RC
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Ranch Capital Advisors Inc.13F | |
Ranch Capital Advisors Inc. | |
Last update 2025-05-09 | 139 Stocks (5 new) |
Value $211.00 Mil | Turnover 8 % |
Ranch Capital Advisors Inc. Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 144,797 | 13,282.2 | +62.10% | 6.300 | +2.41% | 0.030 | +1.04% | +2.06% | 42,893.2 | ||
AAPL | Apple Inc | 38,813 | 8,621.6 | -0.49% | 4.090 | -0.02% | 0.000 | -7.51% | -17.87% | 3,064,383.4 | Hardware | |
MSFT | Microsoft Corp | 17,828 | 6,692.5 | +0.48% | 3.170 | +0.02% | 0.000 | +32.75% | +18.46% | 3,697,021.6 | Software | |
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 51,334 | 6,620.1 | -1.44% | 3.140 | -0.05% | 0.010 | +4.06% | +5.87% | 57,171.3 | ||
VIG | Vanguard Dividend Appreciation FTF | 31,374 | 6,086.3 | -2.76% | 2.890 | -0.08% | 0.010 | +5.96% | +5.47% | 86,619.5 | ||
NVDA | NVIDIA Corp | 53,147 | 5,760.3 | -6.86% | 2.730 | -0.25% | 0.000 | +45.78% | +17.67% | 3,852,990.1 | Semiconductors | |
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 93,517 | 5,554.9 | -0.43% | 2.630 | -0.01% | 0.020 | +0.69% | +3.12% | 31,980.4 | ||
TLH |
iShares 10-20 Year Treasury Bond ETF
iShares 10-20 Year Treasury Bond ETF
| 45,390 | 4,709.2 | +1.22% | 2.230 | +0.03% | 0.050 | -1.04% | +3.75% | 11,501.4 | ||
PG | Procter & Gamble Co | 26,649 | 4,541.5 | -35.12% | 2.150 | -1.14% | 0.000 | -5.93% | -3.79% | 373,532.4 | Consumer Packaged Goods | |
T | AT&T Inc | 141,434 | 3,999.8 | +6.63% | 1.900 | +0.12% | 0.000 | +3.42% | +30.07% | 208,240.7 | Telecommunication Services |
Ranch Capital Advisors Inc.'s Historical Top Holdings Breakdowns
Ranch Capital Advisors Inc.'s Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2025-03-31 | Add Add | +2.41% | 91.45 ($91.59) 91.75 | $91.73 | 0.15% | Add 62.1% | 144,797 | 55,471 | |
PG | Procter & Gamble Co | 2025-03-31 | Reduce Reduce | -1.14% | 158.56 ($167.49) 176.26 | $159.32 | -4.88% | Reduce -35.12% | 26,649 | -14,425 | |
EVRG | Evergy Inc | 2025-03-31 | New Buy New Buy | +0.86% | 59.9 ($65.44) 69.52 | $68.93 | 5.33% | New holding | 26,304 | 26,304 | |
CSCO | Cisco Systems Inc | 2025-03-31 | New Buy New Buy | +0.82% | 58.74 ($61.57) 64.87 | $69.38 | 12.68% | New holding | 27,893 | 27,893 | |
JNJ | Johnson & Johnson | 2025-03-31 | Add Add | +0.77% | 142.06 ($156.47) 167.7 | $152.75 | -2.38% | Add 283.76% | 13,209 | 9,767 | |
PNC | PNC Financial Services Group Inc | 2025-03-31 | Sold Out Sold Out | -0.75% | 168.84 ($188.77) 202.89 | $186.42 | -1.24% | Sold Out | 0 | -8,194 | |
TXN | Texas Instruments Inc | 2025-03-31 | Reduce Reduce | -0.64% | 173.6 ($187.2) 203.96 | $207.62 | 10.91% | Reduce -72.73% | 2,701 | -7,205 | |
AFL | Aflac Inc | 2025-03-31 | Reduce Reduce | -0.64% | 100.99 ($106.07) 111.19 | $105.46 | -0.58% | Reduce -36.64% | 22,765 | -13,164 | |
XOM | Exxon Mobil Corp | 2025-03-31 | Sold Out Sold Out | -0.53% | 105.44 ($110.59) 118.93 | $107.80 | -2.52% | Sold Out | 0 | -10,433 | |
BX | Blackstone Inc | 2025-03-31 | Reduce Reduce | -0.46% | 136.53 ($162.31) 186.74 | $149.58 | -7.84% | Reduce -17.09% | 27,423 | -5,651 |
Ranch Capital Advisors Inc. Total Holding History ($B)
Ranch Capital Advisors Inc.'s Asset Allocation
Ranch Capital Advisors Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Ranch Capital Advisors Inc.'s Hypothetical Growth since 2025-03-31
Ranch Capital Advisors Inc.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Ranch Capital Advisors Inc.'s Holdings Heat Map
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Ranch Capital Advisors Inc.'s Holdings Bubble Chart
Ranch Capital Advisors Inc. News
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