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 Market Cap. of $10 Billions to $200 Billions
