Ranch Capital Advisors Inc.

Q2 2026 13F-HR Holdings

Location
Sarasota, FL
Holdings as of
6/30/2026
Date filed
8/3/2026
Form type
13F-HR
Num holdings
157
Total value ($000)
$315,705
Net value change ($000)
+39,023 (14.1%)
New positions
8
Sold out positions
4
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AMD 2,920 199.7%
CSCO 2,602 63.3%
AVGO 2,515 31.9%
ADM 2,230 NEW
AAPL 1,686 15.8%
NVDA 1,436 15.7%
IRM 1,376 34.1%
CMI 1,352 41.7%
C 1,336 35.7%
VIG 1,233 15.0%
Top Reduces (Value $000, Stocks/ETFs)
MDT -1,776 -100.0%
T -1,176 -22.7%
XLV -1,005 -100.0%
NFLX -646 -75.4%
CVX -435 -13.7%
VZ -425 -9.4%
SOFI -262 -100.0%
ADSK -218 -100.0%
PFE -135 -6.2%
BABA -101 -13.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type