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 $1.19B across 47 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GLW ($93.4M, 7.87%), AVGO ($86.0M, 7.24%), VBIL ($75.3M, 6.34%), PANW ($67.2M, 5.66%), GOOGL ($58.3M, 4.91%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GLW | CORNING INC | $93.4M | 7.87% | 365,734 | Added |
| 2 | AVGO | BROADCOM INC | $86.0M | 7.24% | 227,701 | Trimmed |
| 3 | VBIL | VANGUARD INSTL INDEX FD | $75.3M | 6.34% | 995,026 | New |
| 4 | PANW | PALO ALTO NETWORKS INC | $67.2M | 5.66% | 196,951 | Added |
| 5 | GOOGL | ALPHABET INC | $58.3M | 4.91% | 163,000 | Added |
| 6 | JPM | JPMORGAN CHASE & CO | $56.1M | 4.72% | 171,309 | Added |
| 7 | NEM | NEWMONT CORP | $45.7M | 3.85% | 489,236 | Added |
| 8 | GD | GENERAL DYNAMICS CORP | $43.6M | 3.67% | 123,095 | Added |
| 9 | BX | BLACKSTONE INC | $38.8M | 3.26% | 329,420 | Added |
| 10 | VB | VANGUARD INDEX FDS | $38.3M | 3.22% | 126,306 | Added |
| 11 | SCCO | SOUTHERN COPPER CORP | $37.9M | 3.19% | 217,437 | Added |
| 12 | COST | COSTCO WHOLESALE CORPORATION | $37.5M | 3.16% | 40,078 | Added |
| 13 | XOM | EXXON MOBIL CORP | $36.8M | 3.10% | 269,503 | Added |
| 14 | KMI | KINDER MORGAN INC DEL | $36.6M | 3.09% | 1.1M | Added |
| 15 | CSCO | CISCO SYS INC | $35.7M | 3.01% | 303,801 | Trimmed |
| 16 | BIL | SPDR SERIES TRUST | $34.8M | 2.93% | 379,938 | Trimmed |
| 17 | IJH | ISHARES TR | $33.0M | 2.78% | 428,397 | Added |
| 18 | HBAN | HUNTINGTON BANCSHARES INC | $33.0M | 2.78% | 1.9M | Added |
| 19 | MSFT | MICROSOFT CORP | $32.9M | 2.77% | 88,220 | Added |
| 20 | ZTS | ZOETIS INC | $31.9M | 2.69% | 443,760 | New |
| 21 | EWZ | ISHARES INC | $30.0M | 2.52% | 868,566 | Trimmed |
| 22 | CTAS | CINTAS CORP | $29.3M | 2.47% | 172,521 | Added |
| 23 | V | VISA INC | $28.8M | 2.42% | 83,879 | Added |
| 24 | MDT | MEDTRONIC PLC | $24.3M | 2.05% | 310,757 | Added |
| 25 | AEP | AMERICAN ELEC PWR CO INC | $20.1M | 1.69% | 146,602 | Added |
Source: SEC Form 13F filings · as of 2026-06-30