Q2 2026 13F · SEC CIK 1599016

Rench Wealth Management, Inc.

Wealth managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $372.5M
Reported positions: 67
Top holdings a year, 3 yrs: +19.4%
Assets under management: $495.9M

Rench Wealth Management, Inc. is a wealth manager that reported 67 positions worth $372.5M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Nvidia Corporation Com (NVDA, 8.3%), Lam Research Corp (LRCX, 7.0%), Apple Inc (AAPL, 6.8%). A portfolio copying its top holdings returned 19.4% a year over the last 3 years, against 20.4% for the S&P 500.

Rench Wealth Management, Inc. holdings largest 50 of 67 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Rench Wealth Management, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation Com	8.3%	9.3%	154,227	-12.8%	$30.9M
LRCXLam Research Corp	7.0%	4.6%	60,262	-15.8%	$26.1M
AAPLApple Inc	6.8%	6.8%	87,651	-1.2%	$25.4M
AMATApplied Matls Inc	5.2%	3.3%	26,943	-15.1%	$19.5M
GOOGAlphabet Inc	5.2%	4.8%	54,757	-1.7%	$19.3M
MSFTMicrosoft Corp	4.8%	5.3%	47,939	+0.6%	$17.9M
JPMJpmorgan Chase & Co	4.1%	4.2%	47,129	-0.9%	$15.4M
AMZNAmazon Com Inc Com	3.5%	3.4%	54,104	-0.1%	$12.9M
JNJJohnson & Johnson	3.4%	3.7%	49,991	-0.6%	$12.7M
AJGGallagher Arthur J & Co	3.2%	3.4%	52,366	+1.1%	$12.0M
MCHPMicrochip Tech Inc	2.3%	1.8%	92,558	+0.6%	$8.4M
CSCOCisco Sys Inc	2.2%	1.7%	71,060	-1.2%	$8.3M
PGProcter & Gamble Co Com	2.1%	2.4%	54,502	-0.6%	$8.0M
FASTFastenal Co	2.1%	2.3%	165,506	+0.1%	$7.9M
ETREntergy Corp.	2.1%	2.3%	68,711	-0.6%	$7.9M
LHXL3harris Technologies Inc	2.1%	2.8%	27,051	-0.5%	$7.9M
COSTCostco Whsl Corp New	2.0%	2.3%	7,792	-0.3%	$7.3M
XOMExxon Mobil Corp	1.9%	2.6%	51,586	+0.6%	$7.1M
NEENextera Energy Inc Com	1.8%	2.1%	75,434	+0.6%	$6.6M
MAMastercard Inc.	1.7%	1.9%	12,523	+0.4%	$6.4M
ISRGIntuitive Surgical Inc	1.7%	2.1%	15,743	+2.0%	$6.3M
ABTAbbott Laboratories	1.6%	2.1%	66,933	-0.1%	$6.1M
BRK-BBerkshire Hathaway Inc Del	1.6%	—	11,790	—	$5.9M
RSGRepublic Svcs Inc	1.6%	1.8%	27,352	+0.4%	$5.8M
MRKMerck & Co. Inc	1.5%	1.6%	43,770	+0.2%	$5.6M
PAYXPaychex Inc	1.5%	1.6%	56,948	+1.2%	$5.6M
CVXChevron Corp New	1.5%	2.1%	33,778	+0.8%	$5.6M
UNHUnitedhealth Group Inc Com	1.3%	1.0%	11,902	-1.7%	$4.9M
BABoeing Co	1.3%	1.3%	21,511	-0.1%	$4.7M
LOWLowes Cos Inc	1.2%	1.4%	20,438	+0.7%	$4.5M
SOSouthern Co.	1.2%	1.3%	45,743	+0.7%	$4.4M
INTUIntuit	1.2%	1.1%	16,451	+93.9%	$4.3M
PEGPublic Service Enterprise Group Inc	1.0%	1.2%	47,612	+0.1%	$3.9M
DHIDR Horton Inc	1.0%	0.9%	22,353	+5.7%	$3.6M
BAHBooz Allen Hamilton Hldg Cor	1.0%	1.4%	59,772	+0.2%	$3.6M
ELVElevance Health Inc Formerly	1.0%	0.8%	9,158	-1.2%	$3.5M
UPSUnited Parcel Svcs Inc Cl B	0.9%	0.9%	30,759	-0.6%	$3.3M
VZVerizon Communications Inc Com	0.8%	1.1%	70,403	-2.1%	$3.0M
WCNWaste Connections Inc	0.7%	—	16,540	—	$2.8M
ASMLAsml Hldg NV	0.7%	0.5%	1,333	-0.4%	$2.7M
TMOThermo Fisher Scientific Inc	0.4%	0.4%	2,906	+17.6%	$1.5M
SPGIS&P Global Inc.	0.4%	0.4%	3,355	+5.7%	$1.4M
BSXBoston Scientific Corp	0.3%	0.4%	27,952	+27.5%	$1.2M
SPYSpdr S&p 500 ETF Tr	0.2%	0.2%	1,172	+1.5%	$875K
RSPInvesco S&p 500 Equal Weight ETF	0.2%	0.2%	4,104	+0.4%	$873K
SCHDSchwab Strategic Tr	0.2%	0.2%	24,733	-7.7%	$784K
FFIVF5 Inc	0.2%	0.2%	1,800	+0.0%	$749K
METAMeta Platforms Inc Class A	0.2%	0.2%	1,276	+0.1%	$719K
IBMInternational Business Machs	0.2%	0.2%	2,463	+1.9%	$693K
ECLEcolab Inc	0.2%	0.2%	2,060	+0.3%	$574K

What Rench Wealth Management, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +20.4% /yr; S&P 500 +20.1%
3 years: +19.4% /yr; S&P 500 +20.4%
5 years: +11.1% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$372.5M	67
Q1 2026	$332.4M	62
Q4 2025	$348.7M	56
Q3 2025	$340.8M	56
Q2 2025	$316.0M	52
Q1 2025	$289.6M	49
Q4 2024	$293.2M	51
Q3 2024	$291.3M	45
Q2 2024	$278.7M	45
Q1 2024	$260.9M	46
Q4 2023	$237.5M	47
Q3 2023	$217.6M	44

Questions about Rench Wealth Management, Inc.'s portfolio

What stocks does Rench Wealth Management, Inc. own?

Rench Wealth Management, Inc.'s latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 67 positions worth $372.5M. The largest are Nvidia Corporation Com (NVDA) at 8.3%, Lam Research Corp (LRCX) at 7.0%, Apple Inc (AAPL) at 6.8%, Applied Matls Inc (AMAT) at 5.2% and Alphabet Inc (GOOG) at 5.2%.

What did Rench Wealth Management, Inc. buy last quarter?

In Q2 2026, Rench Wealth Management, Inc. added Intuit (INTU) (+93.9% shares), Boston Scientific Corp (BSX) (+27.5% shares) and Thermo Fisher Scientific Inc (TMO) (+17.6% shares), compared with its Q1 2026 filing.

What did Rench Wealth Management, Inc. sell last quarter?

In Q2 2026, Rench Wealth Management, Inc. cut from its top 50 Dominos Pizza Inc (DPZ), cut from its top 50 At&t Inc Com (T), Lam Research Corp (LRCX) (-15.8% shares), Applied Matls Inc (AMAT) (-15.1% shares) and Nvidia Corporation Com (NVDA) (-12.8% shares), compared with its Q1 2026 filing.

How has Rench Wealth Management, Inc.'s portfolio performed?

A portfolio copying Rench Wealth Management, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +20.4% against +20.1%. Over 5 years: +11.1% a year against +11.6%.

When is Rench Wealth Management, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Rench Wealth Management, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Rench Wealth Management, Inc. manage?

Rench Wealth Management, Inc. reported $495.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $372.5M.