Ranch Capital Advisors Inc.

CIK

1793269

Location

SARASOTA, FL

Portfolio Value

Small $178,811,821

Diversification

Diversified

Filing Date

Global Rank

#4,121 / 8,232 ▲ 274

Top Industry

Semiconductors 11.5%

3Y Alpha vs SPY

-0.8%

Period ended 2 months ago

Filed May 6, 2026 · 39d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+73.0%

SPY

+76.3%

Annualised alpha

-0.8%

Max drawdown

−16.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

103 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.0%

−0.5 pts

Top 5

22.1%

−2.9 pts

Top 10

34.6%

−2.8 pts

HHI

221

Diversified−19

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	25.8%	$46,111,575	13
Healthcare	13.9%	$24,894,186	13
Financial Services	13.0%	$23,259,074	22
Communication Services	8.6%	$15,326,064	5
Utilities	8.0%	$14,302,220	6
Industrials	7.1%	$12,655,891	13
Consumer Defensive	6.7%	$11,950,791	8
Consumer Cyclical	5.6%	$9,983,145	6
Real Estate	4.5%	$8,036,550	5
Unclassified	3.3%	$5,965,706	5
Energy	3.2%	$5,703,729	5
Basic Materials	0.3%	$622,890	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	+14,989	178,997	$5,189,123
VZ	Verizon Communications Inc	+13,799	90,225	$4,529,295
ABBV	AbbVie Inc.	+4,017	14,888	$3,237,991
PFE	Pfizer Inc	+3,966	77,996	$2,190,127
UPS	United Parcel Service Inc	+2,184	20,505	$2,017,281
SO	Southern Co	+1,884	30,143	$2,909,402
DUK	Duke Energy CORP	+1,613	22,530	$2,950,078
IRM	Iron Mountain Inc	+1,594	39,233	$4,007,258
GILD	Gilead Sciences, Inc.	+1,443	26,374	$3,675,744
EVRG	Evergy, Inc.	+1,411	32,594	$2,670,100
TGT	Target Corp	+1,410	18,529	$2,245,714
CSCO	Cisco Systems, Inc.	+1,183	53,010	$4,113,045
PEP	Pepsico Inc	+869	13,659	$2,121,106
PLD	Prologis, Inc.	+649	13,627	$1,801,216
MDT	Medtronic plc	+599	20,381	$1,766,013
JNJ	Johnson & Johnson	+570	15,940	$3,896,373
AMGN	Amgen Inc	+521	10,928	$3,845,016
HD	Home Depot, Inc.	+516	3,423	$1,125,790
JPM	Jpmorgan Chase & Co	+496	17,412	$5,121,913
GD	General Dynamics Corp	+480	6,991	$2,399,451
SOFI	SoFi Technologies, Inc.	+439	16,484	$261,765
CAH	Cardinal Health Inc	+434	20,997	$4,436,876
C	Citigroup Inc	+370	32,965	$3,738,560
IP	International Paper Co /New/	+364	45,785	$1,634,524
PAYX	Paychex Inc	+353	16,816	$1,549,089
No positions match the current search.

Trimmed

Positions the filer reduced

16 positions

Ticker	Company	Δ Shares	Shares	Value
IBM	International Business Machines Corp	−3,420	12,448	$3,017,270
IBIT	iShares Bitcoin Trust ETF	−1,835	8,764	$336,712
NZF	Nuveen Municipal Credit Income Fund	−1,254	22,602	$275,292
AFL	Aflac Inc	−955	22,172	$2,432,490
NVDA	Nvidia Corp	−193	52,494	$9,154,953
PG	PROCTER & GAMBLE Co	−161	25,409	$3,670,075
TXN	Texas Instruments Inc	−121	2,567	$498,357
META	Meta Platforms, Inc.	−103	1,354	$774,664
CMI	Cummins Inc	−53	6,026	$3,242,108
CAT	Caterpillar Inc	−51	1,611	$1,141,329
GLD	Spdr Gold Trust	−51	822	$353,698
BRK-B	Berkshire Hathaway Inc	−40	1,308	$626,793
QQQ	Invesco Qqq Trust, Series 1	−16	1,304	$752,642
WM	Waste Management Inc	−8	1,716	$394,319
SPY	Spdr S&P 500 ETF Trust	−1	6,413	$4,170,630
MRK	Merck & Co., Inc.	−1	2,404	$289,177
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
GTY	Getty Realty Corp /Md/	55,314	$1,758,985
NTR	Nutrien Ltd.	4,942	$372,923
GNRC	Generac Holdings Inc.	1,830	$357,453
MHD	Blackrock Muniholdings Fund, Inc.	23,814	$268,621
MQY	Blackrock Muniyield Quality Fund, Inc.	24,074	$264,332
OKE	Oneok Inc /New/	2,572	$232,483
GLW	Corning Inc /Ny	1,536	$208,849
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
VMC	Vulcan Materials CO	1,525	$434,960
SYK	Stryker Corp	1,204	$423,169
DHR	Danaher Corp /De/	1,092	$249,980
INTU	Intuit Inc.	371	$245,757
LLY	ELI LILLY & Co	203	$218,160
UL	Unilever PLC	3,172	$207,448
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

103 positions · $178,811,821 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 103 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	42,115	+63	$10,688,365	−6.5%	5.98%
NVDA	Nvidia Corp Technology	Reduced	52,494	-193	$9,154,953	−6.8%	5.12%
AVGO	Broadcom Inc. Technology	Added	25,489	+345	$7,889,100	−9.3%	4.41%
MSFT	Microsoft Corp Technology	Added	17,620	+140	$6,522,395	−22.8%	3.65%
T	At&T Inc. Communication Services	Added	178,997	+14,989	$5,189,123	+27.4%	2.90%
JPM	Jpmorgan Chase & Co Financial Services	Added	17,412	+496	$5,121,913	−6.0%	2.86%
VZ	Verizon Communications Inc Communication Services	Added	90,225	+13,799	$4,529,295	+45.5%	2.53%
CAH	Cardinal Health Inc Healthcare	Added	20,997	+434	$4,436,876	+5.0%	2.48%
SPY	Spdr S&P 500 ETF Trust	Reduced	6,413	-1	$4,170,630	−4.6%	2.33%
CSCO	Cisco Systems, Inc. Technology	Added	53,010	+1,183	$4,113,045	+3.0%	2.30%
IRM	Iron Mountain Inc Real Estate	Added	39,233	+1,594	$4,007,258	+28.3%	2.24%
GOOGL	Alphabet Inc. Communication Services	Added	13,825	+2	$3,975,517	−8.1%	2.22%
JNJ	Johnson & Johnson Healthcare	Added	15,940	+570	$3,896,373	+22.5%	2.18%
AMGN	Amgen Inc Healthcare	Added	10,928	+521	$3,845,016	+12.9%	2.15%
C	Citigroup Inc Financial Services	Added	32,965	+370	$3,738,560	−1.7%	2.09%
GILD	Gilead Sciences, Inc. Healthcare	Added	26,374	+1,443	$3,675,744	+20.1%	2.06%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	25,409	-161	$3,670,075	+0.2%	2.05%
ETR	Entergy Corp /De/ Utilities	Added	31,046	+81	$3,488,328	+21.9%	1.95%
TSLA	Tesla, Inc. Consumer Cyclical	Added	9,131	+25	$3,394,449	−17.1%	1.90%
CMI	Cummins Inc Industrials	Reduced	6,026	-53	$3,242,108	+4.5%	1.81%
ABBV	AbbVie Inc. Healthcare	Added	14,888	+4,017	$3,237,991	+30.4%	1.81%
CVX	Chevron Corp Energy	Added	15,324	+141	$3,170,535	+37.0%	1.77%
IBM	International Business Machines Corp Technology	Reduced	12,448	-3,420	$3,017,270	−35.8%	1.69%
DUK	Duke Energy CORP Utilities	Added	22,530	+1,613	$2,950,078	+20.3%	1.65%
SO	Southern Co Utilities	Added	30,143	+1,884	$2,909,402	+18.1%	1.63%
BX	Blackstone Inc. Financial Services	Added	24,291	+21	$2,793,222	−25.3%	1.56%
EVRG	Evergy, Inc. Utilities	Added	32,594	+1,411	$2,670,100	+18.1%	1.49%
AMZN	Amazon Com Inc Consumer Cyclical	Added	12,534	+108	$2,610,456	−9.0%	1.46%
AFL	Aflac Inc Financial Services	Reduced	22,172	-955	$2,432,490	−4.6%	1.36%
GD	General Dynamics Corp Industrials	Added	6,991	+480	$2,399,451	+9.5%	1.34%
TGT	Target Corp Consumer Defensive	Added	18,529	+1,410	$2,245,714	+34.2%	1.26%
PFE	Pfizer Inc Healthcare	Added	77,996	+3,966	$2,190,127	+18.8%	1.22%
PEP	Pepsico Inc Consumer Defensive	Added	13,659	+869	$2,121,106	+15.6%	1.19%
UPS	United Parcel Service Inc Industrials	Added	20,505	+2,184	$2,017,281	+11.0%	1.13%
PLD	Prologis, Inc. Real Estate	Added	13,627	+649	$1,801,216	+8.7%	1.01%
NEE	Nextera Energy Inc Utilities	Added	19,261	+311	$1,788,961	+17.6%	1.00%
MDT	Medtronic plc Healthcare	Added	20,381	+599	$1,766,013	−7.1%	0.99%
GTY	Getty Realty Corp /Md/ Real Estate	NEW	55,314	NEW	$1,758,985	NEW	0.98%
IP	International Paper Co /New/ Consumer Cyclical	Added	45,785	+364	$1,634,524	−8.6%	0.91%
PAYX	Paychex Inc Technology	Added	16,816	+353	$1,549,089	−16.1%	0.87%
AMD	Advanced Micro Devices Inc Technology	Added	7,186	+65	$1,461,847	−4.1%	0.82%
PM	Philip Morris International Inc. Consumer Defensive	Added	8,054	+4	$1,331,648	+3.1%	0.74%
EPD	Enterprise Products Partners L.P. Energy	Added	32,537	+215	$1,231,200	+18.8%	0.69%
MS	Morgan Stanley Financial Services	Added	7,123	+36	$1,172,232	−6.8%	0.66%
CAT	Caterpillar Inc Industrials	Reduced	1,611	-51	$1,141,329	+19.9%	0.64%
HD	Home Depot, Inc. Consumer Cyclical	Added	3,423	+516	$1,125,790	+12.5%	0.63%
GS	Goldman Sachs Group Inc Financial Services	Added	1,197	+27	$1,012,650	−1.5%	0.57%
URI	United Rentals, Inc. Industrials	Added	1,260	+30	$917,985	−7.8%	0.51%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	897	+20	$893,797	+18.2%	0.50%
NFLX	Netflix Inc Communication Services	Added	8,918	+254	$857,465	+5.6%	0.48%