Ranch Capital Advisors Inc.

All 13F Filings

Location
Sarasota, FL
Most recent 13F
Q2 2026
Holdings value ($000)
315,705
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/3/2026 157 315,705 13F-HR Ranch Capital Advisors Inc.
Q1 2026 5/6/2026 154 276,682 13F-HR Ranch Capital Advisors Inc.
Q4 2025 2/5/2026 153 271,690 13F-HR Ranch Capital Advisors Inc.
Q3 2025 11/14/2025 151 258,349 13F-HR Ranch Capital Advisors Inc.
Q2 2025 7/31/2025 142 230,596 13F-HR Ranch Capital Advisors Inc.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 205.5 K 65.1% 29.95 K 0 29.95 K
ETFs 109.4 K 34.7% 12.23 K 0 12.23 K
Debt 809 0.3% 12 0 12
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Fund Snapshot

Q2 2026
Latest filed
8/3/2026
Total value ($000)
315,705
Holdings
157
QoQ value change ($000)
39,023 (14.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.