Randolph Co Inc

Est. AUM

$1.05B

13F long equity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	BROADCOM INC	COM	$91.9M	296,892	8.78%	SOLE
2	NEWMONT CORP	COM	$53.0M	489,198	5.06%	SOLE
3	JPMORGAN CHASE & CO	COM	$50.4M	171,173	4.81%	SOLE
4	CORNING INC	COM	$49.7M	365,646	4.75%	SOLE
5	SPDR SERIES TRUST	STATE STREET SPD	$48.3M	527,354	4.62%	SOLE
6	ALPHABET INC	CAP STK CL A	$46.8M	162,824	4.47%	SOLE
7	EXXON MOBIL CORP	COM	$45.7M	269,347	4.37%	SOLE
8	GENERAL DYNAMICS CORP	COM	$42.2M	123,094	4.04%	SOLE
9	CISCO SYS INC	COM	$40.6M	522,960	3.88%	SOLE
10	COSTCO WHOLESALE CORPORATION	COM	$39.9M	40,074	3.81%	SOLE
11	KINDER MORGAN INC DEL	COM	$38.4M	1,145,743	3.67%	SOLE
12	BLACKSTONE INC	COM	$37.9M	329,389	3.62%	SOLE
13	SOUTHERN COPPER CORP	COM	$37.0M	215,284	3.54%	SOLE
14	HONEYWELL INTL INC	COM	$35.9M	158,680	3.43%	SOLE
15	MOSAIC CO	COM	$35.2M	1,381,142	3.36%	SOLE
16	ISHARES INC	MSCI BRAZIL ETF	$33.4M	869,770	3.19%	SOLE
17	VANGUARD INDEX FDS	SMALL CP ETF	$33.1M	126,290	3.16%	SOLE
18	MICROSOFT CORP	COM	$32.4M	87,655	3.10%	SOLE
19	PALO ALTO NETWORKS INC	COM	$31.6M	196,925	3.02%	SOLE
20	CINTAS CORP	COM	$29.2M	172,435	2.79%	SOLE
21	HUNTINGTON BANCSHARES INC	COM	$29.1M	1,859,073	2.78%	SOLE
22	ISHARES TR	CORE S&P MCP ETF	$28.8M	426,151	2.75%	SOLE
23	MEDTRONIC PLC	SHS	$26.8M	309,011	2.56%	SOLE
24	VISA INC	COM CL A	$25.3M	83,815	2.42%	SOLE
25	AMERICAN ELEC PWR CO INC	COM	$19.2M	146,298	1.83%	SOLE
26	DUKE ENERGY CORP NEW	COM NEW	$16.5M	126,039	1.58%	SOLE
27	ISHARES TR	LATN AMER 40 ETF	$12.1M	341,871	1.16%	SOLE
28	ISHARES INC	MSCI MEXICO ETF	$11.4M	151,519	1.09%	SOLE
29	WISDOMTREE TR	INDIA ERNGS FD	$8.9M	219,346	0.85%	SOLE
30	ISHARES TR	MSCI INDIA ETF	$8.2M	175,448	0.78%	SOLE
31	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.1M	3,200	0.20%	SOLE
32	ISHARES TR	CORE S&P500 ETF	$1.4M	2,161	0.13%	SOLE
33	VANGUARD INDEX FDS	MID CAP ETF	$989K	3,444	0.09%	SOLE
34	APPLE INC	COM	$736K	2,899	0.07%	SOLE
35	PROCTER & GAMBLE CO	COM	$710K	4,915	0.07%	SOLE
36	TRAVELERS COMPANIES INC	COM	$438K	1,503	0.04%	SOLE
37	ISHARES TR	CORE DIV GRWTH	$293K	4,181	0.03%	SOLE
38	NVIDIA CORPORATION	COM	$255K	1,460	0.02%	SOLE
39	WALMART INC	COM	$254K	2,042	0.02%	SOLE
40	VANECK ETF TRUST	MRNGSTR WDE MOAT	$236K	2,440	0.02%	SOLE
41	SCHWAB STRATEGIC TR	US BRD MKT ETF	$221K	8,813	0.02%	SOLE
42	VANGUARD INDEX FDS	S&P 500 ETF SHS	$220K	368	0.02%	SOLE
43	FLOWERS FOODS INC	COM	$90K	11,011	0.01%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.