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, GLD, AVGO, GOOGL, SLV, and represent 20.61% of Richard C. Young & CO's stock portfolio.
- Added to shares of these 10 stocks: KR (+$6.9M), STRL (+$5.6M), WMT, COST, VRT, ABBV, AAPL, VTI, LLY, ADI.
- Started 1 new stock position in PSLV.
- Reduced shares in these 10 stocks: PFE (-$6.2M), , VZ, AVGO, ADP, CAT, V, TXN, ALL, NSC.
- Sold out of its positions in WTRG, KMB, LMT, TGT.
- Richard C. Young & CO was a net buyer of stock by $14M.
- Richard C. Young & CO has $1.1B in assets under management (AUM), dropping by 3.66%.
- Central Index Key (CIK): 0001387304
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Portfolio Holdings for Richard C. Young & CO
Richard C. Young & CO holds 88 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| World Gold TR SPRD GLD Minis | 5.0 | $56M | 652k | 85.37 |
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| SPDR Gold Trust Gold SHS (GLD) | 4.3 | $48M | 122k | 396.31 |
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| Broadcom (AVGO) | 4.1 | $45M | -2% | 131k | 346.10 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.7 | $42M | 133k | 313.00 |
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| iShares Silver Trust iShares (SLV) | 3.5 | $39M | 609k | 64.42 |
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| NVIDIA Corporation (NVDA) | 3.2 | $36M | +2% | 192k | 186.50 |
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| Visa Com CL A (V) | 2.6 | $30M | 84k | 350.71 |
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| Caterpillar (CAT) | 2.6 | $29M | 51k | 572.87 |
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| Wal-Mart Stores (WMT) | 2.2 | $24M | +11% | 218k | 111.41 |
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| Apple (AAPL) | 2.1 | $23M | +6% | 86k | 271.86 |
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| Amazon (AMZN) | 2.1 | $23M | +4% | 100k | 230.82 |
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| JPMorgan Chase & Co. (JPM) | 2.0 | $23M | 70k | 322.22 |
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| Exxon Mobil Corporation (XOM) | 1.9 | $22M | 180k | 120.34 |
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| International Business Machines (IBM) | 1.9 | $22M | 73k | 296.21 |
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| Oracle Corporation (ORCL) | 1.9 | $21M | 108k | 194.91 |
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| At&t (T) | 1.9 | $21M | 836k | 24.84 |
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| Eli Lilly & Co. (LLY) | 1.9 | $21M | +5% | 19k | 1074.67 |
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| Kinder Morgan (KMI) | 1.8 | $21M | +2% | 745k | 27.49 |
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| Meta Platforms Cl A (META) | 1.8 | $20M | 31k | 660.09 |
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| L3harris Technologies (LHX) | 1.8 | $20M | 69k | 293.57 |
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| Microsoft Corporation (MSFT) | 1.8 | $20M | +3% | 41k | 483.62 |
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| Cummins (CMI) | 1.8 | $20M | +2% | 39k | 510.45 |
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| Southern Company (SO) | 1.8 | $20M | 227k | 87.20 |
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| Dell Technologies CL C (DELL) | 1.8 | $20M | +2% | 156k | 125.88 |
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| Williams Companies (WMB) | 1.7 | $19M | 312k | 60.11 |
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| PNC Financial Services (PNC) | 1.7 | $19M | +5% | 89k | 208.73 |
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| Norfolk Southern (NSC) | 1.6 | $18M | -2% | 61k | 288.72 |
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| Lowe's Companies (LOW) | 1.6 | $17M | 72k | 241.16 |
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| Altria (MO) | 1.5 | $17M | +3% | 295k | 57.66 |
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| Procter & Gamble Company (PG) | 1.5 | $17M | 116k | 143.31 |
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| Automatic Data Processing (ADP) | 1.5 | $17M | -5% | 64k | 257.23 |
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| Kroger (KR) | 1.5 | $16M | +71% | 263k | 62.48 |
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| Emerson Electric (EMR) | 1.4 | $16M | 122k | 132.72 |
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| Chevron Corporation (CVX) | 1.4 | $16M | +2% | 106k | 152.41 |
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| Vertiv Holdings Com CL A (VRT) | 1.4 | $16M | +12% | 99k | 162.01 |
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| Johnson & Johnson (JNJ) | 1.4 | $16M | 76k | 206.95 |
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| Sterling Construction Company (STRL) | 1.4 | $15M | +58% | 50k | 306.23 |
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| McDonald's Corporation (MCD) | 1.2 | $14M | +2% | 45k | 305.63 |
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| Texas Instruments Incorporated (TXN) | 1.2 | $14M | -3% | 78k | 173.49 |
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| Valero Energy Corporation (VLO) | 1.2 | $13M | 81k | 162.79 |
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| Verizon Communications (VZ) | 1.2 | $13M | -13% | 317k | 40.73 |
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| General Dynamics Corporation (GD) | 1.1 | $12M | -2% | 37k | 336.66 |
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| Coca-Cola Company (KO) | 1.1 | $12M | +2% | 174k | 69.91 |
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| Phillips 66 (PSX) | 1.1 | $12M | 94k | 129.04 |
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| Costco Wholesale Corporation (COST) | 1.1 | $12M | +19% | 14k | 862.37 |
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| Analog Devices (ADI) | 0.8 | $9.4M | +13% | 35k | 271.20 |
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| Northrop Grumman Corporation (NOC) | 0.8 | $8.9M | +3% | 16k | 570.22 |
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| Allstate Corporation (ALL) | 0.8 | $8.7M | -4% | 42k | 208.15 |
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| Nextera Energy (NEE) | 0.8 | $8.6M | +4% | 107k | 80.28 |
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| Home Depot (HD) | 0.7 | $8.3M | 24k | 344.10 |
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| Abbvie (ABBV) | 0.7 | $7.4M | +26% | 33k | 221.65 |
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| Qualcomm (QCOM) | 0.6 | $7.0M | 41k | 171.05 |
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| Fortis (FTS) | 0.6 | $7.0M | -2% | 134k | 51.94 |
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| Illinois Tool Works (ITW) | 0.6 | $6.8M | -4% | 28k | 246.30 |
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| Dick's Sporting Goods (DKS) | 0.6 | $6.6M | +4% | 34k | 197.97 |
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| Duke Energy Corp Com New (DUK) | 0.5 | $5.4M | +7% | 46k | 117.21 |
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| Pfizer (PFE) | 0.4 | $4.9M | -55% | 197k | 24.90 |
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| Union Pacific Corporation (UNP) | 0.4 | $4.6M | -4% | 20k | 231.32 |
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| Vanguard Whitehall FDS High Div Yld (VYM) | 0.4 | $4.1M | 29k | 143.52 |
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| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.4 | $4.0M | 73k | 55.22 |
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| Aberdeen STD Silver ETF TR Physcl Silvr Shs (SIVR) | 0.4 | $4.0M | -2% | 59k | 67.64 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $3.8M | 5.00 | 754800.00 |
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| Air Products & Chemicals (APD) | 0.3 | $3.5M | -4% | 14k | 247.02 |
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| Rockwell Automation (ROK) | 0.2 | $2.4M | 6.2k | 389.05 |
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| Vanguard Index FDS Total Stk Mkt (VTI) | 0.2 | $1.8M | +209% | 5.4k | 335.27 |
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| Vanguard Group Div App Etf (VIG) | 0.1 | $1.6M | 7.2k | 219.78 |
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| Wec Energy Group (WEC) | 0.1 | $1.5M | 14k | 105.46 |
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| Sanofi Sponsored ADR (SNY) | 0.1 | $1.3M | 28k | 48.46 |
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| Colgate-Palmolive Company (CL) | 0.1 | $1.3M | -7% | 16k | 79.02 |
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| Vanguard INTL Equity Index F Allwrld Ex Us (VEU) | 0.1 | $936k | 13k | 73.56 |
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| Taiwan Semiconductor Mfg Sponsored ADS (TSM) | 0.1 | $898k | +47% | 3.0k | 303.90 |
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| Vanguard World FDS Consum STP ETF (VDC) | 0.1 | $731k | 3.5k | 211.21 |
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| Micron Technology (MU) | 0.1 | $592k | +66% | 2.1k | 285.41 |
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| Tesla Motors (TSLA) | 0.1 | $573k | +8% | 1.3k | 449.69 |
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| 3M Company (MMM) | 0.0 | $532k | 3.3k | 160.12 |
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| Sprott Asset Management Physical Gold AN (CEF) | 0.0 | $487k | 11k | 45.80 |
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| Berkshire Hathaway Inc Del CL B New (BRK.B) | 0.0 | $481k | 956.00 | 502.83 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $433k | 2.8k | 154.13 |
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| Advanced Micro Devices (AMD) | 0.0 | $425k | +3% | 2.0k | 214.16 |
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| Blackrock (BLK) | 0.0 | $412k | 385.00 | 1071.01 |
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| Pepsi (PEP) | 0.0 | $398k | 2.8k | 143.54 |
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| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.0 | $359k | -18% | 4.8k | 74.27 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $357k | -10% | 1.1k | 313.89 |
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| Intel Corporation (INTC) | 0.0 | $348k | 9.4k | 36.90 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $326k | +16% | 1.8k | 183.37 |
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| Newmont Mining Corporation (NEM) | 0.0 | $313k | 3.2k | 99.20 |
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| Sprott Asset Management Physical Silver (PSLV) | 0.0 | $238k | NEW | 10k | 23.65 |
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| Alps Etf Tr Alerian MLP (AMLP) | 0.0 | $5.6k | +5325% | 261k | 0.02 |
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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 Q4 filed Jan. 29, 2026
- 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