Filed: 5/6/2026ACC: 0001793269-26-000002
📋 What this filing means
RANCH CAPITAL ADVISORS INC. filed this quarterly 13F‑HR report disclosing 154 equity positions with a total reported market value of $276.68M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
154
Positions
$276.68M
Total AUM (reported)
2.88M
Total Shares
Allocation by class
COM$152.79M55.2%
STATE STREET SPD$19.06M6.9%
COM NEW$8.92M3.2%
HIGH DIV YLD$8.44M3.0%
DIV APP ETF$8.24M3.0%
INTER TERM TREAS$6.74M2.4%
10-20 YR TRS ETF$4.99M1.8%
Portfolio Concentration
Top 3$35.07M12.7%
4–10$48.15M17.4%
11–25$61.08M22.1%
Rest$132.39M47.9%
Top 3 weight
12.7%
Top 10 weight
30.1%
Voting Authority Distribution
Total shares with voting rights: 2.87M
Sole
Full voting authority
2.87M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole154
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings154
Rows:
SPDR SERIES TRUST
SOLEShares166.11K
TypeSH
Market value$15.22M
5.50%
Sole
166.11K
Shared
0.00
None
0.00
APPLE INC
SOLEShares42.12K
TypeSH
Market value$10.69M
3.86%
Sole
42.12K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares52.49K
TypeSH
Market value$9.16M
3.31%
Sole
52.49K
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS
SOLEShares56.98K
TypeSH
Market value$8.44M
3.05%
Sole
56.98K
Shared
0.00
None
0.00
VANGUARD SPECIALIZED FUNDS
SOLEShares38.33K
TypeSH
Market value$8.24M
2.98%
Sole
38.33K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares25.49K
TypeSH
Market value$7.89M
2.85%
Sole
25.49K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares113.24K
TypeSH
Market value$6.74M
2.44%
Sole
113.24K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares17.62K
TypeSH
Market value$6.52M
2.36%
Sole
17.62K
Shared
0.00
None
0.00
AT&T INC
SOLEShares179K
TypeSH
Market value$5.19M
1.88%
Sole
179K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares17.41K
TypeSH
Market value$5.12M
1.85%
Sole
17.41K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares49.50K
TypeSH
Market value$4.99M
1.80%
Sole
49.50K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC
SOLEShares90.22K
TypeSH
Market value$4.53M
1.64%
Sole
90.22K
Shared
0.00
None
0.00
CARDINAL HEALTH INC
SOLEShares21K
TypeSH
Market value$4.44M
1.60%
Sole
21K
Shared
0.00
None
0.00
AMPLIFY ETF TR
SOLEShares95K
TypeSH
Market value$4.26M
1.54%
Sole
95K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares6.41K
TypeSH
Market value$4.18M
1.51%
Sole
6.41K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares53.01K
TypeSH
Market value$4.11M
1.49%
Sole
53.01K
Shared
0.00
None
0.00
FIRST TR EXCHANGE TRADED FD
SOLEShares43.31K
TypeSH
Market value$4.06M
1.47%
Sole
43.31K
Shared
0.00
None
0.00
IRON MTN INC DEL
SOLEShares39.23K
TypeSH
Market value$4.03M
1.46%
Sole
39.23K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares13.82K
TypeSH
Market value$3.98M
1.44%
Sole
13.82K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares15.94K
TypeSH
Market value$3.90M
1.41%
Sole
15.94K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares10.93K
TypeSH
Market value$3.85M
1.39%
Sole
10.93K
Shared
0.00
None
0.00
CITIGROUP INC
SOLEShares32.97K
TypeSH
Market value$3.74M
1.35%
Sole
32.97K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares80.25K
TypeSH
Market value$3.68M
1.33%
Sole
80.25K
Shared
0.00
None
0.00
GILEAD SCIENCES INC
SOLEShares26.37K
TypeSH
Market value$3.68M
1.33%
Sole
26.37K
Shared
0.00
None
0.00
PROCTER & GAMBLE CO
SOLEShares25.41K
TypeSH
Market value$3.67M
1.33%
Sole
25.41K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 166.11K | SH | $15.22M 5.50% | 166.11K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 42.12K | SH | $10.69M 3.86% | 42.12K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 52.49K | SH | $9.16M 3.31% | 52.49K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 56.98K | SH | $8.44M 3.05% | 56.98K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 38.33K | SH | $8.24M 2.98% | 38.33K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 25.49K | SH | $7.89M 2.85% | 25.49K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 113.24K | SH | $6.74M 2.44% | 113.24K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 17.62K | SH | $6.52M 2.36% | 17.62K | 0.00 | 0.00 |
AT&T INCSOLE | COM | 179K | SH | $5.19M 1.88% | 179K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 17.41K | SH | $5.12M 1.85% | 17.41K | 0.00 | 0.00 |
ISHARES TRSOLE | 10-20 YR TRS ETF | 49.50K | SH | $4.99M 1.80% | 49.50K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 90.22K | SH | $4.53M 1.64% | 90.22K | 0.00 | 0.00 |
CARDINAL HEALTH INCSOLE | COM | 21K | SH | $4.44M 1.60% | 21K | 0.00 | 0.00 |
AMPLIFY ETF TRSOLE | CWP ENHANCED DIV | 95K | SH | $4.26M 1.54% | 95K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 6.41K | SH | $4.18M 1.51% | 6.41K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 53.01K | SH | $4.11M 1.49% | 53.01K | 0.00 | 0.00 |
FIRST TR EXCHANGE TRADED FDSOLE | NASD TECH DIV | 43.31K | SH | $4.06M 1.47% | 43.31K | 0.00 | 0.00 |
IRON MTN INC DELSOLE | COM | 39.23K | SH | $4.03M 1.46% | 39.23K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 13.82K | SH | $3.98M 1.44% | 13.82K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 15.94K | SH | $3.90M 1.41% | 15.94K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 10.93K | SH | $3.85M 1.39% | 10.93K | 0.00 | 0.00 |
CITIGROUP INCSOLE | COM NEW | 32.97K | SH | $3.74M 1.35% | 32.97K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET UTI | 80.25K | SH | $3.68M 1.33% | 80.25K | 0.00 | 0.00 |
GILEAD SCIENCES INCSOLE | COM | 26.37K | SH | $3.68M 1.33% | 26.37K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COM | 25.41K | SH | $3.67M 1.33% | 25.41K | 0.00 | 0.00 |
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