Filed: 8/7/2025ACC: 0001387304-25-000005
📋 What this filing means
RICHARD C. YOUNG & CO., LTD. filed this quarterly 13F‑HR report disclosing 87 equity positions with a total reported market value of $1.01B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
87
Positions
$1.01B
Total AUM (reported)
9.79M
Total Shares
Allocation by class
COM$761.56M75.2%
SPRD GLD MINIS$55.73M5.5%
GOLD SHS$38.56M3.8%
COM CL A$30.51M3.0%
CL A$26.08M2.6%
CAP STK CL A$23.20M2.3%
ISHARES$23.18M2.3%
Portfolio Concentration
Top 3$131.94M13.0%
4–10$176.85M17.5%
11–25$296.65M29.3%
Rest$406.69M40.2%
Top 3 weight
13.0%
Top 10 weight
30.5%
Voting Authority Distribution
Total shares with voting rights: 9.79M
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
9.79M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole87
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings87
Rows:
World Gold TR
SOLEShares850.51K
TypeSH
Market value$55.73M
5.51%
Sole
0.00
Shared
0.00
None
850.51K
SPDR Gold Trust
SOLEShares126.49K
TypeSH
Market value$38.56M
3.81%
Sole
0.00
Shared
0.00
None
126.49K
Broadcom Inc
SOLEShares136.62K
TypeSH
Market value$37.66M
3.72%
Sole
0.00
Shared
0.00
None
136.62K
Visa Inc
SOLEShares85.92K
TypeSH
Market value$30.51M
3.01%
Sole
0.00
Shared
0.00
None
85.92K
Nvidia Corporation
SOLEShares188.55K
TypeSH
Market value$29.79M
2.94%
Sole
0.00
Shared
0.00
None
188.55K
AT&T Inc
SOLEShares838.10K
TypeSH
Market value$24.25M
2.40%
Sole
0.00
Shared
0.00
None
838.10K
Oracle Corp
SOLEShares107.39K
TypeSH
Market value$23.48M
2.32%
Sole
0.00
Shared
0.00
None
107.39K
Alphabet Inc
SOLEShares131.62K
TypeSH
Market value$23.20M
2.29%
Sole
0.00
Shared
0.00
None
131.62K
iShares Silver Trust
SOLEShares706.56K
TypeSH
Market value$23.18M
2.29%
Sole
0.00
Shared
0.00
None
706.56K
Meta Platforms Inc
SOLEShares30.40K
TypeSH
Market value$22.44M
2.22%
Sole
0.00
Shared
0.00
None
30.40K
Automatic Data Processing In
SOLEShares70.49K
TypeSH
Market value$21.74M
2.15%
Sole
0.00
Shared
0.00
None
70.49K
Kinder Morgan Inc Del
SOLEShares734K
TypeSH
Market value$21.58M
2.13%
Sole
0.00
Shared
0.00
None
734K
JPMorgan Chase & Co
SOLEShares71.49K
TypeSH
Market value$20.73M
2.05%
Sole
0.00
Shared
0.00
None
71.49K
Southern Co
SOLEShares225.16K
TypeSH
Market value$20.68M
2.04%
Sole
0.00
Shared
0.00
None
225.16K
Caterpillar Inc Del
SOLEShares53.03K
TypeSH
Market value$20.59M
2.03%
Sole
0.00
Shared
0.00
None
53.03K
Amazon Com Inc
SOLEShares92.30K
TypeSH
Market value$20.25M
2.00%
Sole
0.00
Shared
0.00
None
92.30K
Williams Cos Inc
SOLEShares316K
TypeSH
Market value$19.85M
1.96%
Sole
0.00
Shared
0.00
None
316K
Microsoft Corp
SOLEShares39.77K
TypeSH
Market value$19.78M
1.95%
Sole
0.00
Shared
0.00
None
39.77K
Procter & Gamble Co
SOLEShares123.67K
TypeSH
Market value$19.70M
1.95%
Sole
0.00
Shared
0.00
None
123.67K
Exxon Mobil Corp
SOLEShares179.52K
TypeSH
Market value$19.35M
1.91%
Sole
0.00
Shared
0.00
None
179.52K
Wal-Mart Stores Inc
SOLEShares195.71K
TypeSH
Market value$19.14M
1.89%
Sole
0.00
Shared
0.00
None
195.71K
International Business Machs
SOLEShares64.58K
TypeSH
Market value$19.04M
1.88%
Sole
0.00
Shared
0.00
None
64.58K
Dell Technologies Inc
SOLEShares150.83K
TypeSH
Market value$18.49M
1.83%
Sole
0.00
Shared
0.00
None
150.83K
Texas Instrs Inc
SOLEShares87.75K
TypeSH
Market value$18.22M
1.80%
Sole
0.00
Shared
0.00
None
87.75K
L3 Harris Technologies Inc
SOLEShares69.86K
TypeSH
Market value$17.53M
1.73%
Sole
0.00
Shared
0.00
None
69.86K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
World Gold TRSOLE | SPRD GLD Minis | 850.51K | SH | $55.73M 5.51% | 0.00 | 0.00 | 850.51K |
SPDR Gold TrustSOLE | Gold SHS | 126.49K | SH | $38.56M 3.81% | 0.00 | 0.00 | 126.49K |
Broadcom IncSOLE | COM | 136.62K | SH | $37.66M 3.72% | 0.00 | 0.00 | 136.62K |
Visa IncSOLE | Com CL A | 85.92K | SH | $30.51M 3.01% | 0.00 | 0.00 | 85.92K |
Nvidia CorporationSOLE | COM | 188.55K | SH | $29.79M 2.94% | 0.00 | 0.00 | 188.55K |
AT&T IncSOLE | COM | 838.10K | SH | $24.25M 2.40% | 0.00 | 0.00 | 838.10K |
Oracle CorpSOLE | COM | 107.39K | SH | $23.48M 2.32% | 0.00 | 0.00 | 107.39K |
Alphabet IncSOLE | CAP STK CL A | 131.62K | SH | $23.20M 2.29% | 0.00 | 0.00 | 131.62K |
iShares Silver TrustSOLE | iShares | 706.56K | SH | $23.18M 2.29% | 0.00 | 0.00 | 706.56K |
Meta Platforms IncSOLE | CL A | 30.40K | SH | $22.44M 2.22% | 0.00 | 0.00 | 30.40K |
Automatic Data Processing InSOLE | COM | 70.49K | SH | $21.74M 2.15% | 0.00 | 0.00 | 70.49K |
Kinder Morgan Inc DelSOLE | COM | 734K | SH | $21.58M 2.13% | 0.00 | 0.00 | 734K |
JPMorgan Chase & CoSOLE | COM | 71.49K | SH | $20.73M 2.05% | 0.00 | 0.00 | 71.49K |
Southern CoSOLE | COM | 225.16K | SH | $20.68M 2.04% | 0.00 | 0.00 | 225.16K |
Caterpillar Inc DelSOLE | COM | 53.03K | SH | $20.59M 2.03% | 0.00 | 0.00 | 53.03K |
Amazon Com IncSOLE | COM | 92.30K | SH | $20.25M 2.00% | 0.00 | 0.00 | 92.30K |
Williams Cos IncSOLE | COM | 316K | SH | $19.85M 1.96% | 0.00 | 0.00 | 316K |
Microsoft CorpSOLE | COM | 39.77K | SH | $19.78M 1.95% | 0.00 | 0.00 | 39.77K |
Procter & Gamble CoSOLE | COM | 123.67K | SH | $19.70M 1.95% | 0.00 | 0.00 | 123.67K |
Exxon Mobil CorpSOLE | COM | 179.52K | SH | $19.35M 1.91% | 0.00 | 0.00 | 179.52K |
Wal-Mart Stores IncSOLE | COM | 195.71K | SH | $19.14M 1.89% | 0.00 | 0.00 | 195.71K |
International Business MachsSOLE | COM | 64.58K | SH | $19.04M 1.88% | 0.00 | 0.00 | 64.58K |
Dell Technologies IncSOLE | CL C | 150.83K | SH | $18.49M 1.83% | 0.00 | 0.00 | 150.83K |
Texas Instrs IncSOLE | COM | 87.75K | SH | $18.22M 1.80% | 0.00 | 0.00 | 87.75K |
L3 Harris Technologies IncSOLE | COM | 69.86K | SH | $17.53M 1.73% | 0.00 | 0.00 | 69.86K |
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