Filed: 11/12/2025ACC: 0001387304-25-000007
📋 What this filing means
RICHARD C. YOUNG & CO., LTD. filed this quarterly 13F‑HR report disclosing 91 equity positions with a total reported market value of $1.08B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
91
Positions
$1.08B
Total AUM (reported)
8.75M
Total Shares
Allocation by class
COM$811.43M75.4%
SPRD GLD MINIS$49.76M4.6%
GOLD SHS$43.62M4.1%
COM CL A$42.50M3.9%
CAP STK CL A$31.99M3.0%
CL A$26.18M2.4%
ISHARES$25.83M2.4%
Portfolio Concentration
Top 3$137.80M12.8%
4–10$200.02M18.6%
11–25$310.63M28.9%
Rest$428.17M39.8%
Top 3 weight
12.8%
Top 10 weight
31.4%
Voting Authority Distribution
Total shares with voting rights: 8.75M
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
8.75M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole91
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings91
Rows:
World Gold TR
SOLEShares650.87K
TypeSH
Market value$49.76M
4.62%
Sole
0.00
Shared
0.00
None
650.87K
Broadcom Inc
SOLEShares134.65K
TypeSH
Market value$44.42M
4.13%
Sole
0.00
Shared
0.00
None
134.65K
SPDR Gold Trust
SOLEShares122.71K
TypeSH
Market value$43.62M
4.05%
Sole
0.00
Shared
0.00
None
122.71K
Nvidia Corporation
SOLEShares186.82K
TypeSH
Market value$34.86M
3.24%
Sole
0.00
Shared
0.00
None
186.82K
Alphabet Inc
SOLEShares131.58K
TypeSH
Market value$31.99M
2.97%
Sole
0.00
Shared
0.00
None
131.58K
Oracle Corp
SOLEShares106.33K
TypeSH
Market value$29.91M
2.78%
Sole
0.00
Shared
0.00
None
106.33K
Visa Inc
SOLEShares85.64K
TypeSH
Market value$29.23M
2.72%
Sole
0.00
Shared
0.00
None
85.64K
iShares Silver Trust
SOLEShares609.62K
TypeSH
Market value$25.83M
2.40%
Sole
0.00
Shared
0.00
None
609.62K
Caterpillar Inc Del
SOLEShares51.81K
TypeSH
Market value$24.72M
2.30%
Sole
0.00
Shared
0.00
None
51.81K
AT&T Inc
SOLEShares831.53K
TypeSH
Market value$23.48M
2.18%
Sole
0.00
Shared
0.00
None
831.53K
Meta Platforms Inc
SOLEShares30.51K
TypeSH
Market value$22.40M
2.08%
Sole
0.00
Shared
0.00
None
30.51K
JPMorgan Chase & Co
SOLEShares70.44K
TypeSH
Market value$22.22M
2.06%
Sole
0.00
Shared
0.00
None
70.44K
Dell Technologies Inc
SOLEShares152.78K
TypeSH
Market value$21.66M
2.01%
Sole
0.00
Shared
0.00
None
152.78K
Southern Co
SOLEShares223.97K
TypeSH
Market value$21.23M
1.97%
Sole
0.00
Shared
0.00
None
223.97K
L3 Harris Technologies Inc
SOLEShares69.06K
TypeSH
Market value$21.09M
1.96%
Sole
0.00
Shared
0.00
None
69.06K
Amazon Com Inc
SOLEShares95.27K
TypeSH
Market value$20.92M
1.94%
Sole
0.00
Shared
0.00
None
95.27K
Apple Inc
SOLEShares81.28K
TypeSH
Market value$20.70M
1.92%
Sole
0.00
Shared
0.00
None
81.28K
Kinder Morgan Inc Del
SOLEShares729.42K
TypeSH
Market value$20.65M
1.92%
Sole
0.00
Shared
0.00
None
729.42K
Microsoft Corp
SOLEShares39.83K
TypeSH
Market value$20.63M
1.92%
Sole
0.00
Shared
0.00
None
39.83K
International Business Machs
SOLEShares72.09K
TypeSH
Market value$20.34M
1.89%
Sole
0.00
Shared
0.00
None
72.09K
Wal-Mart Stores Inc
SOLEShares195.79K
TypeSH
Market value$20.18M
1.87%
Sole
0.00
Shared
0.00
None
195.79K
Exxon Mobil Corp
SOLEShares178.73K
TypeSH
Market value$20.15M
1.87%
Sole
0.00
Shared
0.00
None
178.73K
Automatic Data Processing In
SOLEShares67.96K
TypeSH
Market value$19.95M
1.85%
Sole
0.00
Shared
0.00
None
67.96K
Williams Cos Inc
SOLEShares310.06K
TypeSH
Market value$19.64M
1.82%
Sole
0.00
Shared
0.00
None
310.06K
Altria Group Inc
SOLEShares285.72K
TypeSH
Market value$18.87M
1.75%
Sole
0.00
Shared
0.00
None
285.72K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
World Gold TRSOLE | SPRD GLD Minis | 650.87K | SH | $49.76M 4.62% | 0.00 | 0.00 | 650.87K |
Broadcom IncSOLE | COM | 134.65K | SH | $44.42M 4.13% | 0.00 | 0.00 | 134.65K |
SPDR Gold TrustSOLE | Gold SHS | 122.71K | SH | $43.62M 4.05% | 0.00 | 0.00 | 122.71K |
Nvidia CorporationSOLE | COM | 186.82K | SH | $34.86M 3.24% | 0.00 | 0.00 | 186.82K |
Alphabet IncSOLE | CAP STK CL A | 131.58K | SH | $31.99M 2.97% | 0.00 | 0.00 | 131.58K |
Oracle CorpSOLE | COM | 106.33K | SH | $29.91M 2.78% | 0.00 | 0.00 | 106.33K |
Visa IncSOLE | Com CL A | 85.64K | SH | $29.23M 2.72% | 0.00 | 0.00 | 85.64K |
iShares Silver TrustSOLE | iShares | 609.62K | SH | $25.83M 2.40% | 0.00 | 0.00 | 609.62K |
Caterpillar Inc DelSOLE | COM | 51.81K | SH | $24.72M 2.30% | 0.00 | 0.00 | 51.81K |
AT&T IncSOLE | COM | 831.53K | SH | $23.48M 2.18% | 0.00 | 0.00 | 831.53K |
Meta Platforms IncSOLE | CL A | 30.51K | SH | $22.40M 2.08% | 0.00 | 0.00 | 30.51K |
JPMorgan Chase & CoSOLE | COM | 70.44K | SH | $22.22M 2.06% | 0.00 | 0.00 | 70.44K |
Dell Technologies IncSOLE | CL C | 152.78K | SH | $21.66M 2.01% | 0.00 | 0.00 | 152.78K |
Southern CoSOLE | COM | 223.97K | SH | $21.23M 1.97% | 0.00 | 0.00 | 223.97K |
L3 Harris Technologies IncSOLE | COM | 69.06K | SH | $21.09M 1.96% | 0.00 | 0.00 | 69.06K |
Amazon Com IncSOLE | COM | 95.27K | SH | $20.92M 1.94% | 0.00 | 0.00 | 95.27K |
Apple IncSOLE | COM | 81.28K | SH | $20.70M 1.92% | 0.00 | 0.00 | 81.28K |
Kinder Morgan Inc DelSOLE | COM | 729.42K | SH | $20.65M 1.92% | 0.00 | 0.00 | 729.42K |
Microsoft CorpSOLE | COM | 39.83K | SH | $20.63M 1.92% | 0.00 | 0.00 | 39.83K |
International Business MachsSOLE | COM | 72.09K | SH | $20.34M 1.89% | 0.00 | 0.00 | 72.09K |
Wal-Mart Stores IncSOLE | COM | 195.79K | SH | $20.18M 1.87% | 0.00 | 0.00 | 195.79K |
Exxon Mobil CorpSOLE | COM | 178.73K | SH | $20.15M 1.87% | 0.00 | 0.00 | 178.73K |
Automatic Data Processing InSOLE | COM | 67.96K | SH | $19.95M 1.85% | 0.00 | 0.00 | 67.96K |
Williams Cos IncSOLE | COM | 310.06K | SH | $19.64M 1.82% | 0.00 | 0.00 | 310.06K |
Altria Group IncSOLE | COM | 285.72K | SH | $18.87M 1.75% | 0.00 | 0.00 | 285.72K |
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