Arkolith/Funds/Ranch Capital Advisors Inc.

Ranch Capital Advisors Inc.

CIK 1793269
Holdings as of Jun 30, 2026·disclosed Aug 3, 2026·~34-day 13F lag·13F-HR
Active Filer

Ranch Capital Advisors Inc. holds a diversified book of 157 stocks worth $315.7M as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they opened Archer-Daniels-Midland Co and trimmed SS Technology Select Sector. Their largest long position is SS SPDR BB 1-3M T-Bill ETF at 5% of the equity book.

Opened
45
bought for the first time
Added to
118
already held, bought more
Trimmed
19
sold some, still holds it
Sold out
4
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
19%
Top 10 holdings
30%
Top 20 holdings
46%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

64% mapped to company sectors

ETF / fund or unclassified
36%
Information Technology
21%
Financials
8%
Industrials
7%
Health Care
7%
Utilities
6%
Consumer Discretionary
4%
Real Estate
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Ranch Capital Advisors Inc.

Manager / fundShared namesTheir $ in those
BlackRock, Inc.80 / 80$2.1T
MORGAN STANLEY80 / 80$548.0B
JPMORGAN CHASE & CO80 / 80$523.0B
BANK OF AMERICA CORP /DE/80 / 80$372.7B
GOLDMAN SACHS GROUP INC80 / 80$251.7B
Bank of New York Mellon Corp80 / 80$187.1B
ROYAL BANK OF CANADA80 / 80$153.3B
WELLS FARGO & COMPANY/MN80 / 80$151.4B

Ranked by the share of each fund's own book sitting in the names it shares with Ranch Capital Advisors Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

157 positions
#SecurityValueShares% PortLast moveHistory
1SPDR Series Trust
ST STR BLO 1 ETF
$16.1M175.5K
5.1%
+5.6%
Added · +9K sh
2Apple Inc
COM
$12.4M42.8K
3.9%
+1.5%
Added · +648 sh
3Nvidia Corporation
COM
$10.6M52.9K
3.4%
+0.8%
Added · +435 sh
4Broadcom Inc
COM
$10.4M27.5K
3.3%
+8.1%
Added · +2K sh
5Vanguard Specialized Funds
DIV APP ETF
$9.5M40.0K
3.0%
+4.5%
Added · +2K sh
6Vanguard Whitehall FDS
HIGH DIV YLD
$9.1M57.8K
2.9%
+1.5%
Added · +855 sh
7Vanguard Scottsdale FDS
INTER TERM TREAS
$7.3M123.1K
2.3%
+8.7%
Added · +10K sh
8Cisco Sys Inc
COM
$6.7M57.2K
2.1%
+7.8%
Added · +4K sh
9Microsoft Corp
COM
$6.6M17.7K
2.1%
+0.3%
Added · +60 sh
10JPMorgan Chase & Co
COM
$6.2M18.9K
2.0%
+8.3%
Added · +1K sh
11Iron MTN Inc Del
COM
$5.4M42.6K
1.7%
+8.6%
Added · +3K sh
12Cardinal Health Inc
COM
$5.4M22.7K
1.7%
+8.3%
Added · +2K sh
13Ishares TR
10-20 YR TRS ETF
$5.1M50.8K
1.6%
+2.7%
Added · +1K sh
14Citigroup Inc
COM NEW
$5.1M36.3K
1.6%
+10.0%
Added · +3K sh
15Alphabet Inc
CAP STK CL A
$5.1M14.2K
1.6%
+2.4%
Added · +337 sh
16State STR SPDR S&P 500 ETF T
TR UNIT
$5.0M6.7K
1.6%
+4.4%
Added · +285 sh
17First TR Exchange Traded FD
NASD TECH DIV
$5.0M43.6K
1.6%
+0.6%
Added · +277 sh
18Amplify ETF TR
CWP ENHANCED DIV
$4.6M100.9K
1.5%
+6.3%
Added · +6K sh
19Cummins Inc
COM
$4.6M6.4K
1.5%
+6.9%
Added · +415 sh
20Johnson & Johnson
COM
$4.4M17.4K
1.4%
+9.4%
Added · +1K sh
21Amgen Inc
COM
$4.4M12.1K
1.4%
+11%
Added · +1K sh
22Advanced Micro Devices Inc
COM
$4.4M7.5K
1.4%
+5.0%
Added · +358 sh
23Verizon Communications Inc
COM
$4.1M96.9K
1.3%
+7.4%
Added · +7K sh
24Abbvie Inc
COM
$4.1M16.1K
1.3%
+8.1%
Added · +1K sh
25Select Sector SPDR TR
ST STR TECHN ETF
$4.0M21.2K
1.3%
−0.1%
Reduced · −13 sh
26AT&T Inc
COM
$4.0M193.8K
1.3%
+8.3%
Added · +15K sh
27Tesla Inc
COM
$3.9M9.4K
1.2%
+2.5%
Added · +227 sh
28Entergy Corp New
COM
$3.9M34.3K
1.2%
+10%
Added · +3K sh
29Select Sector SPDR TR
ST STR UTIL ETF
$3.8M84.1K
1.2%
+4.8%
Added · +4K sh
30Procter & Gamble Co
COM
$3.8M25.6K
1.2%
+0.7%
Added · +171 sh
31International Business Machs
COM
$3.7M13.2K
1.2%
+6.3%
Added · +783 sh
32Gilead Sciences Inc
COM
$3.7M29.3K
1.2%
+11%
Added · +3K sh
33Amazon Com Inc
COM
$3.2M13.4K
1.0%
+7.0%
Added · +872 sh
34Evergy Inc
COM
$3.1M36.3K
1.0%
+11%
Added · +4K sh
35Southern Co
COM
$3.1M32.8K
1.0%
+8.7%
Added · +3K sh
36Duke Energy Corp New
COM NEW
$3.1M24.6K
1.0%
+9.3%
Added · +2K sh
37Blackstone Inc
COM
$3.0M25.3K
0.9%
+4.0%
Added · +973 sh
38General Dynamics Corp
COM
$2.8M7.8K
0.9%
+12%
Added · +834 sh
39Chevron Corporation
COM
$2.7M16.5K
0.9%
+7.7%
Added · +1K sh
40Select Sector SPDR TR
ST STR STAPL ETF
$2.7M32.1K
0.8%
+10%
Added · +3K sh
41Target Corp
COM
$2.7M20.3K
0.8%
+9.6%
Added · +2K sh
42Aflac Inc
COM
$2.6M22.3K
0.8%
+0.6%
Added · +134 sh
43United Parcel Svcs Inc
CL B
$2.5M22.9K
0.8%
+11%
Added · +2K sh
44Alphabet Inc
CAP STK CL C
$2.4M6.8K
0.8%
+14%
Added · +843 sh
45Ishares TR
IBOXX HI YD ETF
$2.4M29.7K
0.8%
+8.8%
Added · +2K sh
46Invesco Exch Traded FD TR II
VAR RATE PFD
$2.3M93.0K
0.7%
+1.3%
Added · +1K sh
47Archer Daniels Midland Co
COM
$2.2M29.2K
0.7%
New
New position
48Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$2.2M7.3K
0.7%
+3.9%
Added · +278 sh
49SPDR Series Trust
ST STR P500ETF
$2.2M24.5K
0.7%
+5.9%
Added · +1K sh
50Getty Rlty Corp New
COM
$2.1M63.5K
0.7%
+15%
Added · +8K sh
Showing 50 of 157 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 3, 2026157$315.7M13F-HR
Q1 2026Mar 31, 2026May 6, 2026154$276.7M13F-HR
Q4 2025Dec 31, 2025Feb 5, 2026153$271.7M13F-HR
Q3 2025Sep 30, 2025Nov 14, 2025151$258.3M13F-HR
Q2 2025Jun 30, 2025Jul 31, 2025142$230.6M13F-HR
Q1 2025Mar 31, 2025May 9, 2025139$210.9M13F-HR
Q4 2024Dec 31, 2024Feb 7, 2025141$211.7M13F-HR
Q3 2024Sep 30, 2024Nov 12, 2024147$212.0M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.