RANDOLPH CO INC 13F Portfolio
RANDOLPH CO INC runs RANDOLPH CO INC and currently holds 47 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $1.19B. Their top holdings are GLW, AVGO, VBIL, PANW, GOOGL. The top five represent 32.0% of reported portfolio weight. RANDOLPH CO INC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, RANDOLPH CO INC initiated 5 new positions. They added to 29 existing positions. They trimmed 8 positions. Their current best-performing preview position is PANW with returns of +112.71%.
Portfolio Value
$1.19B
Alpha Score
66.0
#0 of 1000
Holdings
47
RANDOLPH CO INC Current 13F Holdings
Reported holdings from RANDOLPH CO INC's latest SEC 13F filing, ranked by portfolio weight.
47 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 GLW CORNING INC | 7.87% | $20.91 | $156.69 | +649.35% | Added +0.02% |
 AVGO BROADCOM INC | 7.24% | $31.23 | $361.54 | +1,057.67% | Trimmed -23.31% |
 VBIL VANGUARD INSTL INDEX FD | 6.34% | $75.68 | $75.60 | -0.11% | New Buy |
 PANW PALO ALTO NETWORKS INC | 5.66% | $152.00 | $418.78 | +175.51% | Added +0.01% |
 GOOGL ALPHABET INC | 4.91% | $156.68 | $351.66 | +124.44% | Added +0.11% |
 JPM JPMORGAN CHASE & CO | 4.72% | $115.20 | $333.01 | +189.07% | Added +0.08% |
 NEM NEWMONT CORP | 3.85% | $42.71 | $117.83 | +175.88% | Added +0.01% |
 GD GENERAL DYNAMICS CORP | 3.67% | $152.08 | $331.30 | +117.84% | Added +0.00% |
 BX BLACKSTONE INC | 3.26% | $76.13 | $114.30 | +50.14% | Added +0.01% |
 VB VANGUARD INDEX FDS | 3.22% | $152.33 | $289.48 | +90.03% | Added +0.01% |
Showing 1-10 of 47