StockDriftsStockDriftsTop 45 Randolph Co Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GLW | CORNING INC | 7.87% | 365.7K | $93.4M | +0.02%(+88) | $25.10(+576.04%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 7.24% | 227.7K | $86.0M | -23.31%(-69.19K) | $30.23(+1202.40%) | 2026-06-30 | |
| VBIL | VANGUARD INSTL INDEX FD | 6.34% | 995.0K | $75.3M | new | $75.65(-0.06%) | 2026-06-30 | |
| PANW | PALO ALTO NETWORKS INC | 5.66% | 197.0K | $67.2M | +0.01%(+26) | $160.97(+134.96%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 4.91% | 163.0K | $58.3M | +0.11%(+176) | $147.79(+133.24%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 4.72% | 171.3K | $56.1M | +0.08%(+136) | $108.02(+237.65%) | 2026-06-30 | |
| NEM | NEWMONT CORP | 3.85% | 489.2K | $45.7M | +0.01%(+38) | $45.77(+162.48%) | 2026-06-30 | |
| GD | GENERAL DYNAMICS CORP | 3.67% | 123.1K | $43.6M | +0.00%(+1) | $144.21(+174.45%) | 2026-06-30 | |
| BX | BLACKSTONE INC | 3.26% | 329.4K | $38.8M | +0.01%(+31) | $55.07(+153.80%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 3.22% | 126.3K | $38.3M | +0.01%(+16) | $138.34(+122.97%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +24.00% | +90.68% | +13.44% | +87.86% |
| Top 20 Holdings Unweighted | +21.70% | +80.25% | +12.34% | +78.93% |
Randolph Co Inc reports $1.19B in US-listed equity holdings across 47 positions in its most recent 13F filing. Its largest disclosed positions are GLW (7.9%), AVGO (7.2%) and VBIL (6.3%). The top 20 holdings account for 80.24% of reported assets. Its disclosed equity book has returned +90.68% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Randolph Co Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1475150). View Randolph Co Inc’s 13F filings on SEC