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Portfolio (Quarterly) Guide ↗

Randolph Co Inc

· CIK 0001475150
13F Portfolio $1.2B AUM 47 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 47 New
Page 3 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ITOT ISHARES TR 1,838.0 $302K 0.03% NEW $164.27 +2.1%
42 VGUS VANGUARD INSTL INDEX FD 3,957.0 $299K 0.03% NEW $75.66 -0.1%
43 SCHB SCHWAB STRATEGIC TR 8,813.0 $255K 0.02% NEW $28.96 +2.2%
44 VOO VANGUARD INDEX FDS 363.0 $249K 0.02% NEW $686.81 +2.4%
45 CAT CATERPILLAR INC Industrials 231.0 $246K 0.02% NEW $1064.90 -24.2%
46 WMT WALMART INC Consumer Defensive 2,042.0 $231K 0.02% NEW $113.26 -8.9%
47 IWF ISHARES TR 1,860.0 $231K 0.02% NEW $124.17 -1.9%
Page 3 of 3  ·  47 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.3%
Financial Services 17.8%
Basic Materials 9.3%
Industrials 8.2%
Energy 8.2%
Communication Services 6.5%
Healthcare 6.3%
Consumer Defensive 4.3%
Utilities 4.0%