Ranch Capital Advisors Inc.

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Institutional

CIK 0001793269

$276.7M

Reported AUM

154

Positions

Q1 2026

Period

2026-05-06

Filed

The Brief · Ranch Capital Advisors Inc. · Q1 2026

AI · grounded in 13F

Ranch Capital Advisors Inc. established a new position in SPY valued at $3.16M. The fund also opened a new stake in GTY worth $1.78M and increased its holdings in VZ by 18.06%. Conversely, the fund closed its entire position in VTI, resulting in a $1.45M reduction.

Portfolio · Q1 2026

Top holdings

#	Stock	Issuer	Price	Day %	1Y Gr.	5Y Gr.	Value	% of book	Δ shares (QoQ)	Status
1	BIL	SPDR SERIES TRUST	$91.65	0.01%	3.74%	18.97%	$15.2M	5.50%	—	HELD
2	AAPL	APPLE INC	$333.43	-1.41%	65.41%	124.96%	$10.7M	3.86%	—	HELD
3	NVDA	NVIDIA CORPORATION	$195.04	2.65%	12.42%	774.16%	$9.2M	3.31%	—	HELD
4	VYM	VANGUARD WHITEHALL FDS	$161.96	0.18%	24.05%	73.00%	$8.4M	3.05%	—	HELD
5	VIG	VANGUARD SPECIALIZED FUNDS	$240.06	0.63%	18.96%	61.34%	$8.2M	2.98%	—	HELD
6	AVGO	BROADCOM INC	$387.84	4.73%	34.78%	753.17%	$7.9M	2.85%	—	HELD
7	VGIT	VANGUARD SCOTTSDALE FDS	$58.45	0.03%	1.25%	-0.79%	$6.7M	2.44%	—	HELD
8	MSFT	MICROSOFT CORP	$451.10	15.51%	-13.24%	55.41%	$6.5M	2.36%	—	HELD
9	T	AT&T INC	$23.21	-3.05%	-12.59%	51.24%	$5.2M	1.88%	—	HELD
10	JPM	JPMORGAN CHASE & CO	$350.85	1.78%	21.40%	144.23%	$5.1M	1.85%	—	HELD
11	TLH	ISHARES TR	$97.09	-0.02%	-0.38%	-23.37%	$5.0M	1.80%	—	HELD
12	VZ	VERIZON COMMUNICATIONS INC	$46.11	-2.35%	16.40%	16.53%	$4.5M	1.64%	—	HELD
13	CAH	CARDINAL HEALTH INC	$227.07	-0.89%	46.46%	380.36%	$4.4M	1.60%	—	HELD
14	DIVO	AMPLIFY ETF TR	$46.90	0.73%	17.78%	64.93%	$4.3M	1.54%	—	HELD
15	SPY	STATE STR SPDR S&P 500 ETF T	$741.69	1.68%	18.63%	72.84%	$4.2M	1.51%	—	HELD
16	CSCO	CISCO SYS INC	$113.56	0.96%	71.43%	119.60%	$4.1M	1.49%	—	HELD
17	TDIV	FIRST TR EXCHANGE TRADED FD	$109.86	2.71%	24.48%	103.29%	$4.1M	1.47%	—	HELD
18	IRM	IRON MTN INC DEL	$124.64	3.22%	37.91%	219.47%	$4.0M	1.46%	—	HELD
19	GOOGL	ALPHABET INC	$333.66	-0.91%	76.18%	131.67%	$4.0M	1.44%	—	HELD
20	JNJ	JOHNSON & JOHNSON	$255.82	-3.66%	56.99%	69.37%	$3.9M	1.41%	—	HELD
21	AMGN	AMGEN INC	$387.64	0.00%	34.50%	99.65%	$3.8M	1.39%	—	HELD
22	C	CITIGROUP INC	$132.32	4.08%	41.58%	108.64%	$3.7M	1.35%	—	HELD
23	XLU	SELECT SECTOR SPDR TR	$44.66	-0.56%	7.60%	52.33%	$3.7M	1.33%	—	HELD
24	GILD	GILEAD SCIENCES INC	$131.28	-1.09%	20.33%	118.88%	$3.7M	1.33%	—	HELD
25	PG	PROCTER & GAMBLE CO	$143.96	-1.46%	-1.63%	14.96%	$3.7M	1.33%	—	HELD
26	ETR	ENTERGY CORP NEW	$108.03	0.22%	24.11%	132.31%	$3.5M	1.26%	—	HELD
27	TSLA	TESLA INC	$308.85	3.53%	2.06%	25.94%	$3.4M	1.23%	—	HELD
28	CMI	CUMMINS INC	$632.98	4.45%	80.31%	198.99%	$3.2M	1.17%	—	HELD
29	ABBV	ABBVIE INC	$257.41	-2.24%	36.96%	157.96%	$3.2M	1.17%	—	HELD
30	CVX	CHEVRON CORPORATION	$192.31	0.23%	31.24%	138.73%	$3.2M	1.15%	—	HELD
31	SPY	STATE STR SPDR S&P 500 ETF T	$741.69	1.68%	18.63%	72.84%	$3.2M	1.14%	—	HELD
32	IBM	INTERNATIONAL BUSINESS MACHS	$221.74	-2.08%	—	—	$3.0M	1.09%	—	HELD
33	DUK	DUKE ENERGY CORP NEW	$126.27	-2.18%	—	—	$3.0M	1.07%	—	HELD
34	SO	SOUTHERN CO	$94.34	-1.78%	—	—	$2.9M	1.05%	—	HELD
35	XLK	SELECT SECTOR SPDR TR	$175.73	5.50%	—	—	$2.8M	1.02%	—	HELD
36	BX	BLACKSTONE INC	$128.07	-1.03%	—	—	$2.8M	1.01%	—	HELD
37	EVRG	EVERGY INC	$83.25	-0.89%	—	—	$2.7M	0.97%	—	HELD
38	AMZN	AMAZON COM INC	$235.50	3.90%	—	—	$2.6M	0.94%	—	HELD
39	AFL	AFLAC INC	$127.36	-1.02%	—	—	$2.4M	0.88%	—	HELD
40	GD	GENERAL DYNAMICS CORP	$382.20	0.33%	—	—	$2.4M	0.87%	—	HELD
41	XLP	SELECT SECTOR SPDR TR	$85.47	-2.16%	—	—	$2.4M	0.86%	—	HELD
42	TGT	TARGET CORP	$144.51	-0.95%	—	—	$2.2M	0.81%	—	HELD
43	VRP	INVESCO EXCH TRADED FD TR II	$24.10	0.04%	—	—	$2.2M	0.80%	—	HELD
44	PFE	PFIZER INC	$24.91	-0.95%	—	—	$2.2M	0.79%	—	HELD
45	HYG	ISHARES TR	$79.47	0.29%	—	—	$2.2M	0.78%	—	HELD
46	PEP	PEPSICO INC	$140.20	-2.30%	—	—	$2.1M	0.77%	—	HELD
47	UPS	UNITED PARCEL SVCS INC	$105.27	0.68%	—	—	$2.0M	0.73%	—	HELD
48	VCLT	VANGUARD SCOTTSDALE FDS	$72.23	0.31%	—	—	$2.0M	0.73%	—	HELD
49	PLD	PROLOGIS INC.	$146.19	0.49%	—	—	$1.8M	0.65%	—	HELD
50	NEE	NEXTERA ENERGY INC	$87.93	-0.60%	—	—	$1.8M	0.65%	—	HELD
51	GTY	GETTY RLTY CORP NEW	$34.24	-1.69%	—	—	$1.8M	0.64%	—	HELD
52	MDT	MEDTRONIC PLC	$85.71	-2.09%	—	—	$1.8M	0.64%	—	HELD
53	SPYM	SPDR SERIES TRUST	$87.31	1.61%	—	—	$1.8M	0.64%	—	HELD
54	GOOG	ALPHABET INC	$333.68	-0.62%	—	—	$1.7M	0.62%	—	HELD
55	QQQM	INVESCO EXCH TRADED FD TR II	$281.35	3.24%	—	—	$1.7M	0.61%	—	HELD
56	IP	INTERNATIONAL PAPER CO	$43.15	1.20%	—	—	$1.6M	0.59%	—	HELD
57	DGRO	ISHARES TR	$78.23	-0.05%	—	—	$1.6M	0.56%	—	HELD
58	PAYX	PAYCHEX INC	$116.33	-4.75%	—	—	$1.5M	0.56%	—	HELD
59	AMD	ADVANCED MICRO DEVICES INC	$485.39	13.00%	—	—	$1.5M	0.53%	—	HELD
60	PM	PHILIP MORRIS INTL INC	$192.00	-3.25%	—	—	$1.3M	0.48%	—	HELD
61	XLRE	SELECT SECTOR SPDR TR	$45.30	-1.44%	—	—	$1.3M	0.47%	—	HELD
62	VGSH	VANGUARD SCOTTSDALE FDS	$58.13	0.02%	—	—	$1.3M	0.46%	—	HELD
63	EPD	ENTERPRISE PRODS PARTNERS L	$38.12	-1.42%	—	—	$1.2M	0.44%	—	HELD
64	XLF	SELECT SECTOR SPDR TR	$57.00	0.56%	—	—	$1.2M	0.42%	—	HELD
65	VB	VANGUARD INDEX FDS	$295.80	0.96%	—	—	$1.2M	0.42%	—	HELD
66	MS	MORGAN STANLEY	$210.06	3.41%	—	—	$1.2M	0.42%	—	HELD
67	CAT	CATERPILLAR INC	$809.14	3.38%	—	—	$1.1M	0.41%	—	HELD
68	HD	HOME DEPOT INC	$333.35	-1.45%	—	—	$1.1M	0.41%	—	HELD
69	GS	GOLDMAN SACHS GROUP INC	$1024.86	4.50%	—	—	$1.0M	0.37%	—	HELD
70	XLV	SELECT SECTOR SPDR TR	$163.52	-1.64%	—	—	$1.0M	0.36%	—	HELD
71	SPMD	SPDR SERIES TRUST	$66.03	0.87%	—	—	$942K	0.34%	—	HELD
72	SPSM	SPDR SERIES TRUST	$56.57	0.84%	—	—	$929K	0.34%	—	HELD
73	URI	UNITED RENTALS INC	$1068.63	1.28%	—	—	$918K	0.33%	—	HELD
74	COST	COSTCO WHOLESALE CORPORATION	$954.17	-2.04%	—	—	$893K	0.32%	—	HELD
75	VHT	VANGUARD WORLD FD	$307.15	-1.34%	—	—	$884K	0.32%	—	HELD
76	VOO	VANGUARD INDEX FDS	$681.79	1.66%	—	—	$883K	0.32%	—	HELD
77	NFLX	NETFLIX INC.	$73.17	-0.62%	—	—	$857K	0.31%	—	HELD
78	CB	CHUBB LTD SWITZ	$350.15	-3.25%	—	—	$836K	0.30%	—	HELD
79	BIZD	VANECK ETF TRUST	$12.42	-0.24%	—	—	$816K	0.30%	—	HELD
80	VGLT	VANGUARD SCOTTSDALE FDS	$53.10	-0.06%	—	—	$803K	0.29%	—	HELD
81	IBDR	ISHARES TR	$24.25	0.04%	—	—	$797K	0.29%	—	HELD
82	SCHF	SCHWAB STRATEGIC TR	$27.59	3.18%	—	—	$787K	0.28%	—	HELD
83	META	META PLATFORMS INC	$539.03	-7.95%	—	—	$775K	0.28%	—	HELD
84	BABA	ALIBABA GROUP HLDG LTD	$116.32	1.12%	—	—	$771K	0.28%	—	HELD
85	QQQ	INVESCO QQQ TR	—	—	—	—	$753K	0.27%	—	HELD
86	VDC	VANGUARD WORLD FD	$231.37	-2.00%	—	—	$746K	0.27%	—	HELD
87	CCJ	CAMECO CORP	$88.23	4.33%	—	—	$734K	0.27%	—	HELD
88	UNP	UNION PAC CORP	$289.46	-0.93%	—	—	$727K	0.26%	—	HELD
89	BAC	BANK AMERICA CORP	$61.73	1.08%	—	—	$687K	0.25%	—	HELD
90	VTV	VANGUARD INDEX FDS	$220.54	0.34%	—	—	$682K	0.25%	—	HELD
91	WMT	WALMART INC	$111.10	-2.73%	—	—	$628K	0.23%	—	HELD
92	BRK/B	BERKSHIRE HATHAWAY INC DEL	—	—	—	—	$627K	0.23%	—	HELD
93	AXP	AMERICAN EXPRESS CO	$337.52	1.82%	—	—	$622K	0.22%	—	HELD
94	SMH	VANECK ETF TRUST	$538.90	6.88%	—	—	$619K	0.22%	—	HELD
95	KO	COCA COLA CO	$88.49	-0.66%	—	—	$599K	0.22%	—	HELD
96	TD	TORONTO DOMINION BK ONT	$119.76	2.37%	—	—	$599K	0.22%	—	HELD
97	COWZ	PACER FDS TR	$66.78	-1.59%	—	—	$579K	0.21%	—	HELD
98	QCOM	QUALCOMM INC	$151.60	-2.62%	—	—	$567K	0.21%	—	HELD
99	VO	VANGUARD INDEX FDS	$80.99	0.46%	—	—	$557K	0.20%	—	HELD
100	MA	MASTERCARD INCORPORATED	$577.35	2.49%	—	—	$529K	0.19%	—	HELD
101	ABT	ABBOTT LABORATORIES	—	—	—	—	$527K	0.19%	—	HELD
102	NVG	NUVEEN AMT FREE MUN CR INC F	—	—	—	—	$526K	0.19%	—	HELD
103	TXN	TEXAS INSTRS INC	—	—	—	—	$498K	0.18%	—	HELD
104	AEP	AMERICAN ELEC PWR CO INC	—	—	—	—	$495K	0.18%	—	HELD
105	MO	ALTRIA GROUP INC	—	—	—	—	$468K	0.17%	—	HELD
106	UNH	UNITEDHEALTH GROUP INC	—	—	—	—	$466K	0.17%	—	HELD
107	KTOS	KRATOS DEFENSE & SEC SOLUTIO	—	—	—	—	$462K	0.17%	—	HELD
108	MCD	MCDONALDS CORP	—	—	—	—	$447K	0.16%	—	HELD
109	IYW	ISHARES TR	—	—	—	—	$435K	0.16%	—	HELD
110	PFF	ISHARES TR	—	—	—	—	$407K	0.15%	—	HELD
111	XLY	SELECT SECTOR SPDR TR	—	—	—	—	$405K	0.15%	—	HELD
112	COF	CAPITAL ONE FINL CORP	—	—	—	—	$397K	0.14%	—	HELD
113	CINF	CINCINNATI FINL CORP	—	—	—	—	$397K	0.14%	—	HELD
114	WM	WASTE MGMT INC DEL	—	—	—	—	$394K	0.14%	—	HELD
115	NTR	NUTRIEN LTD	—	—	—	—	$375K	0.14%	—	HELD
116	PRU	PRUDENTIAL FINL INC	—	—	—	—	$372K	0.13%	—	HELD
117	VXUS	VANGUARD STAR FDS	—	—	—	—	$367K	0.13%	—	HELD
118	GNRC	GENERAC HLDGS INC	—	—	—	—	$357K	0.13%	—	HELD
119	DLR	DIGITAL RLTY TR INC	—	—	—	—	$356K	0.13%	—	HELD
120	GLD	SPDR GOLD TR	—	—	—	—	$354K	0.13%	—	HELD
121	DIA	STATE STR SPDR DOW JONES IND	—	—	—	—	$352K	0.13%	—	HELD
122	BMY	BRISTOL-MYERS SQUIBB CO	—	—	—	—	$347K	0.13%	—	HELD
123	TLT	ISHARES TR	—	—	—	—	$342K	0.12%	—	HELD
124	IBIT	ISHARES BITCOIN TRUST ETF	—	—	—	—	$337K	0.12%	—	HELD
125	GDX	VANECK ETF TRUST	—	—	—	—	$336K	0.12%	—	HELD
126	XOM	EXXON MOBIL CORP	—	—	—	—	$335K	0.12%	—	HELD
127	HACK	AMPLIFY ETF TR	—	—	—	—	$313K	0.11%	—	HELD
128	DHS	WISDOMTREE TR	—	—	—	—	$312K	0.11%	—	HELD
129	DBEF	DBX ETF TR	—	—	—	—	$296K	0.11%	—	HELD
130	MRK	MERCK & CO INC	—	—	—	—	$290K	0.10%	—	HELD
131	IVV	ISHARES TR	—	—	—	—	$282K	0.10%	—	HELD
132	EWJ	ISHARES INC	—	—	—	—	$278K	0.10%	—	HELD
133	NZF	NUVEEN MUN CR INCOME FD	—	—	—	—	$275K	0.10%	—	HELD
134	VPU	VANGUARD WORLD FD	—	—	—	—	$274K	0.10%	—	HELD
135	MHD	BLACKROCK MUNIHOLDINGS FD IN	—	—	—	—	$269K	0.10%	—	HELD
136	MQY	BLACKROCK MUNIYILD QULT FD I	—	—	—	—	$264K	0.10%	—	HELD
137	SOFI	SOFI TECHNOLOGIES INC	—	—	—	—	$262K	0.09%	—	HELD
138	LMT	LOCKHEED MARTIN CORP	—	—	—	—	$260K	0.09%	—	HELD
139	FXI	ISHARES TR	—	—	—	—	$256K	0.09%	—	HELD
140	EMR	EMERSON ELEC CO	—	—	—	—	$252K	0.09%	—	HELD
141	WPM	WHEATON PRECIOUS METALS CORP	—	—	—	—	$250K	0.09%	—	HELD
142	RTX	RTX CORPORATION	—	—	—	—	$248K	0.09%	—	HELD
143	ETN	EATON CORP PLC	—	—	—	—	$236K	0.09%	—	HELD
144	OKE	ONEOK INC NEW	—	—	—	—	$232K	0.08%	—	HELD
145	TSM	TAIWAN SEMICONDUCTOR MANUFAC	—	—	—	—	$223K	0.08%	—	HELD
146	ADSK	AUTODESK INC	—	—	—	—	$218K	0.08%	—	HELD
147	VGT	VANGUARD WORLD FD	—	—	—	—	$212K	0.08%	—	HELD
148	GLW	CORNING INC	—	—	—	—	$209K	0.08%	—	HELD
149	TMO	THERMO FISHER SCIENTIFIC INC	—	—	—	—	$206K	0.07%	—	HELD
150	SDY	SPDR SERIES TRUST	—	—	—	—	$202K	0.07%	—	HELD
151	DSM	BNY MELLON STRATEGIC MUN BD	—	—	—	—	$176K	0.06%	—	HELD
152	NMZ	NUVEEN MUN HIGH INCOME OPPOR	—	—	—	—	$156K	0.06%	—	HELD
153	AGNC	AGNC INVT CORP	—	—	—	—	$113K	0.04%	—	HELD
154	HOWL	WEREWOLF THERAPEUTICS INC	—	—	—	—	$10K	0.00%	—	HELD

Source: SEC EDGAR · accession 0001793269-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.