Ranch Capital Advisors Inc Q2 2026 Portfolio Changes

According to filings from Ranch Capital Advisors Inc, there were notable changes across its portfolio during Q2 2026.

Purchases and Increased Positions:

• The firm significantly increased its position in Archers Daniels Midland Co (ADM), adding shares worth approximately $100 million, representing a 100% increase from the previous quarter.
• Ranch Capital Advisors also boosted holdings of Vanguard Scottsdale Fund ETFs (VGSH and VGIT) by substantial amounts, investing over $2 million in each during the quarter.
• The firm made notable additions to other Vanguard ETFs including Vanguard Index Funds (VO) and iShares Core Commodity Index Fund (FXI).

Sales and Decreased Positions:

• The most significant sale occurred in the position of Netflix Inc. (NFLX), which was reduced by 67% during Q2.

Existing Holdings with No Change Disclosed:

• The portfolio includes significant holdings in SPDR Series Trust (BIL), Cisco Systems Inc. (CSCO), and others, though specific changes for these positions were not disclosed in the filing.

In summary, Ranch Capital Advisors demonstrated a clear strategy of reinvesting capital into consumer defensive stocks like ADM while simultaneously reducing exposure to streaming companies like NFLX during Q2 2026. The firm also showed continued interest in specific Vanguard and iShares ETFs by increasing their holdings.