Rench Wealth Management, Inc. reported 62 positions worth $369.29M for the quarter ended Jun 30, 2026, up 12.1% on the prior quarter. It opened 6 new positions, added to 30, trimmed 22 and exited 1. Its largest holding is Nvidia Corp at 8.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| BRK-B Berkshire Hathaway Inc | +11.8K | – | $5.90M | 1.6% |
| WCN Waste Connections, Inc. | +16.5K | – | $2.76M | 0.747% |
| INTU Intuit Inc. | +7,966 | +93.9% | $2.08M | 1.16% |
| AMD Advanced Micro Devices Inc | +690 | – | $400.83K | 0.109% |
| MU Micron Technology Inc | +240 | – | $277.33K | 0.075% |
| GEV GE Vernova Inc. | +225 | – | $264.52K | 0.072% |
| BSX Boston Scientific Corp | +6,033 | +27.5% | $257.49K | 0.323% |
| TMO Thermo Fisher Scientific Inc. | +434 | +17.6% | $217.62K | 0.395% |
| ABBV AbbVie Inc. | +854 | – | $214.88K | 0.058% |
| DHI Horton D R Inc | +1,196 | +5.7% | $194.81K | 0.986% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| LRCX Lam Research Corp | -11.3K | -15.8% | $4.89M | 7.07% |
| NVDA Nvidia Corp | -22.7K | -12.8% | $4.55M | 8.36% |
| DPZ Dominos Pizza Inc | -10.6K | -100.0% | $3.82M | Exited |
| AMAT Applied Materials Inc | -4,806 | -15.1% | $3.47M | 5.27% |
| GOOG Alphabet Inc. | -968 | -1.7% | $342.03K | 5.24% |
| AAPL Apple Inc. | -1,074 | -1.2% | $310.77K | 6.87% |
| JPM Jpmorgan Chase & Co | -430 | -0.9% | $140.75K | 4.18% |
| CSCO Cisco Systems, Inc. | -847 | -1.2% | $99.49K | 2.26% |
| UNH Unitedhealth Group Inc | -203 | -1.7% | $84.37K | 1.34% |
| JNJ Johnson & Johnson | -307 | -0.6% | $77.97K | 3.44% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| BRK-B Berkshire Hathaway Inc | +11.8K | $5.90M | 1.6% |
| WCN Waste Connections, Inc. | +16.5K | $2.76M | 0.747% |
| AMD Advanced Micro Devices Inc | +690 | $400.83K | 0.109% |
| MU Micron Technology Inc | +240 | $277.33K | 0.075% |
| GEV GE Vernova Inc. | +225 | $264.52K | 0.072% |
| ABBV AbbVie Inc. | +854 | $214.88K | 0.058% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| DPZ Dominos Pizza Inc | -10.6K | $3.82M | 1.16% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 154.2K | $30.86M | 8.36% | -22.7K | -12.8% | Reduced | 0% |
| 2 | LRCX Lam Research Corp | Technology | 60.3K | $26.11M | 7.07% | -11.3K | -15.8% | Reduced | 0% |
| 3 | AAPL Apple Inc. | Technology | 87.7K | $25.36M | 6.87% | -1,074 | -1.2% | Reduced | 0% |
| 4 | AMAT Applied Materials Inc | Technology | 26.9K | $19.48M | 5.27% | -4,806 | -15.1% | Reduced | 0% |
| 5 | GOOG Alphabet Inc. | Technology | 54.8K | $19.35M | 5.24% | -968 | -1.7% | Reduced | 0% |
| 6 | MSFT Microsoft Corp | Technology | 47.9K | $17.88M | 4.84% | +265 | +0.6% | Added | 0% |
| 7 | JPM Jpmorgan Chase & Co | Financial Services | 47.1K | $15.43M | 4.18% | -430 | -0.9% | Reduced | 0% |
| 8 | AMZN Amazon Com Inc | Consumer Discretionary | 54.1K | $12.90M | 3.49% | -63 | -0.1% | Reduced | 0% |
| 9 | JNJ Johnson & Johnson | Healthcare | 50.0K | $12.70M | 3.44% | -307 | -0.6% | Reduced | 0% |
| 10 | AJG Arthur J. Gallagher & Co. | Financial Services | 52.4K | $12.02M | 3.26% | +594 | +1.1% | Added | 0.02% |
| 11 | MCHP Microchip Technology Inc | Technology | 92.6K | $8.44M | 2.29% | +512 | +0.6% | Added | 0.02% |
| 12 | CSCO Cisco Systems, Inc. | Technology | 71.1K | $8.35M | 2.26% | -847 | -1.2% | Reduced | 0% |
| 13 | PG PROCTER & GAMBLE Co | Consumer Staples | 54.5K | $7.99M | 2.16% | -344 | -0.6% | Reduced | 0% |
| 14 | FAST Fastenal Co | Industrials | 165.5K | $7.95M | 2.15% | +171 | +0.1% | Added | 0.01% |
| 15 | ETR Entergy Corp | Utilities | 68.7K | $7.89M | 2.14% | -381 | -0.6% | Reduced | 0.01% |
Tip. Select a row to see that position’s full history at Rench Wealth Management.
As of its Q2 2026 13F filing, Rench Wealth Management, Inc.’s five largest positions were Nvidia Corp (NVDA) at 8.4%, Lam Research Corp (LRCX) at 7.1%, Apple Inc. (AAPL) at 6.9%, Applied Materials Inc (AMAT) at 5.3%, Alphabet Inc. (GOOG) at 5.2% of the reported portfolio.
Rench Wealth Management, Inc. reported a 13F portfolio worth $369.29M across 62 positions for Q2 2026. That is up 12.1% from the previous quarter.
Its largest purchases by value were Berkshire Hathaway Inc ($5.90M), Waste Connections, Inc. ($2.76M), Intuit Inc. ($2.08M). It opened 6 new positions.
Its largest sales by value were Lam Research Corp ($4.89M), Nvidia Corp ($4.55M), Dominos Pizza Inc ($3.82M). It exited 1 positions entirely.
From the Form 13F-HR reports Rench Wealth Management, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.