Ranch Capital Advisors Inc. Portfolio Holdings

Ranch Capital Advisors Inc.

  • $209 Million
  • Q1 2025

Ranch Capital Advisors Inc. has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $209 Million distributed in 139 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 $13.3M, Apple Inc. with a value of $8.62M, Microsoft Corp with a value of $6.69M, Vanguard Whitehall Fds (Vangua with a value of $6.62M, and Nvidia Corp with a value of $5.76M.

Examining the 13F form we can see an decrease of $561K in the current position value, from $210M to 209M.

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 $209 Million
ETFs: $80.2 Million
Technology: $33 Million
Financial Services: $20.3 Million
Healthcare: $17 Million
Utilities: $10.5 Million
Communication Services: $10.3 Million
Consumer Cyclical: $10.1 Million
Consumer Defensive: $10 Million
Other: $18 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13.3 Million 6.34% of portfolio
144,797
Q1 2025 Added 62.1%
$3.45T
$8.62 Million 4.12% of portfolio
38,813
Q1 2025 Reduced 0.49%
$3.77T
$6.69 Million 3.2% of portfolio
17,828
Q1 2025 Added 0.48%
$0
$6.62 Million 3.16% of portfolio
51,334
Q1 2025 Reduced 1.44%
$416B
$5.76 Million 2.75% of portfolio
53,147
Q1 2025 Reduced 6.86%
$0
$5.71 Million 2.73% of portfolio
31,374
Q1 2025 Reduced 2.76%
$0
$5.55 Million 2.65% of portfolio
93,517
Q1 2025 Reduced 0.43%
$0
$4.71 Million 2.25% of portfolio
45,390
Q1 2025 Added 1.22%
$375B
$4.54 Million 2.17% of portfolio
26,649
Q1 2025 Reduced 35.12%
$195B
$4 Million 1.91% of portfolio
141,434
Q1 2025 Added 6.63%
$120B
$3.83 Million 1.83% of portfolio
27,423
Q1 2025 Reduced 17.09%
$0
$3.82 Million 1.82% of portfolio
6,821
Q1 2025 Reduced 1.32%
$113B
$3.79 Million 1.81% of portfolio
22,623
Q1 2025 Reduced 11.52%
$855B
$3.69 Million 1.76% of portfolio
15,035
Q1 2025 Added 5.46%
$253B
$3.47 Million 1.66% of portfolio
13,947
Q1 2025 Added 4.6%
$0
$3.45 Million 1.65% of portfolio
84,715
Q1 2025 Added 0.03%
$52.1B
$3.27 Million 1.56% of portfolio
21,218
Q1 2025 Added 3.51%
$28.9B
$2.94 Million 1.4% of portfolio
34,199
Q1 2025 Added 3.44%
$180B
$2.9 Million 1.38% of portfolio
63,875
Q1 2025 Added 7.8%
$0
$2.89 Million 1.38% of portfolio
39,225
Q1 2025 Reduced 0.18%
$164B
$2.83 Million 1.35% of portfolio
9,069
Q1 2025 Added 5.45%
$0
$2.69 Million 1.29% of portfolio
34,171
Q1 2025 Added 27.57%
$64.9B
$2.53 Million 1.21% of portfolio
22,765
Q1 2025 Reduced 36.64%
$1.05T
$2.36 Million 1.13% of portfolio
9,111
Q1 2025 Reduced 1.25%
$138B
$2.36 Million 1.13% of portfolio
21,042
Q1 2025 Added 7.6%
$2.32T
$2.35 Million 1.12% of portfolio
12,348
Q1 2025 Added 0.85%
$18B
$2.3 Million 1.1% of portfolio
26,927
Q1 2025 Added 8.67%
$0
$2.25 Million 1.07% of portfolio
10,892
Q1 2025 Reduced 2.91%
$439B
$2.19 Million 1.05% of portfolio
13,209
Q1 2025 Added 283.76%
$93B
$2.17 Million 1.04% of portfolio
17,805
Q1 2025 Added 8.92%
$104B
$2.15 Million 1.03% of portfolio
23,355
Q1 2025 Added 9.35%
$18.7B
$2.13 Million 1.02% of portfolio
40,016
Q1 2025 Added 2.39%
$294B
$2.12 Million 1.01% of portfolio
12,673
Q1 2025 Added 2.63%
$331B
$2.09 Million 1.0% of portfolio
9,972
Q1 2025 Added 3.95%
$102B
$2.08 Million 0.99% of portfolio
34,139
Q1 2025 Added 5.5%
$182B
$1.97 Million 0.94% of portfolio
27,806
Q1 2025 Added 6.52%
$1.14T
$1.88 Million 0.9% of portfolio
12,177
Q1 2025 Reduced 0.38%
$0
$1.85 Million 0.89% of portfolio
23,506
Q1 2025 Reduced 2.9%
$0
$1.85 Million 0.88% of portfolio
76,133
Q1 2025 Reduced 2.51%
$16B
$1.81 Million 0.87% of portfolio
26,304
Q1 2025 New
$36.1B
$1.82 Million 0.87% of portfolio
18,366
Q1 2025 Added 3.66%
$0
$1.73 Million 0.83% of portfolio
11,855
Q1 2025 Reduced 0.6%
$280B
$1.72 Million 0.82% of portfolio
27,893
Q1 2025 New
$50.4B
$1.7 Million 0.81% of portfolio
5,435
Q1 2025 Added 1.74%
$0
$1.68 Million 0.8% of portfolio
22,146
Q1 2025 Added 0.73%
$0
$1.66 Million 0.79% of portfolio
21,879
Q1 2025 Reduced 1.39%
$201B
$1.54 Million 0.74% of portfolio
10,274
Q1 2025 Added 11.66%
$81.7B
$1.44 Million 0.69% of portfolio
5,283
Q1 2025 Added 7.53%
$0
$1.37 Million 0.66% of portfolio
20,870
Q1 2025 Added 3.43%

Summary

  • Portfolio
  • No. of Stocks 139
  • Current Value $209 Million
  • Prior Value $210 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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