Investor
Rench Wealth Management, Inc.
CIK 0001599016 · filed 2026-05-14 · SEC filing
13F book
$332.4M
Positions
62
6 new · 0 sold
Largest name
9.3%
Nvidia Corp · NVDA
Est. mark
−$13.4M
Price effect on 56 names still held. Flow −$2.98M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Nvidia Corp | NVDA | 176.9K | $30.9M | 9.3% | −$2.14M | Cut−$3.43M |
| Apple Inc. | AAPL | 88.7K | $22.5M | 6.8% | −$1.6M | Cut−$1.61M |
| Microsoft Corp | MSFT | 47.7K | $17.6M | 5.3% | −$5.39M | Added−$5.32M |
| Alphabet Inc | — | 55.7K | $16M | 4.8% | −$1.5M | Cut−$1.82M |
| Lam Research Corp | LRCX | 71.5K | $15.3M | 4.6% | $3.04M | Cut$2.23M |
| Jpmorgan Chase & Co. | — | 47.6K | $14M | 4.2% | −$1.33M | Cut−$1.61M |
| Johnson & Johnson | JNJ | 50.3K | $12.3M | 3.7% | $1.89M | Cut$1.22M |
| Amazon Com Inc | AMZN | 54.2K | $11.3M | 3.4% | −$1.21M | Added−$1.1M |
| Gallagher Arthur J & Co | — | 51.8K | $11.2M | 3.4% | −$2.16M | Added−$2.03M |
| Applied Matls Inc | — | 31.7K | $10.9M | 3.3% | $2.69M | Cut$2.44M |
| L3harris Technologies Inc | — | 27.2K | $9.39M | 2.8% | $1.4M | Cut$1.06M |
| Exxon Mobil Corp | — | 51.3K | $8.7M | 2.6% | $2.53M | Cut$2.53M |
| Procter And Gamble Co | PG | 54.8K | $7.92M | 2.4% | $62.1K | Cut$50.6K |
| Costco Whsl Corp New | — | 7.81K | $7.79M | 2.3% | $1.05M | Cut$1.02M |
| Entergy Corp New | — | 69.1K | $7.76M | 2.3% | $1.38M | Cut$1.16M |
| Fastenal Co | FAST | 165.3K | $7.67M | 2.3% | $1.04M | Cut$996.7K |
| Intuitive Surgical Inc | ISRG | 15.4K | $7.11M | 2.1% | −$1.63M | Cut−$1.64M |
| Nextera Energy Inc | — | 75K | $6.96M | 2.1% | $944.5K | Cut$881.4K |
| Chevron Corp New | CVX | 33.5K | $6.94M | 2.1% | $1.81M | Added$1.88M |
| Abbott Labs | ABT | 67K | $6.88M | 2.1% | −$1.52M | Cut−$1.54M |
| Mastercard Inc | MA | 12.5K | $6.23M | 1.9% | −$888K | Cut−$894.8K |
| Republic Svcs Inc | — | 27.3K | $5.97M | 1.8% | $192.7K | Added$207.4K |
| Microchip Technology Inc. | — | 92K | $5.95M | 1.8% | $81.9K | Cut$71.9K |
| Cisco Sys Inc | — | 71.9K | $5.58M | 1.7% | $40.2K | Cut−$79.6K |
| Merck & Co., Inc. | MRK | 43.7K | $5.25M | 1.6% | $656.4K | Cut$510.9K |
| Paychex Inc | PAYX | 56.3K | $5.19M | 1.6% | −$1.12M | Added−$1.1M |
| Lowes Cos Inc | — | 20.3K | $4.8M | 1.4% | −$99.2K | Cut−$116.8K |
| Booz Allen Hamilton Hldg Cor | — | 59.6K | $4.65M | 1.4% | −$376.2K | Added−$360.5K |
| Southern Co | — | 45.4K | $4.38M | 1.3% | $423.3K | Cut$423.2K |
| Boeing Co | — | 21.5K | $4.29M | 1.3% | −$385.2K | Added−$336.3K |
| Public Svc Enterprise Grp In | — | 47.6K | $3.85M | 1.2% | $30.7K | Added$53.2K |
| Dominos Pizza Inc | DPZ | 10.6K | $3.82M | 1.1% | −$617K | Cut−$787.9K |
| Intuit Inc. | INTU | 8.48K | $3.67M | 1.1% | −$1.92M | Added−$1.87M |
| Verizon Communications Inc | VZ | 71.9K | $3.61M | 1.1% | $681K | Cut$309.2K |
| Unitedhealth Group Inc | UNH | 12.1K | $3.28M | 1.0% | −$720.6K | Cut−$983.1K |
| United Parcel Service Inc | UPS | 30.9K | $3.04M | 0.9% | −$25.1K | Added−$22.4K |
| D R Horton Inc | — | 21.2K | $2.9M | 0.9% | −$139K | Added−$36.1K |
| Elevance Health Inc Formerly | — | 9.27K | $2.71M | 0.8% | −$535.6K | Cut−$795.4K |
| Asml Holding N V | — | 1.34K | $1.77M | 0.5% | $335.8K | Cut$334.7K |
| Boston Scientific Corp | BSX | 21.9K | $1.38M | 0.4% | −$529.5K | Added−$173.2K |
| S&P Global Inc. | SPGI | 3.17K | $1.35M | 0.4% | −$220K | Added$169.6K |
| Thermo Fisher Scientific Inc. | TMO | 2.47K | $1.21M | 0.4% | −$170.8K | Added$91.6K |
| Schwab Strategic Tr | — | 26.8K | $822.5K | 0.2% | $87.1K | Cut$76.2K |
| Invesco Exchange Traded Fd T | — | 4.09K | $784.7K | 0.2% | $1.35K | Added$4.81K |
| Spdr S&P 500 Etf Tr | — | 1.16K | $751.1K | 0.2% | −$7.13M | Cut−$8.67M |
| Meta Platforms, Inc. | META | 1.27K | $729.6K | 0.2% | — | New |
| International Business Machs | — | 2.42K | $585.6K | 0.2% | −$129.5K | Added−$126.4K |
| Ecolab Inc. | ECL | 2.05K | $546.5K | 0.2% | $7.27K | Added$8.6K |
| F5, Inc. | FFIV | 1.8K | $520.8K | 0.2% | — | New |
| At&T Inc | — | 16K | $462.7K | 0.1% | $36.3K | Added$245.4K |
| Walmart Inc. | WMT | 3.59K | $446.5K | 0.1% | $46.3K | Cut$44.9K |
| Invesco Qqq Tr | — | 604 | $348.8K | 0.1% | −$16K | Added$77.5K |
| Tesla, Inc. | TSLA | 867 | $322.3K | 0.1% | −$45.6K | Added$59.2K |
| Dominion Energy, Inc | D | 5.17K | $319.7K | 0.1% | — | New |
| Pepsico Inc | PEP | 1.93K | $300.4K | 0.1% | $22.8K | Cut$15.5K |
| Applovin Corp | APP | 643 | $255.9K | 0.1% | −$177.4K | Held |
| Broadcom Inc. | AVGO | 784 | $242.7K | 0.1% | −$28.7K | Added−$27.8K |
| Caterpillar Inc | CAT | 341 | $241.5K | 0.1% | — | New |
| Ge Aerospace | — | 817 | $231.8K | 0.1% | −$19.8K | Added−$19.6K |
| Alphabet Inc | — | 717 | $206.2K | 0.1% | — | New |
| Spdr Index Shs Fds | — | 4.42K | $201.7K | 0.1% | — | New |
| Simply Good Foods Co | SMPL | 10K | $143.5K | 0.0% | −$57.3K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.