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Randolph Co Inc
Carter F. Randolph · Investment Advisor · Value
The Randolph Company (RCO), legally known as Randolph Co Inc, is a Cincinnati-based registered investment advisory firm established in 1996 by Dr. Carter F. Randolph. The independent, employee-owned firm specializes in providing discretionary portfolio management and wealth management services to individuals, high-net-worth families, trusts, foundations, and business entities. With a focus on long-term capital preservation and growth, the firm manages over $1 billion in assets. Its history is rooted in a commitment to the fiduciary standard, offering a client-first approach without the use of proprietary products. The firm’s expertise extends to family office services and endowment management, maintaining a small, dedicated team of professionals to ensure highly personalized service and direct access to the investment committee.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +18.1% |
| YTD return | +13.5% |
| Sharpe ratio | 3.96 |
| Win rate | 57% |
| AUM | $0.9B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.9B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.therandolphcompany.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AVGO | Broadcom Inc | 13.7% | +7.0% |
| GLW | Corning Incorporated | 7.7% | +81.2% |
| GOOGL | Alphabet Inc Class A | 7.0% | +38.1% |
| CSCO | Cisco Systems Inc | 6.6% | +59.3% |
| NEM | Newmont Goldcorp Corp | 5.8% | +37.6% |
| JPM | JPMorgan Chase & Co | 5.5% | +13.8% |
| PANW | Palo Alto Networks Inc | 5.1% | +49.8% |
| XOM | Exxon Mobil Corp | 4.5% | +36.8% |
| COST | Costco Wholesale Corp | 4.5% | -3.2% |
| GD | General Dynamics Corporation | 4.5% | +4.3% |
| BX | Blackstone Group Inc | 4.3% | -21.6% |
| KMI | Kinder Morgan Inc | 4.1% | +12.6% |
| SCCO | Southern Copper Corporation | 4.1% | +48.9% |
| MSFT | Microsoft Corporation | 4.0% | -2.2% |
| HON | Honeywell International Inc | 3.6% | -48.0% |
| MOS | The Mosaic Company | 3.3% | -16.3% |
| CTAS | Cintas Corporation | 3.1% | -2.0% |
| HBAN | Huntington Bancshares Incorporated | 3.1% | -6.2% |
| V | Visa Inc. Class A | 3.0% | +7.8% |
| MDT | Medtronic PLC | 2.5% | -1.3% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| May 18, 2026 | BUY | MDT | 3.2% → 2.5% |
| May 18, 2026 | BUY | NEM | 6.8% → 5.8% |
| May 18, 2026 | SELL | HBAN | 3.7% → 3.1% |
| May 18, 2026 | BUY | KMI | 4.2% → 4.1% |
| May 18, 2026 | SELL | GD | 4.9% → 4.5% |
Investment Style Analysis
Randolph Co Inc is widely recognized for employing a Value strategy. As of Sep 18, 2026, the firm oversees approximately $0.9B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Software - Infrastructure sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending May 18, Randolph Co Inc made a significant move by increasing exposure to MDT. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The Randolph Company employs a research-driven investment strategy centered on purchasing high-quality companies that are leaders in their respective industries. The firm’s "Four Pillar Approach" prioritizes stocks with low debt levels, attractive valuations, and a consistent history of paying and growing dividends. By combining fundamental analysis—which involves evaluating financial statements and management performance—with technical analysis to forecast price trends, the firm seeks to build prudent, long-term portfolios. Their philosophy emphasizes the power of compounding through dividends and aims to minimize risk by avoiding speculative assets and maintaining high levels of professional diligence and internal research.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Randolph Co Inc.
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Frequently asked questions
How is the simulated portfolio for Randolph Co Inc constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Randolph Co Inc's largest holding?
As of the latest filing, Randolph Co Inc's top position is Broadcom Inc (AVGO), representing 13.7% of the portfolio. This reflects a high-conviction bet by the institution.
What is Randolph Co Inc's historical performance and risk profile?
Our simulation indicates a total return of +18.1% with a win rate of 57%. Notably, the portfolio maintains a Sharpe Ratio of 3.96, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Randolph Co Inc primarily invest in?
Randolph Co Inc has a strong preference for the Semiconductors sector, which makes up 13.7% of their disclosed assets. The portfolio also has exposure to Software - Infrastructure, indicating a specific thematic focus.
Is Randolph Co Inc's portfolio concentrated or diversified?
Randolph Co Inc runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 28.4% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Randolph Co Inc performed in 2026?
Our AI-simulated model portfolio for Randolph Co Inc tracks a Year-to-Date (YTD) return of +13.5%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Carter F. Randolph manage Randolph Co Inc directly?
Yes, Carter F. Randolph serves as the key portfolio manager for Randolph Co Inc, overseeing the investment strategy and final capital allocation decisions.