Ranch Capital Advisors Inc.
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $385,539,477 | Individuals and high net worth (100%) |
| Apr 2025 to Mar 2026 | $338,240,466 | Individuals and high net worth (100%) |
| Apr 2024 to Mar 2025 | $277,862,049 | Individuals and high net worth (100%) |
| May 2023 to Mar 2024 | $226,803,364 | Individuals and high net worth (100%) |
| Apr 2023 | $226,803,364 | Individuals and high net worth (100%) |
| Apr 2022 to Mar 2023 | $210,731,869 | Individuals and high net worth (100%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 64.0%; sector active share 26.8% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
157 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 30.8% | $93,713,285 |
| Technology | 19.7% | $59,835,649 |
| Financial Services | 10.9% | $32,972,804 |
| Healthcare | 8.8% | $26,603,349 |
| Communication Services | 5.5% | $16,568,841 |
| Industrials | 5.4% | $16,344,177 |
| Utilities | 5.1% | $15,625,648 |
| Consumer Defensive | 4.9% | $14,778,701 |
| Consumer Cyclical | 3.7% | $11,317,041 |
| Real Estate | 3.3% | $10,041,256 |
| Energy | 1.8% | $5,396,550 |
| Basic Materials | 0.2% | $586,970 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| T | At&T Inc. | +14,849 | 193,846 | $4,012,612 | |
| VGSH | VANGUARD SHORT-TERM TREASURY INDEX FUND | +12,571 | 34,544 | $2,010,460 | |
| XLRE | State Street(R) Real Estate Select Sector SPDR(R) ETF | +10,259 | 42,104 | $1,853,839 | |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | +9,875 | 123,116 | $7,261,381 | |
| — | +9,380 | 175,487 | $16,081,628 | ||
| GTY | Getty Realty Corp /Md/ | +8,138 | 63,452 | $2,116,758 | |
| PFE | Pfizer Inc | +7,343 | 85,339 | $2,054,963 | |
| VZ | Verizon Communications Inc | +6,711 | 96,936 | $4,104,270 | |
| DIVO | Amplify CWP Enhanced Dividend Income ETF | +5,939 | 100,935 | $4,612,729 | |
| VO | VANGUARD MID-CAP INDEX FUND | +5,873 | 7,814 | $629,573 | |
| FXI | iShares China Large-Cap ETF | +4,554 | 11,683 | $0 | |
| IP | International Paper Co /New/ | +4,380 | 50,165 | $1,911,286 | |
| CSCO | Cisco Systems, Inc. | +4,162 | 57,172 | $6,715,423 | |
| XLU | State Street(R) Utilities Select Sector SPDR(R) ETF | +3,889 | 84,141 | $3,814,952 | |
| EVRG | Evergy, Inc. | +3,688 | 36,282 | $3,135,853 | |
| IRM | Iron Mountain Inc | +3,378 | 42,611 | $5,382,195 | |
| C | Citigroup Inc | +3,293 | 36,258 | $5,074,669 | |
| ETR | Entergy Corp /De/ | +3,212 | 34,258 | $3,934,873 | |
| COWZ | Pacer US Cash Cows 100 ETF | +3,064 | 12,325 | $766,615 | |
| — | +3,015 | 32,085 | $2,665,300 | ||
| GILD | Gilead Sciences, Inc. | +2,950 | 29,324 | $3,704,794 | |
| SO | Southern Co | +2,621 | 32,764 | $3,135,842 | |
| HYG | iShares iBoxx $ High Yield Corporate Bond ETF | +2,412 | 29,672 | $0 | |
| UPS | United Parcel Service Inc | +2,345 | 22,850 | $2,456,375 | |
| PAYX | Paychex Inc | +2,308 | 19,124 | $1,880,462 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NFLX | Netflix Inc | −5,959 | 2,959 | $211,272 | |
| NVG | Nuveen AMT-Free Municipal Credit Income Fund | −1,971 | 40,681 | $520,716 | |
| HOWL | Werewolf Therapeutics, Inc. | −1,000 | 11,000 | $3,960 | |
| IBIT | iShares Bitcoin Trust ETF | −766 | 7,998 | $266,253 | |
| GDX | VanEck Gold Miners ETF | −200 | 3,464 | $261,358 | |
| VTV | VANGUARD VALUE INDEX FUND | −196 | 3,279 | $714,592 | |
| PFF | iShares Preferred and Income Securities ETF | −156 | 13,280 | $0 | |
| BRK-B | Berkshire Hathaway Inc | −140 | 1,168 | $584,455 | |
| TXN | Texas Instruments Inc | −103 | 2,464 | $734,444 | |
| GLD | Spdr Gold Trust | −50 | 772 | $284,389 | |
| SDY | State Street(R) SPDR(R) S&P(R) Dividend ETF | −49 | 1,336 | $203,312 | |
| VGLT | VANGUARD LONG-TERM TREASURY INDEX FUND | −41 | 14,471 | $798,509 | |
| CAT | Caterpillar Inc | −34 | 1,577 | $1,679,347 | |
| MA | Mastercard Inc | −17 | 1,042 | $535,171 | |
| XLK | State Street(R) Technology Select Sector SPDR(R) ETF | −13 | 21,175 | $4,034,261 | |
| XLF | State Street Corp | −12 | 23,799 | $1,275,864 | |
| COF | Capital One Financial Corp | −10 | 2,164 | $434,141 | |
| QQQ | Invesco Qqq Trust, Series 1 | −6 | 1,298 | $955,847 | |
| META | Meta Platforms, Inc. | −1 | 1,353 | $762,131 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ADM | Archer-Daniels-Midland Co | 29,192 | $2,230,268 | |
| INTC | Intel Corp | 3,001 | $419,029 | |
| VUG | VANGUARD GROWTH INDEX FUND | 3,901 | $336,032 | |
| ASML | Asml Holding NV | 135 | $268,574 | |
| LLY | ELI LILLY & Co | 203 | $243,484 | |
| KLAC | Kla Corp | 760 | $229,299 | |
| DHR | Danaher Corp /De/ | 1,102 | $209,908 | |
| MPLX | Mplx LP | 3,594 | $202,450 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
|
|
Added | 175,487 | $16,081,628 | 5.29% | ||
| AAPL |
Apple Inc.
Technology
|
Added | 42,763 | $12,373,901 | 4.07% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 52,929 | $10,590,563 | 3.49% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 27,541 | $10,403,612 | 3.42% | |
| VIG |
Vanguard Specialized Funds
|
Added | 40,047 | $9,475,921 | 3.12% | |
| VYM |
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
Added | 57,830 | $9,138,874 | 3.01% | |
| VGIT |
VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND
|
Added | 123,116 | $7,261,381 | 2.39% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 57,172 | $6,715,423 | 2.21% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 17,680 | $6,594,993 | 2.17% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 18,859 | $6,173,116 | 2.03% | |
| CAH |
Cardinal Health Inc
Healthcare
|
Added | 22,732 | $5,400,213 | 1.78% | |
| IRM |
Iron Mountain Inc
Real Estate
|
Added | 42,611 | $5,382,195 | 1.77% | |
| C |
Citigroup Inc
Financial Services
|
Added | 36,258 | $5,074,669 | 1.67% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 14,162 | $5,061,073 | 1.67% | |
| TDIV |
First Trust NASDAQ Technology Dividend Index Fund
|
Added | 43,584 | $5,006,929 | 1.65% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 6,698 | $5,001,865 | 1.65% | |
| DIVO |
Amplify CWP Enhanced Dividend Income ETF
|
Added | 100,935 | $4,612,729 | 1.52% | |
| CMI |
Cummins Inc
Industrials
|
Added | 6,441 | $4,593,785 | 1.51% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 17,434 | $4,427,712 | 1.46% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 12,108 | $4,384,548 | 1.44% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 7,544 | $4,382,385 | 1.44% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 96,936 | $4,104,270 | 1.35% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 16,101 | $4,051,655 | 1.33% | |
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
Reduced | 21,175 | $4,034,261 | 1.33% | |
| T |
At&T Inc.
Communication Services
|
Added | 193,846 | $4,012,612 | 1.32% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 9,358 | $3,935,974 | 1.30% | |
| ETR |
Entergy Corp /De/
Utilities
|
Added | 34,258 | $3,934,873 | 1.30% | |
| XLU |
State Street(R) Utilities Select Sector SPDR(R) ETF
|
Added | 84,141 | $3,814,952 | 1.26% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 25,580 | $3,751,051 | 1.23% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 13,231 | $3,720,689 | 1.22% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Added | 29,324 | $3,704,794 | 1.22% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 13,406 | $3,195,186 | 1.05% | |
| EVRG |
Evergy, Inc.
Utilities
|
Added | 36,282 | $3,135,853 | 1.03% | |
| SO |
Southern Co
Utilities
|
Added | 32,764 | $3,135,842 | 1.03% | |
| DUK |
Duke Energy CORP
Utilities
|
Added | 24,627 | $3,117,285 | 1.03% | |
| BX |
Blackstone Inc.
Financial Services
|
Added | 25,264 | $2,972,814 | 0.98% | |
| GD |
General Dynamics Corp
Industrials
|
Added | 7,825 | $2,771,928 | 0.91% | |
| CVX |
Chevron Corp
Energy
|
Added | 16,504 | $2,735,703 | 0.90% | |
|
|
Added | 32,085 | $2,665,300 | 0.88% | ||
| TGT |
Target Corp
Consumer Defensive
|
Added | 20,315 | $2,653,342 | 0.87% | |
| AFL |
Aflac Inc
Financial Services
|
Added | 22,306 | $2,615,378 | 0.86% | |
| UPS |
United Parcel Service Inc
Industrials
|
Added | 22,850 | $2,456,375 | 0.81% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Added | 6,842 | $2,417,483 | 0.80% | |
| VRP |
Invesco Ltd.
Financial Services
|
Added | 93,020 | $2,261,316 | 0.74% | |
| ADM |
Archer-Daniels-Midland Co
Consumer Defensive
|
NEW | 29,192 | $2,230,268 | 0.73% | |
| QQQM |
Invesco Ltd.
Financial Services
|
Added | 7,347 | $2,225,920 | 0.73% | |
| SPYM |
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF
|
Added | 24,466 | $2,150,072 | 0.71% | |
| GTY |
Getty Realty Corp /Md/
Real Estate
|
Added | 63,452 | $2,116,758 | 0.70% | |
| PLD |
Prologis, Inc.
Real Estate
|
Added | 15,226 | $2,062,666 | 0.68% | |
|
|
Added | 27,363 | $2,059,065 | 0.68% |
Showing the top 50 of 157 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.