Rench Wealth Management, Inc.
SEC Form 13F institutional filer · CIK 0001599016
13F-HR · 58 reported holdings · 2026-03-31
Reported long-US-equity value
$0.33B
Top-10 concentration
49.7%
Rench Wealth Management, Inc. — $326M AUM allocation strategy
Rench Wealth Management, Inc. files SEC Form 13F and reports $326M of long US equity value across 58 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 29.8%, followed by Health Care 8.1% and Financials 7.7%.
The top 10 holdings account for 50% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Rench Wealth Management, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$326M
total across 58 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
50% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$T +7.21K sh · +$245K+$BSX +5.68K sh · −$173K+$SPGI +5.33K sh · +$371K
Biggest trims (shares)
−$VZ −9.13K sh · +$309K−$NVDA −6.93K sh · −$3.43M−$LRCX −4.74K sh · +$2.23M
Exited to nil (held last quarter, gone now)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors9.5%—
- Semiconductor Materials & Equipment8.0%—
- Technology Hardware, Storage & Peripherals6.9%—
- Systems Software5.4%—
- Interactive Media & Services4.9%—
- Integrated Oil & Gas4.8%—
- Health Care Equipment4.3%—
- Diversified Banks4.3%—
- Other holdings51.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 177K | $30.9M | -6.93K | 9.5% |
| $AAPL | Apple Inc | 88.7K | $22.5M | -33 | 6.9% |
| $MSFT | Microsoft Corporation | 47.7K | $17.6M | +190 | 5.4% |
| $GOOGL | Alphabet Inc | 55.7K | $16M | -1.02K | 4.9% |
| $LRCX | Lam Research Corporation | 71.5K | $15.3M | -4.74K | 4.7% |
| $JPM | JP Morgan Chase & Co | 47.6K | $14M | -859 | 4.3% |
| $JNJ | Johnson & Johnson | 50.3K | $12.3M | -3.23K | 3.8% |
| $AMZN | Amazon.com Inc | 54.2K | $11.3M | +544 | 3.5% |
| $AJG | Arthur J. Gallagher & Co | 51.8K | $11.2M | +604 | 3.4% |
| $AMAT | Applied Materials Inc | 31.7K | $10.9M | -963 | 3.3% |
…and 48 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.