Richard C. Young & Co
Latest statistics and disclosures from Richard C. Young & CO's latest quarterly 13F-HR filing:
- Top 5 stock holdings are World Gold Tr spdr gld minis, AVGO, GLD, NVDA, GOOGL, and represent 19.01% of Richard C. Young & CO's stock portfolio.
- Added to shares of these 10 stocks: LLY (+$14M), VRT (+$13M), STRL (+$11M), COST (+$10M), IBM, QCOM, AMZN, TSM, KR, NEE.
- Started 9 new stock positions in MU, AMD, NEM, TSM, WTRG, VRT, LMT, STRL, LLY.
- Reduced shares in these 10 stocks: World Gold Tr spdr gld minis (-$15M), MDT (-$12M), KVUE (-$11M), HON (-$7.4M), CL (-$6.4M), APD (-$6.1M), UNP (-$5.0M), SLV, WEC, GLD.
- Sold out of its positions in BDX, HON, KVUE, SJM, MDT.
- Richard C. Young & CO was a net seller of stock by $-28M.
- Richard C. Young & CO has $1.1B in assets under management (AUM), dropping by 6.37%.
- Central Index Key (CIK): 0001387304
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Portfolio Holdings for Richard C. Young & CO
Richard C. Young & CO holds 91 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| World Gold TR SPRD GLD Minis | 4.6 | $50M | -23% | 651k | 76.45 |
|
| Broadcom (AVGO) | 4.1 | $44M | 135k | 329.91 |
|
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| SPDR Gold Trust Gold SHS (GLD) | 4.1 | $44M | -2% | 123k | 355.47 |
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| NVIDIA Corporation (NVDA) | 3.2 | $35M | 187k | 186.58 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.0 | $32M | 132k | 243.10 |
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| Oracle Corporation (ORCL) | 2.8 | $30M | 106k | 281.24 |
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| Visa Com CL A (V) | 2.7 | $29M | 86k | 341.38 |
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| iShares Silver Trust iShares (SLV) | 2.4 | $26M | -13% | 610k | 42.37 |
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| Caterpillar (CAT) | 2.3 | $25M | -2% | 52k | 477.15 |
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| At&t (T) | 2.2 | $24M | 832k | 28.24 |
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| Meta Platforms Cl A (META) | 2.1 | $22M | 31k | 734.37 |
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| JPMorgan Chase & Co. (JPM) | 2.1 | $22M | 70k | 315.43 |
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| Dell Technologies CL C (DELL) | 2.0 | $22M | 153k | 141.77 |
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| Southern Company (SO) | 2.0 | $21M | 224k | 94.77 |
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| L3harris Technologies (LHX) | 2.0 | $21M | 69k | 305.41 |
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| Amazon (AMZN) | 1.9 | $21M | +3% | 95k | 219.57 |
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| Apple (AAPL) | 1.9 | $21M | 81k | 254.63 |
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| Kinder Morgan (KMI) | 1.9 | $21M | 729k | 28.31 |
|
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| Microsoft Corporation (MSFT) | 1.9 | $21M | 40k | 517.95 |
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| International Business Machines (IBM) | 1.9 | $20M | +11% | 72k | 282.16 |
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| Wal-Mart Stores (WMT) | 1.9 | $20M | 196k | 103.06 |
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| Exxon Mobil Corporation (XOM) | 1.9 | $20M | 179k | 112.75 |
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| Automatic Data Processing (ADP) | 1.9 | $20M | -3% | 68k | 293.50 |
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| Williams Companies (WMB) | 1.8 | $20M | 310k | 63.35 |
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| Altria (MO) | 1.8 | $19M | 286k | 66.06 |
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| Norfolk Southern (NSC) | 1.7 | $19M | 63k | 300.41 |
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| Lowe's Companies (LOW) | 1.7 | $18M | 73k | 251.31 |
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| Procter & Gamble Company (PG) | 1.7 | $18M | -4% | 118k | 153.65 |
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| PNC Financial Services (PNC) | 1.6 | $17M | 85k | 200.93 |
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| Verizon Communications (VZ) | 1.5 | $16M | -2% | 367k | 43.95 |
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| Cummins (CMI) | 1.5 | $16M | 38k | 422.37 |
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| Chevron Corporation (CVX) | 1.5 | $16M | 103k | 155.29 |
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| Emerson Electric (EMR) | 1.5 | $16M | 121k | 131.18 |
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| Texas Instruments Incorporated (TXN) | 1.4 | $15M | -7% | 81k | 183.73 |
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| Johnson & Johnson (JNJ) | 1.3 | $14M | 75k | 185.42 |
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| Eli Lilly & Co. (LLY) | 1.3 | $14M | NEW | 18k | 763.00 |
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| Valero Energy Corporation (VLO) | 1.3 | $14M | -3% | 81k | 170.26 |
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| McDonald's Corporation (MCD) | 1.2 | $13M | 44k | 303.89 |
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| Vertiv Holdings Com CL A (VRT) | 1.2 | $13M | NEW | 88k | 150.86 |
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| Phillips 66 (PSX) | 1.2 | $13M | -2% | 96k | 136.02 |
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| General Dynamics Corporation (GD) | 1.2 | $13M | 37k | 341.00 |
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| Pfizer (PFE) | 1.1 | $11M | 446k | 25.48 |
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| Coca-Cola Company (KO) | 1.1 | $11M | 171k | 66.32 |
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| Sterling Construction Company (STRL) | 1.0 | $11M | NEW | 31k | 339.68 |
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| Costco Wholesale Corporation (COST) | 1.0 | $11M | +4641% | 12k | 925.64 |
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| Kroger (KR) | 1.0 | $10M | +4% | 153k | 67.41 |
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| Home Depot (HD) | 0.9 | $9.8M | -2% | 24k | 405.19 |
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| Allstate Corporation (ALL) | 0.9 | $9.4M | 44k | 214.65 |
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| Northrop Grumman Corporation (NOC) | 0.9 | $9.2M | 15k | 609.34 |
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| Nextera Energy (NEE) | 0.7 | $7.7M | +4% | 102k | 75.49 |
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| Illinois Tool Works (ITW) | 0.7 | $7.5M | -3% | 29k | 260.76 |
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| Analog Devices (ADI) | 0.7 | $7.5M | -2% | 31k | 245.70 |
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| Dick's Sporting Goods (DKS) | 0.7 | $7.1M | +3% | 32k | 222.22 |
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| Fortis (FTS) | 0.6 | $7.0M | -2% | 138k | 50.74 |
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| Qualcomm (QCOM) | 0.6 | $6.8M | +13% | 41k | 166.36 |
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| Abbvie (ABBV) | 0.6 | $6.1M | +2% | 26k | 231.54 |
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| Target Corporation (TGT) | 0.5 | $5.4M | -9% | 61k | 89.70 |
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| Duke Energy Corp Com New (DUK) | 0.5 | $5.3M | +2% | 43k | 123.75 |
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| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.4 | $4.2M | 74k | 56.47 |
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| Air Products & Chemicals (APD) | 0.4 | $4.1M | -59% | 15k | 272.71 |
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| Vanguard Whitehall FDS High Div Yld (VYM) | 0.4 | $4.1M | -4% | 29k | 140.95 |
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| Union Pacific Corporation (UNP) | 0.4 | $4.0M | -55% | 21k | 192.69 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $3.8M | 5.00 | 754200.00 |
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| Aberdeen STD Silver ETF TR Physcl Silvr Shs (SIVR) | 0.2 | $2.7M | -3% | 60k | 44.48 |
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| Rockwell Automation (ROK) | 0.2 | $2.2M | -3% | 6.2k | 349.52 |
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| Wec Energy Group (WEC) | 0.2 | $1.7M | -61% | 14k | 114.59 |
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| Vanguard Group Div App Etf (VIG) | 0.1 | $1.6M | -2% | 7.3k | 215.78 |
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| Colgate-Palmolive Company (CL) | 0.1 | $1.4M | -82% | 18k | 79.94 |
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| Sanofi Sponsored ADR (SNY) | 0.1 | $1.3M | -2% | 28k | 47.20 |
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| Vanguard INTL Equity Index F Allwrld Ex Us (VEU) | 0.1 | $895k | -5% | 13k | 71.37 |
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| Vanguard World FDS Consum STP ETF (VDC) | 0.1 | $736k | 3.4k | 213.76 |
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| Vanguard Index FDS Total Stk Mkt (VTI) | 0.1 | $573k | -24% | 1.7k | 328.21 |
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| Taiwan Semiconductor Mfg Sponsored ADS (TSM) | 0.1 | $559k | NEW | 2.0k | 279.22 |
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| Tesla Motors (TSLA) | 0.0 | $523k | +4% | 1.2k | 444.69 |
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| 3M Company (MMM) | 0.0 | $517k | 3.3k | 155.67 |
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| Berkshire Hathaway Inc Del CL B New (BRK.B) | 0.0 | $481k | 956.00 | 502.92 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $477k | -19% | 2.8k | 170.82 |
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| Blackrock (BLK) | 0.0 | $447k | 383.00 | 1167.09 |
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| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.0 | $398k | +2% | 6.0k | 66.87 |
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| Sprott Physical Gold & Silve TR Unit (CEF) | 0.0 | $390k | 11k | 36.69 |
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| Pepsi (PEP) | 0.0 | $390k | +2% | 2.8k | 140.46 |
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| Intel Corporation (INTC) | 0.0 | $320k | -8% | 9.5k | 33.55 |
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| Advanced Micro Devices (AMD) | 0.0 | $310k | NEW | 1.9k | 161.79 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $309k | 1.3k | 243.49 |
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| Newmont Mining Corporation (NEM) | 0.0 | $266k | NEW | 3.2k | 84.30 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $255k | 1.5k | 167.32 |
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| Essential Utils (WTRG) | 0.0 | $246k | NEW | 6.2k | 39.90 |
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| Alps Etf Tr Alerian MLP (AMLP) | 0.0 | $226k | 4.8k | 46.93 |
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| Micron Technology (MU) | 0.0 | $208k | NEW | 1.2k | 167.36 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $208k | 1.7k | 124.31 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $206k | NEW | 412.00 | 499.15 |
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Past Filings by Richard C. Young & CO
SEC 13F filings are viewable for Richard C. Young & CO going back to 2011
- Richard C. Young & CO 2025 Q3 filed Nov. 12, 2025
- Richard C. Young & CO 2025 Q2 filed Aug. 7, 2025
- Richard C. Young & CO 2025 Q1 filed May 2, 2025
- Richard C. Young & CO 2024 Q4 filed Jan. 28, 2025
- Richard C. Young & CO 2024 Q3 filed Nov. 7, 2024
- Richard C. Young & CO 2024 Q2 filed Aug. 8, 2024
- Richard C. Young & CO 2024 Q1 filed May 8, 2024
- Richard C. Young & CO 2023 Q4 filed Feb. 12, 2024
- Richard C. Young & CO 2023 Q3 filed Nov. 13, 2023
- Richard C. Young & CO 2023 Q2 filed Aug. 8, 2023
- Richard C. Young & CO 2023 Q1 filed May 12, 2023
- Richard C. Young & CO 2022 Q4 filed Feb. 10, 2023
- Richard C. Young & CO 2022 Q3 filed Nov. 10, 2022
- Richard C. Young & CO 2022 Q2 filed Aug. 3, 2022
- Richard C. Young & CO 2022 Q1 filed May 6, 2022
- Richard C. Young & CO 2021 Q4 filed Feb. 11, 2022