Richard Young Associates, Ltd.
Net buyer this quarter
$150M
21
+$1.64M
8.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $3.48M | 2.31% | 0.00% | -0.2% | Q4 2025 |
 AAPL | $2.24M | 1.49% | 0.00% | +1.3% | Q4 2025 |
 TSLA | $1.25M | 0.83% | 0.00% | -0.6% | Q4 2025 |
 KO | $1.18M | 0.79% | 0.00% | -2.4% | Q4 2025 |
 AMZN | $872K | 0.58% | 0.00% | +3.6% | Q4 2025 |
 CARE | $832K | 0.55% | 0.11% | -3.0% | Q4 2025 |
 GE | $685K | 0.46% | 0.00% | New | Q2 2026 |
 MSFT | $662K | 0.44% | 0.00% | -2.6% | Q4 2025 |
 META | $498K | 0.33% | Not reported | Not reported | Q4 2025 |
 RTX | $459K | 0.30% | 0.00% | New | Q2 2026 |
 SSB | $430K | 0.29% | 0.00% | Not reported | Q4 2025 |
 GOOGL | $402K | 0.27% | 0.00% | Not reported | Q4 2025 |
 BRK.B | $370K | 0.25% | Not reported | +7.3% | Q1 2026 |
 XOM | $332K | 0.22% | 0.00% | +0.4% | Q4 2025 |
 GEV | $328K | 0.22% | 0.00% | New | Q2 2026 |
 SO | $317K | 0.21% | 0.00% | +0.3% | Q4 2025 |
 SPY | $311K | 0.21% | Not reported | New | Q2 2026 |
 T | $295K | 0.20% | 0.00% | +0.1% | Q4 2025 |
 WMT | $260K | 0.17% | 0.00% | +2.7% | Q4 2025 |
 SBUX | $209K | 0.14% | 0.00% | New | Q2 2026 |
 GNLX | $123K | 0.08% | 0.09% | Not reported | Q4 2025 |
| Q1 2026 | |||||
| NVDA | $3.04M | 2.31% | 0.00% | -12.1% | Q4 2025 |
| AAPL | $1.94M | 1.47% | 0.00% | +1.8% | Q4 2025 |
| KO | $1.13M | 0.86% | 0.00% | -2.2% | Q4 2025 |
| TSLA | $1.11M | 0.84% | 0.00% | Not reported | Q4 2025 |
| AMZN | $735K | 0.56% | 0.00% | +5.5% | Q4 2025 |
| MSFT | $674K | 0.51% | 0.00% | +45.8% | Q4 2025 |
| CARE | $588K | 0.45% | 0.11% | -5.5% | Q4 2025 |
| META | $506K | 0.38% | Not reported | +6.0% | Q4 2025 |
| T | $413K | 0.31% | 0.00% | -2.6% | Q4 2025 |
| XOM | $410K | 0.31% | 0.00% | +0.5% | Q4 2025 |
| SSB | $398K | 0.30% | 0.00% | -6.5% | Q4 2025 |
| BRK.B | $331K | 0.25% | Not reported | New | Q1 2026 |
| GOOGL | $324K | 0.25% | 0.00% | Not reported | Q4 2025 |
| SO | $319K | 0.24% | 0.00% | +0.3% | Q4 2025 |
| WMT | $278K | 0.21% | 0.00% | Not reported | Q4 2025 |
 IAU | $224K | 0.17% | 0.00% | Not reported | Q4 2025 |
 CVX | $214K | 0.16% | 0.00% | New | Q1 2026 |
| GNLX | $99.1K | 0.08% | 0.09% | Not reported | Q4 2025 |
| Q4 2025 | |||||
| NVDA | $3.69M | 2.88% | 0.00% | New | Q4 2025 |
| AAPL | $2.04M | 1.59% | 0.00% | New | Q4 2025 |
| TSLA | $1.35M | 1.05% | 0.00% | New | Q4 2025 |
| KO | $1.07M | 0.83% | 0.00% | New | Q4 2025 |
| AMZN | $773K | 0.60% | 0.00% | New | Q4 2025 |
| MSFT | $604K | 0.47% | 0.00% | New | Q4 2025 |
| META | $551K | 0.43% | Not reported | New | Q4 2025 |
| CARE | $525K | 0.41% | 0.12% | New | Q4 2025 |
| SSB | $433K | 0.34% | 0.00% | New | Q4 2025 |
| T | $363K | 0.28% | 0.00% | New | Q4 2025 |
| GOOGL | $352K | 0.27% | 0.00% | New | Q4 2025 |
| XOM | $289K | 0.23% | 0.00% | New | Q4 2025 |
| SO | $287K | 0.22% | 0.00% | New | Q4 2025 |
 SHOP | $258K | 0.20% | 0.00% | New | Q4 2025 |
| WMT | $249K | 0.19% | 0.00% | New | Q4 2025 |
 EXPE | $227K | 0.18% | 0.00% | New | Q4 2025 |
| IAU | $206K | 0.16% | 0.00% | New | Q4 2025 |
| GNLX | $179K | 0.14% | 0.11% | New | Q4 2025 |