Randolph Co Inc Top Holdings and 13F Report (2025) About Randolph Co IncInvestment ActivityRandolph Co Inc has $975.25 million in total holdings as of June 30, 2025.Randolph Co Inc owns shares of 46 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 15.42% of the portfolio was purchased this quarter.About 13.87% of the portfolio was sold this quarter.This quarter, Randolph Co Inc has purchased 45 new stocks and bought additional shares in 32 stocks.Randolph Co Inc sold shares of 6 stocks and completely divested from 6 stocks this quarter.Largest Holdings Broadcom $108,529,469Cintas $59,394,409JPMorgan Chase & Co. $49,642,013Blackstone $48,703,154Microsoft $43,641,914 Largest New Holdings this Quarter 806857108 - Schlumberger $27,621,698 Holding464287440 - iShares 7-10 Year Treasury Bond ETF $23,560,569 Holding015271109 - Alexandria Real Estate Equities $21,690,223 Holding28176E108 - Edwards Lifesciences $301,265 Holding67066G104 - NVIDIA $226,242 Holding Largest Purchases this Quarter Schlumberger 817,210 shares (about $27.62M)Alphabet 133,911 shares (about $23.60M)iShares 7-10 Year Treasury Bond ETF 246,012 shares (about $23.56M)Cintas 99,731 shares (about $22.23M)Alexandria Real Estate Equities 298,640 shares (about $21.69M) Largest Sales this Quarter SPDR Bloomberg 1-3 Month T-Bill ETF 378,362 shares (about $34.71M)Merck & Co., Inc. 201,104 shares (about $15.92M)iShares Core Dividend Growth ETF 5,876 shares (about $375.75K)VanEck Morningstar Wide Moat ETF 3,500 shares (about $328.20K)Vanguard Mid-Cap ETF 942 shares (about $263.60K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRandolph Co Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAVGOBroadcom$108,529,469$446,277 ▲0.4%393,72211.1%Computer and TechnologyCTASCintas$59,394,409$22,227,048 ▲59.8%266,4986.1%Business ServicesJPMJPMorgan Chase & Co.$49,642,013$210,185 ▲0.4%171,2325.1%FinanceBXBlackstone$48,703,154$864,125 ▲1.8%325,5995.0%FinanceMSFTMicrosoft$43,641,914$1,000,295 ▲2.3%87,7384.5%Computer and TechnologyGLWCorning$40,748,321$203,681 ▲0.5%774,8304.2%Computer and TechnologyCOSTCostco Wholesale$39,267,950$283,123 ▲0.7%39,6674.0%Retail/WholesaleHONHoneywell International$36,816,698$476,705 ▲1.3%158,0933.8%Multi-Sector ConglomeratesINTUIntuit$36,567,298$262,281 ▲0.7%46,4273.7%Computer and TechnologyGDGeneral Dynamics$36,027,301$240,328 ▲0.7%123,5253.7%AerospaceCSCOCisco Systems$35,129,037$253,515 ▲0.7%506,3283.6%Computer and TechnologyHBANHuntington Bancshares$30,520,664$56,733 ▲0.2%1,821,0423.1%FinanceVBVanguard Small-Cap ETF$28,694,486$297,647 ▲1.0%121,0842.9%ETFNEMNewmont$28,670,106$112,442 ▲0.4%492,1062.9%Basic MaterialsGOOGLAlphabet$28,656,767$23,599,141 ▲466.6%162,6102.9%Computer and TechnologySLBSchlumberger$27,621,698$27,621,698 ▲New Holding817,2102.8%EnergyIJHiShares Core S&P Mid-Cap ETF$26,353,476$100,845 ▲0.4%424,9192.7%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$25,986,934$34,707,158 ▼-57.2%283,2982.7%ETFMDTMedtronic$25,623,621$260,551 ▲1.0%293,9502.6%MedicalXOMExxon Mobil$24,119,955$333,318 ▲1.4%223,7472.5%EnergyVVisa$23,588,135$400,852 ▲1.7%66,4362.4%Business ServicesIEFiShares 7-10 Year Treasury Bond ETF$23,560,569$23,560,569 ▲New Holding246,0122.4%ETFAREAlexandria Real Estate Equities$21,690,223$21,690,223 ▲New Holding298,6402.2%FinanceSCCOSouthern Copper$20,008,998$234,512 ▲1.2%197,7762.1%Basic MaterialsKMIKinder Morgan$19,690,797$220,000 ▲1.1%669,7552.0%EnergyPANWPalo Alto Networks$16,920,863$25,989 ▲0.2%82,6861.7%Computer and TechnologyAEPAmerican Electric Power$14,640,484$10,938,340 ▲295.5%141,1001.5%UtilitiesDUKDuke Energy$14,247,615$12,283,277 ▲625.3%120,7431.5%UtilitiesSMINiShares MSCI India Small-Cap ETF$10,732,342$156,444 ▲1.5%139,0561.1%ETFEPIWisdomTree India Earnings Fund$10,248,963$168,661 ▲1.7%215,9041.1%FinanceINDAiShares MSCI India ETF$9,606,359$159,300 ▲1.7%172,5281.0%ETFIVViShares Core S&P 500 ETF$2,033,172$540,110 ▲36.2%3,2750.2%ETFSPYSPDR S&P 500 ETF Trust$1,948,081$618 ▲0.0%3,1530.2%FinanceVOVanguard Mid-Cap ETF$979,405$263,600 ▼-21.2%3,5000.1%ETFEGEverest Group$934,927$73,747 ▼-7.3%2,7510.1%FinancePGProcter & Gamble$892,246$128,579 ▲16.8%5,6000.1%Consumer StaplesAAPLApple$488,099$2,872 ▲0.6%2,3790.1%Computer and TechnologyTRVTravelers Companies$402,113$83,473 ▲26.2%1,5030.0%FinanceMRKMerck & Co., Inc.$326,391$15,920,091 ▼-98.0%4,1230.0%MedicalEWEdwards Lifesciences$301,265$301,265 ▲New Holding3,8520.0%MedicalDGROiShares Core Dividend Growth ETF$273,499$375,749 ▼-57.9%4,2770.0%ETFMOATVanEck Morningstar Wide Moat ETF$237,336$328,201 ▼-58.0%2,5310.0%ETFNVDANVIDIA$226,242$226,242 ▲New Holding1,4320.0%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$213,564$213,564 ▲New Holding5030.0%ETFVOOVanguard S&P 500 ETF$209,035$209,035 ▲New Holding3680.0%ETFGNKGenco Shipping & Trading$130,7000.0%10,0000.0%TransportationTAPMolson Coors Beverage$0$28,894,867 ▼-100.0%00.0%Consumer StaplesPEPPepsiCo$0$20,943,919 ▼-100.0%00.0%Consumer StaplesLYBLyondellBasell Industries$0$20,191,987 ▼-100.0%00.0%Basic MaterialsADBEAdobe$0$12,795,328 ▼-100.0%00.0%Computer and TechnologyQCOMQUALCOMM$0$728,726 ▼-100.0%00.0%Computer and TechnologyMTLSMaterialise$0$49,200 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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