Ranch Capital Advisors Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 6, 2026), Ranch Capital Advisors Inc. reported 153 stock positions worth $273.5 million. Its top holding was SS SPDR BB 1-3M T-Bill ETF (BIL) at 5.6% of the portfolio, followed by Apple (AAPL, 3.9%) and Nvidia (NVDA, 3.3%). Compared with Q4 2025, it opened 10 new positions, sold out of 10, added to 102 and reduced 26. The biggest buy was a new position in Getty Realty (GTY) and the biggest sale Intl Business Machines (IBM, shares −22%).
- Most Recent 13F
- Q2 2026
- Location
- SARASOTA, FL
- CIK
- 0001793269
- Portfolio Value
- $273.5M (Q1 2026)
- SEC Filing
- 0001793269-26-000002 ↗ filed May 6, 2026
Holdings Value
Holdings 153 stocks · $273.5M
| BIL SS SPDR BB 1-3M T-Bill ETF | 5.57% | 166,107 | $15.2M | Reduce -5.0% |
| AAPL Apple Inc. | 3.91% | 42,115 | $10.7M | Add +0.1% |
| NVDA Nvidia Corp. | 3.35% | 52,494 | $9.2M | Reduce -0.4% |
| VYM Vanguard High DVD Yield ETF | 3.08% | 56,975 | $8.4M | Add +3.0% |
| VIG Vanguard Dividend Apprec ETF | 3.01% | 38,329 | $8.2M | Add +0.6% |
| AVGO Broadcom Inc. | 2.88% | 25,489 | $7.9M | Add +1.4% |
| VGIT Vanguard Intermediate-Term T | 2.47% | 113,241 | $6.7M | Add +2.4% |
| MSFT Microsoft Corp. | 2.38% | 17,620 | $6.5M | Add +0.8% |
| T AT&T Inc. | 1.90% | 178,997 | $5.2M | Add +9.1% |
| JPM JPMorgan Chase & Co. | 1.87% | 17,412 | $5.1M | Add +2.9% |
| TLH iShares 10-20 Year Treasury | 1.82% | 49,499 | $5.0M | Add +1.1% |
| VZ Verizon Communications Inc. | 1.66% | 90,225 | $4.5M | Add +18.1% |
| CAH Cardinal Health Inc. | 1.62% | 20,997 | $4.4M | Add +2.1% |
| DIVO Amplify CWP Enhan Divid ETF | 1.56% | 94,996 | $4.3M | Add +3.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.53% | 6,413 | $4.2M | Reduce -0.0% |
| CSCO Cisco Systems Inc. | 1.50% | 53,010 | $4.1M | Add +2.3% |
| TDIV FT Nasdaq Tech DVD Index FD | 1.48% | 43,307 | $4.1M | Add +0.9% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 1.47% | 39,233 | $4.0M | Add +4.2% |
| GOOGL Alphabet Inc. Class A | 1.45% | 13,825 | $4.0M | Add +0.0% |
| JNJ Johnson & Johnson | 1.42% | 15,940 | $3.9M | Add +3.7% |
| AMGN Amgen Inc. | 1.41% | 10,928 | $3.8M | Add +5.0% |
| C Citigroup Inc. | 1.37% | 32,965 | $3.7M | Add +1.1% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.35% | 80,252 | $3.7M | Add +1.6% |
| GILD Gilead Sciences Inc. | 1.34% | 26,374 | $3.7M | Add +5.8% |
| PG The Procter & Gamble Co. | 1.34% | 25,409 | $3.7M | Reduce -0.6% |
| ETR Entergy Corp. | 1.28% | 31,046 | $3.5M | Add +0.3% |
| TSLA Tesla Inc. | 1.24% | 9,131 | $3.4M | Add +0.3% |
| CMI Cummins Inc. | 1.19% | 6,026 | $3.2M | Reduce -0.9% |
| ABBV Abbvie Inc. | 1.18% | 14,888 | $3.2M | Add +37.0% |
| CVX Chevron Corp. | 1.16% | 15,324 | $3.2M | Add +0.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.10% | 12,448 | $3.0M | Reduce -21.6% |
| DUK Duke Energy Corp. | 1.08% | 22,530 | $3.0M | Add +7.7% |
| SO The Southern Co. | 1.06% | 30,143 | $2.9M | Add +6.7% |
| XLK SS Technology Select Sector | 1.03% | 21,188 | $2.8M | Reduce -3.7% |
| BX Blackstone Inc. | 1.02% | 24,291 | $2.8M | Add +0.1% |
| EVRG Evergy Inc. | 0.98% | 32,594 | $2.7M | Add +4.5% |
| AMZN Amazon.com Inc. | 0.95% | 12,534 | $2.6M | Add +0.9% |
| AFL Aflac Inc. | 0.89% | 22,172 | $2.4M | Reduce -4.1% |
| GD General Dynamics Corp. | 0.88% | 6,991 | $2.4M | Add +7.4% |
| XLP SS Consumer Staples Sel Sect | 0.87% | 29,070 | $2.4M | Add +14.9% |
| TGT Target Corp. | 0.82% | 18,529 | $2.2M | Add +8.2% |
| VRP Invesco Variable Rate Prefer | 0.80% | 91,805 | $2.2M | Add +5.0% |
| PFE Pfizer Inc. | 0.80% | 77,996 | $2.2M | Add +5.4% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.79% | 27,260 | $2.2M | Add +2.4% |
| PEP Pepsico Inc. | 0.78% | 13,659 | $2.1M | Add +6.8% |
| UPS United Parcel Service Class B | 0.74% | 20,505 | $2.0M | Add +11.9% |
| VCLT Vanguard Long-Term Corp. Bond | 0.73% | 26,906 | $2.0M | Add +4.2% |
| PLD Prologis Inc. | 0.66% | 13,627 | $1.8M | Add +5.0% |
| NEE Nextera Energy Inc. | 0.65% | 19,261 | $1.8M | Add +1.6% |
| GTY Getty Realty Corp. | 0.65% | 55,314 | $1.8M | New |
| MDT Medtronic PLC | 0.65% | 20,381 | $1.8M | Add +3.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.65% | 23,102 | $1.8M | Add +3.9% |
| GOOG Alphabet Inc. Class C | 0.63% | 5,999 | $1.7M | Add +4.2% |
| QQQM Invesco Nasdaq 100 ETF | 0.61% | 7,069 | $1.7M | Add +7.0% |
| IP International Paper Co. | 0.60% | 45,785 | $1.6M | Add +0.8% |
| DGRO iShares Core Dividend Growth | 0.57% | 22,274 | $1.6M | Add +3.4% |
| PAYX Paychex Inc. | 0.57% | 16,816 | $1.5M | Add +2.1% |
| AMD Advanced Micro Devices | 0.53% | 7,186 | $1.5M | Add +0.9% |
| PM Philip Morris International | 0.49% | 8,054 | $1.3M | Add +0.1% |
| XLRE SS Real Estate Select Sector | 0.48% | 31,845 | $1.3M | Add +3.9% |
| VGSH Vanguard Short-Term Treasury | 0.47% | 21,973 | $1.3M | Add +0.6% |
| EPD Enterprise Products Partners | 0.45% | 32,537 | $1.2M | Add +0.7% |
| XLF SS Financial Select Sector | 0.43% | 23,811 | $1.2M | Reduce -0.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.43% | 4,487 | $1.2M | Add +3.2% |
| MS Morgan Stanley | 0.43% | 7,123 | $1.2M | Add +0.5% |
| CAT Caterpillar Inc. | 0.42% | 1,611 | $1.1M | Reduce -3.1% |
| HD Home Depot Inc. | 0.41% | 3,423 | $1.1M | Add +17.8% |
| GS Goldman Sachs Group Inc. | 0.37% | 1,197 | $1.0M | Add +2.3% |
| XLV SS Health Care Select Sector | 0.37% | 6,858 | $1.0M | Add +26.4% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.34% | 15,898 | $942K | Add +3.7% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.34% | 19,218 | $929K | Add +2.1% |
| URI United Rentals Inc. | 0.34% | 1,260 | $918K | Add +2.4% |
| COST Costco Wholesale Corp. | 0.33% | 897 | $893K | Add +2.3% |
| VHT Vanguard Health Care ETF | 0.32% | 3,246 | $884K | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 0.32% | 1,478 | $883K | Add +0.1% |
| NFLX Netflix Inc. | 0.31% | 8,918 | $857K | Add +2.9% |
| CB Chubb Ltd. | 0.31% | 2,559 | $836K | Add +2.1% |
| BIZD Vaneck BDC Income ETF | 0.30% | 63,787 | $816K | Add +1.6% |
| VGLT Vanguard Long-Term Treasury | 0.29% | 14,512 | $803K | Add +4.9% |
| IBDR iShares Ibonds Dec 2026 Term | 0.29% | 32,887 | $797K | Add +6.5% |
| SCHF Schwab Intl Equity ETF | 0.29% | 31,792 | $787K | Add +1.7% |
| META Meta Platforms Inc. Class A | 0.28% | 1,354 | $775K | Reduce -7.1% |
| BABA Alibaba Group Holding-SP ADR | 0.28% | 6,143 | $771K | Add +0.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.28% | 1,304 | $753K | Reduce -1.2% |
| VDC Vanguard Consumer Staple ETF | 0.27% | 3,322 | $746K | No change |
| CCJ Cameco Corp. | 0.27% | 6,759 | $734K | Add +3.4% |
| UNP Union Pacific Corp. | 0.27% | 2,997 | $727K | Add +0.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.25% | 14,097 | $687K | Add +1.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.25% | 3,475 | $682K | Reduce -2.8% |
| WMT Walmart Inc. | 0.23% | 5,048 | $628K | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.23% | 1,308 | $627K | Reduce -3.0% |
| AXP American Express Co. | 0.23% | 2,057 | $622K | No change |
| SMH Vaneck Semiconductor ETF | 0.23% | 1,616 | $619K | Reduce -15.1% |
| KO The Coca-Cola Co. | 0.22% | 7,829 | $599K | No change |
| TD Toronto-Dominion Bank | 0.22% | 6,415 | $599K | Add +0.0% |
| COWZ Pacer US Cash Cows 100 ETF | 0.21% | 9,261 | $579K | Add +1.7% |
| QCOM Qualcomm Inc. | 0.21% | 4,406 | $567K | Add +0.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.20% | 1,941 | $557K | Add +2.0% |
| MA Mastercard Inc. Class A | 0.19% | 1,059 | $529K | Add +0.8% |
| ABT Abbott Laboratories | 0.19% | 5,137 | $527K | Add +0.0% |
Options reported separately and not counted above: STATE STR SPDR S&P 500 ETF T puts ($3.2M).
Portfolio Sells Q4 2025 → Q1 2026
| IBM Intl Business Machines Corp. | Reduce -21.6% | 1.10% | −0.63 |
| VTI VG Morningstar TS MKT ETF-US | Sold out | 0.00% | −0.54 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -5.0% | 5.57% | −0.32 |
| NVDA Nvidia Corp. | Reduce -0.4% | 3.35% | −0.27 |
| VMC Vulcan Materials Co. | Sold out | 0.00% | −0.16 |
| SYK Stryker Corp. | Sold out | 0.00% | −0.16 |
| XLK SS Technology Select Sector | Reduce -3.7% | 1.03% | −0.14 |
| EWY iShares MSCI South Korea ETF | Sold out | 0.00% | −0.12 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.09 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.0% | 1.53% | −0.09 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.08 |
| UL Unilever PLC-Sponsored ADR | Sold out | 0.00% | −0.08 |
| META Meta Platforms Inc. Class A | Reduce -7.1% | 0.28% | −0.07 |
| IBIT iShares Bitcoin Trust ETF | Reduce -17.3% | 0.12% | −0.07 |
| XMYDX BlackRock Muniyield Fund | Sold out | 0.00% | −0.06 |
| BLE BlackRock Muni Inc. TR II | Sold out | 0.00% | −0.06 |
| HACK Amplify Cybersecurity ETF | Reduce -27.9% | 0.11% | −0.06 |
| XLY SS Consumer Disc Select Sect | Reduce -20.1% | 0.15% | −0.06 |
| XLF SS Financial Select Sector | Reduce -0.7% | 0.43% | −0.05 |
| AFL Aflac Inc. | Reduce -4.1% | 0.89% | −0.05 |
| GDX Vaneck Gold Miners ETF | Reduce -30.5% | 0.12% | −0.04 |
| FXI iShares China Large-Cap ETF | Reduce -21.6% | 0.09% | −0.03 |
| SMH Vaneck Semiconductor ETF | Reduce -15.1% | 0.23% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.2% | 0.28% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.0% | 0.23% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -8.9% | 0.10% | −0.02 |
| NZF Nuveen Municipal Credit Inc. | Reduce -5.3% | 0.10% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -0.6% | 1.34% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -2.8% | 0.25% | −0.00 |
| GLD SPDR Gold Shares | Reduce -5.8% | 0.13% | +0.00 |
| WM Waste Management Inc. | Reduce -0.5% | 0.14% | +0.00 |
| TXN Texas Instruments Inc. | Reduce -4.5% | 0.18% | +0.01 |
| MRK Merck & Co. Inc. | Reduce -0.0% | 0.11% | +0.01 |
| CMI Cummins Inc. | Reduce -0.9% | 1.19% | +0.04 |
| CAT Caterpillar Inc. | Reduce -3.1% | 0.42% | +0.07 |
Portfolio Buys Q4 2025 → Q1 2026
| GTY Getty Realty Corp. | New | 0.65% | +0.65 |
| VZ Verizon Communications Inc. | Add +18.1% | 1.66% | +0.51 |
| T AT&T Inc. | Add +9.1% | 1.90% | +0.40 |
| IRM Iron Mountain Inc. | Add +4.2% | 1.47% | +0.32 |
| CVX Chevron Corp. | Add +0.9% | 1.16% | +0.31 |
| ABBV Abbvie Inc. | Add +37.0% | 1.18% | +0.27 |
| JNJ Johnson & Johnson | Add +3.7% | 1.42% | +0.25 |
| ETR Entergy Corp. | Add +0.3% | 1.28% | +0.22 |
| GILD Gilead Sciences Inc. | Add +5.8% | 1.34% | +0.22 |
| TGT Target Corp. | Add +8.2% | 0.82% | +0.21 |
| DUK Duke Energy Corp. | Add +7.7% | 1.08% | +0.18 |
| VYM Vanguard High DVD Yield ETF | Add +3.0% | 3.08% | +0.16 |
| SO The Southern Co. | Add +6.7% | 1.06% | +0.16 |
| AMGN Amgen Inc. | Add +5.0% | 1.41% | +0.15 |
| XLP SS Consumer Staples Sel Sect | Add +14.9% | 0.87% | +0.15 |
| EVRG Evergy Inc. | Add +4.5% | 0.98% | +0.14 |
| NTR Nutrien Ltd. | New | 0.14% | +0.14 |
| VXUS Vanguard Total Intl Stock | New | 0.13% | +0.13 |
| GNRC Generac Holdings Inc. | New | 0.13% | +0.13 |
| PFE Pfizer Inc. | Add +5.4% | 0.80% | +0.12 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +1.6% | 1.35% | +0.10 |
| VPU Vanguard Utilities ETF | New | 0.10% | +0.10 |
| MHD BlackRock Muniholdings Fund | New | 0.10% | +0.10 |
| MQY BlackRock Muniyield Quality | New | 0.10% | +0.10 |
| PEP Pepsico Inc. | Add +6.8% | 0.78% | +0.10 |
| NEE Nextera Energy Inc. | Add +1.6% | 0.65% | +0.09 |
| OKE Oneok Inc. | New | 0.09% | +0.09 |
| GLW Corning Inc. | New | 0.08% | +0.08 |
| SDY SS SPDR S&P Dividend ETF | New | 0.07% | +0.07 |
| GD General Dynamics Corp. | Add +7.4% | 0.88% | +0.07 |
| EPD Enterprise Products Partners | Add +0.7% | 0.45% | +0.07 |
| UPS United Parcel Service Class B | Add +11.9% | 0.74% | +0.07 |
| CAH Cardinal Health Inc. | Add +2.1% | 1.62% | +0.07 |
| XLV SS Health Care Select Sector | Add +26.4% | 0.37% | +0.06 |
| DIVO Amplify CWP Enhan Divid ETF | Add +3.6% | 1.56% | +0.06 |
| PLD Prologis Inc. | Add +5.0% | 0.66% | +0.05 |
| CCJ Cameco Corp. | Add +3.4% | 0.27% | +0.05 |
| COST Costco Wholesale Corp. | Add +2.3% | 0.33% | +0.05 |
| HD Home Depot Inc. | Add +17.8% | 0.41% | +0.04 |
| XOM Exxon Mobil Corp. | Add +0.1% | 0.12% | +0.04 |
| CSCO Cisco Systems Inc. | Add +2.3% | 1.50% | +0.03 |
| VGIT Vanguard Intermediate-Term T | Add +2.4% | 2.47% | +0.03 |
| WMT Walmart Inc. | Add +0.1% | 0.23% | +0.02 |
| VRP Invesco Variable Rate Prefer | Add +5.0% | 0.80% | +0.02 |
| DGRO iShares Core Dividend Growth | Add +3.4% | 0.57% | +0.02 |
| MO Altria Group Inc. | Add +0.1% | 0.17% | +0.02 |
| XLRE SS Real Estate Select Sector | Add +3.9% | 0.48% | +0.02 |
| LMT Lockheed Martin Corp. | Add +0.2% | 0.09% | +0.02 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +3.7% | 0.34% | +0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +3.2% | 0.43% | +0.02 |
Options Activity Q4 2025 → Q1 2026
| STATE STR SPDR S&P 500 ETF T | put | New | 7,000 | $3.2M |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
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 |