StockDriftsStockDriftsTop 50 Rench Wealth Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 8.28% | 154.2K | $30.9M | -12.84%(-22.72K) | $26.00(+769.62%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 7.01% | 60.3K | $26.1M | -15.77%(-11.28K) | $54.72(+516.64%) | 2026-06-30 | |
| AAPL | APPLE INC | 6.81% | 87.7K | $25.4M | -1.21%(-1.07K) | $52.86(+477.67%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 5.23% | 26.9K | $19.5M | -15.14%(-4.81K) | $139.04(+282.48%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 5.19% | 54.8K | $19.3M | -1.74%(-968) | $137.99(+148.32%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.8% | 47.9K | $17.9M | +0.56%(+265) | $63.81(+661.79%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 4.14% | 47.1K | $15.4M | -0.90%(-430) | $99.05(+268.20%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.46% | 54.1K | $12.9M | -0.12%(-63) | $157.18(+67.03%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 3.41% | 50.0K | $12.7M | -0.61%(-307) | $109.28(+138.35%) | 2026-06-30 | |
| AJG | GALLAGHER ARTHUR J & CO | 3.23% | 52.4K | $12.0M | +1.15%(+594) | $84.85(+192.24%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.50% | +74.97% | +11.25% | +70.40% |
| Top 20 Holdings Unweighted | +16.44% | +57.87% | +7.95% | +46.57% |
Rench Wealth Management INC reports $372.49M in US-listed equity holdings across 67 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (8.3%), LRCX (7.0%) and AAPL (6.8%). The top 20 holdings account for 71.94% of reported assets. Its disclosed equity book has returned +74.97% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Rench Wealth Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1599016). View Rench Wealth Management INC’s 13F filings on SEC