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

Richard C. Young & Co., Ltd.

  • $866 Million
  • Q1 2025

Richard C. Young & Co., Ltd. has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $866 Million distributed in 86 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Gold Trust with a value of $37.1M, Visa Inc. with a value of $30.1M, At&T Inc. with a value of $23.7M, Broadcom Inc. with a value of $22.7M, and Automatic Data Processing Inc with a value of $22.2M.

Examining the 13F form we can see an increase of $1.83M in the current position value, from $864M to 866M.

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

Portfolio value $866 Million
Industrials: $141 Million
Technology: $135 Million
Energy: $102 Million
Consumer Defensive: $94.8 Million
Financial Services: $76.4 Million
ETFs: $72.7 Million
Communication Services: $64.8 Million
Consumer Cyclical: $62.8 Million
Other: $118 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$585B
$30.1 Million 3.48% of portfolio
85,965
Q1 2025 Reduced 1.42%
$200B
$23.7 Million 2.73% of portfolio
837,018
Q1 2025 Reduced 0.88%
$113B
$22.7 Million 2.63% of portfolio
135,866
Q1 2025 Reduced 0.46%
$128B
$22.2 Million 2.57% of portfolio
72,798
Q1 2025 Reduced 1.68%
$474B
$21.2 Million 2.45% of portfolio
178,618
Q1 2025 Reduced 0.37%
$373B
$21.1 Million 2.44% of portfolio
123,760
Q1 2025 Reduced 0.08%
$62.5B
$20.9 Million 2.41% of portfolio
730,862
Q1 2025 Reduced 0.4%
$100B
$20.5 Million 2.37% of portfolio
223,050
Q1 2025 Added 0.41%
$70.5B
$19.4 Million 2.24% of portfolio
324,404
Q1 2025 Reduced 3.14%
$212B
$18 Million 2.08% of portfolio
54,567
Q1 2025 Reduced 2.13%
$3.39T
$18 Million 2.07% of portfolio
80,856
Q1 2025 Added 0.81%
$1.07T
$17.7 Million 2.05% of portfolio
114,649
Q1 2025 Added 0.04%
$831B
$17.5 Million 2.02% of portfolio
71,299
Q1 2025 Added 0.07%
$177B
$17.5 Million 2.02% of portfolio
90,058
Q1 2025 Reduced 3.62%
$212B
$17.4 Million 2.01% of portfolio
194,039
Q1 2025 Reduced 1.43%
$300B
$17.1 Million 1.98% of portfolio
102,433
Q1 2025 Added 0.51%
$263B
$17.1 Million 1.97% of portfolio
194,443
Q1 2025 Added 0.17%
$2.27T
$17.1 Million 1.97% of portfolio
89,759
Q1 2025 Added 1.6%
$103B
$16.8 Million 1.94% of portfolio
280,115
Q1 2025 Added 3.56%
$179B
$16.8 Million 1.94% of portfolio
370,669
Q1 2025 Added 1.94%
$260B
$16 Million 1.85% of portfolio
64,485
Q1 2025 Reduced 1.9%
$60.2B
$15.6 Million 1.8% of portfolio
65,753
Q1 2025 Reduced 1.69%
$79.2B
$15 Million 1.73% of portfolio
85,188
Q1 2025 Added 2.32%
$636B
$14.8 Million 1.71% of portfolio
106,125
Q1 2025 Reduced 0.27%
$3.75T
$14.7 Million 1.7% of portfolio
39,154
Q1 2025 Added 3.13%
$49.6B
$14.6 Million 1.68% of portfolio
69,610
Q1 2025 Added 1.03%
$65.3B
$14.4 Million 1.66% of portfolio
48,874
Q1 2025 Reduced 4.46%
$216B
$13.7 Million 1.58% of portfolio
43,936
Q1 2025 Added 0.2%
$82.7B
$13 Million 1.51% of portfolio
118,974
Q1 2025 Reduced 0.13%
$118B
$12.6 Million 1.45% of portfolio
140,060
Q1 2025 Reduced 0.4%
$409B
$12.4 Million 1.43% of portfolio
74,712
Q1 2025 Added 0.04%
$406B
$12.2 Million 1.4% of portfolio
112,168
Q1 2025 Added 3.18%
$62.8B
$12.1 Million 1.4% of portfolio
98,078
Q1 2025 Reduced 5.44%
$300B
$12.1 Million 1.39% of portfolio
168,255
Q1 2025 Added 6.63%
$47.2B
$11.7 Million 1.35% of portfolio
37,408
Q1 2025 Reduced 0.67%
$143B
$11 Million 1.27% of portfolio
433,641
Q1 2025 Added 0.16%
$145B
$11 Million 1.27% of portfolio
46,632
Q1 2025 Added 1.13%
$57.5B
$10.9 Million 1.26% of portfolio
82,500
Q1 2025 Reduced 0.03%
$82.4B
$10.4 Million 1.2% of portfolio
37,975
Q1 2025 Reduced 2.45%
$50.3B
$9.98 Million 1.15% of portfolio
147,426
Q1 2025 Reduced 1.64%
$380B
$9.15 Million 1.06% of portfolio
24,962
Q1 2025 Reduced 0.54%
$76.4B
$9.13 Million 1.05% of portfolio
97,462
Q1 2025 Added 8.4%
$52.5B
$8.52 Million 0.98% of portfolio
41,154
Q1 2025 New
$78.2B
$7.56 Million 0.87% of portfolio
14,758
Q1 2025 Added 5.62%
$79.8B
$7.56 Million 0.87% of portfolio
30,475
Q1 2025 Reduced 3.15%
$32.8B
$7.2 Million 0.83% of portfolio
79,012
Q1 2025 Added 10.64%
$47.1B
$7.1 Million 0.82% of portfolio
68,001
Q1 2025 Reduced 2.17%
$145B
$6.78 Million 0.78% of portfolio
95,575
Q1 2025 Added 1.01%
$160B
$6.57 Million 0.76% of portfolio
31,038
Q1 2025 Added 8.35%

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $866 Million
  • Prior Value $864 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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