Ranch Capital Advisors Inc.
13F Reported Value
ⓘ$276.7M
incl. option notional
Equity Holdings
ⓘ$273.5M
Option Notional
ⓘ$3.2M
$3.2M puts / $0 calls
Holdings
154
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Ranch Capital Advisors Inc. disclosed 154 positions worth $276.7M in its Form 13F-HR for Q1 2026 — $273.5M in common stock plus $3.2M of put/call option positions (reported at underlying notional value, not premium at risk), followed by $AAPL and $NVDA. During the quarter the fund opened 9 new positions and exited 8 — including a new stake in $SPY and a full exit from $VMC. The portfolio is most concentrated in Other (34.5% of disclosed assets). All figures are sourced directly from Ranch Capital Advisors Inc.’s Form 13F-HR filing with the SEC under CIK 1793269.
AI Fund Analysis
Diversifying
$AAPL
$NVDA
$T
$JPM
$AMGN
$CSector Allocation
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
SPDR SERIES TRUST
—Quality
$15.2M166,107 sh- 76.1#112
Quality
$10.7M42,115 sh - 90.2#1
Quality
$9.2M52,494 sh VANGUARD WHITEHALL FDS
—Quality
$8.4M56,975 shVANGUARD SPECIALIZED FUNDS
—Quality
$8.2M38,329 sh- 86.4
Quality
$7.9M25,489 sh VANGUARD SCOTTSDALE FDS
—Quality
$6.7M113,241 sh- 83.7
Quality
$6.5M17,620 sh - 71.9
Quality
$5.2M178,997 sh - 35.6
Quality
$5.1M17,412 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR SERIES TRUST | — | $15.2M | 166,107 |
| Apple Inc.$AAPL | 76.1#112 | $10.7M | 42,115 |
| NVIDIA CORP$NVDA | 90.2#1 | $9.2M | 52,494 |
| VANGUARD WHITEHALL FDS | — | $8.4M | 56,975 |
| VANGUARD SPECIALIZED FUNDS | — | $8.2M | 38,329 |
 Broadcom Inc.$AVGO | 86.4 | $7.9M | 25,489 |
| VANGUARD SCOTTSDALE FDS | — | $6.7M | 113,241 |
 MICROSOFT CORP$MSFT | 83.7 | $6.5M | 17,620 |
| AT&T INC.$T | 71.9 | $5.2M | 178,997 |
| JPMORGAN CHASE & CO$JPM | 35.6 | $5.1M | 17,412 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Ranch Capital Advisors Inc.'s 154 positions.
Showing top 10 of 154 holdings.
Sector Allocation
Other
$94.4M
Technology
$50.2M
Financials
$27.8M
Healthcare
$20.3M
Industrials
$18.8M
Utilities
$14.7M
Consumer Staples
$12.6M
Communication Services
$10.6M
Full Holdings — Ranch Capital Advisors Inc. (Q1 2026)
All 154 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SPDR SERIES TRUST | $15.2M | 5.6% | -5% | — |
| 2 | $AAPL | Apple Inc. | $10.7M | 3.9% | +0% | 76.1 |
| 3 | $NVDA | NVIDIA CORP | $9.2M | 3.4% | -0% | 90.2 |
| 4 | — | VANGUARD WHITEHALL FDS | $8.4M | 3.1% | +3% | — |
| 5 | — | VANGUARD SPECIALIZED FUNDS | $8.2M | 3.0% | +1% | — |
| 6 | $AVGO | Broadcom Inc. | $7.9M | 2.9% | +1% | 86.4 |
| 7 | — | VANGUARD SCOTTSDALE FDS | $6.7M | 2.5% | +2% | — |
| 8 | $MSFT | MICROSOFT CORP | $6.5M | 2.4% | +1% | 83.7 |
| 9 | $T | AT&T INC. | $5.2M | 1.9% | +9% | 71.9 |
| 10 | $JPM | JPMORGAN CHASE & CO | $5.1M | 1.9% | +3% | 35.6 |
| 11 | — | ISHARES TR | $5.0M | 1.8% | +1% | — |
| 12 |  $VZ | VERIZON COMMUNICATIONS INC | $4.5M | 1.7% | +18% | 71.6 |
| 13 |  $CAH | CARDINAL HEALTH INC | $4.4M | 1.6% | +2% | 58.6 |
| 14 | — | AMPLIFY ETF TR | $4.3M | 1.6% | +4% | — |
| 15 |  $SPY | SPDR S&P 500 ETF TRUST | $4.2M | 1.5% | -0% | — |
| 16 |  $CSCO | CISCO SYSTEMS, INC. | $4.1M | 1.5% | +2% | 72.3 |
| 17 | — | FIRST TR EXCHANGE TRADED FD | $4.1M | 1.5% | +1% | — |
| 18 |  $IRM | IRON MOUNTAIN INC | $4.0M | 1.5% | +4% | 50.7 |
| 19 |  $GOOG | Alphabet Inc. | $4.0M | 1.4% | +0% | 80.2 |
| 20 |  $JNJ | JOHNSON & JOHNSON | $3.9M | 1.4% | +4% | 72.8 |
| 21 | $AMGN | AMGEN INC | $3.8M | 1.4% | +5% | 79.5 |
| 22 | $C | CITIGROUP INC | $3.7M | 1.4% | +1% | 54.8 |
| 23 | — | SELECT SECTOR SPDR TR | $3.7M | 1.4% | +2% | — |
| 24 |  $GILD | GILEAD SCIENCES, INC. | $3.7M | 1.3% | +6% | 77.8 |
| 25 |  $PG | PROCTER & GAMBLE Co | $3.7M | 1.3% | -1% | 72.9 |
| 26 |  $ETR | ENTERGY CORP /DE/ | $3.5M | 1.3% | +0% | 65.1 |
| 27 |  $TSLA | Tesla, Inc. | $3.4M | 1.2% | +0% | 50.1 |
| 28 |  $CMI | CUMMINS INC | $3.2M | 1.2% | -1% | 58.9 |
| 29 |  $ABBV | AbbVie Inc. | $3.2M | 1.2% | +37% | 59.3 |
| 30 |  $CVX | CHEVRON CORP | $3.2M | 1.2% | +1% | 54.7 |
| 31 | $SPYPUT | SPDR S&P 500 ETF TRUST | $3.2M | — | NEW | — |
| 32 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $3.0M | 1.1% | -22% | 66.7 |
| 33 |  $DUK | Duke Energy CORP | $3.0M | 1.1% | +8% | 64 |
| 34 |  $SO | SOUTHERN CO | $2.9M | 1.1% | +7% | 65.1 |
| 35 | — | SELECT SECTOR SPDR TR | $2.8M | 1.0% | -4% | — |
| 36 |  $BX | Blackstone Inc. | $2.8M | 1.0% | +0% | 68 |
| 37 |  $EVRG | Evergy, Inc. | $2.7M | 1.0% | +5% | 56.2 |
| 38 |  $AMZN | AMAZON COM INC | $2.6M | 0.9% | +1% | 74.6 |
| 39 |  $AFL | AFLAC INC | $2.4M | 0.9% | -4% | 60.3 |
| 40 |  $GD | GENERAL DYNAMICS CORP | $2.4M | 0.9% | +7% | 73 |
| 41 | — | SELECT SECTOR SPDR TR | $2.4M | 0.9% | +15% | — |
| 42 |  $TGT | TARGET CORP | $2.2M | 0.8% | +8% | 53.1 |
| 43 |  $IVZ | Invesco Ltd. | $2.2M | 0.8% | +5% | — |
| 44 |  $PFE | PFIZER INC | $2.2M | 0.8% | +5% | 69 |
| 45 | — | ISHARES TR | $2.2M | 0.8% | +2% | — |
| 46 |  $PEP | PEPSICO INC | $2.1M | 0.8% | +7% | 62.7 |
| 47 |  $UPS | UNITED PARCEL SERVICE INC | $2.0M | 0.7% | +12% | 58.2 |
| 48 | — | VANGUARD SCOTTSDALE FDS | $2.0M | 0.7% | +4% | — |
| 49 |  $PLD | Prologis, Inc. | $1.8M | 0.7% | +5% | 67.5 |
| 50 |  $NEE | NEXTERA ENERGY INC | $1.8M | 0.7% | +2% | 71.7 |
| 51 |  $GTY | GETTY REALTY CORP /MD/ | $1.8M | 0.7% | NEW | 67.3 |
| 52 |  $MDT | Medtronic plc | $1.8M | 0.7% | +3% | — |
| 53 | — | SPDR SERIES TRUST | $1.8M | 0.7% | +4% | — |
| 54 |  $GOOGL | Alphabet Inc. | $1.7M | 0.6% | +4% | 80.2 |
| 55 | $IVZ | Invesco Ltd. | $1.7M | 0.6% | +7% | — |
| 56 |  $IP | INTERNATIONAL PAPER CO /NEW/ | $1.6M | 0.6% | +1% | 52.1 |
| 57 | — | ISHARES TR | $1.6M | 0.6% | +3% | — |
| 58 |  $PAYX | PAYCHEX INC | $1.5M | 0.6% | +2% | 75.1 |
| 59 |  $AMD | ADVANCED MICRO DEVICES INC | $1.5M | 0.5% | +1% | 78.8 |
| 60 |  $PM | Philip Morris International Inc. | $1.3M | 0.5% | +0% | 80.5 |
| 61 |  $STT | STATE STREET CORP | $1.3M | 0.5% | +4% | 61.5 |
| 62 | — | VANGUARD SCOTTSDALE FDS | $1.3M | 0.5% | +1% | — |
| 63 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $1.2M | 0.5% | +1% | 66.4 |
| 64 | — | SELECT SECTOR SPDR TR | $1.2M | 0.4% | -1% | — |
| 65 | — | VANGUARD INDEX FDS | $1.2M | 0.4% | +3% | — |
| 66 |  $MS | MORGAN STANLEY | $1.2M | 0.4% | +1% | — |
| 67 |  $CAT | CATERPILLAR INC | $1.1M | 0.4% | -3% | 67.8 |
| 68 |  $HD | HOME DEPOT, INC. | $1.1M | 0.4% | +18% | 69.2 |
| 69 |  $GS | GOLDMAN SACHS GROUP INC | $1.0M | 0.4% | +2% | — |
| 70 | — | SELECT SECTOR SPDR TR | $1.0M | 0.4% | +26% | — |
| 71 | — | SPDR SERIES TRUST | $941,508 | 0.3% | +4% | — |
| 72 | — | SPDR SERIES TRUST | $928,611 | 0.3% | +2% | — |
| 73 |  $URI | UNITED RENTALS, INC. | $918,346 | 0.3% | +2% | 70.7 |
| 74 |  $COST | COSTCO WHOLESALE CORP /NEW | $893,414 | 0.3% | +2% | 67 |
| 75 | — | VANGUARD WORLD FD | $883,926 | 0.3% | +0% | — |
| 76 | — | VANGUARD INDEX FDS | $883,002 | 0.3% | +0% | — |
| 77 |  $NFLX | NETFLIX INC | $857,466 | 0.3% | +3% | 86.7 |
| 78 |  $CB | Chubb Ltd | $836,040 | 0.3% | +2% | — |
| 79 | — | VANECK ETF TRUST | $816,471 | 0.3% | +2% | — |
| 80 | — | VANGUARD SCOTTSDALE FDS | $803,309 | 0.3% | +5% | — |
| 81 | — | ISHARES TR | $797,184 | 0.3% | +7% | — |
| 82 | — | SCHWAB STRATEGIC TR | $786,864 | 0.3% | +2% | — |
| 83 |  $META | Meta Platforms, Inc. | $774,613 | 0.3% | -7% | 80.9 |
| 84 |  $BABA | Alibaba Group Holding Ltd | $770,737 | 0.3% | +0% | — |
| 85 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $752,896 | 0.3% | -1% | — |
| 86 | — | VANGUARD WORLD FD | $746,088 | 0.3% | +0% | — |
| 87 |  $CCJ | CAMECO CORP | $734,136 | 0.3% | +3% | — |
| 88 |  $UNP | UNION PACIFIC CORP | $727,032 | 0.3% | +0% | 74 |
| 89 |  $BAC | BANK OF AMERICA CORP /DE/ | $687,225 | 0.3% | +1% | 68.4 |
| 90 | — | VANGUARD INDEX FDS | $681,792 | 0.3% | -3% | — |
| 91 |  $WMT | Walmart Inc. | $627,705 | 0.2% | +0% | 63.2 |
| 92 |  $BRK.B | BERKSHIRE HATHAWAY INC | $626,657 | 0.2% | -3% | 64.5 |
| 93 |  $AXP | AMERICAN EXPRESS CO | $622,286 | 0.2% | +0% | 73.2 |
| 94 | — | VANECK ETF TRUST | $619,422 | 0.2% | -15% | — |
| 95 |  $KO | COCA COLA CO | $599,326 | 0.2% | +0% | 74 |
| 96 |  $TD | TORONTO DOMINION BANK | $598,549 | 0.2% | +0% | — |
| 97 | — | PACER FDS TR | $579,343 | 0.2% | +2% | — |
| 98 |  $QCOM | QUALCOMM INC/DE | $567,436 | 0.2% | +0% | 81.9 |
| 99 | — | VANGUARD INDEX FDS | $557,495 | 0.2% | +2% | — |
| 100 |  $MA | Mastercard Inc | $529,292 | 0.2% | +1% | 81.7 |
| 101 |  $ABT | ABBOTT LABORATORIES | $527,432 | 0.2% | +0% | 67 |
| 102 |  $NVG | Nuveen AMT-Free Municipal Credit Income Fund | $526,062 | 0.2% | +1% | — |
| 103 |  $TXN | TEXAS INSTRUMENTS INC | $498,266 | 0.2% | -5% | 70.4 |
| 104 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $495,351 | 0.2% | +0% | 75.4 |
| 105 |  $MO | ALTRIA GROUP, INC. | $468,339 | 0.2% | +0% | 72.1 |
| 106 |  $UNH | UNITEDHEALTH GROUP INC | $466,306 | 0.2% | +0% | 66.8 |
| 107 |  $KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | $462,052 | 0.2% | +5% | 48 |
| 108 |  $MCD | MCDONALDS CORP | $447,082 | 0.2% | +4% | 73.9 |
| 109 | — | ISHARES TR | $435,408 | 0.2% | +0% | — |
| 110 | — | ISHARES TR | $407,370 | 0.1% | +6% | — |
| 111 | — | SELECT SECTOR SPDR TR | $405,366 | 0.1% | -20% | — |
| 112 |  $COF | CAPITAL ONE FINANCIAL CORP | $396,603 | 0.1% | +0% | 71 |
| 113 |  $CINF | CINCINNATI FINANCIAL CORP | $396,516 | 0.1% | +0% | 77 |
| 114 |  $WM | WASTE MANAGEMENT INC | $394,258 | 0.1% | -0% | 70.7 |
| 115 |  $NTR | Nutrien Ltd. | $374,700 | 0.1% | NEW | — |
| 116 |  $PFH | PRUDENTIAL FINANCIAL INC | $371,507 | 0.1% | +0% | 58.6 |
| 117 | — | VANGUARD STAR FDS | $366,963 | 0.1% | NEW | — |
| 118 |  $GNRC | GENERAC HOLDINGS INC. | $357,454 | 0.1% | NEW | 58.2 |
| 119 |  $DLR | DIGITAL REALTY TRUST, INC. | $356,139 | 0.1% | +0% | 70.2 |
| 120 |  $GLD | SPDR GOLD TRUST | $353,698 | 0.1% | -6% | — |
| 121 | — | STATE STR SPDR DOW JONES IND | $352,052 | 0.1% | +0% | — |
| 122 |  $BMY | BRISTOL MYERS SQUIBB CO | $347,311 | 0.1% | +0% | 70.1 |
| 123 | — | ISHARES TR | $341,553 | 0.1% | +4% | — |
| 124 |  $IBIT | iShares Bitcoin Trust ETF | $336,716 | 0.1% | -17% | — |
| 125 | — | VANECK ETF TRUST | $336,282 | 0.1% | -31% | — |
| 126 |  $XOM | EXXON MOBIL CORP | $335,358 | 0.1% | +0% | 61.8 |
| 127 | — | AMPLIFY ETF TR | $312,720 | 0.1% | -28% | — |
| 128 |  $WT | WisdomTree, Inc. | $312,236 | 0.1% | +0% | 62.9 |
| 129 | — | DBX ETF TR | $296,400 | 0.1% | +0% | — |
| 130 |  $MRK | Merck & Co., Inc. | $290,434 | 0.1% | -0% | 70.9 |
| 131 | — | ISHARES TR | $281,682 | 0.1% | -9% | — |
| 132 | — | ISHARES INC | $277,501 | 0.1% | +2% | — |
| 133 |  $NZF | Nuveen Municipal Credit Income Fund | $275,393 | 0.1% | -5% | — |
| 134 | — | VANGUARD WORLD FD | $274,044 | 0.1% | -57% | — |
| 135 |  $MHD | BLACKROCK MUNIHOLDINGS FUND, INC. | $268,627 | 0.1% | NEW | — |
| 136 |  $MQY | BLACKROCK MUNIYIELD QUALITY FUND, INC. | $264,328 | 0.1% | NEW | — |
| 137 |  $SOFI | SoFi Technologies, Inc. | $261,766 | 0.1% | +3% | 53.8 |
| 138 |  $LMT | LOCKHEED MARTIN CORP | $259,592 | 0.1% | +0% | 65 |
| 139 | — | ISHARES TR | $255,924 | 0.1% | -22% | — |
| 140 |  $EMR | EMERSON ELECTRIC CO | $252,169 | 0.1% | +0% | 65.9 |
| 141 |  $WPM | Wheaton Precious Metals Corp. | $249,967 | 0.1% | +0% | — |
| 142 |  $RTX | RTX Corp | $248,214 | 0.1% | +0% | 70 |
| 143 |  $ETN | Eaton Corp plc | $236,432 | 0.1% | +0% | — |
| 144 |  $OKE | ONEOK INC /NEW/ | $232,469 | 0.1% | NEW | 72 |
| 145 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $222,944 | 0.1% | +0% | — |
| 146 |  $ADSK | Autodesk, Inc. | $217,854 | 0.1% | +0% | 76.4 |
| 147 | — | VANGUARD WORLD FD | $211,629 | 0.1% | +0% | — |
| 148 |  $GLW | CORNING INC /NY | $208,812 | 0.1% | NEW | 72.7 |
| 149 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $206,149 | 0.1% | +0% | 63.7 |
| 150 | — | SPDR SERIES TRUST | $202,128 | 0.1% | -91% | — |
| 151 |  $DSM | BNY MELLON STRATEGIC MUNICIPAL BOND FUND, INC. | $175,625 | 0.1% | +0% | — |
| 152 |  $NMZ | NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND | $156,199 | 0.1% | +2% | — |
| 153 |  $AGNC | AGNC Investment Corp. | $112,993 | 0.0% | +3% | — |
| 154 |  $HOWL | Werewolf Therapeutics, Inc. | $9,991 | 0.0% | +0% | — |
New Positions (9)
$SPYPUT SPDR S&P 500 ETF TRUST$3.2M$GTY GETTY REALTY CORP /MD/$1.8M$NTR Nutrien Ltd.$374,700$GNRC GENERAC HOLDINGS INC.$357,454$MHD BLACKROCK MUNIHOLDINGS FUND, INC.$268,627$MQY BLACKROCK MUNIYIELD QUALITY FUND, INC.$264,328$OKE ONEOK INC /NEW/$232,469$GLW CORNING INC /NY$208,812
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