Long-term investor

Randolph Co. Inc. @randolphcoinc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001475150).

Record

  • Tracked since 2025-06-30 (464 days), 50 trades recorded
  • Returns: week n/a · month n/a · 90 days -2.8% · 6 months +4.0% · 1 year +30.5% · all +30.5%
  • Max drawdown n/a · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • GLW · 7.9% · long · since 2025-06-30
  • AVGO · 7.2% · long · since 2025-06-30
  • 922040845 · 6.3% · long · since 2026-06-30
  • PANW · 5.7% · long · since 2025-06-30
  • GOOGL · 4.9% · long · since 2025-06-30
  • JPM · 4.7% · long · since 2025-06-30
  • NEM · 3.8% · long · since 2025-06-30
  • GD · 3.7% · long · since 2025-06-30
  • BX · 3.3% · long · since 2025-06-30
  • 922908751 · 3.2% · long · since 2025-06-30
  • SCCO · 3.2% · long · since 2025-06-30
  • COST · 3.2% · long · since 2025-06-30

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