Richard C. Young & CO., LTD.

13F filer · CIK 0001387304

Reported Jul 28, 2026

Net seller this quarter

13F portfolio value$1.36BU.S. long equity reported on 13F

Positions897 new · 2 closed

Net flow last quarter-$18.7MBuys minus sells

Top 10 positions weight37.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 28, 202689 positions
MUMicron Technology Inc	$74.4M	5.48%	0.01%	-1.3%	Q3 2025
DELLDell Technologies Inc.	$69.9M	5.15%	0.03%	-2.1%	Q4 2024
CATCaterpillar Inc	$52.7M	3.88%	0.01%	-2.0%	Q1 2020
GLDMWorld Gold Trust	$49.6M	3.66%	0.18%	-2.6%	Q3 2019
AVGOBroadcom Inc.	$49.1M	3.62%	0.00%	-0.7%	Q1 2024
GOOGLAlphabet Inc.	$46.7M	3.44%	0.00%	-1.4%	Q1 2024
GLDSPDR Gold Trust	$43.2M	3.18%	0.03%	-1.9%	Q2 2013
STRLSterling Infrastructure, Inc.	$42.4M	3.12%	0.16%	-1.2%	Q3 2025
NVDANvidia Corp	$38.4M	2.83%	0.00%	-0.5%	Q3 2023
AMZNAmazon Com Inc	$35.8M	2.64%	0.00%	-0.5%	Q3 2023
VRTVertiv Holdings Co	$33.4M	2.46%	0.03%	-0.3%	Q3 2025
SLViShares Silver Trust	$31.1M	2.29%	0.11%	-2.4%	Q2 2013
VVisa Inc.	$29.1M	2.15%	0.00%	+0.1%	Q2 2017
CMICummins Inc	$28M	2.06%	0.03%	-0.9%	Q1 2022
AAPLApple Inc.	$25.8M	1.90%	0.00%	+0.5%	Q3 2022
WMTWalmart Inc.	$24.9M	1.84%	0.00%	+0.5%	Q3 2017
KMIKinder Morgan, Inc.	$24.1M	1.77%	0.03%	+0.6%	Q4 2014
XOMExxonMobil Holdings Corp	$23.9M	1.76%	0.00%	-1.8%	Q4 2015
WMBWilliams Companies, Inc.	$23.4M	1.72%	0.03%	+0.5%	Q2 2015
APHAmphenol Corp	$23.3M	1.72%	0.01%	+2.3%	Q1 2026
LLYELI LILLY & Co	$23.2M	1.71%	0.00%	-0.2%	Q3 2025
JPMJPMorgan Chase & Co	$23.2M	1.71%	0.00%	0.0%	Q1 2024
PNCPNC Financial Services Group, Inc.	$22.4M	1.65%	0.02%	+0.8%	Q2 2014
SOSouthern Co	$21.9M	1.61%	0.02%	+0.2%	Q2 2013
MOAltria Group, Inc.	$21.8M	1.60%	0.02%	+1.1%	Q2 2013
VLOValero Energy Corp	$21.4M	1.57%	0.03%	+0.7%	Q1 2020
IBMInternational Business Machines Corp	$21.3M	1.57%	0.01%	+2.2%	Q2 2017
LHXL3harris Technologies, Inc.	$20.3M	1.50%	0.04%	+0.4%	Q4 2023
JNJJohnson & Johnson	$19.6M	1.44%	0.00%	+1.0%	Q2 2013
TXNTexas Instruments Inc	$19.1M	1.40%	0.01%	0.0%	Q1 2016
KRKroger Co	$19M	1.40%	0.06%	+1.7%	Q3 2018
PSXPhillips 66	$18.6M	1.37%	0.03%	+1.5%	Q1 2019
CVXChevron Corp	$18.1M	1.33%	0.01%	+2.1%	Q1 2020
METAMeta Platforms, Inc.	$17.9M	1.32%	Not reported	+1.4%	Q4 2024
ADIAnalog Devices Inc	$17.8M	1.32%	0.01%	+1.6%	Q3 2017
EMREmerson Electric Co	$17.7M	1.30%	0.02%	+0.6%	Q2 2015
TAt&T Inc.	$17.5M	1.29%	0.01%	+0.3%	Q2 2013
MSFTMicrosoft Corp	$16.9M	1.25%	0.00%	+1.1%	Q4 2018
ORCLOracle Corp	$16.6M	1.23%	0.00%	-0.3%	Q1 2022
VZVerizon Communications Inc	$14.6M	1.08%	0.01%	+2.4%	Q2 2013
PGPROCTER & GAMBLE Co	$14.5M	1.07%	0.00%	-7.1%	Q2 2013
COSTCostco Wholesale Corp	$13.1M	0.97%	0.00%	+1.1%	Q4 2024
KOCoca Cola Co	$12.7M	0.94%	0.00%	-5.1%	Q2 2013
MCDMcdonalds Corp	$12.4M	0.92%	0.01%	+0.7%	Q1 2020
GDGeneral Dynamics Corp	$12.4M	0.91%	0.01%	-2.4%	Q1 2022
LOWLowes Companies Inc	$12.2M	0.90%	0.01%	-9.5%	Q1 2016
NEENextera Energy Inc	$9.65M	0.71%	0.01%	+1.4%	Q2 2013
NSCNorfolk Southern Corp	$9.46M	0.70%	0.01%	-6.1%	Q2 2013
ABBVAbbVie Inc.	$9.01M	0.66%	0.00%	+3.6%	Q1 2024
NOCNorthrop Grumman Corp	$8.17M	0.60%	0.01%	+2.2%	Q4 2024

Q1 2026Reported May 7, 202684 positions
GLDMWorld Gold Trust	$59.5M	4.93%	0.20%	-1.5%	Q3 2019
GLDSPDR Gold Trust	$51.4M	4.26%	0.03%	-1.9%	Q2 2013
AVGOBroadcom Inc.	$40.5M	3.36%	0.00%	-0.2%	Q1 2024
SLViShares Silver Trust	$40.5M	3.36%	0.10%	-2.3%	Q2 2013
GOOGLAlphabet Inc.	$38.1M	3.16%	0.00%	-0.2%	Q1 2024
CATCaterpillar Inc	$35.8M	2.96%	0.01%	-0.6%	Q1 2020
NVDANvidia Corp	$33.6M	2.79%	0.00%	+0.3%	Q3 2023
AMZNAmazon Com Inc	$31.4M	2.60%	0.00%	+51.1%	Q3 2023
XOMExxonMobil Holdings Corp	$30.2M	2.50%	0.00%	-1.2%	Q4 2015
WMTWalmart Inc.	$27.2M	2.26%	0.00%	+0.4%	Q3 2017
DELLDell Technologies Inc.	$27.2M	2.25%	0.03%	+5.9%	Q4 2024
VVisa Inc.	$25.6M	2.12%	0.00%	+0.8%	Q2 2017
KMIKinder Morgan, Inc.	$25.1M	2.08%	0.03%	+0.5%	Q4 2014
VRTVertiv Holdings Co	$25.1M	2.08%	0.03%	+0.8%	Q3 2025
TAt&T Inc.	$24.4M	2.02%	0.01%	+0.7%	Q2 2013
KRKroger Co	$24.3M	2.01%	0.05%	+27.9%	Q3 2018
LHXL3harris Technologies, Inc.	$24M	1.99%	0.04%	+1.0%	Q4 2023
WMBWilliams Companies, Inc.	$22.8M	1.89%	0.03%	+0.4%	Q2 2015
AAPLApple Inc.	$22.5M	1.87%	0.00%	+3.0%	Q3 2022
CVXChevron Corp	$22.1M	1.83%	0.01%	+1.0%	Q1 2020
MUMicron Technology Inc	$22.1M	1.83%	0.01%	+3050.3%	Q3 2025
SOSouthern Co	$22M	1.82%	0.02%	+0.6%	Q2 2013
CMICummins Inc	$21.3M	1.76%	0.03%	+1.9%	Q1 2022
STRLSterling Infrastructure, Inc.	$20.8M	1.72%	0.17%	+2.9%	Q3 2025
JPMJPMorgan Chase & Co	$20.8M	1.72%	0.00%	+0.6%	Q1 2024
VLOValero Energy Corp	$20.1M	1.67%	0.03%	+1.0%	Q1 2020
PSXPhillips 66	$19.9M	1.65%	0.03%	+15.5%	Q1 2019
MOAltria Group, Inc.	$19.7M	1.64%	0.02%	+1.3%	Q2 2013
PNCPNC Financial Services Group, Inc.	$18.8M	1.56%	0.02%	+1.4%	Q2 2014
JNJJohnson & Johnson	$18.6M	1.54%	0.00%	+0.2%	Q2 2013
METAMeta Platforms, Inc.	$18M	1.49%	Not reported	+1.5%	Q4 2024
IBMInternational Business Machines Corp	$17.9M	1.48%	0.01%	+1.6%	Q2 2017
LLYELI LILLY & Co	$17.8M	1.48%	0.00%	+0.6%	Q3 2025
VZVerizon Communications Inc	$16.9M	1.40%	0.01%	+6.3%	Q2 2013
ORCLOracle Corp	$16.7M	1.39%	0.00%	+5.6%	Q1 2022
MSFTMicrosoft Corp	$16.6M	1.37%	0.00%	+8.4%	Q4 2018
APHAmphenol Corp	$16.3M	1.35%	0.01%	New	Q1 2026
EMREmerson Electric Co	$16.1M	1.33%	0.02%	+0.9%	Q2 2015
PGPROCTER & GAMBLE Co	$15.4M	1.27%	0.00%	-8.1%	Q2 2013
LOWLowes Companies Inc	$14.5M	1.20%	0.01%	-15.1%	Q1 2016
MCDMcdonalds Corp	$14.2M	1.18%	0.01%	+1.3%	Q1 2020
ADIAnalog Devices Inc	$14.1M	1.17%	0.01%	+28.0%	Q3 2017
COSTCostco Wholesale Corp	$13.8M	1.14%	0.00%	+0.9%	Q4 2024
KOCoca Cola Co	$12.5M	1.04%	0.00%	-5.6%	Q2 2013
TXNTexas Instruments Inc	$12.4M	1.03%	0.01%	-18.4%	Q1 2016
GDGeneral Dynamics Corp	$12.3M	1.02%	0.01%	-1.6%	Q1 2022
NOCNorthrop Grumman Corp	$10.7M	0.89%	0.01%	+0.9%	Q4 2024
NEENextera Energy Inc	$10.1M	0.83%	0.01%	+1.3%	Q2 2013
NSCNorfolk Southern Corp	$9.19M	0.76%	0.01%	-47.8%	Q2 2013
ALLAllstate Corp	$8.48M	0.70%	0.02%	-1.8%	Q1 2025

Q4 2025Reported Jan 29, 202681 positions
GLDMWorld Gold Trust	$55.6M	4.99%	0.23%	+0.1%	Q3 2019
GLDSPDR Gold Trust	$48.3M	4.33%	0.03%	-0.7%	Q2 2013
AVGOBroadcom Inc.	$45.4M	4.07%	0.00%	-2.6%	Q1 2024
GOOGLAlphabet Inc.	$41.5M	3.72%	0.00%	+0.8%	Q1 2024
SLViShares Silver Trust	$39.2M	3.51%	0.11%	-0.1%	Q2 2013
NVDANvidia Corp	$35.9M	3.21%	0.00%	+2.9%	Q3 2023
VVisa Inc.	$29.5M	2.64%	0.00%	-1.8%	Q2 2017
CATCaterpillar Inc	$29.1M	2.61%	0.01%	-1.9%	Q1 2020
WMTWalmart Inc.	$24.3M	2.18%	0.00%	+11.5%	Q3 2017
AAPLApple Inc.	$23.4M	2.10%	0.00%	+6.1%	Q3 2022
AMZNAmazon Com Inc	$23M	2.06%	0.00%	+4.8%	Q3 2023
JPMJPMorgan Chase & Co	$22.7M	2.03%	0.00%	-0.1%	Q1 2024
XOMExxonMobil Holdings Corp	$21.7M	1.94%	0.00%	+0.7%	Q4 2015
IBMInternational Business Machines Corp	$21.6M	1.93%	0.01%	+0.9%	Q2 2017
ORCLOracle Corp	$21M	1.88%	0.00%	+1.3%	Q1 2022
TAt&T Inc.	$20.8M	1.86%	0.01%	+0.6%	Q2 2013
LLYELI LILLY & Co	$20.7M	1.86%	0.00%	+6.0%	Q3 2025
KMIKinder Morgan, Inc.	$20.5M	1.83%	0.03%	+2.1%	Q4 2014
METAMeta Platforms, Inc.	$20.4M	1.83%	Not reported	+1.4%	Q4 2024
LHXL3harris Technologies, Inc.	$20.2M	1.81%	0.04%	-0.2%	Q4 2023
MSFTMicrosoft Corp	$20M	1.79%	0.00%	+3.9%	Q4 2018
CMICummins Inc	$19.8M	1.78%	0.03%	+2.0%	Q1 2022
SOSouthern Co	$19.8M	1.77%	0.02%	+1.2%	Q2 2013
DELLDell Technologies Inc.	$19.7M	1.76%	0.02%	+2.3%	Q4 2024
WMBWilliams Companies, Inc.	$18.7M	1.68%	0.03%	+0.6%	Q2 2015
PNCPNC Financial Services Group, Inc.	$18.6M	1.67%	0.02%	+5.4%	Q2 2014
NSCNorfolk Southern Corp	$17.7M	1.59%	0.03%	-2.0%	Q2 2013
LOWLowes Companies Inc	$17.4M	1.56%	0.01%	-0.8%	Q1 2016
MOAltria Group, Inc.	$17M	1.53%	0.02%	+3.4%	Q2 2013
PGPROCTER & GAMBLE Co	$16.6M	1.49%	0.01%	-1.7%	Q2 2013
ADPAutomatic Data Processing Inc	$16.5M	1.48%	0.02%	-5.7%	Q1 2020
KRKroger Co	$16.4M	1.47%	0.04%	+71.6%	Q3 2018
EMREmerson Electric Co	$16.2M	1.45%	0.02%	+0.9%	Q2 2015
CVXChevron Corp	$16.1M	1.45%	0.01%	+2.5%	Q1 2020
VRTVertiv Holdings Co	$16.1M	1.44%	0.03%	+12.9%	Q3 2025
JNJJohnson & Johnson	$15.7M	1.41%	0.00%	+1.6%	Q2 2013
STRLSterling Infrastructure, Inc.	$15.2M	1.36%	0.16%	+58.7%	Q3 2025
MCDMcdonalds Corp	$13.8M	1.24%	0.01%	+2.3%	Q1 2020
TXNTexas Instruments Inc	$13.6M	1.22%	0.01%	-3.6%	Q1 2016
VLOValero Energy Corp	$13.1M	1.18%	0.03%	-0.5%	Q1 2020
VZVerizon Communications Inc	$12.9M	1.16%	0.01%	-13.7%	Q2 2013
GDGeneral Dynamics Corp	$12.3M	1.10%	0.01%	-2.0%	Q1 2022
KOCoca Cola Co	$12.2M	1.09%	0.00%	+2.1%	Q2 2013
PSXPhillips 66	$12.1M	1.08%	0.02%	-2.0%	Q1 2019
COSTCostco Wholesale Corp	$11.8M	1.06%	0.00%	+19.7%	Q4 2024
ADIAnalog Devices Inc	$9.38M	0.84%	0.01%	+13.3%	Q3 2017
NOCNorthrop Grumman Corp	$8.87M	0.79%	0.01%	+3.5%	Q4 2024
ALLAllstate Corp	$8.67M	0.78%	0.02%	-5.0%	Q1 2025
NEENextera Energy Inc	$8.6M	0.77%	0.01%	+4.8%	Q2 2013
HDHome Depot, Inc.	$8.3M	0.74%	0.00%	-0.5%	Q1 2020

Q3 2025Reported Nov 12, 202584 positions
GLDMWorld Gold Trust	$49.8M	4.62%	0.27%	-23.5%	Q3 2019
AVGOBroadcom Inc.	$44.4M	4.13%	0.00%	-1.4%	Q1 2024
GLDSPDR Gold Trust	$43.6M	4.05%	0.04%	-3.0%	Q2 2013
NVDANvidia Corp	$34.9M	3.24%	0.00%	-0.9%	Q3 2023
GOOGLAlphabet Inc.	$32M	2.97%	0.00%	0.0%	Q1 2024
ORCLOracle Corp	$29.9M	2.78%	0.00%	-1.0%	Q1 2022
VVisa Inc.	$29.2M	2.72%	0.00%	-0.3%	Q2 2017
SLViShares Silver Trust	$25.8M	2.40%	0.11%	-13.7%	Q2 2013
CATCaterpillar Inc	$24.7M	2.30%	0.01%	-2.3%	Q1 2020
TAt&T Inc.	$23.5M	2.18%	0.01%	-0.8%	Q2 2013
METAMeta Platforms, Inc.	$22.4M	2.08%	Not reported	+0.4%	Q4 2024
JPMJPMorgan Chase & Co	$22.2M	2.06%	0.00%	-1.5%	Q1 2024
DELLDell Technologies Inc.	$21.7M	2.01%	0.02%	+1.3%	Q4 2024
SOSouthern Co	$21.2M	1.97%	0.02%	-0.5%	Q2 2013
LHXL3harris Technologies, Inc.	$21.1M	1.96%	0.04%	-1.2%	Q4 2023
AMZNAmazon Com Inc	$20.9M	1.94%	0.00%	+3.2%	Q3 2023
AAPLApple Inc.	$20.7M	1.92%	0.00%	-0.2%	Q3 2022
KMIKinder Morgan, Inc.	$20.6M	1.92%	0.03%	-0.6%	Q4 2014
MSFTMicrosoft Corp	$20.6M	1.92%	0.00%	+0.2%	Q4 2018
IBMInternational Business Machines Corp	$20.3M	1.89%	0.01%	+11.6%	Q2 2017
WMTWalmart Inc.	$20.2M	1.87%	0.00%	0.0%	Q3 2017
XOMExxonMobil Holdings Corp	$20.2M	1.87%	0.00%	-0.4%	Q4 2015
ADPAutomatic Data Processing Inc	$19.9M	1.85%	0.02%	-3.6%	Q1 2020
WMBWilliams Companies, Inc.	$19.6M	1.82%	0.03%	-1.9%	Q2 2015
MOAltria Group, Inc.	$18.9M	1.75%	0.02%	+0.3%	Q2 2013
NSCNorfolk Southern Corp	$18.8M	1.75%	0.03%	-2.0%	Q2 2013
LOWLowes Companies Inc	$18.3M	1.70%	0.01%	-0.1%	Q1 2016
PGPROCTER & GAMBLE Co	$18.1M	1.68%	0.01%	-4.7%	Q2 2013
PNCPNC Financial Services Group, Inc.	$17M	1.58%	0.02%	-1.0%	Q2 2014
VZVerizon Communications Inc	$16.1M	1.50%	0.01%	-2.3%	Q2 2013
CMICummins Inc	$16.1M	1.49%	0.03%	+0.4%	Q1 2022
CVXChevron Corp	$16M	1.49%	0.01%	-0.7%	Q1 2020
EMREmerson Electric Co	$15.8M	1.47%	0.02%	-0.6%	Q2 2015
TXNTexas Instruments Inc	$14.9M	1.39%	0.01%	-7.4%	Q1 2016
JNJJohnson & Johnson	$13.9M	1.29%	0.00%	Not reported	Q2 2013
LLYELI LILLY & Co	$13.9M	1.29%	0.00%	New	Q3 2025
VLOValero Energy Corp	$13.8M	1.28%	0.03%	-3.3%	Q1 2020
MCDMcdonalds Corp	$13.4M	1.24%	0.01%	0.0%	Q1 2020
VRTVertiv Holdings Co	$13.3M	1.23%	0.02%	New	Q3 2025
PSXPhillips 66	$13M	1.21%	0.02%	-2.8%	Q1 2019
GDGeneral Dynamics Corp	$12.7M	1.18%	0.01%	-1.1%	Q1 2022
PFEPfizer Inc	$11.4M	1.06%	0.01%	+0.6%	Q1 2019
KOCoca Cola Co	$11.3M	1.05%	0.00%	-0.2%	Q2 2013
STRLSterling Infrastructure, Inc.	$10.6M	0.99%	0.10%	New	Q3 2025
COSTCostco Wholesale Corp	$10.6M	0.99%	0.00%	+4641.7%	Q4 2024
KRKroger Co	$10.3M	0.96%	0.02%	+4.0%	Q3 2018
HDHome Depot, Inc.	$9.82M	0.91%	0.00%	-3.0%	Q1 2020
ALLAllstate Corp	$9.4M	0.87%	0.02%	+0.5%	Q1 2025
NOCNorthrop Grumman Corp	$9.16M	0.85%	0.01%	+0.8%	Q4 2024
NEENextera Energy Inc	$7.71M	0.72%	0.00%	+4.3%	Q2 2013

Premium opens every quarter this fund has filed