Ranch Capital Advisors Inc.

Name: Ranch Capital Advisors Inc. 13F holdings, Q2 2026
Creator: Ranch Capital Advisors Inc.
Published: 2026-08-03

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

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 3, 2026), Ranch Capital Advisors Inc. reported 157 stock positions worth $315.7 million. Its top holding was SS SPDR BB 1-3M T-Bill ETF (BIL) at 5.1% of the portfolio, followed by Apple (AAPL, 3.9%) and Nvidia (NVDA, 3.4%). Compared with Q1 2026, it opened 8 new positions, sold out of 4, added to 118 and reduced 19. The biggest buy was Advanced Micro Devices (AMD, shares +5%) and the biggest sale an exit from Medtronic (MDT).

Most Recent 13F: Q2 2026
Location: SARASOTA, FL
CIK: 0001793269
Portfolio Value: $315.7M (Q2 2026)
SEC Filing: 0001793269-26-000003 ↗ filed Aug 3, 2026

Holdings Value

Holdings 157 stocks · $315.7M


BIL SS SPDR BB 1-3M T-Bill ETF	5.09%	175,487	$16.1M	Add +5.7%
AAPL Apple Inc.	3.92%	42,763	$12.4M	Add +1.5%
NVDA Nvidia Corp.	3.35%	52,929	$10.6M	Add +0.8%
AVGO Broadcom Inc.	3.30%	27,541	$10.4M	Add +8.1%
VIG Vanguard Dividend Apprec ETF	3.00%	40,047	$9.5M	Add +4.5%
VYM Vanguard High DVD Yield ETF	2.89%	57,830	$9.1M	Add +1.5%
VGIT Vanguard Intermediate-Term T	2.30%	123,116	$7.3M	Add +8.7%
CSCO Cisco Systems Inc.	2.13%	57,172	$6.7M	Add +7.8%
MSFT Microsoft Corp.	2.09%	17,680	$6.6M	Add +0.3%
JPM JPMorgan Chase & Co.	1.96%	18,859	$6.2M	Add +8.3%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL	1.71%	42,611	$5.4M	Add +8.6%
CAH Cardinal Health Inc.	1.71%	22,732	$5.4M	Add +8.3%
TLH iShares 10-20 Year Treasury	1.62%	50,841	$5.1M	Add +2.7%
C Citigroup Inc.	1.61%	36,258	$5.1M	Add +10.0%
GOOGL Alphabet Inc. Class A	1.60%	14,162	$5.1M	Add +2.4%
SPY SS SPDR S&P 500 ETF Trust-US	1.59%	6,698	$5.0M	Add +4.4%
TDIV FT Nasdaq Tech DVD Index FD	1.59%	43,584	$5.0M	Add +0.6%
DIVO Amplify CWP Enhan Divid ETF	1.46%	100,935	$4.6M	Add +6.3%
CMI Cummins Inc.	1.46%	6,441	$4.6M	Add +6.9%
JNJ Johnson & Johnson	1.40%	17,434	$4.4M	Add +9.4%
AMGN Amgen Inc.	1.39%	12,108	$4.4M	Add +10.8%
AMD Advanced Micro Devices	1.39%	7,544	$4.4M	Add +5.0%
VZ Verizon Communications Inc.	1.30%	96,936	$4.1M	Add +7.4%
ABBV Abbvie Inc.	1.28%	16,101	$4.1M	Add +8.2%
XLK SS Technology Select Sector	1.28%	21,175	$4.0M	Reduce -0.1%
T AT&T Inc.	1.27%	193,846	$4.0M	Add +8.3%
TSLA Tesla Inc.	1.25%	9,358	$3.9M	Add +2.5%
ETR Entergy Corp.	1.25%	34,258	$3.9M	Add +10.3%
XLU St Sr Utl SL SE SPDR ETF-Usd	1.21%	84,141	$3.8M	Add +4.8%
PG The Procter & Gamble Co.	1.19%	25,580	$3.8M	Add +0.7%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	1.18%	13,231	$3.7M	Add +6.3%
GILD Gilead Sciences Inc.	1.17%	29,324	$3.7M	Add +11.2%
AMZN Amazon.com Inc.	1.01%	13,406	$3.2M	Add +7.0%
EVRG Evergy Inc.	0.99%	36,282	$3.1M	Add +11.3%
SO The Southern Co.	0.99%	32,764	$3.1M	Add +8.7%
DUK Duke Energy Corp.	0.99%	24,627	$3.1M	Add +9.3%
BX Blackstone Inc.	0.94%	25,264	$3.0M	Add +4.0%
GD General Dynamics Corp.	0.88%	7,825	$2.8M	Add +11.9%
CVX Chevron Corp.	0.87%	16,504	$2.7M	Add +7.7%
XLP SS Consumer Staples Sel Sect	0.84%	32,085	$2.7M	Add +10.4%
TGT Target Corp.	0.84%	20,315	$2.7M	Add +9.6%
AFL Aflac Inc.	0.83%	22,306	$2.6M	Add +0.6%
UPS United Parcel Service Class B	0.78%	22,850	$2.5M	Add +11.4%
GOOG Alphabet Inc. Class C	0.77%	6,842	$2.4M	Add +14.1%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	0.75%	29,672	$2.4M	Add +8.8%
VRP Invesco Variable Rate Prefer	0.72%	93,020	$2.3M	Add +1.3%
ADM Archer-Daniels-Midland Co.	0.71%	29,192	$2.2M	New
QQQM Invesco Nasdaq 100 ETF	0.71%	7,347	$2.2M	Add +3.9%
SPYM Ste STR SPDR PT S&P 500 ETF	0.68%	24,466	$2.2M	Add +5.9%
GTY Getty Realty Corp.	0.68%	63,452	$2.1M	Add +14.7%
PLD Prologis Inc.	0.65%	15,226	$2.1M	Add +11.7%
VCLT Vanguard Long-Term Corp. Bond	0.65%	27,363	$2.1M	Add +1.7%
PFE Pfizer Inc.	0.65%	85,339	$2.1M	Add +9.4%
PEP Pepsico Inc.	0.64%	15,007	$2.0M	Add +9.9%
VGSH Vanguard Short-Term Treasury	0.64%	34,544	$2.0M	Add +57.2%
IP International Paper Co.	0.61%	50,165	$1.9M	Add +9.6%
PAYX Paychex Inc.	0.60%	19,124	$1.9M	Add +13.7%
XLRE SS Real Estate Select Sector	0.59%	42,104	$1.9M	Add +32.2%
DGRO iShares Core Dividend Growth	0.57%	23,555	$1.8M	Add +5.8%
NEE Nextera Energy Inc.	0.56%	20,179	$1.8M	Add +4.8%
CAT Caterpillar Inc.	0.53%	1,577	$1.7M	Reduce -2.1%
VB Vanguard Most SM-Cap ETF-Usd	0.51%	5,328	$1.6M	Add +18.7%
MS Morgan Stanley	0.50%	7,571	$1.6M	Add +6.3%
URI United Rentals Inc.	0.49%	1,375	$1.6M	Add +9.1%
PM Philip Morris International	0.46%	8,059	$1.5M	Add +0.1%
GS Goldman Sachs Group Inc.	0.43%	1,356	$1.4M	Add +13.3%
XLF SS Financial Select Sector	0.40%	23,799	$1.3M	Reduce -0.1%
HD Home Depot Inc.	0.39%	3,459	$1.2M	Add +1.1%
EPD Enterprise Products Partners	0.38%	32,653	$1.2M	Add +0.4%
SPSM SS SPDR P S&P 600 Small Cap	0.37%	20,122	$1.2M	Add +4.7%
SPMD SS SPDR P S&P 400 Midcap ETF	0.36%	16,728	$1.1M	Add +5.2%
VOO Vanguard S&P 500 ETF	0.35%	1,626	$1.1M	Add +10.0%
SMH Vaneck Semiconductor ETF	0.35%	1,689	$1.1M	Add +4.5%
VHT Vanguard Health Care ETF	0.31%	3,247	$971K	Add +0.0%
QQQ Invesco QQQ Trust Series 1	0.30%	1,298	$957K	Reduce -0.5%
COST Costco Wholesale Corp.	0.30%	999	$935K	Add +11.4%
SCHF Schwab Intl Equity ETF	0.29%	33,473	$927K	Add +5.3%
CB Chubb Ltd.	0.29%	2,679	$915K	Add +4.7%
BAC Bank of America Corp.	0.28%	15,648	$892K	Add +11.0%
UNP Union Pacific Corp.	0.27%	3,080	$838K	Add +2.8%
BIZD Vaneck BDC Income ETF	0.26%	65,210	$826K	Add +2.2%
QCOM Qualcomm Inc.	0.26%	4,409	$815K	Add +0.1%
IBDR iShares Ibonds Dec 2026 Term	0.26%	33,379	$809K	Add +1.5%
UNH Unitedhealth Group Inc.	0.26%	1,941	$807K	Add +12.7%
VGLT Vanguard Long-Term Treasury	0.25%	14,471	$799K	Reduce -0.3%
TD Toronto-Dominion Bank	0.25%	6,416	$779K	Add +0.0%
COWZ Pacer US Cash Cows 100 ETF	0.24%	12,325	$767K	Add +33.1%
META Meta Platforms Inc. Class A	0.24%	1,353	$762K	Reduce -0.1%
CCJ Cameco Corp.	0.24%	7,406	$754K	Add +9.6%
VDC Vanguard Consumer Staple ETF	0.24%	3,322	$749K	No change
TXN Texas Instruments Inc.	0.23%	2,464	$735K	Reduce -4.0%
VTV Vanguard Mrngstr Val ETF-Aui	0.23%	3,279	$715K	Reduce -5.6%
AXP American Express Co.	0.22%	2,058	$696K	Add +0.1%
BABA Alibaba Group Holding-SP ADR	0.21%	6,933	$670K	Add +12.9%
KO The Coca-Cola Co.	0.20%	7,860	$643K	Add +0.4%
GNRC Generac Holdings Inc.	0.20%	2,190	$641K	Add +19.7%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.20%	7,814	$630K	Add +0.6%
HACK Amplify Cybersecurity ETF	0.20%	5,973	$627K	Add +43.4%
IYW iShares Ustechnology ETF	0.19%	2,400	$605K	No change
BRK.B Berkshire Hathaway Inc. Class B	0.19%	1,168	$584K	Reduce -10.7%
WMT Walmart Inc.	0.18%	5,056	$573K	Add +0.2%
MA Mastercard Inc. Class A	0.17%	1,042	$535K	Reduce -1.6%
AEP American Electric Power	0.17%	3,879	$531K	Add +2.6%
NVG Nuveen Amt-FR Muni CRDT	0.17%	40,681	$521K	Reduce -4.6%
MO Altria Group Inc.	0.16%	7,063	$511K	Add +0.1%
ABT Abbott Laboratories	0.15%	5,140	$466K	Add +0.1%
CINF Cincinnati Financial Corp.	0.15%	2,505	$466K	No change
XLY SS Consumer Disc Select Sect	0.14%	3,892	$456K	Add +4.6%
COF Capital One Financial Corp.	0.14%	2,164	$434K	Reduce -0.5%
VXUS Vanguard Total Intl Stock	0.13%	4,956	$424K	Add +4.1%
INTC Intel Corp.	0.13%	3,001	$419K	New
PRU Prudential Financial Inc.	0.13%	3,812	$411K	Add +0.2%
PFF iShares Preferred & Income S	0.13%	13,280	$405K	Reduce -1.2%
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND	0.13%	769	$402K	Add +1.2%
GLW Corning Inc.	0.12%	1,536	$392K	No change
MCD McDonald's Corp.	0.12%	1,440	$389K	Add +0.1%
WM Waste Management Inc.	0.12%	1,718	$383K	Add +0.1%
NTR Nutrien Ltd.	0.12%	5,920	$375K	Add +19.8%
FXI iShares China Large-Cap ETF	0.12%	11,683	$369K	Add +63.9%
KTOS Kratos Defense & Security	0.12%	7,393	$369K	Add +12.8%
DLR Digital Realty Trust Inc.	0.11%	1,977	$355K	Add +0.1%
TLT iShares 20+ Year Treasury BD	0.11%	3,974	$343K	Add +0.9%
VUG Vanguard Mrngstar GR ETF-Sui	0.11%	3,901	$336K	New
BMY Bristol-Myers Squibb Co.	0.10%	5,727	$330K	Add +0.0%
DBEF Xtrackers MSCI Eafe Hedged E	0.10%	6,000	$328K	No change
DHS Wisdomtree US High Dividend	0.10%	2,875	$327K	Add +0.6%
IVV iShares Core S&P 500 ETF	0.10%	432	$324K	Add +0.2%
EWJ iShares MSCI Japan ETF	0.10%	3,467	$323K	Add +5.5%
TSM Taiwan Semiconductor-SP ADR	0.10%	660	$315K	No change
MRK Merck & Co. Inc.	0.10%	2,404	$310K	No change
VGT Vanguard Info Tech ETF	0.09%	2,427	$290K	Add +0.1%
NZF Nuveen Municipal Credit Inc.	0.09%	22,626	$287K	Add +0.1%
GLD SPDR Gold Shares	0.09%	772	$284K	Reduce -6.1%
MHD BlackRock Muniholdings Fund	0.09%	23,889	$284K	Add +0.3%
ETN Eaton Corp. PLC	0.09%	662	$282K	Add +0.1%
XOM Exxon Mobil Corp.	0.09%	2,048	$280K	Add +3.6%
MQY BlackRock Muniyield Quality	0.09%	24,130	$280K	Add +0.2%
RTX RTX Corp.	0.09%	1,464	$278K	Add +13.8%
EMR Emerson Electric Co.	0.09%	1,925	$276K	No change
VPU Vanguard Utilities ETF	0.09%	1,387	$272K	Add +0.3%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV	0.09%	135	$269K	New
IBIT iShares Bitcoin Trust ETF	0.08%	7,998	$266K	Reduce -8.7%
GDX Vaneck Gold Miners ETF	0.08%	3,464	$261K	Reduce -5.5%
LLY Eli Lilly & Co.	0.08%	203	$244K	New
KLAC KLA Corp.	0.07%	760	$229K	New
OKE Oneok Inc.	0.07%	2,573	$224K	Add +0.0%
LMT Lockheed Martin Corp.	0.07%	430	$219K	No change
WPM Wheaton Precious Metals Corp.	0.07%	1,908	$214K	No change
NFLX Netflix Inc.	0.07%	2,959	$211K	Reduce -66.8%
TMO Thermo Fisher Scientific Inc.	0.07%	419	$210K	No change
DHR Danaher Corp.	0.07%	1,102	$210K	New
SDY SS SPDR S&P Dividend ETF	0.06%	1,336	$203K	Reduce -3.5%
MPLX MPLX LP	0.06%	3,594	$202K	New
DSM BNYM Strat Muni BND filed as BNY MELLON STRATEGIC MUN BD	0.06%	29,295	$180K	Add +0.3%
NMZ Nuveen Muni Hi Inc. Opport	0.05%	15,048	$159K	No change
AGNC AGNC Investment Corp.	0.04%	11,432	$125K	Add +1.5%
HOWL Werewolf Therapeutics Inc.	0.00%	11,000	$4K	Reduce -8.3%

Portfolio Sells Q1 2026 → Q2 2026


MDT Medtronic PLC	Sold out	0.00%	−0.65
XLV SS Health Care Select Sector	Sold out	0.00%	−0.37
NFLX Netflix Inc.	Reduce -66.8%	0.07%	−0.25
SOFI Sofi Technologies Inc.	Sold out	0.00%	−0.10
ADSK Autodesk Inc.	Sold out	0.00%	−0.08
BRK.B Berkshire Hathaway Inc. Class B	Reduce -10.7%	0.19%	−0.04
META Meta Platforms Inc. Class A	Reduce -0.1%	0.24%	−0.04
VGLT Vanguard Long-Term Treasury	Reduce -0.3%	0.25%	−0.04
GDX Vaneck Gold Miners ETF	Reduce -5.5%	0.08%	−0.04
GLD SPDR Gold Shares	Reduce -6.1%	0.09%	−0.04
IBIT iShares Bitcoin Trust ETF	Reduce -8.7%	0.08%	−0.04
NVG Nuveen Amt-FR Muni CRDT	Reduce -4.6%	0.17%	−0.03
XLF SS Financial Select Sector	Reduce -0.1%	0.40%	−0.03
MA Mastercard Inc. Class A	Reduce -1.6%	0.17%	−0.02
VTV Vanguard Mrngstr Val ETF-Aui	Reduce -5.6%	0.23%	−0.02
PFF iShares Preferred & Income S	Reduce -1.2%	0.13%	−0.02
SDY SS SPDR S&P Dividend ETF	Reduce -3.5%	0.06%	−0.01
COF Capital One Financial Corp.	Reduce -0.5%	0.14%	−0.01
HOWL Werewolf Therapeutics Inc.	Reduce -8.3%	0.00%	−0.00
QQQ Invesco QQQ Trust Series 1	Reduce -0.5%	0.30%	+0.03
TXN Texas Instruments Inc.	Reduce -4.0%	0.23%	+0.05
CAT Caterpillar Inc.	Reduce -2.1%	0.53%	+0.11
XLK SS Technology Select Sector	Reduce -0.1%	1.28%	+0.25

Portfolio Buys Q1 2026 → Q2 2026


AMD Advanced Micro Devices	Add +5.0%	1.39%	+0.85
ADM Archer-Daniels-Midland Co.	New	0.71%	+0.71
CSCO Cisco Systems Inc.	Add +7.8%	2.13%	+0.62
AVGO Broadcom Inc.	Add +8.1%	3.30%	+0.41
CMI Cummins Inc.	Add +6.9%	1.46%	+0.27
C Citigroup Inc.	Add +10.0%	1.61%	+0.24
IRM Iron Mountain Inc.	Add +8.6%	1.71%	+0.24
VGSH Vanguard Short-Term Treasury	Add +57.2%	0.64%	+0.17
URI United Rentals Inc.	Add +9.1%	0.49%	+0.16
GOOGL Alphabet Inc. Class A	Add +2.4%	1.60%	+0.15
GOOG Alphabet Inc. Class C	Add +14.1%	0.77%	+0.14
INTC Intel Corp.	New	0.13%	+0.13
SMH Vaneck Semiconductor ETF	Add +4.5%	0.35%	+0.12
XLRE SS Real Estate Select Sector	Add +32.2%	0.59%	+0.11
VUG Vanguard Mrngstar GR ETF-Sui	New	0.11%	+0.11
TDIV FT Nasdaq Tech DVD Index FD	Add +0.6%	1.59%	+0.10
ABBV Abbvie Inc.	Add +8.2%	1.28%	+0.10
QQQM Invesco Nasdaq 100 ETF	Add +3.9%	0.71%	+0.09
CAH Cardinal Health Inc.	Add +8.3%	1.71%	+0.09
UNH Unitedhealth Group Inc.	Add +12.7%	0.26%	+0.09
ASML ASML Holding NV-NY Reg SHS	New	0.09%	+0.09
HACK Amplify Cybersecurity ETF	Add +43.4%	0.20%	+0.08
JPM JPMorgan Chase & Co.	Add +8.3%	1.96%	+0.08
VB Vanguard Most SM-Cap ETF-Usd	Add +18.7%	0.51%	+0.08
LLY Eli Lilly & Co.	New	0.08%	+0.08
IBM Intl Business Machines Corp.	Add +6.3%	1.18%	+0.08
KLAC KLA Corp.	New	0.07%	+0.07
MS Morgan Stanley	Add +6.3%	0.50%	+0.07
GNRC Generac Holdings Inc.	Add +19.7%	0.20%	+0.07
DHR Danaher Corp.	New	0.07%	+0.07
GS Goldman Sachs Group Inc.	Add +13.3%	0.43%	+0.06
MPLX MPLX LP	New	0.06%	+0.06
SPY SS SPDR S&P 500 ETF Trust-US	Add +4.4%	1.59%	+0.06
AMZN Amazon.com Inc.	Add +7.0%	1.01%	+0.06
QCOM Qualcomm Inc.	Add +0.1%	0.26%	+0.05
UPS United Parcel Service Class B	Add +11.4%	0.78%	+0.04
SPYM Ste STR SPDR PT S&P 500 ETF	Add +5.9%	0.68%	+0.03
BAC Bank of America Corp.	Add +11.0%	0.28%	+0.03
COWZ Pacer US Cash Cows 100 ETF	Add +33.1%	0.24%	+0.03
VOO Vanguard S&P 500 ETF	Add +10.0%	0.35%	+0.03
PAYX Paychex Inc.	Add +13.7%	0.60%	+0.03
SPSM SS SPDR P S&P 600 Small Cap	Add +4.7%	0.37%	+0.03
TD Toronto-Dominion Bank	Add +0.0%	0.25%	+0.03
GTY Getty Realty Corp.	Add +14.7%	0.68%	+0.03
FXI iShares China Large-Cap ETF	Add +63.9%	0.12%	+0.02
TGT Target Corp.	Add +9.6%	0.84%	+0.02
EVRG Evergy Inc.	Add +11.3%	0.99%	+0.02
VGT Vanguard Info Tech ETF	Add +0.1%	0.09%	+0.01
SPMD SS SPDR P S&P 400 Midcap ETF	Add +5.2%	0.36%	+0.01
AAPL Apple Inc.	Add +1.5%	3.92%	+0.01

Options Activity Q1 2026 → Q2 2026


STATE STR SPDR S&P 500 ETF T	put	Sold out	7,000	$3.2Mbefore exit

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