Ranch Capital Advisors Inc.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 5, 2026), Ranch Capital Advisors Inc. reported 153 stock positions worth $271.7 million. Its top holding was SS SPDR BB 1-3M T-Bill ETF (BIL) at 5.9% of the portfolio, followed by Apple (AAPL, 4.2%) and Nvidia (NVDA, 3.6%). Compared with Q3 2025, it opened 9 new positions, sold out of 7, added to 105 and reduced 22. The biggest buy was a new position in Target (TGT) and the biggest sale Blackstone (BX, shares −16%).

Most Recent 13F
Q2 2026
Location
SARASOTA, FL
CIK
0001793269
Portfolio Value
$271.7M (Q4 2025)
SEC Filing
0001793269-26-000001 ↗ filed Feb 5, 2026

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

Holdings 153 stocks · $271.7M
BIL SS SPDR BB 1-3M T-Bill ETF 5.88% 174,936 $16.0M Add +4.2%
AAPL Apple Inc. 4.21% 42,052 $11.4M Add +0.1%
NVDA Nvidia Corp. 3.62% 52,687 $9.8M Reduce -0.0%
AVGO Broadcom Inc. 3.20% 25,144 $8.7M Add +3.8%
MSFT Microsoft Corp. 3.11% 17,480 $8.5M Reduce -0.1%
VIG Vanguard Dividend Apprec ETF 3.08% 38,112 $8.4M Add +0.1%
VYM Vanguard High DVD Yield ETF 2.92% 55,328 $7.9M Add +0.2%
VGIT Vanguard Intermediate-Term T 2.44% 110,632 $6.6M Add +5.7%
JPM JPMorgan Chase & Co. 2.01% 16,916 $5.5M Add +4.0%
TLH iShares 10-20 Year Treasury 1.83% 48,950 $5.0M Add +0.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.73% 15,868 $4.7M Add +4.5%
SPY SS SPDR S&P 500 ETF Trust-US 1.61% 6,414 $4.4M Reduce -1.9%
GOOGL Alphabet Inc. Class A 1.59% 13,823 $4.3M Reduce -1.1%
CAH Cardinal Health Inc. 1.56% 20,563 $4.2M Add +3.5%
TDIV FT Nasdaq Tech DVD Index FD 1.53% 42,916 $4.2M Add +1.3%
TSLA Tesla Inc. 1.51% 9,106 $4.1M Add +3.4%
DIVO Amplify CWP Enhan Divid ETF 1.50% 91,691 $4.1M Add +2.6%
T AT&T Inc. 1.50% 164,008 $4.1M Add +5.2%
CSCO Cisco Systems Inc. 1.47% 51,827 $4.0M Add +4.7%
C Citigroup Inc. 1.40% 32,595 $3.8M Add +5.0%
BX Blackstone Inc. 1.38% 24,270 $3.7M Reduce -15.7%
PG The Procter & Gamble Co. 1.35% 25,570 $3.7M Add +0.6%
AMGN Amgen Inc. 1.25% 10,407 $3.4M Add +5.4%
XLU St Sr Utl SL SE SPDR ETF-Usd 1.24% 79,016 $3.4M Add +1.9%
JNJ Johnson & Johnson 1.17% 15,370 $3.2M Add +4.1%
XLK SS Technology Select Sector 1.17% 22,001 $3.2M Reduce -0.3%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 1.16% 37,639 $3.1M Add +2.4%
VZ Verizon Communications Inc. 1.15% 76,426 $3.1M Add +5.3%
CMI Cummins Inc. 1.14% 6,079 $3.1M Add +4.2%
GILD Gilead Sciences Inc. 1.13% 24,931 $3.1M Add +5.1%
AMZN Amazon.com Inc. 1.06% 12,426 $2.9M Add +0.1%
ETR Entergy Corp. 1.05% 30,965 $2.9M Add +4.7%
AFL Aflac Inc. 0.94% 23,127 $2.6M Add +0.5%
ABBV Abbvie Inc. 0.91% 10,871 $2.5M Add +3.0%
SO The Southern Co. 0.91% 28,259 $2.5M Add +6.3%
DUK Duke Energy Corp. 0.90% 20,917 $2.5M Add +5.6%
CVX Chevron Corp. 0.85% 15,183 $2.3M Add +4.4%
EVRG Evergy Inc. 0.83% 31,183 $2.3M Add +5.7%
GD General Dynamics Corp. 0.81% 6,511 $2.2M Add +5.9%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.79% 26,630 $2.1M Add +3.3%
VRP Invesco Variable Rate Prefer 0.78% 87,449 $2.1M Add +2.6%
XLP SS Consumer Staples Sel Sect 0.72% 25,293 $2.0M Add +2.7%
VCLT Vanguard Long-Term Corp. Bond 0.72% 25,815 $2.0M Add +4.1%
MDT Medtronic PLC 0.70% 19,782 $1.9M Add +5.0%
PEP Pepsico Inc. 0.68% 12,790 $1.8M Add +4.8%
PAYX Paychex Inc. 0.68% 16,463 $1.8M Add +2.5%
PFE Pfizer Inc. 0.68% 74,030 $1.8M Add +5.8%
UPS United Parcel Service Class B 0.67% 18,321 $1.8M Add +609.0%
GOOG Alphabet Inc. Class C 0.67% 5,758 $1.8M Add +2.9%
IP International Paper Co. 0.66% 45,421 $1.8M Add +4.0%
SPYM Ste STR SPDR PT S&P 500 ETF 0.66% 22,230 $1.8M Add +6.1%
TGT Target Corp. 0.62% 17,119 $1.7M New
QQQM Invesco Nasdaq 100 ETF 0.61% 6,604 $1.7M Add +4.4%
PLD Prologis Inc. 0.61% 12,978 $1.7M New
AMD Advanced Micro Devices 0.56% 7,121 $1.5M Add +0.6%
NEE Nextera Energy Inc. 0.56% 18,950 $1.5M Add +12.8%
DGRO iShares Core Dividend Growth 0.55% 21,549 $1.5M Add +5.9%
VTI VG Morningstar TS MKT ETF-US 0.54% 4,335 $1.5M No change
XLF SS Financial Select Sector 0.48% 23,972 $1.3M Add +1.3%
PM Philip Morris International 0.48% 8,050 $1.3M Add +0.1%
VGSH Vanguard Short-Term Treasury 0.47% 21,846 $1.3M Add +39.3%
MS Morgan Stanley 0.46% 7,087 $1.3M Add +1.7%
XLRE SS Real Estate Select Sector 0.46% 30,639 $1.2M Add +1.7%
VB Vanguard Most SM-Cap ETF-Usd 0.41% 4,347 $1.1M Add +1.8%
EPD Enterprise Products Partners 0.38% 32,322 $1.0M Add +0.4%
GS Goldman Sachs Group Inc. 0.38% 1,170 $1.0M Add +2.5%
HD Home Depot Inc. 0.37% 2,907 $1.0M Add +0.7%
URI United Rentals Inc. 0.37% 1,230 $995K Add +1.1%
META Meta Platforms Inc. Class A 0.35% 1,457 $962K Add +0.6%
CAT Caterpillar Inc. 0.35% 1,662 $952K Add +0.1%
VHT Vanguard Health Care ETF 0.34% 3,244 $934K Add +8.8%
VOO Vanguard S&P 500 ETF 0.34% 1,477 $926K Add +17.6%
BABA Alibaba Group Holding-SP ADR 0.33% 6,117 $897K Add +2.0%
BIZD Vaneck BDC Income ETF 0.33% 62,797 $890K Add +3.7%
SPMD SS SPDR P S&P 400 Midcap ETF 0.33% 15,334 $888K Add +5.8%
SPSM SS SPDR P S&P 600 Small Cap 0.32% 18,821 $882K Add +5.1%
XLV SS Health Care Select Sector 0.31% 5,427 $840K Add +0.3%
NFLX Netflix Inc. 0.30% 8,664 $812K Add +0.4%
QQQ Invesco QQQ Trust Series 1 0.30% 1,320 $811K Reduce -0.6%
CB Chubb Ltd. 0.29% 2,507 $784K Add +1.1%
VGLT Vanguard Long-Term Treasury 0.28% 13,829 $772K Add +23.7%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.28% 13,932 $766K Add +34.7%
AXP American Express Co. 0.28% 2,057 $761K No change
COST Costco Wholesale Corp. 0.28% 877 $756K Add +1.4%
QCOM Qualcomm Inc. 0.28% 4,403 $753K Add +0.1%
SCHF Schwab Intl Equity ETF 0.28% 31,268 $752K Add +7.5%
IBDR iShares Ibonds Dec 2026 Term 0.28% 30,870 $748K Add +1.8%
VDC Vanguard Consumer Staple ETF 0.26% 3,322 $702K No change
UNP Union Pacific Corp. 0.25% 2,994 $693K Add +0.1%
SMH Vaneck Semiconductor ETF 0.25% 1,903 $685K Reduce -1.5%
VTV Vanguard Mrngstr Val ETF-Aui 0.25% 3,574 $683K Add +45.3%
BRK.B Berkshire Hathaway Inc. Class B 0.25% 1,348 $677K Reduce -0.7%
ABT Abbott Laboratories 0.24% 5,135 $643K Add +0.0%
TD Toronto-Dominion Bank 0.22% 6,413 $604K Add +0.0%
MA Mastercard Inc. Class A 0.22% 1,051 $600K Reduce -3.8%
CCJ Cameco Corp. 0.22% 6,535 $598K Add +2.6%
UNH Unitedhealth Group Inc. 0.21% 1,715 $566K New
WMT Walmart Inc. 0.21% 5,045 $562K Add +2.0%
XLY SS Consumer Disc Select Sect 0.20% 4,656 $556K Reduce -0.3%
COWZ Pacer US Cash Cows 100 ETF 0.20% 9,106 $553K Reduce -0.4%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.20% 1,902 $552K Add +0.2%
KO The Coca-Cola Co. 0.20% 7,829 $547K Add +0.2%
NVG Nuveen Amt-FR Muni CRDT 0.20% 42,421 $537K Reduce -0.6%
COF Capital One Financial Corp. 0.19% 2,174 $527K No change
IBIT iShares Bitcoin Trust ETF 0.19% 10,599 $526K Add +1.3%
IYW iShares Ustechnology ETF 0.18% 2,400 $479K No change
KTOS Kratos Defense & Security 0.17% 6,235 $473K Reduce -31.9%
TXN Texas Instruments Inc. 0.17% 2,688 $466K Add +0.1%
HACK Amplify Cybersecurity ETF 0.17% 5,781 $465K Reduce -1.3%
GDX Vaneck Gold Miners ETF 0.17% 5,273 $452K Reduce -1.7%
AEP American Electric Power 0.16% 3,779 $436K No change
VMC Vulcan Materials Co. 0.16% 1,525 $435K Add +5.0%
PRU Prudential Financial Inc. 0.16% 3,793 $428K Add +0.2%
MCD McDonald's Corp. 0.16% 1,387 $424K Add +0.1%
SYK Stryker Corp. 0.16% 1,204 $424K Add +1.0%
SOFI Sofi Technologies Inc. 0.15% 16,045 $420K Reduce -0.1%
CINF Cincinnati Financial Corp. 0.15% 2,505 $411K No change
MO Altria Group Inc. 0.15% 7,051 $409K Add +0.1%
PFF iShares Preferred & Income S 0.14% 12,651 $392K Add +1.6%
WM Waste Management Inc. 0.14% 1,724 $379K Add +0.1%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.13% 760 $365K No change
FXI iShares China Large-Cap ETF 0.13% 9,089 $348K Reduce -0.8%
GLD SPDR Gold Shares 0.13% 873 $346K No change
TLT iShares 20+ Year Treasury BD 0.12% 3,805 $332K Add +1.1%
EWY iShares MSCI South Korea ETF 0.12% 3,369 $327K Reduce -1.1%
IVV iShares Core S&P 500 ETF 0.12% 473 $324K Reduce -4.1%
BMY Bristol-Myers Squibb Co. 0.11% 5,726 $309K Reduce -3.4%
DLR Digital Realty Trust Inc. 0.11% 1,975 $308K Reduce -1.0%
NZF Nuveen Municipal Credit Inc. 0.11% 23,856 $300K Add +3.1%
DHS Wisdomtree US High Dividend 0.11% 2,847 $290K Add +0.6%
DBEF Xtrackers MSCI Eafe Hedged E 0.11% 6,000 $289K No change
ADSK Autodesk Inc. 0.10% 910 $269K No change
EWJ iShares MSCI Japan ETF 0.10% 3,215 $260K Add +0.3%
EMR Emerson Electric Co. 0.09% 1,924 $255K No change
MRK Merck & Co. Inc. 0.09% 2,405 $254K New
DHR Danaher Corp. 0.09% 1,092 $250K No change
INTU Intuit Inc. 0.09% 371 $246K No change
TMO Thermo Fisher Scientific Inc. 0.09% 419 $243K No change
XOM Exxon Mobil Corp. 0.09% 1,975 $238K Add +0.1%
RTX RTX Corp. 0.09% 1,286 $236K Add +0.2%
VGT Vanguard Info Tech ETF 0.08% 303 $229K Add +0.3%
WPM Wheaton Precious Metals Corp. 0.08% 1,908 $224K No change
LLY Eli Lilly & Co. 0.08% 203 $218K New
ETN Eaton Corp. PLC 0.08% 660 $210K Add +0.1%
LMT Lockheed Martin Corp. 0.08% 429 $208K New
UL Unilever PLC-Sponsored ADR 0.08% 3,172 $207K No change
TSM Taiwan Semiconductor-SP ADR 0.07% 659 $200K New
DSM BNYM Strat Muni BND filed as BNY MELLON STRATEGIC MUN BD 0.07% 29,156 $180K Add +0.3%
XMYDX BlackRock Muniyield Fund 0.06% 16,558 $174K Add +0.4%
BLE BlackRock Muni Inc. TR II 0.06% 15,334 $160K Add +0.5%
NMZ Nuveen Muni Hi Inc. Opport 0.06% 14,748 $150K Add +6.5%
AGNC AGNC Investment Corp. 0.04% 10,963 $118K New
HOWL Werewolf Therapeutics Inc. 0.00% 12,000 $8K New

Portfolio Sells Q3 2025 → Q4 2025
BX Blackstone Inc. Reduce -15.7% 1.38% −0.53
MSFT Microsoft Corp. Reduce -0.1% 3.11% −0.40
NVDA Nvidia Corp. Reduce -0.0% 3.62% −0.19
JD Jd.com Inc.-ADR Sold out 0.00% −0.17
OKLO Oklo Inc. Sold out 0.00% −0.17
KTOS Kratos Defense & Security Reduce -31.9% 0.17% −0.15
SOUN Soundhound AI Inc. Class A Sold out 0.00% −0.12
EQIX Equinix Inc. Sold out 0.00% −0.12
RBRK Rubrik Inc. Class A Sold out 0.00% −0.11
MARA Mara Holdings Inc. Sold out 0.00% −0.11
ORCL Oracle Corp. Sold out 0.00% −0.09
SPY SS SPDR S&P 500 ETF Trust-US Reduce -1.9% 1.61% −0.08
XLK SS Technology Select Sector Reduce -0.3% 1.17% −0.04
HACK Amplify Cybersecurity ETF Reduce -1.3% 0.17% −0.03
DLR Digital Realty Trust Inc. Reduce -1.0% 0.11% −0.02
MA Mastercard Inc. Class A Reduce -3.8% 0.22% −0.02
FXI iShares China Large-Cap ETF Reduce -0.8% 0.13% −0.02
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.7% 0.25% −0.01
XLY SS Consumer Disc Select Sect Reduce -0.3% 0.20% −0.01
QQQ Invesco QQQ Trust Series 1 Reduce -0.6% 0.30% −0.01
SOFI Sofi Technologies Inc. Reduce -0.1% 0.15% −0.01
IVV iShares Core S&P 500 ETF Reduce -4.1% 0.12% −0.01
NVG Nuveen Amt-FR Muni CRDT Reduce -0.6% 0.20% −0.01
COWZ Pacer US Cash Cows 100 ETF Reduce -0.4% 0.20% +0.00
GDX Vaneck Gold Miners ETF Reduce -1.7% 0.17% +0.01
SMH Vaneck Semiconductor ETF Reduce -1.5% 0.25% +0.01
BMY Bristol-Myers Squibb Co. Reduce -3.4% 0.11% +0.01
EWY iShares MSCI South Korea ETF Reduce -1.1% 0.12% +0.01
GOOGL Alphabet Inc. Class A Reduce -1.1% 1.59% +0.28

Portfolio Buys Q3 2025 → Q4 2025
TGT Target Corp. New 0.62% +0.62
PLD Prologis Inc. New 0.61% +0.61
UPS United Parcel Service Class B Add +609.0% 0.67% +0.59
CAH Cardinal Health Inc. Add +3.5% 1.56% +0.35
UNH Unitedhealth Group Inc. New 0.21% +0.21
CMI Cummins Inc. Add +4.2% 1.14% +0.19
C Citigroup Inc. Add +5.0% 1.40% +0.18
AMGN Amgen Inc. Add +5.4% 1.25% +0.17
CSCO Cisco Systems Inc. Add +4.7% 1.47% +0.16
GOOG Alphabet Inc. Class C Add +2.9% 0.67% +0.14
AMD Advanced Micro Devices Add +0.6% 0.56% +0.12
VGSH Vanguard Short-Term Treasury Add +39.3% 0.47% +0.12
JNJ Johnson & Johnson Add +4.1% 1.17% +0.11
AVGO Broadcom Inc. Add +3.8% 3.20% +0.11
GILD Gilead Sciences Inc. Add +5.1% 1.13% +0.11
MRK Merck & Co. Inc. New 0.09% +0.09
LLY Eli Lilly & Co. New 0.08% +0.08
LMT Lockheed Martin Corp. New 0.08% +0.08
BAC Bank of America Corp. Add +34.7% 0.28% +0.08
TSM Taiwan Semiconductor-SP ADR New 0.07% +0.07
VTV Vanguard Mrngstr Val ETF-Aui Add +45.3% 0.25% +0.07
IBM Intl Business Machines Corp. Add +4.5% 1.73% +0.07
NEE Nextera Energy Inc. Add +12.8% 0.56% +0.07
AAPL Apple Inc. Add +0.1% 4.21% +0.07
VHT Vanguard Health Care ETF Add +8.8% 0.34% +0.04
CAT Caterpillar Inc. Add +0.1% 0.35% +0.04
AGNC AGNC Investment Corp. New 0.04% +0.04
VOO Vanguard S&P 500 ETF Add +17.6% 0.34% +0.04
VGLT Vanguard Long-Term Treasury Add +23.7% 0.28% +0.04
MS Morgan Stanley Add +1.7% 0.46% +0.03
GS Goldman Sachs Group Inc. Add +2.5% 0.38% +0.03
TD Toronto-Dominion Bank Add +0.0% 0.22% +0.02
SPYM Ste STR SPDR PT S&P 500 ETF Add +6.1% 0.66% +0.02
JPM JPMorgan Chase & Co. Add +4.0% 2.01% +0.02
XLV SS Health Care Select Sector Add +0.3% 0.31% +0.02
CB Chubb Ltd. Add +1.1% 0.29% +0.02
PEP Pepsico Inc. Add +4.8% 0.68% +0.02
SCHF Schwab Intl Equity ETF Add +7.5% 0.28% +0.01
DGRO iShares Core Dividend Growth Add +5.9% 0.55% +0.01
CCJ Cameco Corp. Add +2.6% 0.22% +0.01
WMT Walmart Inc. Add +2.0% 0.21% +0.01
QQQM Invesco Nasdaq 100 ETF Add +4.4% 0.61% +0.01
VGIT Vanguard Intermediate-Term T Add +5.7% 2.44% +0.01
SPMD SS SPDR P S&P 400 Midcap ETF Add +5.8% 0.33% +0.01
PRU Prudential Financial Inc. Add +0.2% 0.16% +0.01
MDT Medtronic PLC Add +5.0% 0.70% +0.01
RTX RTX Corp. Add +0.2% 0.09% +0.00
SPSM SS SPDR P S&P 600 Small Cap Add +5.1% 0.32% +0.00
HOWL Werewolf Therapeutics Inc. New 0.00% +0.00
XOM Exxon Mobil Corp. Add +0.1% 0.09% +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