Ranch Capital Advisors Inc.

All 13F Filings

Location
Sarasota, FL
Most recent 13F
Q1 2026
Holdings value ($000)
276,682
Description
Website
Founded
Chairman
CEO
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
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)
Derivatives reported exposure ($000): 3.158 K (1.1% of total reported value) · QoQ Δ: +3.158 K
Type Value ($000) Share % Inflow Outflow Net
Stocks 175.5 K 64.2% 0 68.25 K -68.25 K
ETFs 97.19 K 35.5% 70.03 K 0 70.03 K
Debt 797 0.3% 49 0 49
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Fund Snapshot

Q1 2026
Latest filed
5/6/2026
Total value ($000)
276,682
Holdings
154
QoQ value change ($000)
4,992 (1.8%)
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.