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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$123B
$38.6 Million 4.09% of portfolio
126,494
Q2 2025 Reduced 1.89%
$137B
$37.7 Million 3.99% of portfolio
136,622
Q2 2025 Added 0.56%
$572B
$30.5 Million 3.23% of portfolio
85,924
Q2 2025 Reduced 0.05%
$468B
$29.8 Million 3.16% of portfolio
188,550
Q2 2025 Added 68.1%
$193B
$24.3 Million 2.57% of portfolio
838,097
Q2 2025 Added 0.13%
$771B
$23.5 Million 2.49% of portfolio
107,390
Q2 2025 Added 1.19%
$22.3B
$23.2 Million 2.46% of portfolio
706,560
Q2 2025 Reduced 0.85%
$1.47T
$23.2 Million 2.46% of portfolio
131,621
Q2 2025 Added 14.8%
$1.6T
$22.4 Million 2.38% of portfolio
30,401
Q2 2025 Added 167.24%
$121B
$21.7 Million 2.3% of portfolio
70,490
Q2 2025 Reduced 3.17%
$64B
$21.6 Million 2.29% of portfolio
734,004
Q2 2025 Added 0.43%
$909B
$20.7 Million 2.2% of portfolio
71,490
Q2 2025 Added 0.27%
$103B
$20.7 Million 2.19% of portfolio
225,165
Q2 2025 Added 0.95%
$263B
$20.6 Million 2.18% of portfolio
53,032
Q2 2025 Reduced 2.81%
$2.24T
$20.2 Million 2.15% of portfolio
92,296
Q2 2025 Added 2.83%
$78.6B
$19.8 Million 2.1% of portfolio
315,997
Q2 2025 Reduced 2.59%
$361B
$19.7 Million 2.09% of portfolio
123,665
Q2 2025 Reduced 0.08%
$472B
$19.4 Million 2.05% of portfolio
179,524
Q2 2025 Added 0.51%
$277B
$19.1 Million 2.03% of portfolio
195,707
Q2 2025 Added 0.65%
$258B
$19 Million 2.02% of portfolio
64,583
Q2 2025 Added 0.15%
$36.5B
$18.5 Million 1.96% of portfolio
150,827
Q2 2025 Added 90.89%
$56.9B
$17.5 Million 1.86% of portfolio
69,865
Q2 2025 Added 0.37%
$177B
$17.1 Million 1.81% of portfolio
87,752
Q2 2025 Reduced 2.56%
$4.15T
$16.7 Million 1.77% of portfolio
81,466
Q2 2025 Added 0.75%
$118B
$16.7 Million 1.77% of portfolio
284,937
Q2 2025 Added 1.72%
$69.5B
$16.3 Million 1.73% of portfolio
63,859
Q2 2025 Reduced 2.88%
$183B
$16.3 Million 1.72% of portfolio
375,557
Q2 2025 Added 1.32%
$79.7B
$16.2 Million 1.72% of portfolio
121,502
Q2 2025 Added 2.12%
$153B
$16.2 Million 1.71% of portfolio
72,834
Q2 2025 Reduced 0.39%
$80.2B
$15.9 Million 1.68% of portfolio
85,276
Q2 2025 Added 0.1%
$301B
$14.9 Million 1.58% of portfolio
104,058
Q2 2025 Added 1.59%
$221B
$12.9 Million 1.37% of portfolio
44,098
Q2 2025 Added 0.37%
$61B
$12.4 Million 1.32% of portfolio
37,915
Q2 2025 Added 1.36%
$130B
$12.2 Million 1.29% of portfolio
140,201
Q2 2025 Added 0.1%
$288B
$12.1 Million 1.28% of portfolio
171,258
Q2 2025 Added 1.78%
$64B
$11.7 Million 1.24% of portfolio
98,248
Q2 2025 Added 0.17%
$493B
$11.4 Million 1.21% of portfolio
74,877
Q2 2025 Added 0.22%
$61.8B
$11.3 Million 1.19% of portfolio
83,792
Q2 2025 Added 1.57%
$94.3B
$11 Million 1.16% of portfolio
37,673
Q2 2025 Reduced 0.8%
$146B
$10.8 Million 1.14% of portfolio
46,952
Q2 2025 Added 0.69%
$154B
$10.8 Million 1.14% of portfolio
443,676
Q2 2025 Added 2.31%
$47.5B
$10.6 Million 1.12% of portfolio
147,181
Q2 2025 Reduced 0.17%
$60.2B
$10.6 Million 1.12% of portfolio
37,405
Q2 2025 Reduced 23.47%
$404B
$9.16 Million 0.97% of portfolio
24,989
Q2 2025 Added 0.11%
$65.1B
$8.88 Million 0.94% of portfolio
97,643
Q2 2025 Added 0.19%
$57B
$8.77 Million 0.93% of portfolio
43,577
Q2 2025 Added 5.89%
$124B
$7.43 Million 0.79% of portfolio
31,210
Q2 2025 Reduced 0.48%
$79.9B
$7.42 Million 0.79% of portfolio
30,018
Q2 2025 Reduced 1.5%
$93.8B
$7.46 Million 0.79% of portfolio
14,914
Q2 2025 Added 1.06%

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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