Institutional Fund
Rench Wealth Management, Inc.
Denton, TXCIK 15990165 filings on record
Portfolio Value
$332.39M
Q1 2026
Holdings
62
Reported positions
New Buys
6
Opened this quarter
QoQ Change
-4.7%
from $348.73M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation9.3%
- Apple Inc6.8%
- Microsoft Corp5.3%
- Alphabet Inc4.8%
- Lam Research Corp4.6%
- Jpmorgan Chase & Co.4.2%
- Other65.0%
Portfolio Holdings
62 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 176.9K | $30.86M | 9.3% | −6.9K | Reduced |
| 2 | Apple Inc | 88.7K | $22.52M | 6.8% | −33 | Reduced |
| 3 | Microsoft Corp | 47.7K | $17.65M | 5.3% | +190 | Added |
| 4 | Alphabet Inc | 55.7K | $15.99M | 4.8% | −1.0K | Reduced |
| 5 | Lam Research Corp | 71.5K | $15.29M | 4.6% | −4.7K | Reduced |
| 6 | Jpmorgan Chase & Co. | 47.6K | $13.99M | 4.2% | −859 | Reduced |
| 7 | Johnson & Johnson | 50.3K | $12.29M | 3.7% | −3.2K | Reduced |
| 8 | Amazon Com Inc | 54.2K | $11.28M | 3.4% | +544 | Added |
| 9 | Gallagher Arthur J & Co | 51.8K | $11.21M | 3.4% | +604 | Added |
| 10 | Applied Matls Inc | 31.7K | $10.85M | 3.3% | −963 | Reduced |
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