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, SLV, GOOGL, and represent 19.06% of Richard C. Young & CO's stock portfolio.
- Added to shares of these 10 stocks: MU (+$21M), APH (+$16M), AMZN (+$11M), KR (+$5.3M), ADI, PSX, DELL, MSFT, VZ, ORCL.
- Started 7 new stock positions in LMT, MRK, VHT, REMX, VOO, EPD, APH.
- Reduced shares in these 10 stocks: AMLP (-$13M), NSC (-$8.4M), ADP (-$6.9M), ITW (-$6.8M), UNP, APD, TXN, LOW, PFE, PG.
- Sold out of its positions in APD, ITW.
- Richard C. Young & CO was a net buyer of stock by $15M.
- Richard C. Young & CO has $1.2B in assets under management (AUM), dropping by 8.17%.
- Central Index Key (CIK): 0001387304
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Portfolio Holdings for Richard C. Young & CO
Richard C. Young & CO holds 93 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| World Gold TR SPRD GLD Minis | 4.9 | $60M | 642k | 92.69 |
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| SPDR Gold Trust Gold SHS (GLD) | 4.3 | $51M | 120k | 430.29 |
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| Broadcom (AVGO) | 3.4 | $41M | 131k | 309.51 |
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| iShares Silver Trust iShares (SLV) | 3.4 | $41M | -2% | 595k | 68.14 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.2 | $38M | 133k | 287.56 |
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| Caterpillar (CAT) | 3.0 | $36M | 51k | 708.46 |
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| NVIDIA Corporation (NVDA) | 2.8 | $34M | 193k | 174.40 |
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| Amazon (AMZN) | 2.6 | $31M | +51% | 151k | 208.27 |
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| Exxon Mobil Corporation (XOM) | 2.5 | $30M | 178k | 169.66 |
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| Wal-Mart Stores (WMT) | 2.3 | $27M | 219k | 124.28 |
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| Dell Technologies CL C (DELL) | 2.3 | $27M | +5% | 166k | 164.13 |
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| Visa Com CL A (V) | 2.1 | $26M | 85k | 302.24 |
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| Kinder Morgan (KMI) | 2.1 | $25M | 749k | 33.53 |
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| Vertiv Holdings Com CL A (VRT) | 2.1 | $25M | 100k | 250.58 |
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| At&t (T) | 2.0 | $24M | 842k | 28.99 |
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| Kroger (KR) | 2.0 | $24M | +27% | 336k | 72.36 |
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| L3harris Technologies (LHX) | 2.0 | $24M | 70k | 345.15 |
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| Williams Companies (WMB) | 1.9 | $23M | 313k | 72.78 |
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| Apple (AAPL) | 1.9 | $23M | +2% | 89k | 253.79 |
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| Chevron Corporation (CVX) | 1.8 | $22M | 107k | 206.90 |
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| Micron Technology (MU) | 1.8 | $22M | +3050% | 65k | 337.84 |
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| Southern Company (SO) | 1.8 | $22M | 228k | 96.52 |
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| Cummins (CMI) | 1.8 | $21M | 40k | 538.02 |
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| Sterling Construction Company (STRL) | 1.7 | $21M | +2% | 51k | 407.27 |
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| JPMorgan Chase & Co. (JPM) | 1.7 | $21M | 71k | 294.16 |
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| Valero Energy Corporation (VLO) | 1.7 | $20M | 82k | 247.08 |
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| Phillips 66 (PSX) | 1.6 | $20M | +15% | 108k | 184.03 |
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| Altria (MO) | 1.6 | $20M | 299k | 65.99 |
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| PNC Financial Services (PNC) | 1.6 | $19M | 90k | 208.09 |
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| Johnson & Johnson (JNJ) | 1.5 | $19M | 76k | 244.44 |
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| Meta Platforms Cl A (META) | 1.5 | $18M | 31k | 572.14 |
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| International Business Machines (IBM) | 1.5 | $18M | 74k | 242.39 |
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| Eli Lilly & Co. (LLY) | 1.5 | $18M | 19k | 919.78 |
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| Verizon Communications (VZ) | 1.4 | $17M | +6% | 337k | 50.20 |
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| Oracle Corporation (ORCL) | 1.4 | $17M | +5% | 114k | 147.11 |
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| Microsoft Corporation (MSFT) | 1.4 | $17M | +8% | 45k | 370.17 |
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| Amphenol Corp Cl A (APH) | 1.4 | $16M | NEW | 129k | 126.35 |
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| Emerson Electric (EMR) | 1.3 | $16M | 123k | 131.02 |
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| Procter & Gamble Company (PG) | 1.3 | $15M | -8% | 106k | 144.44 |
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| Lowe's Companies (LOW) | 1.2 | $15M | -15% | 61k | 236.28 |
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| McDonald's Corporation (MCD) | 1.2 | $14M | 46k | 310.79 |
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| Analog Devices (ADI) | 1.2 | $14M | +27% | 44k | 318.14 |
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| Costco Wholesale Corporation (COST) | 1.1 | $14M | 14k | 996.42 |
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| Coca-Cola Company (KO) | 1.0 | $13M | -5% | 165k | 76.05 |
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| Texas Instruments Incorporated (TXN) | 1.0 | $12M | -18% | 64k | 194.14 |
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| General Dynamics Corporation (GD) | 1.0 | $12M | 36k | 343.22 |
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| Northrop Grumman Corporation (NOC) | 0.9 | $11M | 16k | 682.22 |
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| Nextera Energy (NEE) | 0.8 | $10M | 108k | 92.88 |
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| Norfolk Southern (NSC) | 0.8 | $9.2M | -47% | 32k | 287.00 |
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| Allstate Corporation (ALL) | 0.7 | $8.5M | 41k | 207.34 |
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| Abbvie (ABBV) | 0.6 | $7.5M | +3% | 35k | 217.49 |
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| Fortis (FTS) | 0.6 | $7.3M | -2% | 131k | 55.79 |
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| Home Depot (HD) | 0.6 | $6.8M | -14% | 21k | 328.88 |
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| Dick's Sporting Goods (DKS) | 0.6 | $6.7M | 34k | 198.29 |
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| Duke Energy Corp Com New (DUK) | 0.5 | $6.2M | +2% | 47k | 130.94 |
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| Automatic Data Processing (ADP) | 0.5 | $6.1M | -53% | 30k | 203.18 |
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| Qualcomm (QCOM) | 0.4 | $5.1M | -3% | 40k | 128.78 |
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| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.4 | $4.4M | 74k | 59.07 |
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| Vanguard Whitehall FDS High Div Yld (VYM) | 0.3 | $4.2M | -2% | 28k | 148.10 |
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| Aberdeen STD Silver ETF TR Physcl Silvr Shs (SIVR) | 0.3 | $4.1M | 58k | 71.61 |
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| Pfizer (PFE) | 0.3 | $3.6M | -34% | 129k | 28.08 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $3.6M | 5.00 | 718140.00 |
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| Rockwell Automation (ROK) | 0.2 | $2.2M | 6.1k | 358.87 |
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| Vanguard Group Div App Etf (VIG) | 0.2 | $2.2M | +42% | 10k | 215.05 |
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| Vanguard Index FDS Total Stk Mkt (VTI) | 0.2 | $2.1M | +18% | 6.4k | 320.82 |
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| Wec Energy Group (WEC) | 0.1 | $1.7M | 15k | 115.77 |
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| Colgate-Palmolive Company (CL) | 0.1 | $1.4M | -2% | 16k | 85.23 |
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| Sanofi Sponsored ADR (SNY) | 0.1 | $1.3M | 27k | 48.18 |
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| Taiwan Semiconductor Mfg Sponsored ADS (TSM) | 0.1 | $1.1M | +9% | 3.2k | 337.95 |
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| Vanguard INTL Equity Index F Allwrld Ex Us (VEU) | 0.1 | $950k | 13k | 75.10 |
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| Vanguard World FDS Consum STP ETF (VDC) | 0.1 | $782k | 3.5k | 224.58 |
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| Tesla Motors (TSLA) | 0.1 | $754k | +58% | 2.0k | 371.74 |
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| Union Pacific Corporation (UNP) | 0.0 | $562k | -88% | 2.3k | 242.59 |
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| Sprott Asset Management Physical Gold AN (CEF) | 0.0 | $508k | 11k | 47.72 |
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| 3M Company (MMM) | 0.0 | $481k | 3.3k | 145.23 |
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| Berkshire Hathaway Inc Del CL B New (BRK.B) | 0.0 | $458k | 956.00 | 479.37 |
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| Advanced Micro Devices (AMD) | 0.0 | $447k | +10% | 2.2k | 203.43 |
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| Pepsi (PEP) | 0.0 | $435k | 2.8k | 155.30 |
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| Intel Corporation (INTC) | 0.0 | $416k | 9.4k | 44.13 |
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| Blackrock (BLK) | 0.0 | $373k | 387.00 | 962.93 |
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| Vaneck ETF Trust Rare Earth and S (REMX) | 0.0 | $369k | NEW | 4.2k | 88.00 |
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| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.0 | $360k | +5% | 5.1k | 70.36 |
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| Vanguard Index FDS S&p 500 Etf Shs (VOO) | 0.0 | $359k | NEW | 600.00 | 597.55 |
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| Newmont Mining Corporation (NEM) | 0.0 | $346k | 3.2k | 108.24 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $327k | 1.1k | 286.84 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $326k | 2.8k | 114.98 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $294k | -14% | 1.5k | 192.94 |
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| Alps Etf Tr Alerian MLP (AMLP) | 0.0 | $294k | -97% | 5.6k | 52.64 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $250k | NEW | 413.00 | 604.89 |
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| Sprott Asset Management Physical Silver (PSLV) | 0.0 | $245k | 10k | 24.39 |
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| Enterprise Products Partners (EPD) | 0.0 | $228k | NEW | 6.0k | 37.84 |
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| Merck & Co (MRK) | 0.0 | $208k | NEW | 1.7k | 120.26 |
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| Vanguard World Health Car ETF (VHT) | 0.0 | $204k | NEW | 748.00 | 272.34 |
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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 2026 Q1 filed May 7, 2026
- 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