Randolph Co Inc 13F 持仓 · 2026年Q2
Randolph Co 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 47 只证券，申报市值合计 11.87 亿美元。前几大持仓：GLW（7.87%）、AVGO（7.24%）、VBIL（6.34%）。本季前 25 大持仓中：新建仓 2 只、增持 19 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GLW | CORNING INC | $93.4M | 7.87% | 365,734 | 增持 |
| 2 | AVGO | BROADCOM INC | $86.0M | 7.24% | 227,701 | 减持 |
| 3 | VBIL | VANGUARD INSTL INDEX FD | $75.3M | 6.34% | 995,026 | 新建仓 |
| 4 | PANW | PALO ALTO NETWORKS INC | $67.2M | 5.66% | 196,951 | 增持 |
| 5 | GOOGL | ALPHABET INC | $58.3M | 4.91% | 163,000 | 增持 |
| 6 | JPM | JPMORGAN CHASE & CO | $56.1M | 4.72% | 171,309 | 增持 |
| 7 | NEM | NEWMONT CORP | $45.7M | 3.85% | 489,236 | 增持 |
| 8 | GD | GENERAL DYNAMICS CORP | $43.6M | 3.67% | 123,095 | 增持 |
| 9 | BX | BLACKSTONE INC | $38.8M | 3.26% | 329,420 | 增持 |
| 10 | VB | VANGUARD INDEX FDS | $38.3M | 3.22% | 126,306 | 增持 |
| 11 | SCCO | SOUTHERN COPPER CORP | $37.9M | 3.19% | 217,437 | 增持 |
| 12 | COST | COSTCO WHOLESALE CORPORATION | $37.5M | 3.16% | 40,078 | 增持 |
| 13 | XOM | EXXON MOBIL CORP | $36.8M | 3.10% | 269,503 | 增持 |
| 14 | KMI | KINDER MORGAN INC DEL | $36.6M | 3.09% | 1.1M | 增持 |
| 15 | CSCO | CISCO SYS INC | $35.7M | 3.01% | 303,801 | 减持 |
| 16 | BIL | SPDR SERIES TRUST | $34.8M | 2.93% | 379,938 | 减持 |
| 17 | HBAN | HUNTINGTON BANCSHARES INC | $33.0M | 2.78% | 1.9M | 增持 |
| 18 | IJH | ISHARES TR | $33.0M | 2.78% | 428,397 | 增持 |
| 19 | MSFT | MICROSOFT CORP | $32.9M | 2.77% | 88,220 | 增持 |
| 20 | ZTS | ZOETIS INC | $31.9M | 2.69% | 443,760 | 新建仓 |
| 21 | EWZ | ISHARES INC | $30.0M | 2.52% | 868,566 | 减持 |
| 22 | CTAS | CINTAS CORP | $29.3M | 2.47% | 172,521 | 增持 |
| 23 | V | VISA INC | $28.8M | 2.42% | 83,879 | 增持 |
| 24 | MDT | MEDTRONIC PLC | $24.3M | 2.05% | 310,757 | 增持 |
| 25 | AEP | AMERICAN ELEC PWR CO INC | $20.1M | 1.69% | 146,602 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR