Rench Wealth Management, Inc.
CIK: 0001599016SEC EDGAR →
Portfolio Value
$348.0M
Holdings
56
As of
Q4 2025
New Positions
56
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 183,871 | $34.0M | 9.77% |
| 2 | APPLE INC | 88,758 | $24.0M | 6.90% |
| 3 | MICROSOFT CORP | 47,484 | $22.0M | 6.32% |
| 4 | ALPHABET INC | 56,744 | $17.0M | 4.89% |
| 5 | JPMORGAN CHASE & CO. | 48,418 | $15.0M | 4.31% |
| 6 | LAM RESEARCH CORP | 76,282 | $13.0M | 3.74% |
| 7 | GALLAGHER ARTHUR J & CO | 51,168 | $13.0M | 3.74% |
| 8 | AMAZON COM INC | 53,623 | $12.0M | 3.45% |
| 9 | JOHNSON & JOHNSON | 53,531 | $11.0M | 3.16% |
| 10 | SPDR S&P 500 ETF TR | 1,381 | $9.0M | 2.59% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 12 | $117.0M | 36.2% |
| Financial Services | 8 | $48.0M | 14.9% |
| Healthcare | 8 | $40.0M | 12.4% |
| Industrials | 8 | $37.0M | 11.5% |
| Consumer Cyclical | 5 | $22.0M | 6.8% |
| Utilities | 4 | $18.0M | 5.6% |
| Communication Services | 2 | $17.0M | 5.3% |
| Consumer Defensive | 5 | $13.0M | 4.0% |
| Energy | 2 | $11.0M | 3.4% |
| Basic Materials | 1 | $0 | 0.0% |
| Unknown | 1 | $0 | 0.0% |