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

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 $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 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%
CCJ Cameco Corp. 0.21% 6,522 $484K Reduce -1.1%
SYK Stryker Corp. 0.20% 1,189 $471K Add +1.2%
TD Toronto-Dominion Bank 0.20% 6,409 $471K Add +0.0%
COF Capital One Financial Corp. 0.20% 2,174 $463K New
SOFI Sofi Technologies Inc. 0.20% 25,171 $458K New
DEO Diageo PLC-Sponsored ADR 0.19% 4,308 $434K Add +7.3%
MCD McDonald's Corp. 0.18% 1,446 $422K Reduce -52.5%
IYW iShares Ustechnology ETF 0.18% 2,404 $417K Add +0.2%
MO Altria Group Inc. 0.18% 6,979 $412K Add +0.1%
PRU Prudential Financial Inc. 0.18% 3,777 $406K Add +0.2%
KTOS Kratos Defense & Security 0.17% 8,571 $398K New
WM Waste Management Inc. 0.17% 1,721 $394K Reduce -1.9%
AEP American Electric Power 0.17% 3,779 $392K Reduce -1.4%
PFF iShares Preferred & Income S 0.17% 12,680 $389K Add +1.3%
CINF Cincinnati Financial Corp. 0.16% 2,505 $375K No change
DLR Digital Realty Trust Inc. 0.15% 1,995 $348K Add +2.1%
FXI iShares China Large-Cap ETF 0.15% 9,266 $341K Reduce -14.0%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.15% 760 $335K No change
TLT iShares 20+ Year Treasury BD 0.14% 3,733 $329K Add +0.8%
EQIX Equinix Inc. 0.14% 399 $317K Add +5.8%
PFE Pfizer Inc. 0.13% 12,789 $310K Reduce -3.9%
IVV iShares Core S&P 500 ETF 0.13% 474 $294K Reduce -13.7%
INTU Intuit Inc. 0.13% 371 $292K Add +0.3%
NZF Nuveen Municipal Credit Inc. 0.12% 23,701 $283K Reduce -12.0%
ADSK Autodesk Inc. 0.12% 910 $282K No change
GDX Vaneck Gold Miners ETF 0.12% 5,365 $279K Reduce -4.5%
DHS Wisdomtree US High Dividend 0.12% 2,816 $270K Add +0.6%
UPS United Parcel Service Class B 0.12% 2,629 $265K Add +4.2%
GLD SPDR Gold Shares 0.11% 864 $263K Reduce -26.7%
DBEF Xtrackers MSCI Eafe Hedged E 0.11% 6,000 $263K No change
EMR Emerson Electric Co. 0.11% 1,924 $256K Reduce -0.5%
DHR Danaher Corp. 0.11% 1,293 $255K Reduce -51.2%
EWY iShares MSCI South Korea ETF 0.10% 3,326 $239K New
ETN Eaton Corp. PLC 0.10% 658 $235K New
MARA Mara Holdings Inc. 0.10% 14,981 $235K Add +2.4%
EWJ iShares MSCI Japan ETF 0.09% 2,848 $214K New
XMYDX BlackRock Muniyield Fund 0.07% 16,428 $165K Reduce -12.8%
DSM BNYM Strat Muni BND filed as BNY MELLON STRATEGIC MUN BD 0.07% 29,031 $163K Reduce -8.5%
BLE BlackRock Muni Inc. TR II 0.07% 15,214 $153K Add +0.3%
NMZ Nuveen Muni Hi Inc. Opport 0.06% 14,376 $149K Reduce -14.1%
RQI Cohen & Steers Qual Inc. RLTY 0.06% 10,284 $128K Reduce -13.9%
NAD Nuveen Quality Municipal Inc. 0.05% 10,476 $118K No change

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

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