Filed: 5/2/2025ACC: 0001387304-25-000004
📋 What this filing means
RICHARD C. YOUNG & CO., LTD. filed this quarterly 13F‑HR report disclosing 86 equity positions with a total reported market value of $930.87M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
86
Positions
$930.87M
Total AUM (reported)
9.78M
Total Shares
Allocation by class
COM$718.24M77.2%
SPRD GLD MINIS$53.32M5.7%
GOLD SHS$37.15M4.0%
COM CL A$30.13M3.2%
ISHARES$22.08M2.4%
CAP STK CL A$17.73M1.9%
SHS$12.59M1.4%
Portfolio Concentration
Top 3$120.60M13.0%
4–10$153.93M16.5%
11–25$262.67M28.2%
Rest$393.67M42.3%
Top 3 weight
13.0%
Top 10 weight
29.5%
Voting Authority Distribution
Total shares with voting rights: 9.78M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
9.78M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole86
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings86
Rows:
World Gold TR
SOLEShares861.51K
TypeSH
Market value$53.32M
5.73%
Sole
0.00
Shared
0.00
None
861.51K
SPDR Gold Trust
SOLEShares128.93K
TypeSH
Market value$37.15M
3.99%
Sole
0.00
Shared
0.00
None
128.93K
Visa Inc
SOLEShares85.97K
TypeSH
Market value$30.13M
3.24%
Sole
0.00
Shared
0.00
None
85.97K
AT&T Inc
SOLEShares837.02K
TypeSH
Market value$23.67M
2.54%
Sole
0.00
Shared
0.00
None
837.02K
Broadcom Inc
SOLEShares135.87K
TypeSH
Market value$22.75M
2.44%
Sole
0.00
Shared
0.00
None
135.87K
Automatic Data Processing In
SOLEShares72.80K
TypeSH
Market value$22.24M
2.39%
Sole
0.00
Shared
0.00
None
72.80K
iShares Silver Trust
SOLEShares712.60K
TypeSH
Market value$22.08M
2.37%
Sole
0.00
Shared
0.00
None
712.60K
Exxon Mobil Corp
SOLEShares178.62K
TypeSH
Market value$21.24M
2.28%
Sole
0.00
Shared
0.00
None
178.62K
Procter & Gamble Co
SOLEShares123.76K
TypeSH
Market value$21.09M
2.27%
Sole
0.00
Shared
0.00
None
123.76K
Kinder Morgan Inc Del
SOLEShares730.86K
TypeSH
Market value$20.85M
2.24%
Sole
0.00
Shared
0.00
None
730.86K
Southern Co
SOLEShares223.05K
TypeSH
Market value$20.51M
2.20%
Sole
0.00
Shared
0.00
None
223.05K
Williams Cos Inc
SOLEShares324.40K
TypeSH
Market value$19.39M
2.08%
Sole
0.00
Shared
0.00
None
324.40K
Caterpillar Inc Del
SOLEShares54.57K
TypeSH
Market value$18.00M
1.93%
Sole
0.00
Shared
0.00
None
54.57K
Apple Inc
SOLEShares80.86K
TypeSH
Market value$17.96M
1.93%
Sole
0.00
Shared
0.00
None
80.86K
Alphabet Inc
SOLEShares114.65K
TypeSH
Market value$17.73M
1.90%
Sole
0.00
Shared
0.00
None
114.65K
JPMorgan Chase & Co
SOLEShares71.30K
TypeSH
Market value$17.49M
1.88%
Sole
0.00
Shared
0.00
None
71.30K
Merck & Co Inc
SOLEShares194.04K
TypeSH
Market value$17.42M
1.87%
Sole
0.00
Shared
0.00
None
194.04K
Chevron Corp New
SOLEShares102.43K
TypeSH
Market value$17.14M
1.84%
Sole
0.00
Shared
0.00
None
102.43K
Amazon Com Inc
SOLEShares89.76K
TypeSH
Market value$17.08M
1.83%
Sole
0.00
Shared
0.00
None
89.76K
Wal-Mart Stores Inc
SOLEShares194.44K
TypeSH
Market value$17.07M
1.83%
Sole
0.00
Shared
0.00
None
194.44K
Lowes Cos Inc
SOLEShares73.12K
TypeSH
Market value$17.05M
1.83%
Sole
0.00
Shared
0.00
None
73.12K
Verizon Communications Inc
SOLEShares370.67K
TypeSH
Market value$16.81M
1.81%
Sole
0.00
Shared
0.00
None
370.67K
Altria Group Inc
SOLEShares280.12K
TypeSH
Market value$16.81M
1.81%
Sole
0.00
Shared
0.00
None
280.12K
Texas Instrs Inc
SOLEShares90.06K
TypeSH
Market value$16.18M
1.74%
Sole
0.00
Shared
0.00
None
90.06K
International Business Machs
SOLEShares64.48K
TypeSH
Market value$16.03M
1.72%
Sole
0.00
Shared
0.00
None
64.48K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
World Gold TRSOLE | SPRD GLD Minis | 861.51K | SH | $53.32M 5.73% | 0.00 | 0.00 | 861.51K |
SPDR Gold TrustSOLE | Gold SHS | 128.93K | SH | $37.15M 3.99% | 0.00 | 0.00 | 128.93K |
Visa IncSOLE | Com CL A | 85.97K | SH | $30.13M 3.24% | 0.00 | 0.00 | 85.97K |
AT&T IncSOLE | COM | 837.02K | SH | $23.67M 2.54% | 0.00 | 0.00 | 837.02K |
Broadcom IncSOLE | COM | 135.87K | SH | $22.75M 2.44% | 0.00 | 0.00 | 135.87K |
Automatic Data Processing InSOLE | COM | 72.80K | SH | $22.24M 2.39% | 0.00 | 0.00 | 72.80K |
iShares Silver TrustSOLE | iShares | 712.60K | SH | $22.08M 2.37% | 0.00 | 0.00 | 712.60K |
Exxon Mobil CorpSOLE | COM | 178.62K | SH | $21.24M 2.28% | 0.00 | 0.00 | 178.62K |
Procter & Gamble CoSOLE | COM | 123.76K | SH | $21.09M 2.27% | 0.00 | 0.00 | 123.76K |
Kinder Morgan Inc DelSOLE | COM | 730.86K | SH | $20.85M 2.24% | 0.00 | 0.00 | 730.86K |
Southern CoSOLE | COM | 223.05K | SH | $20.51M 2.20% | 0.00 | 0.00 | 223.05K |
Williams Cos IncSOLE | COM | 324.40K | SH | $19.39M 2.08% | 0.00 | 0.00 | 324.40K |
Caterpillar Inc DelSOLE | COM | 54.57K | SH | $18.00M 1.93% | 0.00 | 0.00 | 54.57K |
Apple IncSOLE | COM | 80.86K | SH | $17.96M 1.93% | 0.00 | 0.00 | 80.86K |
Alphabet IncSOLE | CAP STK CL A | 114.65K | SH | $17.73M 1.90% | 0.00 | 0.00 | 114.65K |
JPMorgan Chase & CoSOLE | COM | 71.30K | SH | $17.49M 1.88% | 0.00 | 0.00 | 71.30K |
Merck & Co IncSOLE | COM | 194.04K | SH | $17.42M 1.87% | 0.00 | 0.00 | 194.04K |
Chevron Corp NewSOLE | COM | 102.43K | SH | $17.14M 1.84% | 0.00 | 0.00 | 102.43K |
Amazon Com IncSOLE | COM | 89.76K | SH | $17.08M 1.83% | 0.00 | 0.00 | 89.76K |
Wal-Mart Stores IncSOLE | COM | 194.44K | SH | $17.07M 1.83% | 0.00 | 0.00 | 194.44K |
Lowes Cos IncSOLE | COM | 73.12K | SH | $17.05M 1.83% | 0.00 | 0.00 | 73.12K |
Verizon Communications IncSOLE | COM | 370.67K | SH | $16.81M 1.81% | 0.00 | 0.00 | 370.67K |
Altria Group IncSOLE | COM | 280.12K | SH | $16.81M 1.81% | 0.00 | 0.00 | 280.12K |
Texas Instrs IncSOLE | COM | 90.06K | SH | $16.18M 1.74% | 0.00 | 0.00 | 90.06K |
International Business MachsSOLE | COM | 64.48K | SH | $16.03M 1.72% | 0.00 | 0.00 | 64.48K |
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