Ranch Capital Advisors Inc. Portfolio Holdings

Ranch Capital Advisors Inc.

$255 Million
Q3 2025

Ranch Capital Advisors Inc. has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $255 Million distributed in 151 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $15.4M, Apple Inc. with a value of $10.7M, Nvidia Corp with a value of $9.83M, Microsoft Corp with a value of $9.07M, and Broadcom Inc. with a value of $7.99M.

Examining the 13F form we can see an increase of $26.5M in the current position value, from $228M to 255M.

Ranch Capital Advisors Inc. is based out at Sarasota, FL

Below you can find more details about Ranch Capital Advisors Inc. portfolio as well as his latest detailed transactions.

Portfolio value $255 Million

ETFs: $94.4 Million

Technology: $48.7 Million

Financial Services: $25 Million

Healthcare: $19.1 Million

Communication Services: $14.4 Million

Consumer Cyclical: $11.8 Million

Utilities: $11.7 Million

Industrials: $11.4 Million

Other: $18.5 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
BIL Spdr Bloomberg 1 3 Month T Bil ETFs	$0	$15.4 Million 6.04% of portfolio	167,851	Q3 2025 Added 7.03%
AAPL Apple Inc. Technology	$4.3T	$10.7 Million 4.2% of portfolio	42,024	Q3 2025 Added 8.38%
NVDA Nvidia Corp Technology	$465B	$9.83 Million 3.86% of portfolio	52,700	Q3 2025 Reduced 0.59%
MSFT Microsoft Corp Technology	$3.78T	$9.07 Million 3.56% of portfolio	17,505	Q3 2025 Reduced 0.05%
AVGO Broadcom Inc. Technology	$139B	$7.99 Million 3.13% of portfolio	24,222	Q3 2025 Added 4.38%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$7.78 Million 3.05% of portfolio	55,199	Q3 2025 Added 4.69%
VIG Vanguard Dividend Appreciation ETFs	$0	$6.93 Million 2.72% of portfolio	38,063	Q3 2025 Added 18.48%
VGIT Vanguard Intermediate Term Tre ETFs	$0	$6.28 Million 2.46% of portfolio	104,695	Q3 2025 Added 4.36%
JPM Jpmorgan Chase & CO Financial Services	$881B	$5.13 Million 2.01% of portfolio	16,273	Q3 2025 Added 3.92%

TLH Ishares Barclays 10 20 Yr Trea ETFs	$0	$5.01 Million 1.97% of portfolio	48,669	Q3 2025 Added 1.76%
BX Blackstone Inc. Financial Services	$98.1B	$4.92 Million 1.93% of portfolio	28,776	Q3 2025 Added 3.04%
T At&T Inc. Communication Services	$181B	$4.4 Million 1.73% of portfolio	155,894	Q3 2025 Added 5.38%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$4.36 Million 1.71% of portfolio	6,540	Q3 2025 Reduced 2.15%
IBM International Business Machines Corp Technology	$266B	$4.29 Million 1.68% of portfolio	15,188	Q3 2025 Added 5.94%
TDIV First Trust Nasdaq Technology ETFs	$0	$4.18 Million 1.64% of portfolio	42,366	Q3 2025 Added 1.85%
DIVO Amplify ETF Tr Amplify Cwp Enh ETFs	$0	$3.98 Million 1.56% of portfolio	89,395	Q3 2025 Added 1.89%
TSLA Tesla, Inc. Consumer Cyclical	$1.29T	$3.92 Million 1.54% of portfolio	8,808	Q3 2025 Reduced 0.6%
PG Procter & Gamble CO Consumer Defensive	$346B	$3.91 Million 1.53% of portfolio	25,422	Q3 2025 Added 2.53%

IRM Iron Mountain Inc Real Estate	$26.6B	$3.75 Million 1.47% of portfolio	36,746	Q3 2025 Added 4.25%
CSCO Cisco Systems, Inc. Technology	$319B	$3.39 Million 1.33% of portfolio	49,518	Q3 2025 Added 22.25%
GOOGL Alphabet Inc. Communication Services	$1.65T	$3.4 Million 1.33% of portfolio	13,974	Q3 2025 Added 16.8%
XLU Utilities Sector Spdr ETFs	$0	$3.38 Million 1.33% of portfolio	38,753	Q3 2025 Added 2.31%
VZ Verizon Communications Inc Communication Services	$172B	$3.19 Million 1.25% of portfolio	72,554	Q3 2025 Added 6.32%
C Citigroup Inc Financial Services	$190B	$3.15 Million 1.24% of portfolio	31,053	Q3 2025 Added 5.58%
CAH Cardinal Health Inc Healthcare	$53.8B	$3.12 Million 1.22% of portfolio	19,876	Q3 2025 Added 3.87%
XLK Technology Sector Spdr ETFs	$0	$3.11 Million 1.22% of portfolio	11,038	Q3 2025 Added 0.05%
AMGN Amgen Inc Healthcare	$183B	$2.79 Million 1.09% of portfolio	9,877	Q3 2025 Added 5.74%
ETR Entergy Corp Utilities	$19.3B	$2.76 Million 1.08% of portfolio	29,590	Q3 2025 Added 5.35%
AMZN Amazon Com Inc Consumer Cyclical	$2.39T	$2.72 Million 1.07% of portfolio	12,409	Q3 2025 Added 0.02%
JNJ Johnson & Johnson Healthcare	$522B	$2.74 Million 1.07% of portfolio	14,769	Q3 2025 Added 8.33%
GILD Gilead Sciences, Inc. Healthcare	$156B	$2.63 Million 1.03% of portfolio	23,716	Q3 2025 Added 6.04%
AFL Aflac Inc Financial Services	$72.3B	$2.57 Million 1.01% of portfolio	23,010	Q3 2025 Added 0.53%
SO Southern CO Utilities	$98.6B	$2.52 Million 0.99% of portfolio	26,591	Q3 2025 Added 5.81%
CMI Cummins Inc Industrials	$65.2B	$2.47 Million 0.97% of portfolio	5,837	Q3 2025 Added 3.02%
ABBV Abb Vie Inc. Healthcare	$414B	$2.44 Million 0.96% of portfolio	10,549	Q3 2025 Added 4.03%
DUK Duke Energy Corp Utilities	$96.4B	$2.45 Million 0.96% of portfolio	19,809	Q3 2025 Added 6.07%
CVX Chevron Corp Energy	$303B	$2.26 Million 0.89% of portfolio	14,539	Q3 2025 Added 10.65%
EVRG Evergy, Inc. Utilities	$17.6B	$2.24 Million 0.88% of portfolio	29,508	Q3 2025 Added 6.69%
VRP Invesco ETF Tr Ii Var Rate Pfd ETFs	$0	$2.11 Million 0.83% of portfolio	85,246	Q3 2025 Added 4.3%
GD General Dynamics Corp Industrials	$94.5B	$2.1 Million 0.82% of portfolio	6,150	Q3 2025 Added 8.39%
HYG Ishares Tr ETFs	$0	$2.09 Million 0.82% of portfolio	25,771	Q3 2025 Added 3.35%
PAYX Paychex Inc Industrials	$40.4B	$2.04 Million 0.8% of portfolio	16,070	Q3 2025 Reduced 26.83%
IP International Paper CO Consumer Cyclical	$13.3B	$2.03 Million 0.79% of portfolio	43,661	Q3 2025 Added 5.17%
VCLT Vanguard Lg Trm Corp Bd ETF ETFs	$0	$1.93 Million 0.76% of portfolio	24,804	Q3 2025 Added 4.03%
XLP Consumer Staples Sector Spdr ETFs	$0	$1.87 Million 0.73% of portfolio	24,628	Q3 2025 Added 2.51%
MDT Medtronic PLC Healthcare	$128B	$1.79 Million 0.7% of portfolio	18,836	Q3 2025 New
PFE Pfizer Inc Healthcare	$141B	$1.78 Million 0.7% of portfolio	69,951	Q3 2025 Added 446.96%
PEP Pepsico Inc Consumer Defensive	$204B	$1.71 Million 0.67% of portfolio	12,210	Q3 2025 Added 12.32%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$1.64 Million 0.64% of portfolio	20,953	Q3 2025 Reduced 0.29%
QQQM Invesco Exchange Traded Fd Tr ETFs	$0	$1.56 Million 0.61% of portfolio	6,328	Q3 2025 Reduced 1.23%

Summary

Portfolio
No. of Stocks 151
Current Value $255 Million
Prior Value $228 Million
Filing
Period Q3 2025
Filing Date November 14, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 16 stocks
Additional Purchases 82 stocks
Sold out of 0 stocks
Reduced holdings in 38 stocks

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Ranch Capital Advisors Inc. Portfolio Holdings