Latest Rench Wealth Management, Inc. Stock Portfolio
Rench Wealth Management, Inc. Performance:
2025 Q3: 6.86%YTD: 11.68%2024: 13.75%
Performance for 2025 Q3 is 6.86%, and YTD is 11.68%, and 2024 is 13.75%.
About Rench Wealth Management, Inc. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Rench Wealth Management, Inc. reported an equity portfolio of $340.8 Millions as of 30 Sep, 2025.
The top stock holdings of Rench Wealth Management, Inc. are NVDA, MSFT, AAPL. The fund has invested 11.3% of it's portfolio in NVIDIA CORPORATION and 7.4% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off ISHARES TR (IJR) stocks. They significantly reduced their stock positions in INVESCO QQQ TR (QQQ), NVIDIA CORPORATION (NVDA) and SCHWAB STRATEGIC TR (FNDA). Rench Wealth Management, Inc. opened new stock positions in BOSTON SCIENTIFIC CORP (BSX), THERMO FISHER SCIENTIFIC INC (TMO) and TESLA INC (TSLA). The fund showed a lot of confidence in some stocks as they added substantially to ASML HOLDING N V, D R HORTON INC (DHI) and UNITEDHEALTH GROUP INC (UNH).
The top stock holdings of Rench Wealth Management, Inc. are NVDA, MSFT, AAPL. The fund has invested 11.3% of it's portfolio in NVIDIA CORPORATION and 7.4% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off ISHARES TR (IJR) stocks. They significantly reduced their stock positions in INVESCO QQQ TR (QQQ), NVIDIA CORPORATION (NVDA) and SCHWAB STRATEGIC TR (FNDA). Rench Wealth Management, Inc. opened new stock positions in BOSTON SCIENTIFIC CORP (BSX), THERMO FISHER SCIENTIFIC INC (TMO) and TESLA INC (TSLA). The fund showed a lot of confidence in some stocks as they added substantially to ASML HOLDING N V, D R HORTON INC (DHI) and UNITEDHEALTH GROUP INC (UNH).
Rench Wealth Management, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Rench Wealth Management, Inc. made a return of 6.86% in the last quarter. In trailing 12 months, it's portfolio return was 7.72%.
New Buys
| Ticker | $ Bought |
|---|---|
| boston scientific corp | 474,482 |
| thermo fisher scientific inc | 376,376 |
| tesla inc | 263,719 |
| s&p global inc | 220,071 |
| prosperity bancshares inc | 217,960 |
New stocks bought by Rench Wealth Management, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| asml holding n v | 31.02 |
| d r horton inc | 12.61 |
| unitedhealth group inc | 4.18 |
| booz allen hamilton hldg cor | 3.56 |
| walmart inc | 3.06 |
| boeing co | 2.96 |
| lowes cos inc | 2.52 |
| republic svcs inc | 2.42 |
Additions to existing portfolio by Rench Wealth Management, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| invesco qqq tr | -5.68 |
| nvidia corporation | -4.01 |
| schwab strategic tr | -3.8 |
| verizon communications inc | -3.65 |
| united parcel service inc | -1.82 |
| johnson & johnson | -0.65 |
| lam research corp | -0.59 |
| apple inc | -0.3 |
Rench Wealth Management, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ishares tr | -335,768 |
Rench Wealth Management, Inc. got rid off the above stocks
Sector Distribution
Rench Wealth Management, Inc. has about 36.1% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 36.1 |
| Industrials | 12.8 |
| Healthcare | 11.5 |
| Financial Services | 11.4 |
| Consumer Cyclical | 7.4 |
| Utilities | 6.1 |
| Communication Services | 5.5 |
| Consumer Defensive | 4.9 |
| Energy | 3.2 |
Market Cap. Distribution
Rench Wealth Management, Inc. has about 98.9% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 53.7 |
| LARGE-CAP | 45.2 |
Stocks belong to which Index?
About 97.1% of the stocks held by Rench Wealth Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 97.1 |
| Others | 2.8 |
Rench Wealth Management, Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Rench Wealth Management, Inc.
Rench Wealth Management, Inc. has 56 stocks in it's portfolio. About 51.4% of the portfolio is in top 10 stocks. ISRG proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Rench Wealth Management, Inc. last quarter.
Last Reported on: 12 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 6.92 | 92,638 | 23,588,500 | reduced | -0.3 | ||
| ABT | abbott labs | 2.67 | 67,937 | 9,099,430 | added | 0.68 | ||
| AJG | gallagher arthur j & co | 4.58 | 50,435 | 15,621,800 | added | 1.94 | ||
| AMAT | applied matls inc | 2.02 | 33,563 | 6,871,680 | added | 0.64 | ||
| AMZN | amazon com inc | 3.46 | 53,620 | 11,773,400 | added | 0.87 | ||
| APP | applovin corp | 0.14 | 643 | 462,021 | unchanged | 0.00 | ||
| AVGO | broadcom inc | 0.08 | 804 | 265,244 | added | 0.12 | ||
| BA | boeing co | 1.35 | 21,268 | 4,590,180 | added | 2.96 | ||
| BAH | booz allen hamilton hldg cor | 1.70 | 57,796 | 5,776,740 | added | 3.56 | ||
| BSX | boston scientific corp | 0.14 | 4,860 | 474,482 | new | |||
| COST | costco whsl corp new | 2.12 | 7,802 | 7,222,180 | added | 1.97 | ||
| CSCO | cisco sys inc | 1.48 | 73,854 | 5,053,080 | added | 1.75 | ||
| CSD | invesco exchange traded fd t | 0.27 | 4,866 | 923,090 | added | 0.33 | ||
| CVX | chevron corp new | 1.50 | 32,882 | 5,106,300 | added | 0.61 | ||
| DHI | d r horton inc | 0.90 | 18,055 | 3,059,780 | added | 12.61 | ||
| DPZ | dominos pizza inc | 1.45 | 11,404 | 4,923,200 | added | 1.88 | ||
| ECL | ecolab inc | 0.18 | 2,198 | 601,844 | added | 0.27 | ||
| ELV | elevance health inc | 1.02 | 10,799 | 3,489,290 | added | 0.04 | ||
| ETR | entergy corp new | 2.04 | 74,625 | 6,954,330 | added | 0.06 | ||
| FAST | fastenal co | 2.40 | 166,721 | 8,176,000 | added | 0.9 | ||