Richard C. Young & Co., Ltd. Portfolio Holdings

Richard C. Young & Co., Ltd.

  • $1.02 Billion
  • Q3 2025

Richard C. Young & Co., Ltd. has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.02 Billion distributed in 91 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $44.4M, Spdr Gold Trust with a value of $43.6M, Nvidia Corp with a value of $34.9M, Alphabet Inc. with a value of $32M, and Oracle Corp with a value of $29.9M.

Examining the 13F form we can see an increase of $78.5M in the current position value, from $944M to 1.02B.

Below you can find more details about Richard C. Young & Co., Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $1.02 Billion
Technology: $224 Million
Industrials: $172 Million
Energy: $103 Million
Consumer Defensive: $96.9 Million
Communication Services: $94.3 Million
ETFs: $84.5 Million
Financial Services: $82.9 Million
Consumer Cyclical: $70.1 Million
Other: $94.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$139B
$44.4 Million 4.35% of portfolio
134,653
Q3 2025 Reduced 1.44%
$130B
$43.6 Million 4.27% of portfolio
122,710
Q3 2025 Reduced 2.99%
$465B
$34.9 Million 3.41% of portfolio
186,824
Q3 2025 Reduced 0.92%
$1.65T
$32 Million 3.13% of portfolio
131,577
Q3 2025 Reduced 0.03%
$593B
$29.9 Million 2.93% of portfolio
106,334
Q3 2025 Reduced 0.98%
$533B
$29.2 Million 2.86% of portfolio
85,637
Q3 2025 Reduced 0.33%
$24.1B
$25.8 Million 2.53% of portfolio
609,624
Q3 2025 Reduced 13.72%
$291B
$24.7 Million 2.42% of portfolio
51,811
Q3 2025 Reduced 2.3%
$181B
$23.5 Million 2.3% of portfolio
831,530
Q3 2025 Reduced 0.78%
$1.37T
$22.4 Million 2.19% of portfolio
30,509
Q3 2025 Added 0.36%
$881B
$22.2 Million 2.17% of portfolio
70,442
Q3 2025 Reduced 1.47%
$34.7B
$21.7 Million 2.12% of portfolio
152,781
Q3 2025 Added 1.3%
$98.6B
$21.2 Million 2.08% of portfolio
223,975
Q3 2025 Reduced 0.53%
$55.4B
$21.1 Million 2.06% of portfolio
69,063
Q3 2025 Reduced 1.15%
$2.39T
$20.9 Million 2.05% of portfolio
95,269
Q3 2025 Added 3.22%
$61.6B
$20.6 Million 2.02% of portfolio
729,420
Q3 2025 Reduced 0.62%
$3.78T
$20.6 Million 2.02% of portfolio
39,832
Q3 2025 Added 0.17%
$266B
$20.3 Million 1.99% of portfolio
72,094
Q3 2025 Added 11.63%
$279B
$20.2 Million 1.97% of portfolio
195,795
Q3 2025 Added 0.04%
$490B
$20.2 Million 1.97% of portfolio
178,726
Q3 2025 Reduced 0.44%
$104B
$19.9 Million 1.95% of portfolio
67,958
Q3 2025 Reduced 3.59%
$74.3B
$19.6 Million 1.92% of portfolio
310,061
Q3 2025 Reduced 1.88%
$104B
$18.9 Million 1.85% of portfolio
285,716
Q3 2025 Added 0.27%
$65.7B
$18.8 Million 1.84% of portfolio
62,601
Q3 2025 Reduced 1.97%
$140B
$18.3 Million 1.79% of portfolio
72,756
Q3 2025 Reduced 0.11%
$346B
$18.1 Million 1.77% of portfolio
117,835
Q3 2025 Reduced 4.71%
$74.3B
$17 Million 1.66% of portfolio
84,463
Q3 2025 Reduced 0.95%
$172B
$16.1 Million 1.58% of portfolio
366,853
Q3 2025 Reduced 2.32%
$65.2B
$16.1 Million 1.57% of portfolio
38,076
Q3 2025 Added 0.42%
$303B
$16 Million 1.57% of portfolio
103,288
Q3 2025 Reduced 0.74%
$75.4B
$15.8 Million 1.55% of portfolio
120,726
Q3 2025 Reduced 0.64%
$177B
$15.8 Million 1.55% of portfolio
81,250
Q3 2025 Reduced 7.41%
$971B
$13.9 Million 1.36% of portfolio
18,185
Q3 2025 New
$522B
$13.9 Million 1.36% of portfolio
74,877
Q2 2025 Added 0.22%
$70.1B
$13.8 Million 1.35% of portfolio
81,041
Q3 2025 Reduced 3.28%
$224B
$13.4 Million 1.31% of portfolio
44,102
Q3 2025 Added 0.01%
$68.5B
$13 Million 1.27% of portfolio
95,538
Q3 2025 Reduced 2.76%
$94.5B
$12.7 Million 1.24% of portfolio
37,245
Q3 2025 Reduced 1.14%
$141B
$11.4 Million 1.11% of portfolio
446,417
Q3 2025 Added 0.62%
$306B
$11.3 Million 1.11% of portfolio
170,927
Q3 2025 Reduced 0.19%
$10.3B
$10.6 Million 1.04% of portfolio
31,306
Q3 2025 New
$404B
$10.6 Million 1.04% of portfolio
11,475
Q3 2025 Added 4,641.74%
$47.8B
$10.3 Million 1.01% of portfolio
153,101
Q3 2025 Added 4.02%
$367B
$9.82 Million 0.96% of portfolio
24,246
Q3 2025 Reduced 2.97%
$57.9B
$9.4 Million 0.92% of portfolio
43,810
Q3 2025 Added 0.53%
$86.7B
$9.16 Million 0.9% of portfolio
15,029
Q3 2025 Added 0.77%
$32.7B
$7.62 Million 0.75% of portfolio
87,900
Q3 2025 New
$168B
$7.71 Million 0.75% of portfolio
102,135
Q3 2025 Added 4.31%
$74.9B
$7.52 Million 0.74% of portfolio
28,830
Q3 2025 Reduced 3.96%

Summary

  • Portfolio
  • No. of Stocks 91
  • Current Value $1.02 Billion
  • Prior Value $944 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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