§ 13F · FUND PROFILE
Rench Wealth Management, Inc..
AUM · $372M (13F)Positions · 67Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 154K | $31M | 8.3% | −13% |
| 2 | LRCX | LAM RESEARCH CORP | 60K | $26M | 7.0% | −16% |
| 3 | AAPL | APPLE INC | 88K | $25M | 6.8% | −1% |
| 4 | AMAT | APPLIED MATLS INC | 27K | $19M | 5.2% | −15% |
| 5 | GOOG | ALPHABET INC | 55K | $19M | 5.2% | −2% |
| 6 | MSFT | MICROSOFT CORP | 48K | $18M | 4.8% | +1% |
| 7 | JPM | JPMORGAN CHASE & CO | 47K | $15M | 4.1% | −1% |
| 8 | AMZN | AMAZON COM INC | 54K | $13M | 3.5% | ±0% |
| 9 | JNJ | JOHNSON & JOHNSON | 50K | $13M | 3.4% | −1% |
| 10 | AJG | GALLAGHER ARTHUR J & CO | 52K | $12M | 3.2% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RENCH SIGNAL
AC read
Rench Wealth Management, Inc. is a Other fund managing $372 million in assets. The fund runs a portfolio of 67 positions.
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