Alexander Randolph Advisory, Inc.

CIK: 0000874816Latest portfolio: $120.3M · Q4 2025

Holdings

54

Total Value

$120.3M

New Positions

3

Closed Positions

2

#StockSharesValue% PortfolioChangeType
1
NEARISHARES U S ETF TR
442,346$22.6M18.79%+6K
2
ISTBISHARES TR
295,510$14.4M11.97%+11K
3
RMTROYCE MICRO-CAP TR INC
968,549$10.1M8.40%+18K
4
EDDMORGAN STANLEY EMERGING MKTS
1,147,900$6.2M5.18%-273,303
5
CVSCVS HEALTH CORP
56,712$4.5M3.74%-4
6
GOOGLALPHABET INC
14,245$4.5M3.71%-6,879
7
VTRSVIATRIS INC
330,345$4.1M3.42%-218
8
ALSALLSTATE CORP
17,466$3.6M3.02%+33
9
JPMJPMORGAN CHASE & CO.
9,980$3.2M2.67%-41
10
MSFTMICROSOFT CORP
6,616$3.2M2.66%-7
11
RLJRLJ LODGING TR
421,907$3.1M2.61%
12
METAMETA PLATFORMS INC
4,681$3.1M2.57%NEW
13
CSCOCISCO SYS INC
39,058$3.0M2.50%-169
14
OMCOMNICOM GROUP INC
34,548$2.8M2.32%+101
15
AMGNAMGEN INC
6,578$2.2M1.79%
16
CITHE CIGNA GROUP
7,600$2.1M1.74%+222
17
BENFRANKLIN RESOURCES INC
86,046$2.1M1.71%-45
18
EMFTEMPLETON EMERGING MKTS FD
114,615$2.0M1.62%-8,933
19
MEARISHARES U S ETF TR
28,443$1.4M1.19%-3,086
20
PVHPVH CORPORATION
20,504$1.4M1.14%
21
CRICARTERS INC
40,400$1.3M1.09%-785
22
AXPAMERICAN EXPRESS CO
3,453$1.3M1.06%
23
MDTMEDTRONIC PLC
12,567$1.2M1.00%
24
QRVOQORVO INC
12,837$1.1M0.90%
25
VSHVISHAY INTERTECHNOLOGY INC
70,235$1.0M0.85%

Quarterly Changes

New Positions

Closed Positions

  • WBDCLOSED
    $3.9B
  • PSACLOSED
    $231.9M

Increased Positions

NameSharesChange
RMT969K+18K
ISTB296K+11K
NEAR442K+6K
XLE6K+3K
RVT34K+1K
IVE2K+756
NHI5K+452
CI8K+222
EFA9K+160
OMC35K+101

Decreased Positions

NameSharesChange
EDD1.1M-273303
BWG110K-18364
EMF115K-8933
GOOGL14K-6879
AEF84K-6420
MEAR28K-3086
CRI40K-785
VTRS330K-218
CSCO39K-169
BEN86K-45

Sector Breakdown

Financial Services0.0% ($2.260314406101013e+72T)
Technology0.0% ($6.233319930081951e+32T)
Healthcare0.0% ($450041122153209.1T)
Unknown0.0% ($3635.8T)
Communication Services0.0% ($445.8T)
Consumer Cyclical0.0% ($13.7B)
Real Estate0.0% ($3.1B)
Industrials0.0% ($957K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 5, 2026$120.3M54
Q3 2025Nov 10, 2025$121.3B53
Q2 2025Aug 5, 2025$111.6B53
Q1 2025May 8, 2025$102.1B53
Q4 2024Feb 4, 2025$107.9B52

Fund Information

CIK0000874816
Most Recent FilingFeb 5, 2026
Number of Filings5

Alexander Randolph Advisory, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $120.3M across 54 holdings. The largest position is ISHARES U S ETF TR (NEAR), representing 18.8% of the portfolio. Compared to the previous quarter, the fund opened 3 new positions and closed 2 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.