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13F holdings · Q2 2026

Ranch Capital Advisors

Sarasota, FL · files as Ranch Capital Advisors Inc.
Holdings as of Jun 30, 2026Filed Aug 3, 2026Next filing due Nov 16, 2026CIK 1793269

Ranch Capital Advisors reported 157 stocks worth $316M in its 13F filing for Q2 2026, filed Aug 3, 2026. Its largest holdings are BIL (5.1%), AAPL (3.9%) and NVDA (3.4%). Compared with Q1 2026, the fund opened new positions in ADM, added to BIL, AAPL and NVDA, trimmed CAT, QQQ and VGLT and sold out of MDT, XLV and SOFI.

Reported value$316M+15.4% vs last quarter
Stocks held1578 new · 4 sold out
Top 5 weight18.7%spread out
Turnover8%of the portfolio changed
🔒 A free account shows every holding, what the fund sold and its options.Create free account

Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
BIL
ST Stert Spdr Blmbg 1 3
$16.1M5.1%175K+9,380 (+6%)8 of 8
2
AAPL
Apple Inc
$12.4M3.9%43K+648 (+2%)8 of 8
3
NVDA
Nvidia Corporation
$10.6M3.4%53K+435 (+1%)8 of 8
4
AVGO
Broadcom Inc
$10.4M3.3%28K+2,052 (+8%)8 of 8
5
VIG
Vanguard Dividend Appreciation ETF
$9.5M3.0%40K+1,718 (+4%)8 of 8
6
VYM
Vanguard Whitehall Fds
$9.1M2.9%58K+855 (+2%)8 of 8
7
VGIT
Vanguard Scottsdale Fds
$7.3M2.3%123K+9,875 (+9%)8 of 8
8
CSCO
Cisco Sys Inc
$6.7M2.1%57K+4,162 (+8%)6 of 8
9
MSFT
Microsoft Corp
$6.6M2.1%18K+60 (+0%)8 of 8
10
JPM
Jpmorgan Chase & Co.
$6.2M2.0%19K+1,447 (+8%)8 of 8
🔒 147 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
MDT
Medtronic PLC F
$1.8M20K
XLV
State Street
$1M6,858
SOFI
Sofi Technologies Inc
$262K16K
ADSK
Autodesk Inc
$218K910

Reported value

last 8 quarters
$212MQ3 '24
$212MQ4 '24
$211MQ1 '25
$231MQ2 '25
$258MQ3 '25
$272MQ4 '25
$274MQ1 '26
$316MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 3, 202613F-HRQ2 2026SEC filing ↗

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Ranch Capital Advisors 13F FAQ

What does Ranch Capital Advisors own?

Ranch Capital Advisors reported 157 stocks worth $316M in its 13F filing for Q2 2026, filed Aug 3, 2026. Its largest holdings are BIL (5.1%), AAPL (3.9%) and NVDA (3.4%). The table above lists every position in the filing (the top 10 without an account).

What did Ranch Capital Advisors buy and sell in Q2 2026?

Compared with Q1 2026: 8 new positions, 107 added to, 16 trimmed and 4 sold out. New positions include ADM. It sold all of MDT, XLV and SOFI.

When will Ranch Capital Advisors file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Ranch Capital Advisors's portfolio worth?

The Q2 2026 filing reports $316M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.