Ranch Capital Advisors Inc. has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $228 Million distributed in 142 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 $14.4M, Microsoft Corp with a value of $8.71M, Nvidia Corp with a value of $8.38M, Apple Inc. with a value of $7.96M, and Vanguard Whitehall Fds (Vangua with a value of $7.03M.

Examining the 13F form we can see an increase of $19.1M in the current position value, from $209M to 228M.

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 $228 Million
ETFs: $86.4 Million
Technology: $41.9 Million
Financial Services: $22.8 Million
Healthcare: $15.6 Million
Communication Services: $12.1 Million
Utilities: $10.8 Million
Industrials: $10.5 Million
Consumer Cyclical: $9.62 Million
Other: $18.7 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 142
  • Current Value $228 Million
  • Prior Value $209 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 92 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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