Ranch Capital Advisors Inc. Top Holdings and 13F Report (2025)

About Ranch Capital Advisors Inc.

Investment Activity

Ranch Capital Advisors Inc. has $210.88 million in total holdings as of March 31, 2025.
Ranch Capital Advisors Inc. owns shares of 139 different stocks, but just 56 companies or ETFs make up 80% of its holdings.
Approximately 7.69% of the portfolio was purchased this quarter.
About 5.93% of the portfolio was sold this quarter.
This quarter, Ranch Capital Advisors Inc. has purchased 141 new stocks and bought additional shares in 70 stocks.
Ranch Capital Advisors Inc. sold shares of 55 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

SPDR Bloomberg Barclays 1-3 Month T-Bill ETF: $13,282,183
Apple: $8,621,598
Microsoft: $6,692,520
Vanguard High Dividend Yield ETF: $6,620,049
Vanguard Dividend Appreciation ETF: $6,086,252

Largest New Holdings this Quarter

30034W106 - EVERGY INC: $1,813,635 Holding
17275R102 - Cisco Systems: $1,721,284 Holding
12572Q105 - CME Group: $485,392 Holding
863667101 - Stryker: $438,066 Holding
92189F106 - VanEck Gold Miners ETF: $258,142 Holding

Largest Purchases this Quarter

SPDR Bloomberg Barclays 1-3 Month T-Bill ETF: 55,471 shares (about $5.09M)
EVERGY INC: 26,304 shares (about $1.81M)
Cisco Systems: 27,893 shares (about $1.72M)
Johnson & Johnson: 9,767 shares (about $1.62M)
Utilities Select Sector SPDR Fund: 7,385 shares (about $582.31K)

Largest Sales this Quarter

Procter & Gamble: 14,425 shares (about $2.46M)
Aflac: 13,164 shares (about $1.46M)
Texas Instruments: 7,205 shares (about $1.29M)
Blackstone: 5,651 shares (about $789.89K)
Broadcom: 2,946 shares (about $493.26K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF	$13,282,183	$5,088,337 ▲	62.1%	144,797	6.3%	ETF
AAPL Apple	$8,621,598	$42,871 ▼	-0.5%	38,813	4.1%	Computer and Technology
MSFT Microsoft	$6,692,520	$31,908 ▲	0.5%	17,828	3.2%	Computer and Technology
VYM Vanguard High Dividend Yield ETF	$6,620,049	$96,849 ▼	-1.4%	51,334	3.1%	ETF
VIG Vanguard Dividend Appreciation ETF	$6,086,252	$172,457 ▼	-2.8%	31,374	2.9%	ETF
NVDA NVIDIA	$5,760,264	$424,430 ▼	-6.9%	53,147	2.7%	Computer and Technology
VGIT Vanguard Intermediate-Term Treasury Index ETF	$5,554,923	$24,116 ▼	-0.4%	93,517	2.6%	ETF
TLH iShares 10-20 Year Treasury Bond ETF	$4,709,212	$56,544 ▲	1.2%	45,390	2.2%	ETF
PG Procter & Gamble	$4,541,482	$2,458,287 ▼	-35.1%	26,649	2.2%	Consumer Staples
T AT&T	$3,999,758	$248,695 ▲	6.6%	141,434	1.9%	Computer and Technology
BX Blackstone	$3,833,165	$789,892 ▼	-17.1%	27,423	1.8%	Finance
SPY SPDR S&P 500 ETF Trust	$3,823,764	$51,013 ▼	-1.3%	6,821	1.8%	Finance
AVGO Broadcom	$3,787,831	$493,257 ▼	-11.5%	22,623	1.8%	Computer and Technology
JPM JPMorgan Chase & Co.	$3,688,065	$191,088 ▲	5.5%	15,035	1.7%	Finance
IBM International Business Machines	$3,468,152	$152,433 ▲	4.6%	13,947	1.6%	Computer and Technology
DIVO Amplify YieldShares CWP Dividend & Option Income ETF	$3,453,824	$1,060 ▲	0.0%	84,715	1.6%	ETF
CAH Cardinal Health	$3,421,241	$156,644 ▲	4.8%	24,833	1.6%	Medical
PAYX Paychex	$3,273,589	$110,930 ▲	3.5%	21,218	1.6%	Business Services
IRM Iron Mountain	$2,962,756	$98,415 ▲	3.4%	34,199	1.4%	Business Services
VZ Verizon Communications	$2,897,376	$209,609 ▲	7.8%	63,875	1.4%	Computer and Technology
TDIV First Trust NASDAQ Technology Dividend Index Fund	$2,887,346	$5,079 ▼	-0.2%	39,225	1.4%	Manufacturing
AMGN Amgen	$2,825,296	$146,109 ▲	5.5%	9,069	1.3%	Medical
XLU Utilities Select Sector SPDR Fund	$2,694,382	$582,307 ▲	27.6%	34,171	1.3%	ETF
AFL Aflac	$2,531,233	$1,463,701 ▼	-36.6%	22,765	1.2%	Finance
TSLA Tesla	$2,361,207	$29,803 ▼	-1.2%	9,111	1.1%	Auto/Tires/Trucks
GILD Gilead Sciences	$2,357,764	$166,619 ▲	7.6%	21,042	1.1%	Medical
AMZN Amazon.com	$2,349,349	$19,787 ▲	0.8%	12,348	1.1%	Retail/Wholesale
ETR Entergy	$2,301,997	$183,633 ▲	8.7%	26,927	1.1%	Utilities
XLK Technology Select Sector SPDR Fund	$2,249,053	$67,521 ▼	-2.9%	10,892	1.1%	ETF
JNJ Johnson & Johnson	$2,190,519	$1,619,714 ▲	283.8%	13,209	1.0%	Medical
DUK Duke Energy	$2,171,730	$177,837 ▲	8.9%	17,805	1.0%	Utilities
SO Southern	$2,147,468	$183,530 ▲	9.3%	23,355	1.0%	Utilities
IP International Paper	$2,134,835	$49,828 ▲	2.4%	40,016	1.0%	Basic Materials
CVX Chevron	$2,120,086	$54,370 ▲	2.6%	12,673	1.0%	Energy
ABBV AbbVie	$2,089,406	$79,411 ▲	4.0%	9,972	1.0%	Medical
BMY Bristol-Myers Squibb	$2,082,123	$108,622 ▲	5.5%	34,139	1.0%	Medical
C Citigroup	$1,973,922	$120,752 ▲	6.5%	27,806	0.9%	Finance
GOOGL Alphabet	$1,883,050	$7,113 ▼	-0.4%	12,177	0.9%	Computer and Technology
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$1,854,354	$55,380 ▼	-2.9%	23,506	0.9%	ETF
VRP Invesco Variable Rate Preferred ETF	$1,845,460	$47,559 ▼	-2.5%	76,133	0.9%	ETF
OKE ONEOK	$1,822,308	$64,395 ▲	3.7%	18,366	0.9%	Energy
EVERGY INC	$1,813,635	$1,813,635 ▲	New Holding	26,304	0.9%	COM
XLP Consumer Staples Select Sector SPDR Fund	$1,808,689	$13,067 ▲	0.7%	22,146	0.9%	ETF
XLV Health Care Select Sector SPDR Fund	$1,730,942	$10,367 ▼	-0.6%	11,855	0.8%	ETF
CSCO Cisco Systems	$1,721,284	$1,721,284 ▲	New Holding	27,893	0.8%	Computer and Technology
CMI Cummins	$1,703,487	$29,149 ▲	1.7%	5,435	0.8%	Auto/Tires/Trucks
VCLT Vanguard Long-Term Corporate Bond ETF	$1,660,830	$23,456 ▼	-1.4%	21,879	0.8%	Manufacturing
PEP PepsiCo	$1,540,464	$160,884 ▲	11.7%	10,274	0.7%	Consumer Staples
GD General Dynamics	$1,439,907	$100,845 ▲	7.5%	5,283	0.7%	Aerospace
SPLG SPDR Portfolio S&P 500 ETF	$1,372,380	$45,505 ▲	3.4%	20,870	0.7%	ETF
QQQM Invesco NASDAQ 100 ETF	$1,350,871	$26,635 ▲	2.0%	6,999	0.6%	ETF
PM Philip Morris International	$1,282,681	$798 ▲	0.1%	8,039	0.6%	Consumer Staples
VTI Vanguard Total Stock Market ETF	$1,191,283	$60,746 ▼	-4.9%	4,334	0.6%	ETF
DGRO iShares Core Dividend Growth ETF	$1,183,599	$32,497 ▲	2.8%	19,158	0.6%	ETF
NEE NextEra Energy	$1,174,468	$7,515 ▼	-0.6%	16,567	0.6%	Utilities
XLRE Real Estate Select Sector SPDR Fund	$1,134,309	$4,813 ▼	-0.4%	27,104	0.5%	ETF
XLF Financial Select Sector SPDR Fund	$1,101,271	$26,848 ▼	-2.4%	22,109	0.5%	ETF
HD Home Depot	$1,027,155	$134,853 ▼	-11.6%	2,803	0.5%	Retail/Wholesale
VB Vanguard Small-Cap ETF	$967,794	$130,399 ▼	-11.9%	4,364	0.5%	ETF
MCD McDonald's	$950,784	$484,450 ▲	103.9%	3,044	0.5%	Retail/Wholesale
EPD Enterprise Products Partners	$918,262	$7,340 ▼	-0.8%	26,897	0.4%	Energy
BIZD VanEck BDC Income ETF	$909,728	$5,162 ▼	-0.6%	54,280	0.4%	ETF
COST Costco Wholesale	$810,677	$14,189 ▲	1.8%	857	0.4%	Retail/Wholesale
VHT Vanguard Health Care ETF	$789,204		0.0%	2,981	0.4%	ETF
QQQ Invesco QQQ	$784,292	$32,347 ▼	-4.0%	1,673	0.4%	Finance
BABA Alibaba Group	$774,878	$2,909 ▲	0.4%	5,860	0.4%	Retail/Wholesale
VGLT Vanguard Long-Term Treasury Index ETF	$774,441	$151,224 ▼	-16.3%	13,443	0.4%	ETF
MS Morgan Stanley	$771,259	$50,048 ▲	6.9%	6,611	0.4%	Finance
AMD Advanced Micro Devices	$750,450	$32,878 ▼	-4.2%	7,304	0.4%	Computer and Technology
URI United Rentals	$737,453	$2,506 ▲	0.3%	1,177	0.3%	Construction
VDC Vanguard Consumer Staples ETF	$728,452		0.0%	3,329	0.3%	ETF
BRK.B Berkshire Hathaway	$727,352	$13,312 ▲	1.9%	1,366	0.3%	Finance
CB Chubb	$723,990	$1,513 ▲	0.2%	2,392	0.3%	Finance
UNP Union Pacific	$705,817	$6,850 ▼	-1.0%	2,988	0.3%	Transportation
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$704,747	$40,842 ▼	-5.5%	29,110	0.3%	ETF
ABT Abbott Laboratories	$680,745	$133 ▲	0.0%	5,132	0.3%	Medical
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$677,238	$16,225 ▲	2.5%	13,232	0.3%	ETF
QCOM QUALCOMM	$674,935	$461 ▲	0.1%	4,394	0.3%	Computer and Technology
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$659,982	$11,209 ▲	1.7%	16,192	0.3%	ETF
ISHARES BITCOIN TRUST ETF	$659,042	$71,292 ▼	-9.8%	14,079	0.3%	SHS BEN INT
NFLX Netflix	$644,378	$381,405 ▲	145.0%	691	0.3%	Consumer Discretionary
MA Mastercard	$613,793	$4,384 ▼	-0.7%	1,120	0.3%	Business Services
VO Vanguard Mid-Cap ETF	$612,717	$37,503 ▼	-5.8%	2,369	0.3%	ETF
SCHF Schwab International Equity ETF	$582,074	$40,213 ▼	-6.5%	29,427	0.3%	ETF
GS The Goldman Sachs Group	$574,127	$33,869 ▲	6.3%	1,051	0.3%	Finance
KO Coca-Cola	$566,926	$15,502 ▲	2.8%	7,863	0.3%	Consumer Staples
NVG Nuveen AMT-Free Municipal Credit Income Fund	$565,595	$48,283 ▼	-7.9%	45,674	0.3%	Financial Services
PANW Palo Alto Networks	$559,017	$29,691 ▲	5.6%	3,276	0.3%	Computer and Technology
AXP American Express	$553,082	$269 ▲	0.0%	2,056	0.3%	Finance
CAT Caterpillar	$546,852	$660 ▲	0.1%	1,658	0.3%	Industrials
DHR Danaher	$543,517	$7,999 ▼	-1.5%	2,650	0.3%	Medical
LEN Lennar	$510,336	$18,710 ▲	3.8%	4,446	0.2%	Construction
PNW Pinnacle West Capital	$493,216	$2,381 ▼	-0.5%	5,178	0.2%	Utilities
COWZ Pacer US Cash Cows 100 ETF	$491,091	$23,766 ▼	-4.6%	8,968	0.2%	ETF
TXN Texas Instruments	$485,412	$1,294,851 ▼	-72.7%	2,701	0.2%	Computer and Technology
CME CME Group	$485,392	$485,392 ▲	New Holding	1,830	0.2%	Finance
VGSH Vanguard Short-Term Treasury Index ETF	$474,241	$27,938 ▼	-5.6%	8,080	0.2%	ETF
GOOG Alphabet	$443,964	$40,772 ▲	10.1%	2,842	0.2%	Computer and Technology
WMT Walmart	$441,940	$11,246 ▼	-2.5%	5,030	0.2%	Retail/Wholesale
SYK Stryker	$438,066	$438,066 ▲	New Holding	1,175	0.2%	Medical

Showing largest 100 holdings. View all holdings.

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Ranch Capital Advisors Inc. Top Holdings and 13F Report (2025)

About Ranch Capital Advisors Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Ranch Capital Advisors Inc. Top Holdings and 13F Report (2025)

About Ranch Capital Advisors Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofRanch Capital Advisors Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools