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 Market Cap. of $10 Billions to $200 Billions
