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Ranch Capital Advisors Inc.
Ranch Capital Advisors Inc. is an SEC-registered investment adviser headquartered in Sarasota, Florida. Founded in 2019, the firm advises individual and high net worth clients, managing a wide range of public equity portfolios. With 6-7 employees, the firm serves over a thousand client accounts with a focus on wealth management and portfolio diversification.
Investment Strategy
Ranch Capital Advisors Inc. primarily provides discretionary investment management services, focusing on managing diversified portfolios of publicly traded equities for individuals and high net worth clients. The firm adopts a strategy centered on building balanced portfolios with an emphasis on large-cap U.S. stocks, as evidenced by significant holdings in companies like Apple, Microsoft, and Nvidia. Their approach seeks long-term growth through active selection of leading companies across sectors, emphasizing risk management and personalized client solutions.
Latest 13F Filing Activity
Ranch Capital Advisors Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 142 equity positions with a total 13F market value of $231M. The fund increased holdings in Nvidia Corporation, Broadcom Inc., Microsoft Corp. among other positions. Ranch Capital Advisors Inc. reduced exposure to Select Sector SPDR TR, Apple Inc., Procter and Gamble Co. among others.
Top Holdings
Equity Positions (142)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BIL | SPDR SERIES TRUST | 6.24% | $14.4M | 156,820 | $91.68 | $91.73 | +$1.1M |
M MSFT | MICROSOFT CORP | 3.78% | $8.7M | 17,513 | $147.51 | $497.41 | +$2.0M |
N NVDA | NVIDIA CORPORATION | 3.63% | $8.4M | 53,012 | $13.34 | $157.99 | +$2.6M |
A AAPL | APPLE INC | 3.45% | $8.0M | 38,775 | $71.97 | $205.17 | -$666.2K |
V VYM | VANGUARD WHITEHALL FDS | 3.05% | $7.0M | 52,726 | $95.94 | $133.31 | +$408.9K |
Industry Allocation
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