Institutions / Richard C. Young & CO., LTD.
Richard C. Young & CO., LTD.
CIK 1387304 · Institution · as of Mar 31, 2026
Portfolio value
$1.21B
Positions
93
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$1.21B+8.2%Positions
93+5.7%Top holdings
Mar 31, 2026View all 93 →
| Company | Value | % of portfolio |
|---|---|---|
| World Gold TR | $59.49M | 4.9% |
| SPDR Gold Trust | $51.40M | 4.3% |
| Broadcom Inc. | $40.54M | 3.4% |
| iShares Silver Trust | $40.53M | 3.4% |
| Alphabet Inc. | $38.09M | 3.2% |
| Caterpillar Inc | $35.79M | 3.0% |
| NVIDIA Corp | $33.64M | 2.8% |
| Amazon.com Inc | $31.41M | 2.6% |
| Exxon Mobil Corp | $30.19M | 2.5% |
| Walmart Inc. | $27.24M | 2.3% |
| Dell Technologies Inc. | $27.17M | 2.3% |
| Visa Inc | $25.62M | 2.1% |
| Kinder Morgan, Inc. | $25.10M | 2.1% |
| Vertiv Holdings Co | $25.06M | 2.1% |
| AT&T Inc. | $24.42M | 2.0% |
| Kroger Co | $24.32M | 2.0% |
| L3HARRIS Technologies, Inc. /De | $24.03M | 2.0% |
| Williams Cos Inc/The | $22.79M | 1.9% |
| Apple Inc. | $22.53M | 1.9% |
| Chevron Corp | $22.12M | 1.8% |
| Micron Technology Inc | $22.06M | 1.8% |
| Southern Co | $22.00M | 1.8% |
| Cummins Inc | $21.30M | 1.8% |
| Sterling Infrastructure, Inc. | $20.82M | 1.7% |
| JPMORGAN CHASE & CO | $20.82M | 1.7% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Micron Technology Inc | $21.36M | +63K +3050.27% | 65,305 1.83% of portfolio | medium |
| Q1 2026 as of | New | Amphenol Corp /De | $16.35M | +129K | 129,384 1.35% of portfolio | medium |
| Q1 2026 as of | Trim | 00162Q452 | $-13.43M | -255K -97.86% | 5,577 0.02% of portfolio | medium |
| Q1 2026 as of | Add | Amazon.com Inc | $10.62M | +51K +51.09% | 150,791 2.60% of portfolio | medium |
| Q1 2026 as of | Trim | Norfolk Southern Corp | $-8.41M | -29K -47.78% | 32,023 0.76% of portfolio | medium |
| Q1 2026 as of | Trim | Automatic Data Processing Inc | $-6.93M | -34K -53.17% | 30,019 0.51% of portfolio | medium |
| Q1 2026 as of | Exit | Illinois Tool Works Inc | $-6.80M | -28K -100.00% | — | medium |
| Q1 2026 as of | Add | Kroger Co | $5.31M | +73K +27.91% | 336,098 2.01% of portfolio | medium |
| Q1 2026 as of | Trim | Union Pacific Corp | $-4.29M | -18K -88.40% | 2,317 0.05% of portfolio | low |
| Q1 2026 as of | Exit | Air Products & Chemicals, Inc. | $-3.54M | -14K -100.00% | — | low |