Ranch Capital Advisors
SARASOTA, FLfiles as Ranch Capital Advisors Inc.
$316m in 157 US stocks at the end of 30 June 2026. The top 10 are 30.0% of the money. It changed about 6.9% of the portfolio this quarter.
Value
$316m
Stocks
157
Top 10 share
30.0%
Turnover
6.9%
What changed this quarter
New
Bought for the first time this quarter.
- Archer-Daniels-MidlandADM0.7% of the fund
- IntelINTC0.1% of the fund
- Vanguard Index FDSVUG0.1% of the fund
- ASML Holding NVASML<0.1% of the fund
- Eli LillyLLY<0.1% of the fund
- KLAKLAC<0.1% of the fund
- DanaherDHR<0.1% of the fund
- Mplx LPMPLX<0.1% of the fund
Added
Bought more of a stock they already held.
- Spdr Series TrustBIL5.1% of the fund+6%
- BroadcomAVGO3.3% of the fund+8%
- Vanguard Specialized FundsVIG3.0% of the fund+4%
- Vanguard Scottsdale FDSVGIT2.3% of the fund+9%
- Cisco SystemsCSCO2.1% of the fund+8%
- JPMorgan ChaseJPM2.0% of the fund+8%
- Iron MountainIRM1.7% of the fund+9%
- Cardinal HealthCAH1.7% of the fund+8%
- Ishares TRTLH1.6% of the fund+3%
- CitigroupC1.6% of the fund+10%
- AlphabetGOOGL1.6% of the fund+2%
- State STR Spdr S&P 500 ETF TSPY1.6% of the fund+4%
- Amplify ETF TRDIVO1.5% of the fund+6%
- CumminsCMI1.5% of the fund+7%
- Johnson & JohnsonJNJ1.4% of the fund+9%
- AmgenAMGN1.4% of the fund+11%
- Advanced Micro DevicesAMD1.4% of the fund+5%
- Verizon CommunicationsVZ1.3% of the fund+7%
- AbbVieABBV1.3% of the fund+8%
- AT&TT1.3% of the fund+8%
- TeslaTSLA1.2% of the fund+2%
- EntergyETR1.2% of the fund+10%
- Select Sector Spdr TRXLU1.2% of the fund+5%
- International Business MachinesIBM1.2% of the fund+6%
- Gilead SciencesGILD1.2% of the fund+11%
Cut
Sold some of their stake.
- CaterpillarCAT0.5% of the fund-2%
- Texas InstrumentsTXN0.2% of the fund-4%
- Vanguard Index FDSVTV0.2% of the fund-6%
- Berkshire HathawayBRK-B0.2% of the fund-11%
- Nuveen AMT-Free Municipal Credit Income FundNVG0.2% of the fund-5%
- Spdr Gold TRGLD<0.1% of the fund-6%
- Ishares Bitcoin Trust ETFIBIT<0.1% of the fund-9%
- Vaneck ETF TrustGDX<0.1% of the fund-5%
- NetflixNFLX<0.1% of the fund-67%
- Spdr Series TrustSDY<0.1% of the fund-4%
- Werewolf TherapeuticsHOWL<0.1% of the fund-8%
Sold out
Sold their entire stake.
- MedtronicMDT-100%
- Select Sector Spdr TRXLV-100%
- SoFi TechnologiesSOFI-100%
- AutodeskADSK-100%
Holdings
- Spdr Series TrustBIL
- Share
- 5.1%
- Value
- $16m
- Shares
- 175,487
+6%
- Vanguard Specialized FundsVIG
- Share
- 3.0%
- Value
- $9m
- Shares
- 40,047
+4%
- Vanguard Whitehall FDSVYM
- Share
- 2.9%
- Value
- $9m
- Shares
- 57,830
Held
- Vanguard Scottsdale FDSVGIT
- Share
- 2.3%
- Value
- $7m
- Shares
- 123,116
+9%
- Ishares TRTLH
- Share
- 1.6%
- Value
- $5m
- Shares
- 50,841
+3%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 1.6%
- Value
- $5m
- Shares
- 6,698
+4%
- First TR Exchange Traded FDTDIV
- Share
- 1.6%
- Value
- $5m
- Shares
- 43,584
Held
- Amplify ETF TRDIVO
- Share
- 1.5%
- Value
- $5m
- Shares
- 100,935
+6%
- Select Sector Spdr TRXLK
- Share
- 1.3%
- Value
- $4m
- Shares
- 21,175
Held
- Select Sector Spdr TRXLU
- Share
- 1.2%
- Value
- $4m
- Shares
- 84,141
+5%
- Select Sector Spdr TRXLP
- Share
- 0.8%
- Value
- $3m
- Shares
- 32,085
+10%
- Ishares TRHYG
- Share
- 0.8%
- Value
- $2m
- Shares
- 29,672
+9%
- Invesco Exch Traded FD TR IIVRP
- Share
- 0.7%
- Value
- $2m
- Shares
- 93,020
Held
- Invesco Exch Traded FD TR IIQQQM
- Share
- 0.7%
- Value
- $2m
- Shares
- 7,347
+4%
- Spdr Series TrustSPYM
- Share
- 0.7%
- Value
- $2m
- Shares
- 24,466
+6%
- Vanguard Scottsdale FDSVCLT
- Share
- 0.7%
- Value
- $2m
- Shares
- 27,363
Held
- Vanguard Scottsdale FDSVGSH
- Share
- 0.6%
- Value
- $2m
- Shares
- 34,544
+57%
- Select Sector Spdr TRXLRE
- Share
- 0.6%
- Value
- $2m
- Shares
- 42,104
+32%
- Ishares TRDGRO
- Share
- 0.6%
- Value
- $2m
- Shares
- 23,555
+6%
- Vanguard Index FDSVB
- Share
- 0.5%
- Value
- $2m
- Shares
- 5,328
+19%
- Select Sector Spdr TRXLF
- Share
- 0.4%
- Value
- $1m
- Shares
- 23,799
Held
- Spdr Series TrustSPSM
- Share
- 0.4%
- Value
- $1m
- Shares
- 20,122
+5%
- Spdr Series TrustSPMD
- Share
- 0.4%
- Value
- $1m
- Shares
- 16,728
+5%
- Vanguard Index FDSVOO
- Share
- 0.4%
- Value
- $1m
- Shares
- 1,626
+10%
- Vaneck ETF TrustSMH
- Share
- 0.4%
- Value
- $1m
- Shares
- 1,689
+5%
- Vanguard World FDVHT
- Share
- 0.3%
- Value
- $970,912
- Shares
- 3,247
Held
- Invesco QQQ TRQQQ
- Share
- 0.3%
- Value
- $956,841
- Shares
- 1,298
Held
- Schwab Strategic TRSCHF
- Share
- 0.3%
- Value
- $927,191
- Shares
- 33,473
+5%
- Vaneck ETF TrustBIZD
- Share
- 0.3%
- Value
- $825,553
- Shares
- 65,210
+2%
- Ishares TRIBDR
- Share
- 0.3%
- Value
- $808,770
- Shares
- 33,379
Held
- Vanguard Scottsdale FDSVGLT
- Share
- 0.3%
- Value
- $798,514
- Shares
- 14,471
Held
- Toronto Dominion BankTD
- Share
- 0.2%
- Value
- $779,096
- Shares
- 6,416
Held
- Pacer FDS TRCOWZ
- Share
- 0.2%
- Value
- $766,634
- Shares
- 12,325
+33%
- CamecoCCJ
- Share
- 0.2%
- Value
- $754,414
- Shares
- 7,406
+10%
- Vanguard World FDVDC
- Share
- 0.2%
- Value
- $749,115
- Shares
- 3,322
Held
- Vanguard Index FDSVTV
- Share
- 0.2%
- Value
- $714,624
- Shares
- 3,279
-6%
- Alibaba Group HldgBABA
- Share
- 0.2%
- Value
- $670,016
- Shares
- 6,933
+13%
- Vanguard Index FDSVO
- Share
- 0.2%
- Value
- $629,553
- Shares
- 7,814
Held
- Amplify ETF TRHACK
- Share
- 0.2%
- Value
- $626,706
- Shares
- 5,973
+43%
- Ishares TRIYW
- Share
- 0.2%
- Value
- $605,352
- Shares
- 2,400
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Spdr Series TrustBIL | 5.1% | $16m | 175,487 | +6% |
| AppleAAPL | 3.9% | $12m | 42,763 | Held |
| NvidiaNVDA | 3.4% | $11m | 52,929 | Held |
| BroadcomAVGO | 3.3% | $10m | 27,541 | +8% |
| Vanguard Specialized FundsVIG | 3.0% | $9m | 40,047 | +4% |
| Vanguard Whitehall FDSVYM | 2.9% | $9m | 57,830 | Held |
| Vanguard Scottsdale FDSVGIT | 2.3% | $7m | 123,116 | +9% |
| Cisco SystemsCSCO | 2.1% | $7m | 57,172 | +8% |
| MicrosoftMSFT | 2.1% | $7m | 17,680 | Held |
| JPMorgan ChaseJPM | 2.0% | $6m | 18,859 | +8% |
| Iron MountainIRM | 1.7% | $5m | 42,611 | +9% |
| Cardinal HealthCAH | 1.7% | $5m | 22,732 | +8% |
| Ishares TRTLH | 1.6% | $5m | 50,841 | +3% |
| CitigroupC | 1.6% | $5m | 36,258 | +10% |
| AlphabetGOOGL | 1.6% | $5m | 14,162 | +2% |
| State STR Spdr S&P 500 ETF TSPY | 1.6% | $5m | 6,698 | +4% |
| First TR Exchange Traded FDTDIV | 1.6% | $5m | 43,584 | Held |
| Amplify ETF TRDIVO | 1.5% | $5m | 100,935 | +6% |
| CumminsCMI | 1.5% | $5m | 6,441 | +7% |
| Johnson & JohnsonJNJ | 1.4% | $4m | 17,434 | +9% |
| AmgenAMGN | 1.4% | $4m | 12,108 | +11% |
| Advanced Micro DevicesAMD | 1.4% | $4m | 7,544 | +5% |
| Verizon CommunicationsVZ | 1.3% | $4m | 96,936 | +7% |
| AbbVieABBV | 1.3% | $4m | 16,101 | +8% |
| Select Sector Spdr TRXLK | 1.3% | $4m | 21,175 | Held |
| AT&TT | 1.3% | $4m | 193,846 | +8% |
| TeslaTSLA | 1.2% | $4m | 9,358 | +2% |
| EntergyETR | 1.2% | $4m | 34,258 | +10% |
| Select Sector Spdr TRXLU | 1.2% | $4m | 84,141 | +5% |
| Procter & GamblePG | 1.2% | $4m | 25,580 | Held |
| International Business MachinesIBM | 1.2% | $4m | 13,231 | +6% |
| Gilead SciencesGILD | 1.2% | $4m | 29,324 | +11% |
| Amazon.comAMZN | 1.0% | $3m | 13,406 | +7% |
| EvergyEVRG | 1.0% | $3m | 36,282 | +11% |
| Southern CompanySO | 1.0% | $3m | 32,764 | +9% |
| Duke EnergyDUK | 1.0% | $3m | 24,627 | +9% |
| BlackstoneBX | 0.9% | $3m | 25,264 | +4% |
| General DynamicsGD | 0.9% | $3m | 7,825 | +12% |
| ChevronCVX | 0.9% | $3m | 16,504 | +8% |
| Select Sector Spdr TRXLP | 0.8% | $3m | 32,085 | +10% |
| TargetTGT | 0.8% | $3m | 20,315 | +10% |
| AflacAFL | 0.8% | $3m | 22,306 | Held |
| United Parcel ServiceUPS | 0.8% | $2m | 22,850 | +11% |
| AlphabetGOOG | 0.8% | $2m | 6,842 | +14% |
| Ishares TRHYG | 0.8% | $2m | 29,672 | +9% |
| Invesco Exch Traded FD TR IIVRP | 0.7% | $2m | 93,020 | Held |
| Archer-Daniels-MidlandADM | 0.7% | $2m | 29,192 | New |
| Invesco Exch Traded FD TR IIQQQM | 0.7% | $2m | 7,347 | +4% |
| Spdr Series TrustSPYM | 0.7% | $2m | 24,466 | +6% |
| Getty RealtyGTY | 0.7% | $2m | 63,452 | +15% |
| PrologisPLD | 0.7% | $2m | 15,226 | +12% |
| Vanguard Scottsdale FDSVCLT | 0.7% | $2m | 27,363 | Held |
| PfizerPFE | 0.7% | $2m | 85,339 | +9% |
| PepsiCoPEP | 0.6% | $2m | 15,007 | +10% |
| Vanguard Scottsdale FDSVGSH | 0.6% | $2m | 34,544 | +57% |
| International PaperIP | 0.6% | $2m | 50,165 | +10% |
| PaychexPAYX | 0.6% | $2m | 19,124 | +14% |
| Select Sector Spdr TRXLRE | 0.6% | $2m | 42,104 | +32% |
| Ishares TRDGRO | 0.6% | $2m | 23,555 | +6% |
| NextEra EnergyNEE | 0.6% | $2m | 20,179 | +5% |
| CaterpillarCAT | 0.5% | $2m | 1,577 | -2% |
| Vanguard Index FDSVB | 0.5% | $2m | 5,328 | +19% |
| Morgan StanleyMS | 0.5% | $2m | 7,571 | +6% |
| United RentalsURI | 0.5% | $2m | 1,375 | +9% |
| Philip Morris InternationalPM | 0.5% | $1m | 8,059 | Held |
| Goldman Sachs GroupGS | 0.4% | $1m | 1,356 | +13% |
| Select Sector Spdr TRXLF | 0.4% | $1m | 23,799 | Held |
| Home DepotHD | 0.4% | $1m | 3,459 | Held |
| Enterprise Products Partners L.P.EPD | 0.4% | $1m | 32,653 | Held |
| Spdr Series TrustSPSM | 0.4% | $1m | 20,122 | +5% |
| Spdr Series TrustSPMD | 0.4% | $1m | 16,728 | +5% |
| Vanguard Index FDSVOO | 0.4% | $1m | 1,626 | +10% |
| Vaneck ETF TrustSMH | 0.4% | $1m | 1,689 | +5% |
| Vanguard World FDVHT | 0.3% | $970,912 | 3,247 | Held |
| Invesco QQQ TRQQQ | 0.3% | $956,841 | 1,298 | Held |
| Costco WholesaleCOST | 0.3% | $934,905 | 999 | +11% |
| Schwab Strategic TRSCHF | 0.3% | $927,191 | 33,473 | +5% |
| ChubbCB | 0.3% | $914,989 | 2,679 | +5% |
| Bank of AmericaBAC | 0.3% | $891,604 | 15,648 | +11% |
| Union PacificUNP | 0.3% | $837,780 | 3,080 | +3% |
| Vaneck ETF TrustBIZD | 0.3% | $825,553 | 65,210 | +2% |
| QualcommQCOM | 0.3% | $814,707 | 4,409 | Held |
| Ishares TRIBDR | 0.3% | $808,770 | 33,379 | Held |
| UnitedHealth GroupUNH | 0.3% | $806,745 | 1,941 | +13% |
| Vanguard Scottsdale FDSVGLT | 0.3% | $798,514 | 14,471 | Held |
| Toronto Dominion BankTD | 0.2% | $779,096 | 6,416 | Held |
| Pacer FDS TRCOWZ | 0.2% | $766,634 | 12,325 | +33% |
| Meta PlatformsMETA | 0.2% | $762,012 | 1,353 | Held |
| CamecoCCJ | 0.2% | $754,414 | 7,406 | +10% |
| Vanguard World FDVDC | 0.2% | $749,115 | 3,322 | Held |
| Texas InstrumentsTXN | 0.2% | $734,502 | 2,464 | -4% |
| Vanguard Index FDSVTV | 0.2% | $714,624 | 3,279 | -6% |
| American ExpressAXP | 0.2% | $696,033 | 2,058 | Held |
| Alibaba Group HldgBABA | 0.2% | $670,016 | 6,933 | +13% |
| Coca-ColaKO | 0.2% | $642,749 | 7,860 | Held |
| Generac HoldingsGNRC | 0.2% | $641,254 | 2,190 | +20% |
| Vanguard Index FDSVO | 0.2% | $629,553 | 7,814 | Held |
| Amplify ETF TRHACK | 0.2% | $626,706 | 5,973 | +43% |
| Ishares TRIYW | 0.2% | $605,352 | 2,400 | Held |
| Berkshire HathawayBRK-B | 0.2% | $584,312 | 1,168 | -11% |
Showing the largest 100 of 157.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 36.9% since 30 June 2025.
Where the money is
Technology18.3%
Health care8.4%
Financial services8.1%
Industrials5.9%
Utilities5.3%
Media & telecom5.2%
Everyday goods4.7%
Real estate3.2%
Retail & consumer2.8%
Materials1.0%
Energy1.0%
Other36.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.