Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Randolph Co Inc (CIK 1475150) reported $1.05B across 43 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AVGO ($91.9M, 8.78%), NEM ($53.0M, 5.06%), JPM ($50.4M, 4.81%), GLW ($49.7M, 4.75%), BIL ($48.3M, 4.62%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | $91.9M | 8.78% | 296,892 | Added |
| 2 | NEM | NEWMONT CORP | $53.0M | 5.06% | 489,198 | Trimmed |
| 3 | JPM | JPMORGAN CHASE & CO | $50.4M | 4.81% | 171,173 | Trimmed |
| 4 | GLW | CORNING INC | $49.7M | 4.75% | 365,646 | Trimmed |
| 5 | BIL | SPDR SERIES TRUST | $48.3M | 4.62% | 527,354 | Trimmed |
| 6 | GOOGL | ALPHABET INC | $46.8M | 4.47% | 162,824 | Trimmed |
| 7 | XOM | EXXON MOBIL CORP | $45.7M | 4.37% | 269,347 | Trimmed |
| 8 | GD | GENERAL DYNAMICS CORP | $42.2M | 4.04% | 123,094 | Trimmed |
| 9 | CSCO | CISCO SYS INC | $40.6M | 3.88% | 522,960 | Trimmed |
| 10 | COST | COSTCO WHOLESALE CORPORATION | $39.9M | 3.81% | 40,074 | Added |
| 11 | KMI | KINDER MORGAN INC DEL | $38.4M | 3.67% | 1.1M | Added |
| 12 | BX | BLACKSTONE INC | $37.9M | 3.62% | 329,389 | Added |
| 13 | SCCO | SOUTHERN COPPER CORP | $37.0M | 3.54% | 215,284 | Added |
| 14 | HON | HONEYWELL INTL INC | $35.9M | 3.43% | 158,680 | Trimmed |
| 15 | MOS | MOSAIC CO | $35.2M | 3.36% | 1.4M | Added |
| 16 | EWZ | ISHARES INC | $33.4M | 3.19% | 869,770 | New |
| 17 | VB | VANGUARD INDEX FDS | $33.1M | 3.16% | 126,290 | Added |
| 18 | MSFT | MICROSOFT CORP | $32.4M | 3.10% | 87,655 | Trimmed |
| 19 | PANW | PALO ALTO NETWORKS INC | $31.6M | 3.02% | 196,925 | Added |
| 20 | CTAS | CINTAS CORP | $29.2M | 2.79% | 172,435 | Trimmed |
| 21 | HBAN | HUNTINGTON BANCSHARES INC | $29.1M | 2.78% | 1.9M | Trimmed |
| 22 | IJH | ISHARES TR | $28.8M | 2.75% | 426,151 | Added |
| 23 | MDT | MEDTRONIC PLC | $26.8M | 2.56% | 309,011 | Added |
| 24 | V | VISA INC | $25.3M | 2.42% | 83,815 | Added |
| 25 | AEP | AMERICAN ELEC PWR CO INC | $19.2M | 1.83% | 146,298 | Added |
Source: SEC Form 13F filings · as of 2026-03-31