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

About Ranch Capital Advisors Inc.

Investment Activity

Ranch Capital Advisors Inc. has $230.60 million in total holdings as of June 30, 2025.
Ranch Capital Advisors Inc. owns shares of 142 different stocks, but just 56 companies or ETFs make up 80% of its holdings.
Approximately 4.80% of the portfolio was purchased this quarter.
About 2.34% of the portfolio was sold this quarter.
This quarter, Ranch Capital Advisors Inc. has purchased 139 new stocks and bought additional shares in 92 stocks.
Ranch Capital Advisors Inc. sold shares of 36 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

SPDR Bloomberg 1-3 Month T-Bill ETF: $14,385,055
Microsoft: $8,711,310
NVIDIA: $8,375,651
Apple: $7,955,391
Vanguard High Dividend Yield ETF: $7,028,935

Largest New Holdings this Quarter

14040H105 - Capital One Financial: $462,540 Holding
83406F102 - SoFi Technologies: $458,364 Holding
50077B207 - Kratos Defense & Security Solutions: $398,123 Holding
464286772 - iShares MSCI South Korea ETF: $238,740 Holding
G29183103 - Eaton: $234,965 Holding

Largest Purchases this Quarter

SPDR Bloomberg 1-3 Month T-Bill ETF: 12,023 shares (about $1.10M)
Cisco Systems: 12,611 shares (about $874.95K)
Meta Platforms: 746 shares (about $550.48K)
Capital One Financial: 2,174 shares (about $462.54K)
SoFi Technologies: 25,171 shares (about $458.36K)

Largest Sales this Quarter

Cardinal Health: 5,697 shares (about $957.12K)
Health Care Select Sector SPDR Fund: 6,468 shares (about $871.79K)
McDonald's: 1,598 shares (about $466.90K)
Procter & Gamble: 1,855 shares (about $295.54K)
Danaher: 1,357 shares (about $268.11K)

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 1-3 Month T-Bill ETF	$14,385,055	$1,102,866 ▲	8.3%	156,820	6.2%	ETF
MSFT Microsoft	$8,711,310	$156,687 ▼	-1.8%	17,513	3.8%	Computer and Technology
NVDA NVIDIA	$8,375,651	$21,329 ▼	-0.3%	53,012	3.6%	Computer and Technology
AAPL Apple	$7,955,391	$7,796 ▼	-0.1%	38,775	3.4%	Computer and Technology
VYM Vanguard High Dividend Yield ETF	$7,028,935	$185,568 ▲	2.7%	52,726	3.0%	ETF
VIG Vanguard Dividend Appreciation ETF	$6,594,778	$154,169 ▲	2.4%	32,125	2.9%	ETF
AVGO Broadcom	$6,396,549	$160,431 ▲	2.6%	23,205	2.8%	Computer and Technology
VGIT Vanguard Intermediate-Term Treasury ETF	$6,000,326	$407,067 ▲	7.3%	100,323	2.6%	ETF
TLH iShares 10-20 Year Treasury Bond ETF	$4,859,396	$247,801 ▲	5.4%	47,829	2.1%	ETF
JPM JPMorgan Chase & Co.	$4,539,798	$180,908 ▲	4.2%	15,659	2.0%	Finance
T AT&T	$4,281,366	$188,255 ▲	4.6%	147,939	1.9%	Computer and Technology
IBM International Business Machines	$4,225,898	$114,668 ▲	2.8%	14,336	1.8%	Computer and Technology
BX Blackstone	$4,177,109	$75,238 ▲	1.8%	27,926	1.8%	Finance
SPY SPDR S&P 500 ETF Trust	$4,137,923	$84,814 ▼	-2.0%	6,684	1.8%	Finance
PG Procter & Gamble	$3,950,135	$295,535 ▼	-7.0%	24,794	1.7%	Consumer Staples
TDIV First Trust NASDAQ Technology Dividend Index Fund	$3,750,654	$213,705 ▲	6.0%	41,595	1.6%	Manufacturing
DIVO Amplify CWP Enhanced Dividend Income ETF	$3,733,221	$128,587 ▲	3.6%	87,737	1.6%	ETF
IRM Iron Mountain	$3,636,447	$108,123 ▲	3.1%	35,247	1.6%	Business Services
CAH Cardinal Health	$3,214,931	$957,121 ▼	-22.9%	19,136	1.4%	Medical
PAYX Paychex	$3,194,744	$108,368 ▲	3.5%	21,963	1.4%	Computer and Technology
XLU Utilities Select Sector SPDR Fund	$3,093,206	$302,796 ▲	10.9%	37,879	1.3%	ETF
VZ Verizon Communications	$2,952,816	$188,959 ▲	6.8%	68,242	1.3%	Computer and Technology
TSLA Tesla	$2,814,785	$79,415 ▼	-2.7%	8,861	1.2%	Auto/Tires/Trucks
CSCO Cisco Systems	$2,810,172	$874,953 ▲	45.2%	40,504	1.2%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$2,793,614	$35,452 ▲	1.3%	11,032	1.2%	ETF
AMZN Amazon.com	$2,721,993	$12,944 ▲	0.5%	12,407	1.2%	Retail/Wholesale
AMGN Amgen	$2,607,964	$75,941 ▲	3.0%	9,341	1.1%	Medical
C Citigroup	$2,503,622	$136,787 ▲	5.8%	29,413	1.1%	Financial Services
GILD Gilead Sciences	$2,479,643	$146,683 ▲	6.3%	22,365	1.1%	Medical
AFL Aflac	$2,413,882	$13,077 ▲	0.5%	22,889	1.0%	Finance
ETR Entergy	$2,334,477	$96,335 ▲	4.3%	28,086	1.0%	Utilities
SO Southern	$2,307,871	$163,182 ▲	7.6%	25,132	1.0%	Utilities
DUK Duke Energy	$2,203,825	$102,781 ▲	4.9%	18,676	1.0%	Utilities
GOOGL Alphabet	$2,108,358	$37,536 ▼	-1.7%	11,964	0.9%	Computer and Technology
JNJ Johnson & Johnson	$2,082,398	$64,765 ▲	3.2%	13,633	0.9%	Medical
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$2,011,025	$115,250 ▲	6.1%	24,935	0.9%	ETF
VRP Invesco Variable Rate Preferred ETF	$1,998,427	$136,969 ▲	7.4%	81,735	0.9%	ETF
XLP Consumer Staples Select Sector SPDR Fund	$1,945,410	$152,226 ▲	8.5%	24,026	0.8%	ETF
IP International Paper	$1,944,139	$70,198 ▲	3.7%	41,515	0.8%	Basic Materials
EVERGY INC	$1,906,500	$93,333 ▲	5.1%	27,658	0.8%	COM
ABBV AbbVie	$1,882,245	$31,185 ▲	1.7%	10,140	0.8%	Medical
CVX Chevron	$1,881,538	$66,870 ▲	3.7%	13,140	0.8%	Energy
CMI Cummins	$1,855,618	$75,653 ▲	4.3%	5,666	0.8%	Auto/Tires/Trucks
VCLT Vanguard Long-Term Corporate Bond ETF	$1,809,731	$149,141 ▲	9.0%	23,844	0.8%	Manufacturing
GD General Dynamics	$1,654,779	$114,032 ▲	7.4%	5,674	0.7%	Aerospace
BMY Bristol Myers Squibb	$1,650,240	$69,944 ▲	4.4%	35,650	0.7%	Medical
OKE ONEOK	$1,578,765	$79,510 ▲	5.3%	19,340	0.7%	Energy
SPLG SPDR Portfolio S&P 500 ETF	$1,527,447	$10,395 ▲	0.7%	21,013	0.7%	ETF
PM Philip Morris International	$1,471,533	$732 ▲	0.0%	8,043	0.6%	Consumer Staples
QQQM Invesco NASDAQ 100 ETF	$1,455,132	$134,453 ▼	-8.5%	6,407	0.6%	ETF
PEP PepsiCo	$1,435,419	$78,829 ▲	5.8%	10,871	0.6%	Consumer Staples
VTI Vanguard Total Stock Market ETF	$1,317,372		0.0%	4,334	0.6%	ETF
DGRO iShares Core Dividend Growth ETF	$1,291,294	$66,307 ▲	5.4%	20,195	0.6%	ETF
XLF Financial Select Sector SPDR Fund	$1,231,568	$73,736 ▲	6.4%	23,517	0.5%	ETF
XLRE Real Estate Select Sector SPDR Fund	$1,225,176	$102,516 ▲	9.1%	29,579	0.5%	ETF
NEE NextEra Energy	$1,168,393	$18,327 ▲	1.6%	16,831	0.5%	Utilities
NFLX Netflix	$1,159,687	$234,348 ▲	25.3%	866	0.5%	Consumer Discretionary
VB Vanguard Small-Cap ETF	$1,058,593	$22,089 ▲	2.1%	4,457	0.5%	ETF
HD Home Depot	$1,050,095	$22,366 ▲	2.2%	2,864	0.5%	Retail/Wholesale
META Meta Platforms	$1,049,303	$550,478 ▲	110.4%	1,422	0.5%	Computer and Technology
AMD Advanced Micro Devices	$1,007,206	$29,231 ▼	-2.8%	7,098	0.4%	Computer and Technology
MS Morgan Stanley	$978,090	$46,904 ▲	5.0%	6,944	0.4%	Finance
BIZD VanEck BDC Income ETF	$953,798	$70,118 ▲	7.9%	58,587	0.4%	ETF
URI United Rentals	$916,528	$30,124 ▲	3.4%	1,217	0.4%	Construction
COST Costco Wholesale	$881,662	$33,644 ▲	4.0%	891	0.4%	Retail/Wholesale
EPD Enterprise Products Partners	$837,998	$3,907 ▲	0.5%	27,023	0.4%	Energy
QQQ Invesco QQQ	$834,352	$88,843 ▼	-9.6%	1,512	0.4%	Finance
GS The Goldman Sachs Group	$817,484	$73,609 ▲	9.9%	1,155	0.4%	Finance
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$788,869	$69,333 ▲	9.6%	14,507	0.3%	ETF
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$781,790	$92,015 ▲	13.3%	18,352	0.3%	ETF
VGSH Vanguard Short-Term Treasury ETF	$742,775	$267,850 ▲	56.4%	12,637	0.3%	ETF
VHT Vanguard Health Care ETF	$740,459	$248 ▲	0.0%	2,982	0.3%	ETF
VDC Vanguard Consumer Staples ETF	$727,518	$1,533 ▼	-0.2%	3,322	0.3%	ETF
XLV Health Care Select Sector SPDR Fund	$726,084	$871,786 ▼	-54.6%	5,387	0.3%	ETF
CB Chubb	$722,080	$27,303 ▲	3.9%	2,486	0.3%	Finance
PANW Palo Alto Networks	$705,803	$35,403 ▲	5.3%	3,449	0.3%	Computer and Technology
QCOM QUALCOMM	$700,253	$478 ▲	0.1%	4,397	0.3%	Computer and Technology
ABT Abbott Laboratories	$698,092	$136 ▲	0.0%	5,133	0.3%	Medical
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$695,700	$10,209 ▼	-1.4%	28,689	0.3%	ETF
SCHF Schwab International Equity ETF	$689,474	$39,139 ▲	6.0%	31,198	0.3%	ETF
UNP Union Pacific	$687,537		0.0%	2,988	0.3%	Transportation
BABA Alibaba Group	$680,834	$8,943 ▲	1.3%	5,938	0.3%	Retail/Wholesale
BRK.B Berkshire Hathaway	$659,537	$3,885 ▼	-0.6%	1,358	0.3%	Finance
AXP American Express	$655,865		0.0%	2,056	0.3%	Finance
CAT Caterpillar	$644,284	$776 ▲	0.1%	1,660	0.3%	Industrials
ISHARES BITCOIN TRUST ETF	$641,731	$220,052 ▼	-25.5%	10,484	0.3%	SHS BEN INT
MA Mastercard	$618,158	$11,239 ▼	-1.8%	1,100	0.3%	Business Services
VGLT Vanguard Long-Term Treasury ETF	$605,900	$148,557 ▼	-19.7%	10,796	0.3%	ETF
GOOG Alphabet	$583,932	$79,821 ▲	15.8%	3,292	0.3%	Computer and Technology
VO Vanguard Mid-Cap ETF	$565,936	$98,436 ▼	-14.8%	2,018	0.2%	ETF
TXN Texas Instruments	$561,063	$208 ▲	0.0%	2,702	0.2%	Computer and Technology
KO CocaCola	$560,528	$427 ▲	0.1%	7,869	0.2%	Consumer Staples
SMH VanEck Semiconductor ETF	$537,568	$25,094 ▲	4.9%	1,928	0.2%	Manufacturing
CME CME Group	$533,134	$28,669 ▲	5.7%	1,934	0.2%	Finance
XLY Consumer Discretionary Select Sector SPDR Fund	$507,070	$32,385 ▲	6.8%	2,333	0.2%	Finance
AMPLIFY ETF TR	$505,652	$44,484 ▲	9.6%	5,854	0.2%	AMPLIFY CYBERSEC
NVG Nuveen AMT-Free Municipal Credit Income Fund	$502,707	$42,353 ▼	-7.8%	42,125	0.2%	Financial Services
COWZ Pacer US Cash Cows 100 ETF	$501,602	$7,439 ▲	1.5%	9,103	0.2%	ETF
PNW Pinnacle West Capital	$499,505	$36,235 ▲	7.8%	5,583	0.2%	Utilities
WMT Walmart	$492,815	$978 ▲	0.2%	5,040	0.2%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

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

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

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