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

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 Q2 2025 Q3 2025: $258.3M $258.3M Q3 2025 Q4 2025: $271.7M Q4 2025 Q1 2026: $273.5M Q1 2026 Q2 2026: $315.7M Q2 2026

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%
HACK Amplify Cybersecurity ETF 0.20% 5,854 $508K No change
TXN Texas Instruments Inc. 0.19% 2,686 $494K Reduce -0.6%
IYW iShares Ustechnology ETF 0.18% 2,400 $470K Reduce -0.2%
MO Altria Group Inc. 0.18% 7,045 $468K Add +0.9%
COF Capital One Financial Corp. 0.18% 2,174 $462K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.18% 2,460 $461K New
VMC Vulcan Materials Co. 0.17% 1,452 $447K New
JD Jd.com Inc.-ADR 0.17% 12,658 $443K New
SYK Stryker Corp. 0.17% 1,192 $441K Add +0.3%
OKLO Oklo Inc. 0.17% 3,917 $437K New
AEP American Electric Power 0.16% 3,779 $425K No change
SOFI Sofi Technologies Inc. 0.16% 16,061 $424K Reduce -36.2%
MCD McDonald's Corp. 0.16% 1,385 $421K Reduce -4.2%
GDX Vaneck Gold Miners ETF 0.16% 5,365 $410K No change
CINF Cincinnati Financial Corp. 0.15% 2,505 $398K No change
PFF iShares Preferred & Income S 0.15% 12,447 $394K Reduce -1.8%
PRU Prudential Financial Inc. 0.15% 3,785 $393K Add +0.2%
WM Waste Management Inc. 0.15% 1,722 $380K Add +0.1%
FXI iShares China Large-Cap ETF 0.15% 9,166 $377K Reduce -1.1%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.14% 760 $352K No change
DLR Digital Realty Trust Inc. 0.13% 1,995 $345K No change
TLT iShares 20+ Year Treasury BD 0.13% 3,764 $336K Add +0.8%
IVV iShares Core S&P 500 ETF 0.13% 493 $330K Add +4.0%
SOUN Soundhound AI Inc. Class A 0.12% 19,852 $319K New
GLD SPDR Gold Shares 0.12% 873 $310K Add +1.0%
EQIX Equinix Inc. 0.12% 394 $308K Reduce -1.3%
NZF Nuveen Municipal Credit Inc. 0.11% 23,144 $291K Reduce -2.4%
RBRK Rubrik Inc. Class A 0.11% 3,533 $291K New
ADSK Autodesk Inc. 0.11% 910 $289K No change
DHS Wisdomtree US High Dividend 0.11% 2,831 $285K Add +0.5%
DBEF Xtrackers MSCI Eafe Hedged E 0.11% 6,000 $279K No change
MARA Mara Holdings Inc. 0.11% 14,959 $273K Reduce -0.1%
EWY iShares MSCI South Korea ETF 0.11% 3,405 $273K Add +2.4%
BMY Bristol-Myers Squibb Co. 0.10% 5,928 $267K Reduce -83.4%
EWJ iShares MSCI Japan ETF 0.10% 3,207 $257K Add +12.6%
INTU Intuit Inc. 0.10% 371 $253K No change
EMR Emerson Electric Co. 0.10% 1,924 $252K No change
ETN Eaton Corp. PLC 0.10% 659 $247K Add +0.1%
ORCL Oracle Corp. 0.09% 808 $227K New
VGT Vanguard Info Tech ETF 0.09% 302 $226K New
XOM Exxon Mobil Corp. 0.09% 1,973 $222K New
DHR Danaher Corp. 0.08% 1,092 $217K Reduce -15.6%
UPS United Parcel Service Class B 0.08% 2,584 $216K Reduce -1.7%
RTX RTX Corp. 0.08% 1,284 $215K New
WPM Wheaton Precious Metals Corp. 0.08% 1,908 $213K New
UL Unilever PLC 0.08% 3,571 $212K New
TMO Thermo Fisher Scientific Inc. 0.08% 419 $203K New
XMYDX BlackRock Muniyield Fund 0.07% 16,485 $174K Add +0.3%
DSM BNYM Strat Muni BND filed as BNY MELLON STRATEGIC MUN BD 0.07% 29,074 $172K Add +0.1%
BLE BlackRock Muni Inc. TR II 0.06% 15,266 $160K Add +0.3%
NMZ Nuveen Muni Hi Inc. Opport 0.06% 13,846 $147K Reduce -3.7%

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

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