# Ranch Capital Advisors Inc.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1793269. Source: https://holderbook.com/funds/1793269-ranch-capital-advisors-inc/

- Reported value: $315.7M
- Positions: 157
- Weight of the ten largest: 30.0%
- Filed: 2026-08-03

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| SPDR SERIES TRUST | [BIL](https://holderbook.com/stocks/BIL/) | $16.1M | 175,487 | 5.1% | 12 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $12.4M | 42,763 | 3.9% | 28 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $10.6M | 52,929 | 3.4% | 27 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $10.4M | 27,541 | 3.3% | 28 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $9.5M | 40,047 | 3.0% | 28 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $9.1M | 57,830 | 2.9% | 28 |
| VANGUARD SCOTTSDALE FDS | [VGIT](https://holderbook.com/stocks/VGIT/) | $7.3M | 123,116 | 2.3% | 9 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $6.7M | 57,172 | 2.1% | 6 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $6.6M | 17,680 | 2.1% | 28 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $6.2M | 18,859 | 2.0% | 28 |
| IRON MTN INC DEL | [IRM](https://holderbook.com/stocks/IRM/) | $5.4M | 42,611 | 1.7% | 28 |
| CARDINAL HEALTH INC | [CAH](https://holderbook.com/stocks/CAH/) | $5.4M | 22,732 | 1.7% | 27 |
| ISHARES TR | [TLH](https://holderbook.com/stocks/TLH/) | $5.1M | 50,841 | 1.6% | 7 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $5.1M | 36,258 | 1.6% | 10 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $5.1M | 14,162 | 1.6% | 28 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $5.0M | 6,698 | 1.6% | 28 |
| FIRST TR EXCHANGE-TRADED FD | [TDIV](https://holderbook.com/stocks/TDIV/) | $5.0M | 43,584 | 1.6% | 28 |
| AMPLIFY ETF TR | [DIVO](https://holderbook.com/stocks/DIVO/) | $4.6M | 100,935 | 1.5% | 28 |
| CUMMINS INC | [CMI](https://holderbook.com/stocks/CMI/) | $4.6M | 6,441 | 1.5% | 28 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $4.4M | 17,434 | 1.4% | 28 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $4.4M | 12,108 | 1.4% | 28 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $4.4M | 7,544 | 1.4% | 26 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $4.1M | 96,936 | 1.3% | 28 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $4.1M | 16,101 | 1.3% | 28 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $4.0M | 21,175 | 1.3% | 28 |
| AT&T INC | [T](https://holderbook.com/stocks/T/) | $4.0M | 193,846 | 1.3% | 28 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $3.9M | 9,358 | 1.2% | 27 |
| ENTERGY CORP NEW | [ETR](https://holderbook.com/stocks/ETR/) | $3.9M | 34,258 | 1.2% | 10 |
| SELECT SECTOR SPDR TR | [XLU](https://holderbook.com/stocks/XLU/) | $3.8M | 84,141 | 1.2% | 11 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $3.8M | 25,580 | 1.2% | 28 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $3.7M | 13,231 | 1.2% | 28 |
| GILEAD SCIENCES INC | [GILD](https://holderbook.com/stocks/GILD/) | $3.7M | 29,324 | 1.2% | 27 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $3.2M | 13,406 | 1.0% | 28 |
| EVERGY INC | [EVRG](https://holderbook.com/stocks/EVRG/) | $3.1M | 36,282 | 1.0% | 6 |
| SOUTHERN CO | [SO](https://holderbook.com/stocks/SO/) | $3.1M | 32,764 | 1.0% | 28 |
| DUKE ENERGY CORP NEW | [DUK](https://holderbook.com/stocks/DUK/) | $3.1M | 24,627 | 1.0% | 9 |
| BLACKSTONE INC | [BX](https://holderbook.com/stocks/BX/) | $3.0M | 25,264 | 0.9% | 28 |
| GENERAL DYNAMICS CORP | [GD](https://holderbook.com/stocks/GD/) | $2.8M | 7,825 | 0.9% | 19 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $2.7M | 16,504 | 0.9% | 28 |
| SELECT SECTOR SPDR TR | [XLP](https://holderbook.com/stocks/XLP/) | $2.7M | 32,085 | 0.8% | 11 |
| TARGET CORP | [TGT](https://holderbook.com/stocks/TGT/) | $2.7M | 20,315 | 0.8% | 3 |
| AFLAC INC | [AFL](https://holderbook.com/stocks/AFL/) | $2.6M | 22,306 | 0.8% | 10 |
| UNITED PARCEL SVCS INC | [UPS](https://holderbook.com/stocks/UPS/) | $2.5M | 22,850 | 0.8% | 28 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $2.4M | 6,842 | 0.8% | 10 |
| ISHARES TR | [HYG](https://holderbook.com/stocks/HYG/) | $2.4M | 29,672 | 0.8% | 27 |
| INVESCO EXCH TRADED FD TR II | [VRP](https://holderbook.com/stocks/VRP/) | $2.3M | 93,020 | 0.7% | 28 |
| ARCHER DANIELS MIDLAND CO | [ADM](https://holderbook.com/stocks/ADM/) | $2.2M | 29,192 | 0.7% | 1 |
| INVESCO EXCH TRADED FD TR II | [QQQM](https://holderbook.com/stocks/QQQM/) | $2.2M | 7,347 | 0.7% | 18 |
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $2.2M | 24,466 | 0.7% | 28 |
| GETTY RLTY CORP NEW | [GTY](https://holderbook.com/stocks/GTY/) | $2.1M | 63,452 | 0.7% | 2 |
| PROLOGIS INC. | [PLD](https://holderbook.com/stocks/PLD/) | $2.1M | 15,226 | 0.7% | 3 |
| VANGUARD SCOTTSDALE FDS | [VCLT](https://holderbook.com/stocks/VCLT/) | $2.1M | 27,363 | 0.7% | 16 |
| PFIZER INC | [PFE](https://holderbook.com/stocks/PFE/) | $2.1M | 85,339 | 0.7% | 28 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $2.0M | 15,007 | 0.6% | 28 |
| VANGUARD SCOTTSDALE FDS | [VGSH](https://holderbook.com/stocks/VGSH/) | $2.0M | 34,544 | 0.6% | 7 |
| INTERNATIONAL PAPER CO | [IP](https://holderbook.com/stocks/IP/) | $1.9M | 50,165 | 0.6% | 28 |
| PAYCHEX INC | [PAYX](https://holderbook.com/stocks/PAYX/) | $1.9M | 19,124 | 0.6% | 28 |
| SELECT SECTOR SPDR TR | [XLRE](https://holderbook.com/stocks/XLRE/) | $1.9M | 42,104 | 0.6% | 21 |
| ISHARES TR | [DGRO](https://holderbook.com/stocks/DGRO/) | $1.8M | 23,555 | 0.6% | 18 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $1.8M | 20,179 | 0.6% | 28 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $1.7M | 1,577 | 0.5% | 27 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $1.6M | 5,328 | 0.5% | 27 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $1.6M | 7,571 | 0.5% | 27 |
| UNITED RENTALS INC | [URI](https://holderbook.com/stocks/URI/) | $1.6M | 1,375 | 0.5% | 27 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $1.5M | 8,059 | 0.5% | 28 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $1.4M | 1,356 | 0.4% | 9 |
| SELECT SECTOR SPDR TR | [XLF](https://holderbook.com/stocks/XLF/) | $1.3M | 23,799 | 0.4% | 27 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $1.2M | 3,459 | 0.4% | 28 |
| ENTERPRISE PRODS PARTNERS L | [EPD](https://holderbook.com/stocks/EPD/) | $1.2M | 32,653 | 0.4% | 28 |
| SPDR SERIES TRUST | [SPSM](https://holderbook.com/stocks/SPSM/) | $1.2M | 20,122 | 0.4% | 17 |
| SPDR SERIES TRUST | [SPMD](https://holderbook.com/stocks/SPMD/) | $1.1M | 16,728 | 0.4% | 17 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $1.1M | 1,626 | 0.4% | 4 |
| VANECK ETF TRUST | [SMH](https://holderbook.com/stocks/SMH/) | $1.1M | 1,689 | 0.4% | 15 |
| VANGUARD WORLD FD | [VHT](https://holderbook.com/stocks/VHT/) | $970.9K | 3,247 | 0.3% | 28 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $956.8K | 1,298 | 0.3% | 28 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $934.9K | 999 | 0.3% | 11 |
| SCHWAB STRATEGIC TR | [SCHF](https://holderbook.com/stocks/SCHF/) | $927.2K | 33,473 | 0.3% | 18 |
| CHUBB LIMITED | [CB](https://holderbook.com/stocks/CB/) | $915.0K | 2,679 | 0.3% | 11 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $891.6K | 15,648 | 0.3% | 4 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $837.8K | 3,080 | 0.3% | 28 |
| VANECK ETF TRUST | [BIZD](https://holderbook.com/stocks/BIZD/) | $825.6K | 65,210 | 0.3% | 28 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $814.7K | 4,409 | 0.3% | 28 |
| ISHARES TR | [IBDR](https://holderbook.com/stocks/IBDR/) | $808.8K | 33,379 | 0.3% | 15 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $806.7K | 1,941 | 0.3% | 3 |
| VANGUARD SCOTTSDALE FDS | [VGLT](https://holderbook.com/stocks/VGLT/) | $798.5K | 14,471 | 0.3% | 8 |
| TORONTO DOMINION BK ONT | [TD](https://holderbook.com/stocks/TD/) | $779.1K | 6,416 | 0.2% | 28 |
| PACER FDS TR | [COWZ](https://holderbook.com/stocks/COWZ/) | $766.6K | 12,325 | 0.2% | 14 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $762.0K | 1,353 | 0.2% | 13 |
| CAMECO CORP | [CCJ](https://holderbook.com/stocks/CCJ/) | $754.4K | 7,406 | 0.2% | 7 |
| VANGUARD WORLD FD | [VDC](https://holderbook.com/stocks/VDC/) | $749.1K | 3,322 | 0.2% | 28 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $734.5K | 2,464 | 0.2% | 28 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $714.6K | 3,279 | 0.2% | 4 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $696.0K | 2,058 | 0.2% | 28 |
| ALIBABA GROUP HLDG LTD | [BABA](https://holderbook.com/stocks/BABA/) | $670.0K | 6,933 | 0.2% | 10 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $642.7K | 7,860 | 0.2% | 28 |
| GENERAC HLDGS INC | [GNRC](https://holderbook.com/stocks/GNRC/) | $641.3K | 2,190 | 0.2% | 2 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $629.6K | 7,814 | 0.2% | 27 |
| AMPLIFY ETF TR | [HACK](https://holderbook.com/stocks/HACK/) | $626.7K | 5,973 | 0.2% | 10 |
| ISHARES TR | [IYW](https://holderbook.com/stocks/IYW/) | $605.4K | 2,400 | 0.2% | 14 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $584.3K | 1,168 | 0.2% | 28 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +8.9% | +14.8% | -5.9% | 100% |
| Q1 2026 | -1.2% | -4.6% | +3.4% | 100% |
| Q4 2025 | +1.0% | +2.4% | -1.4% | 100% |
| Q3 2025 | +6.8% | +7.8% | -1.0% | 100% |
| Q2 2025 | +6.7% | +10.5% | -3.8% | 100% |
| Q1 2025 | -2.2% | -4.6% | +2.3% | 100% |
| Q4 2024 | +0.5% | +2.1% | -1.6% | 100% |
| Q3 2024 | +7.8% | +5.4% | +2.3% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $315.7M | 157 |
| Q1 2026 | $276.7M | 154 |
| 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 |