Rench Wealth Management, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Rench Wealth Management, Inc. reported 52 stock positions worth $316.0 million. Its top holding was Nvidia (NVDA) at 10.7% of the portfolio, followed by Microsoft (MSFT, 7.7%) and Apple (AAPL, 6.0%). Compared with Q1 2025, it opened 3 new positions, added to 39 and reduced 8. The biggest buy was Microchip Technology (MCHP, shares +8%) and the biggest sale Paychex (PAYX, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- DENTON, TX
- CIK
- 0001599016
- Portfolio Value
- $316.0M (Q2 2025)
- SEC Filing
- 0001599016-25-000004 ↗ filed Aug 13, 2025
Holdings Value
Holdings 52 stocks · $316.0M
| NVDA Nvidia Corp. | 10.71% | 214,191 | $33.8M | Reduce -1.4% |
| MSFT Microsoft Corp. | 7.70% | 48,927 | $24.3M | Reduce -0.6% |
| AAPL Apple Inc. | 6.03% | 92,913 | $19.1M | Add +0.5% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 5.01% | 49,475 | $15.8M | Add +0.6% |
| JPM JPMorgan Chase & Co. | 4.62% | 50,333 | $14.6M | Reduce -0.1% |
| AMZN Amazon.com Inc. | 3.69% | 53,159 | $11.7M | Add +1.2% |
| GOOG Alphabet Inc. Class C | 3.23% | 57,561 | $10.2M | Add +2.5% |
| ABT Abbott Laboratories | 2.90% | 67,480 | $9.2M | Reduce -1.4% |
| PG The Procter & Gamble Co. | 2.80% | 55,634 | $8.9M | Add +0.6% |
| JNJ Johnson & Johnson | 2.73% | 56,434 | $8.6M | Add +0.7% |
| ISRG Intuitive Surgical Inc. | 2.57% | 14,968 | $8.1M | Add +1.3% |
| LRCX Lam Research Corp. | 2.56% | 83,015 | $8.1M | Add +0.4% |
| PAYX Paychex Inc. | 2.54% | 55,256 | $8.0M | Reduce -0.2% |
| COST Costco Wholesale Corp. | 2.40% | 7,651 | $7.6M | Add +1.8% |
| LHX L3HARRIS Technologies Inc. | 2.30% | 28,990 | $7.3M | Add +0.2% |
| FAST Fastenal Co. | 2.20% | 165,237 | $6.9M | Add +1.4% |
| MA Mastercard Inc. Class A | 2.18% | 12,268 | $6.9M | Add +1.2% |
| INTU Intuit Inc. | 2.04% | 8,197 | $6.5M | Add +6.7% |
| RSG Republic Services Inc. | 2.02% | 25,921 | $6.4M | Add +2.5% |
| MCHP Microchip Technology Inc. | 2.00% | 89,594 | $6.3M | Add +7.8% |
| ETR Entergy Corp. | 1.96% | 74,579 | $6.2M | Reduce -0.3% |
| AMAT Applied Materials Inc. | 1.93% | 33,350 | $6.1M | Add +0.7% |
| BAH Booz Allen Hamilton Holdings | 1.84% | 55,810 | $5.8M | Add +2.5% |
| XOM Exxon Mobil Corp. | 1.72% | 50,526 | $5.4M | Add +2.1% |
| NEE Nextera Energy Inc. | 1.64% | 74,443 | $5.2M | Add +1.9% |
| DPZ Domino's Pizza Inc. | 1.60% | 11,194 | $5.0M | Add +1.9% |
| CSCO Cisco Systems Inc. | 1.59% | 72,581 | $5.0M | Add +0.8% |
| CVX Chevron Corp. | 1.48% | 32,683 | $4.7M | Add +3.2% |
| LOW Lowe's Cos Inc. | 1.39% | 19,735 | $4.4M | Add +2.5% |
| BA The Boeing Co. | 1.37% | 20,656 | $4.3M | Add +1.6% |
| VZ Verizon Communications Inc. | 1.35% | 98,868 | $4.3M | Add +1.3% |
| ELV Elevance Health Inc. | 1.33% | 10,795 | $4.2M | Add +6.6% |
| SO The Southern Co. | 1.30% | 44,786 | $4.1M | Add +0.7% |
| UNH Unitedhealth Group Inc. | 1.25% | 12,689 | $4.0M | Add +12.4% |
| PEG Public Service Enterprise GP | 1.24% | 46,479 | $3.9M | Add +1.2% |
| MRK Merck & Co. Inc. | 1.13% | 45,128 | $3.6M | Add +2.9% |
| UPS United Parcel Service Class B | 1.05% | 32,925 | $3.3M | Add +2.9% |
| DHI D.R. Horton Inc. | 0.65% | 16,033 | $2.1M | Add +18.4% |
| RSP Invesco S&P 500 Equal Weight | 0.28% | 4,850 | $882K | Reduce -50.6% |
| SCHD Schwab US DVD Equity ETF | 0.24% | 28,970 | $768K | Reduce -0.7% |
| ASML ASML Holding NV-NY Reg SHS | 0.24% | 935 | $749K | Add +33.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.22% | 2,378 | $701K | Add +0.0% |
| ECL Ecolab Inc. | 0.19% | 2,192 | $591K | Add +0.3% |
| WMT Walmart Inc. | 0.11% | 3,498 | $342K | Add +0.5% |
| IWS iShares Russell Mid-Cap Valu | 0.11% | 2,541 | $336K | No change |
| SMPL The Simply Good Foods Co. | 0.10% | 10,000 | $316K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.08% | 475 | $262K | Add +9.2% |
| PEP Pepsico Inc. | 0.08% | 1,951 | $258K | Add +0.3% |
| T AT&T Inc. | 0.08% | 8,620 | $249K | Add +0.7% |
| APP AppLovin Corp. Class A | 0.07% | 643 | $225K | New |
| AVGO Broadcom Inc. | 0.07% | 803 | $221K | New |
| GE General Electric filed as GE AEROSPACE | 0.07% | 814 | $210K | New |
Portfolio Sells Q1 2025 → Q2 2025
| PAYX Paychex Inc. | Reduce -0.2% | 2.54% | −0.40 |
| RSP Invesco S&P 500 Equal Weight | Reduce -50.6% | 0.28% | −0.31 |
| ETR Entergy Corp. | Reduce -0.3% | 1.96% | −0.25 |
| ABT Abbott Laboratories | Reduce -1.4% | 2.90% | −0.23 |
| SCHD Schwab US DVD Equity ETF | Reduce -0.7% | 0.24% | −0.04 |
| JPM JPMorgan Chase & Co. | Reduce -0.1% | 4.62% | +0.35 |
| MSFT Microsoft Corp. | Reduce -0.6% | 7.70% | +1.32 |
| NVDA Nvidia Corp. | Reduce -1.4% | 10.71% | +2.58 |
Portfolio Buys Q1 2025 → Q2 2025
| MCHP Microchip Technology Inc. | Add +7.8% | 2.00% | +0.61 |
| LRCX Lam Research Corp. | Add +0.4% | 2.56% | +0.48 |
| INTU Intuit Inc. | Add +6.7% | 2.04% | +0.41 |
| AMAT Applied Materials Inc. | Add +0.7% | 1.93% | +0.27 |
| AMZN Amazon.com Inc. | Add +1.2% | 3.69% | +0.24 |
| LHX L3HARRIS Technologies Inc. | Add +0.2% | 2.30% | +0.21 |
| GOOG Alphabet Inc. Class C | Add +2.5% | 3.23% | +0.20 |
| BA The Boeing Co. | Add +1.6% | 1.37% | +0.17 |
| ASML ASML Holding NV-NY Reg SHS | Add +33.0% | 0.24% | +0.08 |
| APP AppLovin Corp. Class A | New | 0.07% | +0.07 |
| AVGO Broadcom Inc. | New | 0.07% | +0.07 |
| GE General Electric | New | 0.07% | +0.07 |
| DHI D.R. Horton Inc. | Add +18.4% | 0.65% | +0.06 |
| CSCO Cisco Systems Inc. | Add +0.8% | 1.59% | +0.06 |
| ISRG Intuitive Surgical Inc. | Add +1.3% | 2.57% | +0.05 |
| IBM Intl Business Machines Corp. | Add +0.0% | 0.22% | +0.02 |
| FAST Fastenal Co. | Add +1.4% | 2.20% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +9.2% | 0.08% | +0.01 |
| WMT Walmart Inc. | Add +0.5% | 0.11% | +0.00 |
| ECL Ecolab Inc. | Add +0.3% | 0.19% | −0.00 |
| T AT&T Inc. | Add +0.7% | 0.08% | −0.00 |
| PEP Pepsico Inc. | Add +0.3% | 0.08% | −0.02 |
| COST Costco Wholesale Corp. | Add +1.8% | 2.40% | −0.06 |
| PEG Public Service Enterprise GP | Add +1.2% | 1.24% | −0.07 |
| RSG Republic Services Inc. | Add +2.5% | 2.02% | −0.09 |
| SO The Southern Co. | Add +0.7% | 1.30% | −0.11 |
| MA Mastercard Inc. Class A | Add +1.2% | 2.18% | −0.11 |
| BAH Booz Allen Hamilton Holdings | Add +2.5% | 1.84% | −0.13 |
| DPZ Domino's Pizza Inc. | Add +1.9% | 1.60% | −0.15 |
| NEE Nextera Energy Inc. | Add +1.9% | 1.64% | −0.15 |
| UPS United Parcel Service Class B | Add +2.9% | 1.05% | −0.16 |
| LOW Lowe's Cos Inc. | Add +2.5% | 1.39% | −0.17 |
| VZ Verizon Communications Inc. | Add +1.3% | 1.35% | −0.17 |
| ELV Elevance Health Inc. | Add +6.6% | 1.33% | −0.19 |
| MRK Merck & Co. Inc. | Add +2.9% | 1.13% | −0.23 |
| XOM Exxon Mobil Corp. | Add +2.1% | 1.72% | −0.31 |
| CVX Chevron Corp. | Add +3.2% | 1.48% | −0.35 |
| PG The Procter & Gamble Co. | Add +0.6% | 2.80% | −0.45 |
| JNJ Johnson & Johnson | Add +0.7% | 2.73% | −0.48 |
| UNH Unitedhealth Group Inc. | Add +12.4% | 1.25% | −0.79 |
| AJG Arthur J Gallagher & Co. | Add +0.6% | 5.01% | −0.85 |
| AAPL Apple Inc. | Add +0.5% | 6.03% | −1.06 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 67 | $372.5M | NVDA, LRCX, AAPL, AMAT, GOOG |
| Q1 2026 | 62 | $332.4M | NVDA, AAPL, MSFT, GOOG, LRCX |
| Q4 2025 | 56 | $348.7M | NVDA, AAPL, MSFT, GOOG, JPM |
| Q3 2025 | 56 | $340.8M | NVDA, MSFT, AAPL, JPM, AJG |
| Q2 2025 | 52 | $316.0M | NVDA, MSFT, AAPL, AJG, JPM |
| Q1 2025 | 49 | $289.6M | NVDA, AAPL, MSFT, AJG, JPM |
| Q4 2024 | 51 | $293.2M | NVDA, AAPL, MSFT, AJG, JPM |
| Q3 2024 | 45 | $291.3M | NVDA, AAPL, MSFT, AJG, JPM |
| Q2 2024 | 45 | $278.7M | NVDA, MSFT, AAPL, AJG, JPM |
| Q1 2024 | 46 | $260.9M | NVDA, MSFT, AAPL, AJG, JPM |