§ 13F · FUND PROFILE
Randolph Co Inc.
AUM · $1.2B (13F)Positions · 47Turnover · n/a · Q2Filed · Jul 23, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$144M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GLW | CORNING INC | 366K | $93M | 7.9% | ±0% |
| 2 | AVGO | BROADCOM INC | 228K | $86M | 7.2% | −23% |
| 3 | VBIL | VANGUARD INSTL INDEX FD | 995K | $75M | 6.3% | NEW |
| 4 | PANW | PALO ALTO NETWORKS INC | 197K | $67M | 5.7% | ±0% |
| 5 | GOOGL | ALPHABET INC | 163K | $58M | 4.9% | ±0% |
| 6 | JPM | JPMORGAN CHASE & CO | 171K | $56M | 4.7% | ±0% |
| 7 | NEM | NEWMONT CORP | 489K | $46M | 3.8% | ±0% |
| 8 | GD | GENERAL DYNAMICS CORP | 123K | $44M | 3.7% | ±0% |
| 9 | BX | BLACKSTONE INC | 329K | $39M | 3.3% | ±0% |
| 10 | VB | VANGUARD INDEX FDS | 126K | $38M | 3.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RANDOLPH SIGNAL
AC read
Randolph Co Inc is a Other fund managing $1.2 billion in assets. The fund runs a portfolio of 47 positions.
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