Ranch Capital Advisors Inc.
CIK 1793269 · Holdings on Dec 31, 2025 · First reported Feb 5, 2026
Top ten holdings
Q4 2025- BIL5.88%
- AAPL4.21%
- NVDA3.62%
- AVGO3.20%
- MSFT3.11%
- VIG3.08%
- VYM2.92%
- VGIT2.44%
- JPM2.01%
- TLH1.83%
Share classes counted separately32.30%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BXWeight decreased · -0.52 pp1.90% → 1.38%Shares -4.51K (-15.66%)
- MSFTWeight decreased · -0.40 pp3.51% → 3.11%Shares -25 (-0.14%)
- CAHWeight increased · +0.35 pp1.21% → 1.56%Shares +687 (+3.46%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BILSS SPDR BB 1-3M T-BILL ETFSTATE STREET SPD View history and evidence | $15.99M | 5.88% | 174.94K shares | 5.96% → 5.88%-0.08 pp +7.08K (+4.22%) | Added | ▾ |
| 02 | AAPLAPPLE INC View history and evidence | $11.43M | 4.21% | 42.05K shares | 4.14% → 4.21%+0.07 pp +28 (+0.07%) | Added | ▾ |
| 03 | NVDANVIDIA CORP View history and evidence | $9.83M | 3.62% | 52.69K shares | 3.81% → 3.62%-0.19 pp -13 (-0.02%) | Reduced | ▾ |
| 04 | AVGOBROADCOM INC View history and evidence | $8.70M | 3.20% | 25.14K shares | 3.09% → 3.20%+0.11 pp +922 (+3.81%) | Added | ▾ |
| 05 | MSFTMICROSOFT CORP View history and evidence | $8.45M | 3.11% | 17.48K shares | 3.51% → 3.11%-0.40 pp -25 (-0.14%) | Reduced | ▾ |
| 06 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $8.38M | 3.08% | 38.11K shares | 3.19% → 3.08%-0.11 pp +49 (+0.13%) | Added | ▾ |
| 07 | VYMVANGUARD HIGH DVD YIELD ETFHIGH DIV YLD View history and evidence | $7.94M | 2.92% | 55.33K shares | 3.01% → 2.92%-0.09 pp +129 (+0.23%) | Added | ▾ |
| 08 | VGITVANGUARD INTERMEDIATE-TERM TINTER TERM TREAS View history and evidence | $6.63M | 2.44% | 110.63K shares | 2.43% → 2.44%+0.01 pp +5.94K (+5.67%) | Added | ▾ |
| 09 | JPMJPMORGAN CHASE & CO View history and evidence | $5.45M | 2.01% | 16.92K shares | 1.99% → 2.01%+0.02 pp +643 (+3.95%) | Added | ▾ |
| 10 | TLHISHARES 10-20 YEAR TREASURY10-20 YR TRS ETF View history and evidence | $4.98M | 1.83% | 48.95K shares | 1.94% → 1.83%-0.11 pp +281 (+0.58%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 8
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| JD JD.COM INC-ADR | Non-derivative | -12,658 | -$442.78K | SEC filing ↗ | SEC filing ↗ |
| OKLO OKLO INC | Non-derivative | -3,917 | -$437.25K | SEC filing ↗ | SEC filing ↗ |
| SOUN SOUNDHOUND AI INC-A | Non-derivative | -19,852 | -$319.22K | SEC filing ↗ | SEC filing ↗ |
3 / 8 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1793269 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-05
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 271690008
}Research all 153 reported holdings.
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