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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.91B
$319,000 0.13% of portfolio
19,852
Q3 2025 New

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
Track This Portfolio

Track Ranch Capital Advisors Inc. Portfolio

Follow Ranch Capital Advisors Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ranch Capital Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ranch Capital Advisors Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email