Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Rench Wealth Management, Inc. (CIK 1599016) reported $372.5M across 67 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($30.9M, 8.28%), LRCX ($26.1M, 7.01%), AAPL ($25.4M, 6.81%), AMAT ($19.5M, 5.23%), GOOG ($19.3M, 5.19%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $30.9M | 8.28% | 154,227 | Trimmed |
| 2 | LRCX | LAM RESEARCH CORP | $26.1M | 7.01% | 60,262 | Trimmed |
| 3 | AAPL | APPLE INC | $25.4M | 6.81% | 87,651 | Trimmed |
| 4 | AMAT | APPLIED MATLS INC | $19.5M | 5.23% | 26,943 | Trimmed |
| 5 | GOOG | ALPHABET INC | $19.3M | 5.19% | 54,757 | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $17.9M | 4.80% | 47,939 | Added |
| 7 | JPM | JPMORGAN CHASE & CO | $15.4M | 4.14% | 47,129 | Trimmed |
| 8 | AMZN | AMAZON COM INC | $12.9M | 3.46% | 54,104 | Trimmed |
| 9 | JNJ | JOHNSON & JOHNSON | $12.7M | 3.41% | 49,991 | Trimmed |
| 10 | AJG | GALLAGHER ARTHUR J & CO | $12.0M | 3.23% | 52,366 | Added |
| 11 | MCHP | MICROCHIP TECHNOLOGY INC. | $8.4M | 2.27% | 92,558 | Added |
| 12 | CSCO | CISCO SYS INC | $8.3M | 2.24% | 71,060 | Trimmed |
| 13 | PG | PROCTER & GAMBLE CO | $8.0M | 2.15% | 54,502 | Trimmed |
| 14 | FAST | FASTENAL CO | $7.9M | 2.13% | 165,506 | Added |
| 15 | ETR | ENTERGY CORP NEW | $7.9M | 2.12% | 68,711 | Trimmed |
| 16 | LHX | L3HARRIS TECHNOLOGIES INC | $7.9M | 2.11% | 27,051 | Trimmed |
| 17 | COST | COSTCO WHOLESALE CORPORATION | $7.3M | 1.96% | 7,792 | Trimmed |
| 18 | XOM | EXXON MOBIL CORP | $7.1M | 1.89% | 51,586 | Added |
| 19 | NEE | NEXTERA ENERGY INC | $6.6M | 1.78% | 75,434 | Added |
| 20 | MA | MASTERCARD INCORPORATED | $6.4M | 1.73% | 12,523 | Added |
| 21 | ISRG | INTUITIVE SURGICAL INC | $6.3M | 1.68% | 15,743 | Added |
| 22 | ABT | ABBOTT LABORATORIES | $6.1M | 1.63% | 66,933 | Trimmed |
| 23 | BRKB | BERKSHIRE HATHAWAY INC DEL | $5.9M | 1.58% | 11,790 | New |
| 24 | RSG | REPUBLIC SVCS INC | $5.8M | 1.56% | 27,352 | Added |
| 25 | MRK | MERCK & CO INC | $5.6M | 1.51% | 43,770 | Added |
Source: SEC Form 13F filings · as of 2026-06-30