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AI & tech investing

Randolph Co Inc

CIK 1475150

13F filing for Q2 2026・No. 2,297

Holdings
US$1.19B
Quarter change
+US$140.35M
Entries
47
Net bought (estimate)
+US$26.2M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 8
  • Sold out 4
  • Cut 8
  • Added 27
  • Corporate actions 2
  • Unchanged 4

Largest holdings

47 stocks worth US$1.19B, options and bonds left out.

StockThis quarterValueWeight
GLWCORNING INCCOMAddedUS$93.42M7.87%
AVGOBroadcomCOMCutUS$86.01M7.24%
VANGUARD INSTL INDEX FD0 3 MO TR BI ETFNewUS$75.3M6.34%
PANWPALO ALTO NETWORKS INCCOMAddedUS$67.16M5.66%
GOOGLAlphabetCAP STK CL AAddedUS$58.25M4.91%
JPMJPMORGAN CHASE & COCOMAddedUS$56.07M4.72%
NEMNEWMONT CORPCOMAddedUS$45.69M3.85%
GDGENERAL DYNAMICS CORPCOMAddedUS$43.61M3.67%
BXBLACKSTONE INCCOMAddedUS$38.76M3.26%
VANGUARD INDEX FDSSMALL CP ETFAddedUS$38.29M3.22%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.