Ranch Capital Advisors Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Ranch Capital Advisors Inc. reported 151 stock positions worth $258.3 million. Its top holding was SS SPDR BB 1-3M T-Bill ETF (BIL) at 6.0% of the portfolio, followed by Apple (AAPL, 4.1%) and Nvidia (NVDA, 3.8%). Compared with Q2 2025, it opened 16 new positions, sold out of 7, added to 82 and reduced 38. The biggest buy was a new position in Medtronic (MDT) and the biggest sale an exit from Oneok (OKE).
- Most Recent 13F
- Q2 2026
- Location
- SARASOTA, FL
- CIK
- 0001793269
- Portfolio Value
- $258.3M (Q3 2025)
- SEC Filing
- 0001793269-25-000008 ↗ filed Nov 14, 2025
Holdings Value
Holdings 151 stocks · $258.3M
| BIL SS SPDR BB 1-3M T-Bill ETF | 5.96% | 167,851 | $15.4M | Add +7.0% |
| AAPL Apple Inc. | 4.14% | 42,024 | $10.7M | Add +8.4% |
| NVDA Nvidia Corp. | 3.81% | 52,700 | $9.8M | Reduce -0.6% |
| MSFT Microsoft Corp. | 3.51% | 17,505 | $9.1M | Reduce -0.1% |
| VIG Vanguard Dividend Apprec ETF | 3.19% | 38,063 | $8.2M | Add +18.5% |
| AVGO Broadcom Inc. | 3.09% | 24,222 | $8.0M | Add +4.4% |
| VYM Vanguard High DVD Yield ETF | 3.01% | 55,199 | $7.8M | Add +4.7% |
| VGIT Vanguard Intermediate-Term T | 2.43% | 104,695 | $6.3M | Add +4.4% |
| JPM JPMorgan Chase & Co. | 1.99% | 16,273 | $5.1M | Add +3.9% |
| TLH iShares 10-20 Year Treasury | 1.94% | 48,669 | $5.0M | Add +1.8% |
| BX Blackstone Inc. | 1.90% | 28,776 | $4.9M | Add +3.0% |
| T AT&T Inc. | 1.70% | 155,894 | $4.4M | Add +5.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.69% | 6,540 | $4.4M | Reduce -2.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.66% | 15,188 | $4.3M | Add +5.9% |
| TDIV FT Nasdaq Tech DVD Index FD | 1.62% | 42,366 | $4.2M | Add +1.9% |
| DIVO Amplify CWP Enhan Divid ETF | 1.54% | 89,395 | $4.0M | Add +1.9% |
| TSLA Tesla Inc. | 1.52% | 8,808 | $3.9M | Reduce -0.6% |
| PG The Procter & Gamble Co. | 1.51% | 25,422 | $3.9M | Add +2.5% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 1.46% | 36,746 | $3.8M | Add +4.3% |
| GOOGL Alphabet Inc. Class A | 1.31% | 13,974 | $3.4M | Add +16.8% |
| CSCO Cisco Systems Inc. | 1.31% | 49,518 | $3.4M | Add +22.3% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.31% | 38,753 | $3.4M | Add +2.3% |
| VZ Verizon Communications Inc. | 1.23% | 72,554 | $3.2M | Add +6.3% |
| C Citigroup Inc. | 1.22% | 31,053 | $3.2M | Add +5.6% |
| CAH Cardinal Health Inc. | 1.21% | 19,876 | $3.1M | Add +3.9% |
| XLK SS Technology Select Sector | 1.20% | 11,038 | $3.1M | Add +0.1% |
| AMGN Amgen Inc. | 1.08% | 9,877 | $2.8M | Add +5.7% |
| ETR Entergy Corp. | 1.07% | 29,590 | $2.8M | Add +5.3% |
| JNJ Johnson & Johnson | 1.06% | 14,769 | $2.7M | Add +8.3% |
| AMZN Amazon.com Inc. | 1.05% | 12,409 | $2.7M | Add +0.0% |
| GILD Gilead Sciences Inc. | 1.02% | 23,716 | $2.6M | Add +6.0% |
| AFL Aflac Inc. | 0.99% | 23,010 | $2.6M | Add +0.5% |
| SO The Southern Co. | 0.98% | 26,591 | $2.5M | Add +5.8% |
| CMI Cummins Inc. | 0.95% | 5,837 | $2.5M | Add +3.0% |
| DUK Duke Energy Corp. | 0.95% | 19,809 | $2.5M | Add +6.1% |
| ABBV Abbvie Inc. | 0.95% | 10,549 | $2.4M | Add +4.0% |
| CVX Chevron Corp. | 0.87% | 14,539 | $2.3M | Add +10.7% |
| EVRG Evergy Inc. | 0.87% | 29,508 | $2.2M | Add +6.7% |
| VRP Invesco Variable Rate Prefer | 0.81% | 85,246 | $2.1M | Add +4.3% |
| GD General Dynamics Corp. | 0.81% | 6,150 | $2.1M | Add +8.4% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.81% | 25,771 | $2.1M | Add +3.4% |
| PAYX Paychex Inc. | 0.79% | 16,070 | $2.0M | Reduce -26.8% |
| IP International Paper Co. | 0.78% | 43,661 | $2.0M | Add +5.2% |
| XLP SS Consumer Staples Sel Sect | 0.75% | 24,628 | $1.9M | Add +2.5% |
| VCLT Vanguard Long-Term Corp. Bond | 0.75% | 24,804 | $1.9M | Add +4.0% |
| MDT Medtronic PLC | 0.70% | 18,836 | $1.8M | New |
| PFE Pfizer Inc. | 0.69% | 69,951 | $1.8M | Add +447.0% |
| PEP Pepsico Inc. | 0.66% | 12,210 | $1.7M | Add +12.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.64% | 20,953 | $1.6M | Reduce -0.3% |
| QQQM Invesco Nasdaq 100 ETF | 0.61% | 6,328 | $1.6M | Reduce -1.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.55% | 4,335 | $1.4M | Add +0.0% |
| DGRO iShares Core Dividend Growth | 0.54% | 20,354 | $1.4M | Add +0.8% |
| GOOG Alphabet Inc. Class C | 0.53% | 5,594 | $1.4M | Add +69.9% |
| PM Philip Morris International | 0.51% | 8,046 | $1.3M | Add +0.0% |
| XLF SS Financial Select Sector | 0.49% | 23,661 | $1.3M | Add +0.6% |
| XLRE SS Real Estate Select Sector | 0.49% | 30,137 | $1.3M | Add +1.9% |
| NEE Nextera Energy Inc. | 0.49% | 16,801 | $1.3M | Reduce -0.2% |
| HD Home Depot Inc. | 0.45% | 2,887 | $1.2M | Add +0.8% |
| URI United Rentals Inc. | 0.45% | 1,216 | $1.2M | Reduce -0.1% |
| AMD Advanced Micro Devices | 0.44% | 7,078 | $1.1M | Reduce -0.3% |
| MS Morgan Stanley | 0.43% | 6,967 | $1.1M | Add +0.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.42% | 4,270 | $1.1M | Reduce -4.2% |
| BABA Alibaba Group Holding-SP ADR | 0.41% | 5,997 | $1.1M | Add +1.0% |
| META Meta Platforms Inc. Class A | 0.41% | 1,448 | $1.1M | Add +1.8% |
| NFLX Netflix Inc. | 0.40% | 863 | $1.0M | Reduce -0.3% |
| EPD Enterprise Products Partners | 0.39% | 32,206 | $1.0M | Add +19.2% |
| VGSH Vanguard Short-Term Treasury | 0.36% | 15,680 | $923K | Add +24.1% |
| GS Goldman Sachs Group Inc. | 0.35% | 1,141 | $909K | Reduce -1.2% |
| BIZD Vaneck BDC Income ETF | 0.35% | 60,575 | $905K | Add +3.4% |
| KTOS Kratos Defense & Security | 0.32% | 9,160 | $837K | Add +6.9% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.32% | 17,910 | $830K | Reduce -2.4% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.32% | 14,489 | $829K | Reduce -0.1% |
| COST Costco Wholesale Corp. | 0.31% | 865 | $801K | Reduce -2.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.31% | 1,328 | $798K | Reduce -12.2% |
| CAT Caterpillar Inc. | 0.31% | 1,661 | $793K | Add +0.1% |
| VHT Vanguard Health Care ETF | 0.30% | 2,982 | $774K | No change |
| VOO Vanguard S&P 500 ETF | 0.30% | 1,256 | $771K | New |
| XLV SS Health Care Select Sector | 0.29% | 5,410 | $753K | Add +0.4% |
| IBDR iShares Ibonds Dec 2026 Term | 0.29% | 30,332 | $737K | Add +5.7% |
| QCOM Qualcomm Inc. | 0.28% | 4,400 | $732K | Add +0.1% |
| VDC Vanguard Consumer Staple ETF | 0.27% | 3,322 | $710K | No change |
| UNP Union Pacific Corp. | 0.27% | 2,991 | $707K | Add +0.1% |
| CB Chubb Ltd. | 0.27% | 2,480 | $702K | Reduce -0.2% |
| ABT Abbott Laboratories | 0.27% | 5,133 | $688K | No change |
| AXP American Express Co. | 0.26% | 2,057 | $683K | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.26% | 1,358 | $683K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.26% | 10,467 | $680K | Reduce -0.2% |
| SCHF Schwab Intl Equity ETF | 0.26% | 29,088 | $677K | Reduce -6.8% |
| VGLT Vanguard Long-Term Treasury | 0.25% | 11,180 | $636K | Add +3.6% |
| SMH Vaneck Semiconductor ETF | 0.24% | 1,932 | $630K | Add +0.2% |
| MA Mastercard Inc. Class A | 0.24% | 1,092 | $621K | Reduce -0.7% |
| XLY SS Consumer Disc Select Sect | 0.22% | 2,336 | $560K | Add +0.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.22% | 1,898 | $559K | Reduce -6.0% |
| CCJ Cameco Corp. | 0.21% | 6,372 | $534K | Reduce -2.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.21% | 10,340 | $533K | New |
| COWZ Pacer US Cash Cows 100 ETF | 0.20% | 9,140 | $525K | Add +0.4% |
| NVG Nuveen Amt-FR Muni CRDT | 0.20% | 42,654 | $524K | Add +1.3% |
| KO The Coca-Cola Co. | 0.20% | 7,815 | $522K | Reduce -0.7% |
| TD Toronto-Dominion Bank | 0.20% | 6,411 | $513K | Add +0.0% |
| WMT Walmart Inc. | 0.20% | 4,945 | $510K | Reduce -1.9% |
Portfolio Sells Q2 2025 → Q3 2025
| OKE Oneok Inc. | Sold out | 0.00% | −0.68 |
| BMY Bristol-Myers Squibb Co. | Reduce -83.4% | 0.10% | −0.61 |
| PAYX Paychex Inc. | Reduce -26.8% | 0.79% | −0.60 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.31 |
| MSFT Microsoft Corp. | Reduce -0.1% | 3.51% | −0.27 |
| CME Cme Group Inc. | Sold out | 0.00% | −0.23 |
| PNW Pinnacle West Capital | Sold out | 0.00% | −0.22 |
| DEO Diageo PLC-Sponsored ADR | Sold out | 0.00% | −0.19 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.1% | 1.69% | −0.10 |
| NFLX Netflix Inc. | Reduce -0.3% | 0.40% | −0.10 |
| COST Costco Wholesale Corp. | Reduce -2.9% | 0.31% | −0.07 |
| RQI Cohen & Steers Qual Inc. RLTY | Sold out | 0.00% | −0.06 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -12.2% | 0.31% | −0.05 |
| TXN Texas Instruments Inc. | Reduce -0.6% | 0.19% | −0.05 |
| NAD Nuveen Quality Municipal Inc. | Sold out | 0.00% | −0.05 |
| CB Chubb Ltd. | Reduce -0.2% | 0.27% | −0.04 |
| KO The Coca-Cola Co. | Reduce -0.7% | 0.20% | −0.04 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -4.2% | 0.42% | −0.04 |
| SCHF Schwab Intl Equity ETF | Reduce -6.8% | 0.26% | −0.04 |
| SOFI Sofi Technologies Inc. | Reduce -36.2% | 0.16% | −0.03 |
| UPS United Parcel Service Class B | Reduce -1.7% | 0.08% | −0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -6.0% | 0.22% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -0.7% | 0.24% | −0.03 |
| DHR Danaher Corp. | Reduce -15.6% | 0.08% | −0.03 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -0.3% | 0.64% | −0.03 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -1.2% | 0.61% | −0.03 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -0.1% | 0.32% | −0.02 |
| MCD McDonald's Corp. | Reduce -4.2% | 0.16% | −0.02 |
| EQIX Equinix Inc. | Reduce -1.3% | 0.12% | −0.02 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -2.4% | 0.32% | −0.02 |
| WMT Walmart Inc. | Reduce -1.9% | 0.20% | −0.02 |
| PFF iShares Preferred & Income S | Reduce -1.8% | 0.15% | −0.02 |
| NEE Nextera Energy Inc. | Reduce -0.2% | 0.49% | −0.02 |
| IBIT iShares Bitcoin Trust ETF | Reduce -0.2% | 0.26% | −0.01 |
| NZF Nuveen Municipal Credit Inc. | Reduce -2.4% | 0.11% | −0.01 |
| NMZ Nuveen Muni Hi Inc. Opport | Reduce -3.7% | 0.06% | −0.01 |
| CCJ Cameco Corp. | Reduce -2.3% | 0.21% | −0.00 |
| GS Goldman Sachs Group Inc. | Reduce -1.2% | 0.35% | −0.00 |
| FXI iShares China Large-Cap ETF | Reduce -1.1% | 0.15% | −0.00 |
| IYW iShares Ustechnology ETF | Reduce -0.2% | 0.18% | +0.00 |
| MARA Mara Holdings Inc. | Reduce -0.1% | 0.11% | +0.00 |
| AMD Advanced Micro Devices | Reduce -0.3% | 0.44% | +0.01 |
| URI United Rentals Inc. | Reduce -0.1% | 0.45% | +0.05 |
| NVDA Nvidia Corp. | Reduce -0.6% | 3.81% | +0.17 |
| TSLA Tesla Inc. | Reduce -0.6% | 1.52% | +0.30 |
Portfolio Buys Q2 2025 → Q3 2025
| MDT Medtronic PLC | New | 0.70% | +0.70 |
| AAPL Apple Inc. | Add +8.4% | 4.14% | +0.69 |
| PFE Pfizer Inc. | Add +447.0% | 0.69% | +0.56 |
| GOOGL Alphabet Inc. Class A | Add +16.8% | 1.31% | +0.40 |
| VIG Vanguard Dividend Apprec ETF | Add +18.5% | 3.19% | +0.33 |
| AVGO Broadcom Inc. | Add +4.4% | 3.09% | +0.32 |
| VOO Vanguard S&P 500 ETF | New | 0.30% | +0.30 |
| GOOG Alphabet Inc. Class C | Add +69.9% | 0.53% | +0.27 |
| BAC Bank of America Corp. | New | 0.21% | +0.21 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.18% | +0.18 |
| VMC Vulcan Materials Co. | New | 0.17% | +0.17 |
| JD Jd.com Inc.-ADR | New | 0.17% | +0.17 |
| OKLO Oklo Inc. | New | 0.17% | +0.17 |
| JNJ Johnson & Johnson | Add +8.3% | 1.06% | +0.16 |
| KTOS Kratos Defense & Security | Add +6.9% | 0.32% | +0.15 |
| CMI Cummins Inc. | Add +3.0% | 0.95% | +0.15 |
| C Citigroup Inc. | Add +5.6% | 1.22% | +0.13 |
| ABBV Abbvie Inc. | Add +4.0% | 0.95% | +0.13 |
| SOUN Soundhound AI Inc. Class A | New | 0.12% | +0.12 |
| BABA Alibaba Group Holding-SP ADR | Add +1.0% | 0.41% | +0.12 |
| RBRK Rubrik Inc. Class A | New | 0.11% | +0.11 |
| GD General Dynamics Corp. | Add +8.4% | 0.81% | +0.09 |
| CSCO Cisco Systems Inc. | Add +22.3% | 1.31% | +0.09 |
| BX Blackstone Inc. | Add +3.0% | 1.90% | +0.09 |
| ORCL Oracle Corp. | New | 0.09% | +0.09 |
| VGT Vanguard Info Tech ETF | New | 0.09% | +0.09 |
| XOM Exxon Mobil Corp. | New | 0.09% | +0.09 |
| RTX RTX Corp. | New | 0.08% | +0.08 |
| WPM Wheaton Precious Metals Corp. | New | 0.08% | +0.08 |
| UL Unilever PLC | New | 0.08% | +0.08 |
| TMO Thermo Fisher Scientific Inc. | New | 0.08% | +0.08 |
| CVX Chevron Corp. | Add +10.7% | 0.87% | +0.06 |
| ETR Entergy Corp. | Add +5.3% | 1.07% | +0.06 |
| EVRG Evergy Inc. | Add +6.7% | 0.87% | +0.04 |
| PEP Pepsico Inc. | Add +12.3% | 0.66% | +0.04 |
| VGSH Vanguard Short-Term Treasury | Add +24.1% | 0.36% | +0.04 |
| CAT Caterpillar Inc. | Add +0.1% | 0.31% | +0.03 |
| EPD Enterprise Products Partners | Add +19.2% | 0.39% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +3.9% | 1.99% | +0.02 |
| SMH Vaneck Semiconductor ETF | Add +0.2% | 0.24% | +0.01 |
| EWJ iShares MSCI Japan ETF | Add +12.6% | 0.10% | +0.01 |
| GLD SPDR Gold Shares | Add +1.0% | 0.12% | +0.01 |
| MS Morgan Stanley | Add +0.3% | 0.43% | +0.00 |
| MO Altria Group Inc. | Add +0.9% | 0.18% | +0.00 |
| EWY iShares MSCI South Korea ETF | Add +2.4% | 0.11% | +0.00 |
| IVV iShares Core S&P 500 ETF | Add +4.0% | 0.13% | +0.00 |
| HD Home Depot Inc. | Add +0.8% | 0.45% | −0.00 |
| XLY SS Consumer Disc Select Sect | Add +0.1% | 0.22% | −0.00 |
| DSM BNYM Strat Muni BND | Add +0.1% | 0.07% | −0.00 |
| XMYDX BlackRock Muniyield Fund | Add +0.3% | 0.07% | −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 |