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 $332.4M across 62 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($30.9M, 9.28%), AAPL ($22.5M, 6.77%), MSFT ($17.6M, 5.31%), GOOG ($16.0M, 4.81%), LRCX ($15.3M, 4.60%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $30.9M | 9.28% | 176,943 | Trimmed |
| 2 | AAPL | APPLE INC | $22.5M | 6.77% | 88,725 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $17.6M | 5.31% | 47,674 | Added |
| 4 | GOOG | ALPHABET INC | $16.0M | 4.81% | 55,725 | Trimmed |
| 5 | LRCX | LAM RESEARCH CORP | $15.3M | 4.60% | 71,546 | Trimmed |
| 6 | JPM | JPMORGAN CHASE & CO | $14.0M | 4.21% | 47,559 | Trimmed |
| 7 | JNJ | JOHNSON & JOHNSON | $12.3M | 3.70% | 50,298 | Trimmed |
| 8 | AMZN | AMAZON COM INC | $11.3M | 3.39% | 54,167 | Added |
| 9 | AJG | GALLAGHER ARTHUR J & CO | $11.2M | 3.37% | 51,772 | Added |
| 10 | AMAT | APPLIED MATLS INC | $10.9M | 3.26% | 31,749 | Trimmed |
| 11 | LHX | L3HARRIS TECHNOLOGIES INC | $9.4M | 2.82% | 27,195 | Trimmed |
| 12 | XOM | EXXON MOBIL CORP | $8.7M | 2.62% | 51,263 | Trimmed |
| 13 | PG | PROCTER & GAMBLE CO | $7.9M | 2.38% | 54,846 | Trimmed |
| 14 | ETR | ENTERGY CORP NEW | $7.8M | 2.34% | 69,092 | Trimmed |
| 15 | COST | COSTCO WHOLESALE CORPORATION | $7.8M | 2.34% | 7,813 | Trimmed |
| 16 | FAST | FASTENAL CO | $7.7M | 2.31% | 165,335 | Trimmed |
| 17 | ISRG | INTUITIVE SURGICAL INC | $7.1M | 2.14% | 15,432 | Trimmed |
| 18 | NEE | NEXTERA ENERGY INC | $7.0M | 2.09% | 74,967 | Trimmed |
| 19 | CVX | CHEVRON CORPORATION | $6.9M | 2.09% | 33,526 | Added |
| 20 | ABT | ABBOTT LABORATORIES | $6.9M | 2.07% | 67,032 | Trimmed |
| 21 | MA | MASTERCARD INCORPORATED | $6.2M | 1.87% | 12,468 | Trimmed |
| 22 | RSG | REPUBLIC SVCS INC | $6.0M | 1.80% | 27,256 | Added |
| 23 | MCHP | MICROCHIP TECHNOLOGY INC. | $5.9M | 1.79% | 92,046 | Trimmed |
| 24 | CSCO | CISCO SYS INC | $5.6M | 1.68% | 71,907 | Trimmed |
| 25 | MRK | MERCK & CO INC | $5.3M | 1.58% | 43,671 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31