Ranch Capital Advisors Inc.
CIK
1793269
City
SARASOTA
State / Country
FL
Top Portfolio Positions
103 positions ·
$178,811,821 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
42,115 | $10,688,365 | 5.98% | |
| NVDA |
Nvidia Corp
Technology
|
52,494 | $9,154,953 | 5.12% | |
| AVGO |
Broadcom Inc.
Technology
|
25,489 | $7,889,100 | 4.41% | |
| MSFT |
Microsoft Corp
Technology
|
17,620 | $6,522,395 | 3.65% | |
| T |
At&T Inc.
Communication Services
|
178,997 | $5,189,123 | 2.90% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
17,412 | $5,121,913 | 2.86% | |
| VZ |
Verizon Communications Inc
Communication Services
|
90,225 | $4,529,295 | 2.53% | |
| CAH |
Cardinal Health Inc
Healthcare
|
20,997 | $4,436,876 | 2.48% | |
| SPY |
Spdr S&P 500 ETF Trust
|
6,413 | $4,170,630 | 2.33% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
53,010 | $4,113,045 | 2.30% |
Portfolio Trend
25 quarters · across all stocks
Holdings in DSM
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $175,624 | 29,222 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $179,892 | 29,156 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $172,118 | 29,074 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $162,573 | 29,031 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $183,059 | 31,726 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $184,054 | 31,679 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $196,980 | 31,618 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $187,632 | 31,588 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $185,105 | 31,588 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $180,367 | 31,588 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $181,981 | 36,616 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $208,711 | 36,616 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $224,870 | 37,416 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $261,348 | 45,216 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $267,242 | 47,216 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $293,683 | 47,216 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $333,817 | 47,216 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $394,253 | 47,216 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $376,783 | 47,216 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $388,587 | 47,216 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $369,701 | 47,216 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $371,589 | 47,216 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $344,204 | 47,216 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $341,843 | 47,216 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $338,538 | 47,216 | Shares | Sole | 2020-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||