Q2 2026 13F · SEC CIK 1793269

Ranch Capital Advisors Inc.

Wealth managerFiled 2026-08-03 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $315.7M
Reported positions: 157
Top holdings a year, 3 yrs: +18.8%
Assets under management: $385.5M

Ranch Capital Advisors Inc. is a wealth manager that reported 157 positions worth $315.7M in its Q2 2026 13F, filed 2026-08-03. Its largest holdings were SPDR Brcy1-3 Ser (BIL, 5.1%), Apple Inc (AAPL, 3.9%), Nvidia Corporation Com (NVDA, 3.4%). A portfolio copying its top holdings returned 18.8% a year over the last 3 years, against 20.4% for the S&P 500.

Ranch Capital Advisors Inc. holdings largest 50 of 157 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Ranch Capital Advisors Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
BILSPDR Brcy1-3 Ser	5.1%	5.6%	175,487	+5.6%	$16.1M
AAPLApple Inc	3.9%	3.9%	42,763	+1.5%	$12.4M
NVDANvidia Corporation Com	3.4%	3.3%	52,929	+0.8%	$10.6M
AVGOBroadcom Inc	3.3%	2.9%	27,541	+8.1%	$10.4M
VIGVanguard Dividend Appreciation ETF	3.0%	3.0%	40,047	+4.5%	$9.5M
VYMVym	2.9%	3.1%	57,830	+1.5%	$9.1M
VGITVanguard Intermediate Treasury ETF	2.3%	2.5%	123,116	+8.7%	$7.3M
CSCOCisco Sys Inc	2.1%	1.5%	57,172	+7.9%	$6.7M
MSFTMicrosoft Corp	2.1%	2.4%	17,680	+0.3%	$6.6M
JPMJpmorgan Chase & Co	2.0%	1.9%	18,859	+8.3%	$6.2M
IRMIron Mountain Inc	1.7%	1.5%	42,611	+8.6%	$5.4M
CAHCardinal Health Inc	1.7%	1.6%	22,732	+8.3%	$5.4M
TLHIshares Tr	1.6%	1.8%	50,841	+2.7%	$5.1M
CCitigroup Inc Com New	1.6%	1.4%	36,258	+10.0%	$5.1M
GOOGLAlphabet Inc	1.6%	1.5%	14,162	+2.4%	$5.1M
SPYSpdr S&p 500 ETF Tr	1.6%	1.5%	6,698	+4.4%	$5.0M
TDIVFirst Tr Exchange Traded Fd	1.6%	1.5%	43,584	+0.6%	$5.0M
DIVOAmplify ETF Tr	1.5%	1.6%	100,935	+6.3%	$4.6M
CMICummins Inc	1.5%	1.2%	6,441	+6.9%	$4.6M
JNJJohnson & Johnson	1.4%	1.4%	17,434	+9.4%	$4.4M
AMGNAmgen Inc Com	1.4%	1.4%	12,108	+10.8%	$4.4M
AMDAdvanced Micro Devices Inc	1.4%	—	7,544	—	$4.4M
VZVerizon Communications Inc Com	1.3%	1.7%	96,936	+7.4%	$4.1M
ABBVAbbvie Inc	1.3%	1.2%	16,101	+8.1%	$4.1M
XLKState Street Technology Select Sector Sp	1.3%	1.0%	21,175	-0.1%	$4.0M
TAt&t Inc Com	1.3%	1.9%	193,846	+8.3%	$4.0M
TSLATesla Inc Com	1.2%	1.2%	9,358	+2.5%	$3.9M
ETREntergy Corp.	1.2%	1.3%	34,258	+10.3%	$3.9M
XLUSpdr	1.2%	1.3%	84,141	+4.8%	$3.8M
PGProcter & Gamble Co Com	1.2%	1.3%	25,580	+0.7%	$3.8M
IBMInternational Business Machs	1.2%	1.1%	13,231	+6.3%	$3.7M
GILDGilead Sciences	1.2%	1.3%	29,324	+11.2%	$3.7M
AMZNAmazon Com Inc Com	1.0%	1.0%	13,406	+7.0%	$3.2M
EVRGEvergy Inc	1.0%	1.0%	36,282	+11.3%	$3.1M
SOSouthern Co.	1.0%	1.1%	32,764	+8.7%	$3.1M
DUKDuke Energy	1.0%	1.1%	24,627	+9.3%	$3.1M
BXBlackstone Inc Com	0.9%	1.0%	25,264	+4.0%	$3.0M
GDGeneral Dynamics Corp	0.9%	0.9%	7,825	+11.9%	$2.8M
CVXChevron Corp New	0.9%	1.2%	16,504	+7.7%	$2.7M
XLPState Street Consumer Staples Select Sec	0.8%	0.9%	32,085	+10.4%	$2.7M
TGTTarget Corp Com	0.8%	0.8%	20,315	+9.6%	$2.7M
AFLAflac Inc	0.8%	0.9%	22,306	+0.6%	$2.6M
UPSUnited Parcel Svcs Inc Cl B	0.8%	0.7%	22,850	+11.4%	$2.5M
GOOGAlphabet Inc	0.8%	—	6,842	—	$2.4M
HYGIshares Trust	0.8%	0.8%	29,672	+8.8%	$2.4M
VRPInvesco Exch Traded Fd Tr II	0.7%	0.8%	93,020	+1.3%	$2.3M
ADMArcher Daniels Midland Co	0.7%	—	29,192	—	$2.2M
QQQMInvesco Nasdaq 100 ETF	0.7%	—	7,347	—	$2.2M
SPLGSpdr Series Trust	0.7%	—	24,466	—	$2.2M
GTYGetty Realty Corp	0.7%	0.7%	63,452	+14.7%	$2.1M

What Ranch Capital Advisors Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

GTY Getty Realty Corp+14.7% shares
GD General Dynamics Corp+11.9% shares
UPS United Parcel Svcs Inc Cl B+11.4% shares
EVRG Evergy Inc+11.3% shares
GILD Gilead Sciences+11.2% shares
AMGN Amgen Inc Com+10.8% shares
XLP State Street Consumer Staples Select Sec+10.4% shares
ETR Entergy Corp.+10.3% shares

Reduced

No position shrank by more than 5%.

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +14.0% /yr; S&P 500 +20.1%
3 years: +18.8% /yr; S&P 500 +20.4%
5 years: +11.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$315.7M	157
Q1 2026	$273.5M	153
Q4 2025	$271.7M	153
Q3 2025	$258.3M	151
Q2 2025	$230.6M	142
Q1 2025	$210.9M	139
Q4 2024	$211.7M	141
Q3 2024	$212.0M	147
Q2 2024	$191.2M	153
Q1 2024	$185.1M	154
Q4 2023	$160.4M	146
Q3 2023	$142.9M	142

Questions about Ranch Capital Advisors Inc.'s portfolio

What stocks does Ranch Capital Advisors Inc. own?

Ranch Capital Advisors Inc.'s latest 13F, for Q2 2026 and filed Aug 3, 2026, lists 157 positions worth $315.7M. The largest are SPDR Brcy1-3 Ser (BIL) at 5.1%, Apple Inc (AAPL) at 3.9%, Nvidia Corporation Com (NVDA) at 3.4%, Broadcom Inc (AVGO) at 3.3% and Vanguard Dividend Appreciation ETF (VIG) at 3.0%.

What did Ranch Capital Advisors Inc. buy last quarter?

In Q2 2026, Ranch Capital Advisors Inc. added Getty Realty Corp (GTY) (+14.7% shares), General Dynamics Corp (GD) (+11.9% shares) and United Parcel Svcs Inc Cl B (UPS) (+11.4% shares), compared with its Q1 2026 filing.

What did Ranch Capital Advisors Inc. sell last quarter?

In Q2 2026, Ranch Capital Advisors Inc. cut from its top 50 Pfizer Inc (PFE), cut from its top 50 Pepsico Inc (PEP), cut from its top 50 Vanguard Scottsdale Fds (VCLT), cut from its top 50 Prologis Inc (PLD) and cut from its top 50 Nextera Energy Inc Com (NEE), compared with its Q1 2026 filing.

How has Ranch Capital Advisors Inc.'s portfolio performed?

A portfolio copying Ranch Capital Advisors Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +14.0% against +20.1%. Over 5 years: +11.2% a year against +11.6%.

When is Ranch Capital Advisors Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Ranch Capital Advisors Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Ranch Capital Advisors Inc. manage?

Ranch Capital Advisors Inc. reported $385.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $315.7M.