Ranch Capital Advisors Inc. Portfolio Holdings

Ranch Capital Advisors Inc.

  • $210 Million
  • Q4 2024

Ranch Capital Advisors Inc. has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $210 Million distributed in 141 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $9.77M, Spdr Bloomberg 1 3 Month T Bil with a value of $8.17M, Nvidia Corp with a value of $7.66M, Microsoft Corp with a value of $7.48M, and Procter & Gamble CO with a value of $6.89M.

Examining the 13F form we can see an decrease of $178K in the current position value, from $210M to 210M.

Ranch Capital Advisors Inc. is based out at Sarasota, FL

Below you can find more details about Ranch Capital Advisors Inc. portfolio as well as his latest detailed transactions.

Portfolio value $210 Million
ETFs: $75.7 Million
Technology: $38.3 Million
Financial Services: $24.1 Million
Healthcare: $12.6 Million
Consumer Defensive: $11.8 Million
Consumer Cyclical: $11.3 Million
Industrials: $9.8 Million
Communication Services: $8.84 Million
Other: $17.4 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$118M
$1,000 0.0% of portfolio
10,000
Q4 2020 New

Summary

  • Portfolio
  • No. of Stocks 141
  • Current Value $210 Million
  • Prior Value $210 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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