Institutional Fund
Ranch Capital Advisors Inc.
Sarasota, FLCIK 17932695 filings on record
Portfolio Value
$273.52M
Q1 2026
Holdings
153
Reported positions
New Buys
10
Opened this quarter
QoQ Change
+0.7%
from $271.69M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust5.6%
- Apple Inc3.9%
- Nvidia Corporation3.3%
- Vanguard Whitehall Fds3.1%
- Vanguard Specialized Funds3.0%
- Broadcom Inc2.9%
- Other78.2%
Portfolio Holdings
153 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 166.1K | $15.22M | 5.6% | −8.8K | Reduced |
| 2 | Apple Inc | 42.1K | $10.69M | 3.9% | +63 | Added |
| 3 | Nvidia Corporation | 52.5K | $9.16M | 3.3% | −193 | Reduced |
| 4 | Vanguard Whitehall Fds | 57.0K | $8.44M | 3.1% | +1.6K | Added |
| 5 | Vanguard Specialized Funds | 38.3K | $8.24M | 3.0% | +217 | Added |
| 6 | Broadcom Inc | 25.5K | $7.89M | 2.9% | +345 | Added |
| 7 | Vanguard Scottsdale Fds | 113.2K | $6.74M | 2.5% | +2.6K | Added |
| 8 | Microsoft Corp | 17.6K | $6.52M | 2.4% | +140 | Added |
| 9 | At&T Inc | 179.0K | $5.19M | 1.9% | +15.0K | Added |
| 10 | Jpmorgan Chase & Co. | 17.4K | $5.12M | 1.9% | +496 | Added |
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