Randolph
$1.0B Assets Reported
45 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AVGO | BROADCOM INC | 296,892 | $92M | 8.8% |
| NEM | NEWMONT CORP | 489,198 | $53M | 5.1% |
| JPM | JPMORGAN CHASE & CO | 171,173 | $50M | 4.8% |
| GLW | CORNING INC | 365,646 | $50M | 4.7% |
| BIL | SPDR SERIES TRUST | 527,354 | $48M | 4.6% |
| GOOGL | ALPHABET INC | 162,824 | $47M | 4.5% |
| XOM | EXXON MOBIL CORP | 269,347 | $46M | 4.4% |
| GD | GENERAL DYNAMICS CORP | 123,094 | $42M | 4.0% |
| CSCO | CISCO SYS INC | 522,960 | $41M | 3.9% |
| COST | COSTCO WHOLESALE CORPORATION | 40,074 | $40M | 3.8% |
Track Randolph's 13F portfolio: $1.0B in reported holdings, 45 positions. Top holdings, AUM, and quarterly changes on SentiSense.