Institutions / Richard C. Young & CO., LTD. / Activity
Activity — Richard C. Young & CO., LTD.
90 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Micron Technology Inc Common stock | $21.36M | +63K +3050.27% | 65,305 1.83% of portfolio | medium |
| Q1 2026 as of | New | Amphenol Corp /De Common stock | $16.35M | +129K | 129,384 1.35% of portfolio | medium |
| Q1 2026 as of | Trim | 00162Q452 Common stock | $-13.43M | -255K -97.86% | 5,577 0.02% of portfolio | medium |
| Q1 2026 as of | Add | Amazon.com Inc Common stock | $10.62M | +51K +51.09% | 150,791 2.60% of portfolio | medium |
| Q1 2026 as of | Trim | Norfolk Southern Corp Common stock | $-8.41M | -29K -47.78% | 32,023 0.76% of portfolio | medium |
| Q1 2026 as of | Trim | Automatic Data Processing Inc Common stock | $-6.93M | -34K -53.17% | 30,019 0.51% of portfolio | medium |
| Q1 2026 as of | Exit | Illinois Tool Works Inc Common stock | $-6.80M | -28K -100.00% | 0 | medium |
| Q1 2026 as of | Add | Kroger Co Common stock | $5.31M | +73K +27.91% | 336,098 2.01% of portfolio | medium |
| Q1 2026 as of | Trim | Union Pacific Corp Common stock | $-4.29M | -18K -88.40% | 2,317 0.05% of portfolio | low |
| Q1 2026 as of | Exit | Air Products & Chemicals, Inc. Common stock | $-3.54M | -14K -100.00% | 0 | low |
| Q1 2026 as of | Add | Analog Devices Inc Common stock | $3.08M | +10K +27.98% | 44,248 1.17% of portfolio | low |
| Q1 2026 as of | Trim | Texas Instruments Inc Common stock | $-2.80M | -14K -18.39% | 63,934 1.03% of portfolio | low |
| Q1 2026 as of | Add | Phillips 66 Common stock | $2.68M | +15K +15.52% | 108,194 1.65% of portfolio | low |
| Q1 2026 as of | Trim | Lowes Companies Inc Common stock | $-2.57M | -11K -15.05% | 61,323 1.20% of portfolio | low |
| Q1 2026 as of | Trim | Pfizer Inc Common stock | $-1.92M | -68K -34.63% | 128,812 0.30% of portfolio | low |
| Q1 2026 as of | Add | Dell Technologies Inc. Common stock | $1.52M | +9K +5.91% | 165,532 2.25% of portfolio | low |
| Q1 2026 as of | Trim | PROCTER & GAMBLE Co Common stock | $-1.36M | -9K -8.14% | 106,423 1.27% of portfolio | low |
| Q1 2026 as of | Add | Microsoft Corp Common stock | $1.28M | +3K +8.37% | 44,841 1.37% of portfolio | low |
| Q1 2026 as of | Trim | Home Depot, Inc. Common stock | $-1.14M | -3K -14.40% | 20,648 0.56% of portfolio | low |
| Q1 2026 as of | Trim | 78463V107 Common stock | $-1.01M | -2K -1.92% | 119,459 4.26% of portfolio | low |
| Q1 2026 as of | Add | Verizon Communications Inc Common stock | $993.4K | +20K +6.25% | 336,575 1.40% of portfolio | low |
| Q1 2026 as of | Trim | 46428Q109 Common stock | $-955.4K | -14K -2.30% | 594,851 3.36% of portfolio | low |
| Q1 2026 as of | Trim | 98149E204 Common stock | $-915.5K | -10K -1.52% | 641,871 4.93% of portfolio | low |
| Q1 2026 as of | Add | Oracle Corp Common stock | $892.5K | +6K +5.63% | 113,734 1.39% of portfolio | low |
| Q1 2026 as of | Trim | Coca Cola Co Common stock | $-743.1K | -10K -5.60% | 164,674 1.04% of portfolio | low |
| Q1 2026 as of | Add | 921908844 Common stock | $654.0K | +3K +42.48% | 10,199 0.18% of portfolio | low |
| Q1 2026 as of | Add | Apple Inc. Common stock | $644.6K | +3K +2.95% | 88,771 1.87% of portfolio | low |
| Q1 2026 as of | Add | Sterling Infrastructure, Inc. Common stock | $589.7K | +1K +2.91% | 51,125 1.72% of portfolio | low |
| Q1 2026 as of | Add | Cummins Inc Common stock | $395.4K | +735 +1.89% | 39,586 1.76% of portfolio | low |
| Q1 2026 as of | New | 92189H805 Common stock | $368.7K | +4K | 4,190 0.03% of portfolio | low |
| Q1 2026 as of | New | 922908363 Common stock | $358.5K | +600 | 600 0.03% of portfolio | low |
| Q1 2026 as of | Trim | Exxon Mobil Corp Common stock | $-358.2K | -2K -1.17% | 177,934 2.50% of portfolio | low |
| Q1 2026 as of | Add | 922908769 Common stock | $316.3K | +986 +18.24% | 6,393 0.17% of portfolio | low |
| Q1 2026 as of | Add | International Business Machines Corp Common stock | $285.1K | +1K +1.62% | 73,946 1.48% of portfolio | low |
| Q1 2026 as of | Add | Tesla Inc Common stock | $279.5K | +752 +58.98% | 2,027 0.06% of portfolio | low |
| Q1 2026 as of | Add | Meta Platforms Inc Common stock | $269.5K | +471 +1.52% | 31,403 1.49% of portfolio | low |
| Q1 2026 as of | Add | The PNC Financial Services Group, Inc. Common stock | $262.6K | +1K +1.42% | 90,320 1.56% of portfolio | low |
| Q1 2026 as of | Add | AbbVie Inc. Common stock | $256.6K | +1K +3.53% | 34,573 0.62% of portfolio | low |
| Q1 2026 as of | Add | Altria Group, Inc. Common stock | $253.9K | +4K +1.30% | 299,196 1.64% of portfolio | low |
| Q1 2026 as of | New | Lockheed Martin Corp Common stock | $249.8K | +413 | 413 0.02% of portfolio | low |
| Q1 2026 as of | Add | L3HARRIS Technologies, Inc. /De Common stock | $228.5K | +662 +0.96% | 69,616 1.99% of portfolio | low |
| Q1 2026 as of | New | EPD Enterprise Products Partners L.P. MLP | $228.4K | +6K | 6,036 0.02% of portfolio | low |
| Q1 2026 as of | Add | Chevron Corp Common stock | $223.9K | +1K +1.02% | 106,925 1.83% of portfolio | low |
| Q1 2026 as of | Add | Visa Inc Common stock | $210.7K | +697 +0.83% | 84,778 2.12% of portfolio | low |
| Q1 2026 as of | New | Merck & Co., Inc. Common stock | $207.8K | +2K | 1,728 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Caterpillar Inc Common stock | $-206.9K | -292 -0.57% | 50,515 2.96% of portfolio | low |
| Q1 2026 as of | New | 92204A504 Common stock | $203.7K | +748 | 748 0.02% of portfolio | low |
| Q1 2026 as of | Trim | General Dynamics Corp Common stock | $-199.4K | -581 -1.59% | 35,917 1.02% of portfolio | low |
| Q1 2026 as of | Add | Valero Energy Corp Common stock | $196.2K | +794 +0.98% | 81,465 1.67% of portfolio | low |
| Q1 2026 as of | Add | Vertiv Holdings Co Common stock | $186.9K | +746 +0.75% | 99,996 2.08% of portfolio | low |