +4.3% |
| VCLT Vanguard Long-Term Corp. Bond | 0.78% | 23,844 | $1.8M | Add +9.0% |
| GD General Dynamics Corp. | 0.72% | 5,674 | $1.7M | Add +7.4% |
| BMY Bristol-Myers Squibb Co. | 0.72% | 35,650 | $1.7M | Add +4.4% |
| OKE Oneok Inc. | 0.68% | 19,340 | $1.6M | Add +5.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.66% | 21,013 | $1.5M | Add +0.7% |
| PM Philip Morris International | 0.64% | 8,043 | $1.5M | Add +0.1% |
| QQQM Invesco Nasdaq 100 ETF | 0.63% | 6,407 | $1.5M | Reduce -8.5% |
| PEP Pepsico Inc. | 0.62% | 10,871 | $1.4M | Add +5.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.57% | 4,334 | $1.3M | No change |
| DGRO iShares Core Dividend Growth | 0.56% | 20,195 | $1.3M | Add +5.4% |
| XLF SS Financial Select Sector | 0.53% | 23,517 | $1.2M | Add +6.4% |
| XLRE SS Real Estate Select Sector | 0.53% | 29,579 | $1.2M | Add +9.1% |
| NEE Nextera Energy Inc. | 0.51% | 16,831 | $1.2M | Add +1.6% |
| NFLX Netflix Inc. | 0.50% | 866 | $1.2M | Add +25.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.46% | 4,457 | $1.1M | Add +2.1% |
| HD Home Depot Inc. | 0.46% | 2,864 | $1.1M | Add +2.2% |
| META Meta Platforms Inc. Class A | 0.46% | 1,422 | $1.0M | Add +110.4% |
| AMD Advanced Micro Devices | 0.44% | 7,098 | $1.0M | Reduce -2.8% |
| MS Morgan Stanley | 0.42% | 6,944 | $978K | Add +5.0% |
| BIZD Vaneck BDC Income ETF | 0.41% | 58,587 | $954K | Add +7.9% |
| URI United Rentals Inc. | 0.40% | 1,217 | $917K | Add +3.4% |
| COST Costco Wholesale Corp. | 0.38% | 891 | $882K | Add +4.0% |
| EPD Enterprise Products Partners | 0.36% | 27,023 | $838K | Add +0.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.36% | 1,512 | $834K | Reduce -9.6% |
| GS Goldman Sachs Group Inc. | 0.35% | 1,155 | $817K | Add +9.9% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.34% | 14,507 | $789K | Add +9.6% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.34% | 18,352 | $782K | Add +13.3% |
| VGSH Vanguard Short-Term Treasury | 0.32% | 12,637 | $743K | Add +56.4% |
| VHT Vanguard Health Care ETF | 0.32% | 2,982 | $740K | Add +0.0% |
| VDC Vanguard Consumer Staple ETF | 0.32% | 3,322 | $728K | Reduce -0.2% |
| XLV SS Health Care Select Sector | 0.31% | 5,387 | $726K | Reduce -54.6% |
| CB Chubb Ltd. | 0.31% | 2,486 | $722K | Add +3.9% |
| PANW Palo Alto Networks Inc. | 0.31% | 3,449 | $706K | Add +5.3% |
| QCOM Qualcomm Inc. | 0.30% | 4,397 | $700K | Add +0.1% |
| ABT Abbott Laboratories | 0.30% | 5,133 | $698K | Add +0.0% |
| IBDR iShares Ibonds Dec 2026 Term | 0.30% | 28,689 | $696K | Reduce -1.4% |
| SCHF Schwab Intl Equity ETF | 0.30% | 31,198 | $689K | Add +6.0% |
| UNP Union Pacific Corp. | 0.30% | 2,988 | $688K | No change |
| BABA Alibaba Group Holding-SP ADR | 0.30% | 5,938 | $681K | Add +1.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.29% | 1,358 | $660K | Reduce -0.6% |
| AXP American Express Co. | 0.28% | 2,056 | $656K | No change |
| CAT Caterpillar Inc. | 0.28% | 1,660 | $644K | Add +0.1% |
| IBIT iShares Bitcoin Trust ETF | 0.28% | 10,484 | $642K | Reduce -25.5% |
| MA Mastercard Inc. Class A | 0.27% | 1,100 | $618K | Reduce -1.8% |
| VGLT Vanguard Long-Term Treasury | 0.26% | 10,796 | $606K | Reduce -19.7% |
| GOOG Alphabet Inc. Class C | 0.25% | 3,292 | $584K | Add +15.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.25% | 2,018 | $566K | Reduce -14.8% |
| TXN Texas Instruments Inc. | 0.24% | 2,702 | $561K | Add +0.0% |
| KO The Coca-Cola Co. | 0.24% | 7,869 | $561K | Add +0.1% |
| SMH Vaneck Semiconductor ETF | 0.23% | 1,928 | $538K | Add +4.9% |
| CME Cme Group Inc. | 0.23% | 1,934 | $533K | Add +5.7% |
| XLY SS Consumer Disc Select Sect | 0.22% | 2,333 | $507K | Add +6.8% |
| HACK Amplify Cybersecurity ETF | 0.22% | 5,854 | $506K | Add +9.7% |
| NVG Nuveen Amt-FR Muni CRDT | 0.22% | 42,125 | $503K | Reduce -7.8% |
| COWZ Pacer US Cash Cows 100 ETF | 0.22% | 9,103 | $502K | Add +1.5% |
| PNW Pinnacle West Capital | 0.22% | 5,583 | $500K | Add +7.8% |
| WMT Walmart Inc. | 0.21% | 5,040 | $493K | Add +0.2% |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -0.1% | 3.45% | −0.64 |
| XLV SS Health Care Select Sector | Reduce -54.6% | 0.31% | −0.51 |
| PG The Procter & Gamble Co. | Reduce -7.0% | 1.71% | −0.44 |
| MCD McDonald's Corp. | Reduce -52.5% | 0.18% | −0.27 |
| LEN Lennar Corp. Class A | Sold out | 0.00% | −0.24 |
| CAH Cardinal Health Inc. | Reduce -22.9% | 1.39% | −0.23 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.17 |
| DHR Danaher Corp. | Reduce -51.2% | 0.11% | −0.15 |
| VGLT Vanguard Long-Term Treasury | Reduce -19.7% | 0.26% | −0.10 |
| MQY BlackRock Muniyield Quality | Sold out | 0.00% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.6% | 0.29% | −0.06 |
| NVG Nuveen Amt-FR Muni CRDT | Reduce -7.8% | 0.22% | −0.05 |
| GLD SPDR Gold Shares | Reduce -26.7% | 0.11% | −0.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -14.8% | 0.25% | −0.05 |
| FXI iShares China Large-Cap ETF | Reduce -14.0% | 0.15% | −0.04 |
| IBIT iShares Bitcoin Trust ETF | Reduce -25.5% | 0.28% | −0.03 |
| NZF Nuveen Municipal Credit Inc. | Reduce -12.0% | 0.12% | −0.03 |
| IBDR iShares Ibonds Dec 2026 Term | Reduce -1.4% | 0.30% | −0.03 |
| VDC Vanguard Consumer Staple ETF | Reduce -0.2% | 0.32% | −0.03 |
| AEP American Electric Power | Reduce -1.4% | 0.17% | −0.03 |
| PFE Pfizer Inc. | Reduce -3.9% | 0.13% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -1.8% | 0.27% | −0.02 |
| XMYDX BlackRock Muniyield Fund | Reduce -12.8% | 0.07% | −0.02 |
| NMZ Nuveen Muni Hi Inc. Opport | Reduce -14.1% | 0.06% | −0.02 |
| WM Waste Management Inc. | Reduce -1.9% | 0.17% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -13.7% | 0.13% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.0% | 1.79% | −0.02 |
| DSM BNYM Strat Muni BND | Reduce -8.5% | 0.07% | −0.02 |
| RQI Cohen & Steers Qual Inc. RLTY | Reduce -13.9% | 0.06% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -9.6% | 0.36% | −0.01 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -8.5% | 0.63% | −0.01 |
| GDX Vaneck Gold Miners ETF | Reduce -4.5% | 0.12% | −0.00 |
| EMR Emerson Electric Co. | Reduce -0.5% | 0.11% | +0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -1.8% | 0.91% | +0.02 |
| AMD Advanced Micro Devices | Reduce -2.8% | 0.44% | +0.08 |
| CCJ Cameco Corp. | Reduce -1.1% | 0.21% | +0.08 |
| TSLA Tesla Inc. | Reduce -2.7% | 1.22% | +0.10 |
| MSFT Microsoft Corp. | Reduce -1.8% | 3.78% | +0.60 |
| NVDA Nvidia Corp. | Reduce -0.3% | 3.63% | +0.90 |
Portfolio Buys Q1 2025 → Q2 2025
| AVGO Broadcom Inc. | Add +2.6% | 2.77% | +0.98 |
| CSCO Cisco Systems Inc. | Add +45.2% | 1.22% | +0.40 |
| META Meta Platforms Inc. Class A | Add +110.4% | 0.46% | +0.27 |
| TDIV FT Nasdaq Tech DVD Index FD | Add +6.0% | 1.63% | +0.26 |
| JPM JPMorgan Chase & Co. | Add +4.2% | 1.97% | +0.22 |
| COF Capital One Financial Corp. | New | 0.20% | +0.20 |
| SOFI Sofi Technologies Inc. | New | 0.20% | +0.20 |
| NFLX Netflix Inc. | Add +25.3% | 0.50% | +0.20 |
| IBM Intl Business Machines Corp. | Add +2.8% | 1.83% | +0.19 |
| KTOS Kratos Defense & Security | New | 0.17% | +0.17 |
| IRM Iron Mountain Inc. | Add +3.1% | 1.58% | +0.17 |
| C Citigroup Inc. | Add +5.8% | 1.09% | +0.15 |
| XLK SS Technology Select Sector | Add +1.3% | 1.21% | +0.14 |
| EWY iShares MSCI South Korea ETF | New | 0.10% | +0.10 |
| ETN Eaton Corp. PLC | New | 0.10% | +0.10 |
| VGSH Vanguard Short-Term Treasury | Add +56.4% | 0.32% | +0.10 |
| EWJ iShares MSCI Japan ETF | New | 0.09% | +0.09 |
| GS Goldman Sachs Group Inc. | Add +9.9% | 0.35% | +0.08 |
| AMZN Amazon.com Inc. | Add +0.5% | 1.18% | +0.07 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +10.8% | 1.34% | +0.06 |
| MS Morgan Stanley | Add +5.0% | 0.42% | +0.06 |
| SMH Vaneck Semiconductor ETF | Add +4.9% | 0.23% | +0.05 |
| URI United Rentals Inc. | Add +3.4% | 0.40% | +0.05 |
| GOOG Alphabet Inc. Class C | Add +15.8% | 0.25% | +0.04 |
| PANW Palo Alto Networks Inc. | Add +5.3% | 0.31% | +0.04 |
| HACK Amplify Cybersecurity ETF | Add +9.7% | 0.22% | +0.04 |
| GD General Dynamics Corp. | Add +7.4% | 0.72% | +0.03 |
| PM Philip Morris International | Add +0.1% | 0.64% | +0.03 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +13.3% | 0.34% | +0.03 |
| SCHF Schwab Intl Equity ETF | Add +6.0% | 0.30% | +0.02 |
| MARA Mara Holdings Inc. | Add +2.4% | 0.10% | +0.02 |
| TD Toronto-Dominion Bank | Add +0.0% | 0.20% | +0.02 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +9.6% | 0.34% | +0.02 |
| IYW iShares Ustechnology ETF | Add +0.2% | 0.18% | +0.02 |
| CAT Caterpillar Inc. | Add +0.1% | 0.28% | +0.02 |
| INTU Intuit Inc. | Add +0.3% | 0.13% | +0.02 |
| DLR Digital Realty Trust Inc. | Add +2.1% | 0.15% | +0.02 |
| XLY SS Consumer Disc Select Sect | Add +6.8% | 0.22% | +0.02 |
| TXN Texas Instruments Inc. | Add +0.0% | 0.24% | +0.01 |
| XLF SS Financial Select Sector | Add +6.4% | 0.53% | +0.01 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +0.7% | 0.66% | +0.01 |
| WMT Walmart Inc. | Add +0.2% | 0.21% | +0.00 |
| CME Cme Group Inc. | Add +5.7% | 0.23% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +2.1% | 0.46% | +0.00 |
| DGRO iShares Core Dividend Growth | Add +5.4% | 0.56% | −0.00 |
| COST Costco Wholesale Corp. | Add +4.0% | 0.38% | −0.00 |
| VCLT Vanguard Long-Term Corp. Bond | Add +9.0% | 0.78% | −0.00 |
| CMI Cummins Inc. | Add +4.3% | 0.80% | −0.00 |
| SYK Stryker Corp. | Add +1.2% | 0.20% | −0.00 |
| BX Blackstone Inc. | Add +1.8% | 1.81% | −0.01 |
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 |