Richard C. Young & Co., Ltd. Portfolio Holdings
Richard C. Young & Co., Ltd.
- $1.04 Billion
- Q4 2025
Richard C. Young & Co., Ltd. has filed its 13F form on January 29, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.04 Billion distributed in 88 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Gold Trust with a value of $45.8M, Broadcom Inc. with a value of $45M, Alphabet Inc. with a value of $36.7M, Nvidia Corp with a value of $35.9M, and Caterpillar Inc with a value of $28M.
Examining the 13F form we can see an increase of $21.1M in the current position value, from $1.02B to 1.04B.
Below you can find more details about Richard C. Young & Co., Ltd. portfolio as well as his latest detailed transactions.
Portfolio value
$1.04 Billion
Technology: $223 Million
Industrials: $176 Million
Energy: $105 Million
ETFs: $102 Million
Consumer Defensive: $101 Million
Communication Services: $90.1 Million
Financial Services: $79.1 Million
Consumer Cyclical: $69.8 Million
Other: $97.1 Million