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Elissa Lovell

Ranch Capital Advisors Inc.

Assets Managed
$276.682M
Holdings
154
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
1.84%(2Q avg: 3.51%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Ranch Capital Advisors Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 154 positions.

Assets under management

The assets under management (AUM) of Ranch Capital Advisors Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 276.682M in assets, with a quarterly growth rate of 1.84% and a 2-quarter average growth rate of 3.51%. The portfolio is managed by Elissa Lovell, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Decreased -5.04%
5.51%
$15.222M
166,107 shares@ $91.65 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.15%
3.87%
$10.688M
42,115 shares@ $253.79 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.36%
3.31%
$9.155M
52,494 shares@ $174.41 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Increased 2.98%
3.05%
$8.438M
56,975 shares@ $148.11 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 0.57%
2.98%
$8.243M
38,329 shares@ $215.06 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 1.38%
2.86%
$7.889M
25,489 shares@ $309.52 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 2.36%
2.44%
$6.744M
113,241 shares@ $59.56 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.81%
2.36%
$6.522M
17,620 shares@ $370.17 avg price
T
At&t Inc
Recent Activity
Increased 9.14%
1.88%
$5.189M
178,997 shares@ $29.0 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 2.94%
1.86%
$5.122M
17,412 shares@ $294.17 avg price

1-10 of 154