Rench Wealth Management, Inc. — 13F holdings

Rench Wealth Management, Inc. reported 67 holdings worth $372M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $30.9M (8.3%)
2. LRCX LAM RESEARCH CORP — $26.1M (7.0%)
3. AAPL APPLE INC — $25.4M (6.8%)
4. AMAT APPLIED MATLS INC — $19.5M (5.2%)
5. GOOG ALPHABET INC — $19.3M (5.2%)
6. MSFT MICROSOFT CORP — $17.9M (4.8%)
7. JPM JPMorgan Chase & Co. — $15.4M (4.1%)
8. AMZN AMAZON COM INC — $12.9M (3.5%)
9. JNJ JOHNSON & JOHNSON — $12.7M (3.4%)
10. AJG GALLAGHER ARTHUR J & CO — $12.0M (3.2%)