Ranch Capital Advisors Inc.

Name: Ranch Capital Advisors Inc. 13F holdings, Q1 2026
Creator: Ranch Capital Advisors Inc.
Published: 2026-05-06

Q2 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

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%
NVG Nuveen Amt-FR Muni CRDT	0.19%	42,652	$526K	Add +0.5%
TXN Texas Instruments Inc.	0.18%	2,567	$498K	Reduce -4.5%
AEP American Electric Power	0.18%	3,779	$495K	No change
MO Altria Group Inc.	0.17%	7,057	$468K	Add +0.1%
UNH Unitedhealth Group Inc.	0.17%	1,723	$466K	Add +0.5%
KTOS Kratos Defense & Security	0.17%	6,553	$462K	Add +5.1%
MCD McDonald's Corp.	0.16%	1,439	$447K	Add +3.8%
IYW iShares Ustechnology ETF	0.16%	2,400	$435K	No change
PFF iShares Preferred & Income S	0.15%	13,436	$407K	Add +6.2%
XLY SS Consumer Disc Select Sect	0.15%	3,720	$405K	Reduce -20.1%
COF Capital One Financial Corp.	0.14%	2,174	$397K	No change
CINF Cincinnati Financial Corp.	0.14%	2,505	$397K	No change
WM Waste Management Inc.	0.14%	1,716	$394K	Reduce -0.5%
NTR Nutrien Ltd.	0.14%	4,942	$375K	New
PRU Prudential Financial Inc.	0.14%	3,803	$372K	Add +0.3%
VXUS Vanguard Total Intl Stock	0.13%	4,759	$367K	New
GNRC Generac Holdings Inc.	0.13%	1,830	$357K	New
DLR Digital Realty Trust Inc.	0.13%	1,976	$356K	Add +0.1%
GLD SPDR Gold Shares	0.13%	822	$354K	Reduce -5.8%
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND	0.13%	760	$352K	No change
BMY Bristol-Myers Squibb Co.	0.13%	5,726	$347K	No change
TLT iShares 20+ Year Treasury BD	0.12%	3,940	$342K	Add +3.5%
IBIT iShares Bitcoin Trust ETF	0.12%	8,764	$337K	Reduce -17.3%
GDX Vaneck Gold Miners ETF	0.12%	3,664	$336K	Reduce -30.5%
XOM Exxon Mobil Corp.	0.12%	1,977	$335K	Add +0.1%
HACK Amplify Cybersecurity ETF	0.11%	4,165	$313K	Reduce -27.9%
DHS Wisdomtree US High Dividend	0.11%	2,859	$312K	Add +0.4%
DBEF Xtrackers MSCI Eafe Hedged E	0.11%	6,000	$296K	No change
MRK Merck & Co. Inc.	0.11%	2,404	$290K	Reduce -0.0%
IVV iShares Core S&P 500 ETF	0.10%	431	$282K	Reduce -8.9%
EWJ iShares MSCI Japan ETF	0.10%	3,286	$278K	Add +2.2%
NZF Nuveen Municipal Credit Inc.	0.10%	22,602	$275K	Reduce -5.3%
VPU Vanguard Utilities ETF	0.10%	1,383	$274K	New
MHD BlackRock Muniholdings Fund	0.10%	23,814	$269K	New
MQY BlackRock Muniyield Quality	0.10%	24,074	$264K	New
SOFI Sofi Technologies Inc.	0.10%	16,484	$262K	Add +2.7%
LMT Lockheed Martin Corp.	0.09%	430	$260K	Add +0.2%
FXI iShares China Large-Cap ETF	0.09%	7,129	$256K	Reduce -21.6%
EMR Emerson Electric Co.	0.09%	1,925	$252K	Add +0.1%
WPM Wheaton Precious Metals Corp.	0.09%	1,908	$250K	No change
RTX RTX Corp.	0.09%	1,287	$248K	Add +0.1%
ETN Eaton Corp. PLC	0.09%	661	$236K	Add +0.1%
OKE Oneok Inc.	0.09%	2,572	$232K	New
TSM Taiwan Semiconductor-SP ADR	0.08%	660	$223K	Add +0.1%
ADSK Autodesk Inc.	0.08%	910	$218K	No change
VGT Vanguard Info Tech ETF	0.08%	303	$212K	No change
GLW Corning Inc.	0.08%	1,536	$209K	New
TMO Thermo Fisher Scientific Inc.	0.08%	419	$206K	No change
SDY SS SPDR S&P Dividend ETF	0.07%	1,385	$202K	New
DSM BNYM Strat Muni BND filed as BNY MELLON STRATEGIC MUN BD	0.06%	29,222	$176K	Add +0.2%
NMZ Nuveen Muni Hi Inc. Opport	0.06%	15,048	$156K	Add +2.0%
AGNC AGNC Investment Corp.	0.04%	11,266	$113K	Add +2.8%
HOWL Werewolf Therapeutics Inc.	0.00%	12,000	$10K	No change

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