Institutional Manager · CIK 0001793269
Ranch Capital Advisors Inc.
SARASOTA, FL · File #028-19637
Latest AUM
$271.7M
Positions
153
Top-10 Concentration
42.6%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025153 pos · $271.7M
- 13F HOLDINGS REPORTQ/E Sep 2025151 pos · $258.3M
- 13F HOLDINGS REPORTQ/E Jun 2025142 pos · $230.6M
- 13F HOLDINGS REPORTQ/E Mar 2025139 pos · $210.9M
- 13F HOLDINGS REPORTQ/E Dec 2024141 pos · $211.7M
- 13F HOLDINGS REPORTQ/E Sep 2024147 pos · $212.0M
- 13F HOLDINGS REPORTQ/E Jun 2024153 pos · $191.2M
- 13F HOLDINGS REPORTQ/E Mar 2024154 pos · $185.1M
- 13F HOLDINGS REPORTQ/E Dec 2023142 pos · $142.9M
- 13F HOLDINGS REPORTQ/E Sep 2023144 pos · $142.0M
- 13F HOLDINGS REPORTQ/E Jun 2023146 pos · $136.6M
- 13F HOLDINGS REPORTQ/E Mar 2023146 pos · $127.8M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 78468R663 | 174,936 | $16.0M | 7.76% |
| 2 | APPLE INC | AAPL | 42,052 | $11.4M | 5.55% |
| 3 | NVIDIA CORPORATION | NVDA | 52,687 | $9.8M | 4.77% |
| 4 | BROADCOM INC | AVGO | 25,144 | $8.7M | 4.22% |
| 5 | MICROSOFT CORP | MSFT | 17,480 | $8.5M | 4.10% |
| 6 | VANGUARD SPECIALIZED FUNDS | 921908844 | 38,112 | $8.4M | 4.06% |
| 7 | VANGUARD WHITEHALL FDS | 921946406 | 55,328 | $7.9M | 3.85% |
| 8 | VANGUARD SCOTTSDALE FDS | 92206C706 | 110,632 | $6.6M | 3.22% |
| 9 | JPMORGAN CHASE & CO. | VYLD | 16,916 | $5.5M | 2.65% |
| 10 | ISHARES TR | 464288653 | 48,950 | $5.0M | 2.42% |
| 11 | INTERNATIONAL BUSINESS MACHS | INTR | 15,868 | $4.7M | 2.28% |
| 12 | SPDR S&P 500 ETF TR | SPY | 6,414 | $4.4M | 2.13% |
| 13 | ALPHABET INC | GOOG | 13,823 | $4.3M | 2.10% |
| 14 | CARDINAL HEALTH INC | CAH | 20,563 | $4.2M | 2.05% |
| 15 | FIRST TR EXCHANGE TRADED FD | 33738R118 | 42,916 | $4.2M | 2.02% |
| 16 | TESLA INC | TSLA | 9,106 | $4.1M | 1.99% |
| 17 | AMPLIFY ETF TR | 032108409 | 91,691 | $4.1M | 1.98% |
| 18 | AT&T INC | T-PC | 164,008 | $4.1M | 1.98% |
| 19 | CISCO SYS INC | CSCO | 51,827 | $4.0M | 1.94% |
| 20 | CITIGROUP INC | C-PR | 32,595 | $3.8M | 1.85% |