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

Richard C. Young & Co., Ltd.

  • $944 Million
  • Q2 2025

Richard C. Young & Co., Ltd. has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $944 Million distributed in 87 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Gold Trust with a value of $38.6M, Broadcom Inc. with a value of $37.7M, Visa Inc. with a value of $30.5M, Nvidia Corp with a value of $29.8M, and At&T Inc. with a value of $24.3M.

Examining the 13F form we can see an increase of $77.7M in the current position value, from $866M to 944M.

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

Portfolio value $944 Million
Technology: $195 Million
Industrials: $152 Million
Energy: $98.7 Million
Consumer Defensive: $95.2 Million
Communication Services: $86.4 Million
Financial Services: $80.9 Million
ETFs: $76.2 Million
Consumer Cyclical: $65 Million
Other: $94.5 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$106B
$38.6 Million 4.09% of portfolio
126,494
Q2 2025 Reduced 1.89%
$18B
$23.2 Million 2.46% of portfolio
706,560
Q2 2025 Reduced 0.85%
$0
$4.04 Million 0.43% of portfolio
30,280
Q2 2025 Added 1.88%
$0
$3.92 Million 0.42% of portfolio
74,586
Q2 2025 Reduced 0.29%
$1.79B
$2.15 Million 0.23% of portfolio
62,366
Q2 2025 Reduced 2.98%
$0
$1.36 Million 0.14% of portfolio
7,447
Q2 2025 Added 6.4%
$0
$892,000 0.09% of portfolio
13,272
Q2 2025 Reduced 2.15%
$0
$750,000 0.08% of portfolio
3,425
Q2 2025 Added 95.05%
$0
$701,000 0.07% of portfolio
2,307
Q1 2025 Added 27.04%
$0
$372,000 0.04% of portfolio
5,824
Q2 2025 Added 0.88%
$0
$233,000 0.02% of portfolio
4,773
Q2 2025 Added 0.63%

Summary

  • Portfolio
  • No. of Stocks 87
  • Current Value $944 Million
  • Prior Value $866 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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