Randolph Co Inc holds a focused book of 47 stocks worth $1.2B as of Q2 2026 (disclosed Jul 23, 2026, a ~23-day 13F lag). This quarter they opened Vanguard 0-3M T-Bill ETF and trimmed Broadcom Inc. Their largest long position is Corning Inc at 8% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
75% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Randolph Co Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| IFP Advisors, Inc | 51 / 47 | $919.0M |
| NewEdge Advisors, LLC | 50 / 47 | $8.2B |
| Steward Partners Investment Advisory, LLC | 50 / 47 | $5.0B |
| Integrated Wealth Concepts LLC | 50 / 47 | $2.8B |
| MORGAN STANLEY | 49 / 47 | $424.5B |
| BANK OF AMERICA CORP /DE/ | 49 / 47 | $297.4B |
| GOLDMAN SACHS GROUP INC | 49 / 47 | $201.6B |
| WELLS FARGO & COMPANY/MN | 49 / 47 | $134.2B |
Ranked by the share of each fund's own book sitting in the names it shares with Randolph Co Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Corning Inc COM | $93.4M | 365.7K | 7.9% | ▲~0% Added · +88 sh | |
| 2 | Broadcom Inc COM | $86.0M | 227.7K | 7.2% | ▼−23% Reduced · −69K sh | |
| 3 | Vanguard Instl Index FD 0 3 MO TR BI ETF | $75.3M | 995.0K | 6.3% | ▲New New position | |
| 4 | Palo Alto Networks Inc COM | $67.2M | 197.0K | 5.7% | ▲~0% Added · +26 sh | |
| 5 | Alphabet Inc CAP STK CL A | $58.3M | 163.0K | 4.9% | ▲+0.1% Added · +176 sh | |
| 6 | JPMorgan Chase & Co COM | $56.1M | 171.3K | 4.7% | ▲+0.1% Added · +136 sh | |
| 7 | Newmont Corp COM | $45.7M | 489.2K | 3.8% | ▲~0% Added · +38 sh | |
| 8 | General Dynamics Corp COM | $43.6M | 123.1K | 3.7% | ▲~0% Added · +1 sh | |
| 9 | Blackstone Inc COM | $38.8M | 329.4K | 3.3% | ▲~0% Added · +31 sh | |
| 10 | Vanguard Index FDS SMALL CP ETF | $38.3M | 126.3K | 3.2% | ▲~0% Added · +16 sh | |
| 11 | Southern Copper Corp COM | $37.9M | 217.4K | 3.2% | ▲+1.0% Added · +2K sh | |
| 12 | Costco Wholesale Corporation COM | $37.5M | 40.1K | 3.2% | ▲~0% Added · +4 sh | |
| 13 | Exxon Mobil Corp COM | $36.8M | 269.5K | 3.1% | ▲+0.1% Added · +156 sh | |
| 14 | Kinder Morgan Inc Del COM | $36.6M | 1.15M | 3.1% | ▲~0% Added · +145 sh | |
| 15 | Cisco Sys Inc COM | $35.7M | 303.8K | 3.0% | ▼−42% Reduced · −219K sh | |
| 16 | SPDR Series Trust ST STR BLO 1 ETF | $34.8M | 379.9K | 2.9% | ▼−28% Reduced · −147K sh | |
| 17 | Ishares TR CORE S&P MCP ETF | $33.0M | 428.4K | 2.8% | ▲+0.5% Added · +2K sh | |
| 18 | Huntington Bancshares Inc COM | $33.0M | 1.86M | 2.8% | ▲+0.1% Added · +3K sh | |
| 19 | Microsoft Corp COM | $32.9M | 88.2K | 2.8% | ▲+0.6% Added · +565 sh | |
| 20 | Zoetis Inc CL A | $31.9M | 443.8K | 2.7% | ▲New New position | |
| 21 | Ishares Inc MSCI BRAZIL ETF | $30.0M | 868.6K | 2.5% | ▼−0.1% Reduced · −1K sh | |
| 22 | Cintas Corp COM | $29.3M | 172.5K | 2.5% | ▲~0% Added · +86 sh | |
| 23 | Visa Inc COM CL A | $28.8M | 83.9K | 2.4% | ▲+0.1% Added · +64 sh | |
| 24 | Medtronic PLC SHS | $24.3M | 310.8K | 2.0% | ▲+0.6% Added · +2K sh | |
| 25 | American Elec PWR Co Inc COM | $20.1M | 146.6K | 1.7% | ▲+0.2% Added · +304 sh | |
| 26 | Honeywell Intl Inc COM | $17.8M | 79.3K | 1.5% | ▲New New position | |
| 27 | Honeywell Aerospace Inc COM | $17.5M | 79.3K | 1.5% | ▲New New position | |
| 28 | Duke Energy Corp New COM NEW | $16.0M | 126.4K | 1.3% | ▲+0.3% Added · +328 sh | |
| 29 | Ishares TR LATN AMER 40 ETF | $11.5M | 342.0K | 1.0% | ▲~0% Added · +84 sh | |
| 30 | Ishares Inc MSCI MEXICO ETF | $11.4M | 151.6K | 1.0% | ▲~0% Added · +38 sh | |
| 31 | Wisdomtree TR INDIA ERNGS FD | $9.4M | 219.3K | 0.8% | ▼~0% Reduced · −94 sh | |
| 32 | Ishares TR MSCI INDIA ETF | $8.7M | 175.4K | 0.7% | ▼~0% Reduced · −80 sh | |
| 33 | State STR SPDR S&P 500 ETF T TR UNIT | $2.5M | 3.3K | 0.2% | ▲+4.3% Added · +137 sh | |
| 34 | Ishares TR CORE S&P500 ETF | $1.6M | 2.2K | 0.1% | ▲+1.0% Added · +22 sh | |
| 35 | Vanguard Index FDS MID CAP ETF | $1.1M | 13.8K | 0.1% | ▲+300% Added · +10K sh | |
| 36 | Apple Inc COM | $841K | 2.9K | 0.1% | ▲+0.3% Added · +8 sh | |
| 37 | Procter & Gamble Co COM | $723K | 4.9K | 0.1% | ▲+0.3% Added · +16 sh | |
| 38 | Travelers Companies Inc COM | $496K | 1.5K | 0.0% | —Held | |
| 39 | Nvidia Corporation COM | $307K | 1.5K | 0.0% | ▲+5.0% Added · +73 sh | |
| 40 | Ishares TR CORE DIV GRWTH | $306K | 4.0K | 0.0% | ▼−3.4% Reduced · −142 sh | |
| 41 | Ishares TR CORE S&P TTL STK | $302K | 1.8K | 0.0% | ▲New New position | |
| 42 | Vanguard Instl Index FD ULTR SHOR TR ETF | $299K | 4.0K | 0.0% | ▲New New position | |
| 43 | Schwab Strategic TR US BRD MKT ETF | $255K | 8.8K | 0.0% | —Held | |
| 44 | Vanguard Index FDS S&P 500 ETF SHS | $249K | 363 | 0.0% | ▼−1.4% Reduced · −5 sh | |
| 45 | Caterpillar Inc COM | $246K | 231 | 0.0% | ▲New New position | |
| 46 | Walmart Inc COM | $231K | 2.0K | 0.0% | —Held | |
| 47 | Ishares TR RUS 1000 GRW ETF | $231K | 1.9K | 0.0% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1475150/holdings"
Use Arkolith to show Randolph Co Inc's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.