Filed: 1/29/2026ACC: 0001387304-26-000002
📋 What this filing means
RICHARD C. YOUNG & CO., LTD. filed this quarterly 13F‑HR report disclosing 88 equity positions with a total reported market value of $1.12B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
88
Positions
$1.12B
Total AUM (reported)
8.88M
Total Shares
Allocation by class
COM$815.20M73.0%
SPRD GLD MINIS$55.64M5.0%
GOLD SHS$48.27M4.3%
COM CL A$45.57M4.1%
CAP STK CL A$41.53M3.7%
ISHARES$39.22M3.5%
CL A$24.19M2.2%
Portfolio Concentration
Top 3$149.32M13.4%
4–10$222.98M20.0%
11–25$310.55M27.8%
Rest$433.21M38.8%
Top 3 weight
13.4%
Top 10 weight
33.4%
Voting Authority Distribution
Total shares with voting rights: 8.51M
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
8.51M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole88
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings88
Rows:
World Gold TR
SOLEShares651.75K
TypeSH
Market value$55.64M
4.99%
Sole
0.00
Shared
0.00
None
651.75K
SPDR Gold Trust
SOLEShares121.80K
TypeSH
Market value$48.27M
4.33%
Sole
0.00
Shared
0.00
None
121.80K
Broadcom Inc
SOLEShares131.20K
TypeSH
Market value$45.41M
4.07%
Sole
0.00
Shared
0.00
None
131.20K
Alphabet Inc
SOLEShares132.69K
TypeSH
Market value$41.53M
3.72%
Sole
0.00
Shared
0.00
None
132.69K
iShares Silver Trust
SOLEShares608.87K
TypeSH
Market value$39.22M
3.51%
Sole
0.00
Shared
0.00
None
608.87K
Nvidia Corporation
SOLEShares192.31K
TypeSH
Market value$35.87M
3.21%
Sole
0.00
Shared
0.00
None
192.31K
Visa Inc
SOLEShares84.08K
TypeSH
Market value$29.49M
2.64%
Sole
0.00
Shared
0.00
None
84.08K
Caterpillar Inc Del
SOLEShares50.81K
TypeSH
Market value$29.11M
2.61%
Sole
0.00
Shared
0.00
None
50.81K
Wal-Mart Stores Inc
SOLEShares218.33K
TypeSH
Market value$24.32M
2.18%
Sole
0.00
Shared
0.00
None
218.33K
Apple Inc
SOLEShares86.23K
TypeSH
Market value$23.44M
2.10%
Sole
0.00
Shared
0.00
None
86.23K
Amazon Com Inc
SOLEShares99.80K
TypeSH
Market value$23.04M
2.06%
Sole
0.00
Shared
0.00
None
99.80K
JPMorgan Chase & Co
SOLEShares70.36K
TypeSH
Market value$22.67M
2.03%
Sole
0.00
Shared
0.00
None
70.36K
Exxon Mobil Corp
SOLEShares180.04K
TypeSH
Market value$21.67M
1.94%
Sole
0.00
Shared
0.00
None
180.04K
International Business Machs
SOLEShares72.77K
TypeSH
Market value$21.56M
1.93%
Sole
0.00
Shared
0.00
None
72.77K
Oracle Corp
SOLEShares107.67K
TypeSH
Market value$20.99M
1.88%
Sole
0.00
Shared
0.00
None
107.67K
AT&T Inc
SOLEShares836.07K
TypeSH
Market value$20.77M
1.86%
Sole
0.00
Shared
0.00
None
836.07K
Eli Lilly & Co
SOLEShares19.28K
TypeSH
Market value$20.72M
1.86%
Sole
0.00
Shared
0.00
None
19.28K
Kinder Morgan Inc Del
SOLEShares744.61K
TypeSH
Market value$20.47M
1.83%
Sole
0.00
Shared
0.00
None
744.61K
Meta Platforms Inc
SOLEShares30.93K
TypeSH
Market value$20.42M
1.83%
Sole
0.00
Shared
0.00
None
30.93K
L3 Harris Technologies Inc
SOLEShares68.95K
TypeSH
Market value$20.24M
1.81%
Sole
0.00
Shared
0.00
None
68.95K
Microsoft Corp
SOLEShares41.38K
TypeSH
Market value$20.01M
1.79%
Sole
0.00
Shared
0.00
None
41.38K
Cummins Inc
SOLEShares38.85K
TypeSH
Market value$19.83M
1.78%
Sole
0.00
Shared
0.00
None
38.85K
Southern Co
SOLEShares226.57K
TypeSH
Market value$19.76M
1.77%
Sole
0.00
Shared
0.00
None
226.57K
Dell Technologies Inc
SOLEShares156.29K
TypeSH
Market value$19.67M
1.76%
Sole
0.00
Shared
0.00
None
156.29K
Williams Cos Inc
SOLEShares311.92K
TypeSH
Market value$18.75M
1.68%
Sole
0.00
Shared
0.00
None
311.92K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
World Gold TRSOLE | SPRD GLD Minis | 651.75K | SH | $55.64M 4.99% | 0.00 | 0.00 | 651.75K |
SPDR Gold TrustSOLE | Gold SHS | 121.80K | SH | $48.27M 4.33% | 0.00 | 0.00 | 121.80K |
Broadcom IncSOLE | COM | 131.20K | SH | $45.41M 4.07% | 0.00 | 0.00 | 131.20K |
Alphabet IncSOLE | CAP STK CL A | 132.69K | SH | $41.53M 3.72% | 0.00 | 0.00 | 132.69K |
iShares Silver TrustSOLE | iShares | 608.87K | SH | $39.22M 3.51% | 0.00 | 0.00 | 608.87K |
Nvidia CorporationSOLE | COM | 192.31K | SH | $35.87M 3.21% | 0.00 | 0.00 | 192.31K |
Visa IncSOLE | Com CL A | 84.08K | SH | $29.49M 2.64% | 0.00 | 0.00 | 84.08K |
Caterpillar Inc DelSOLE | COM | 50.81K | SH | $29.11M 2.61% | 0.00 | 0.00 | 50.81K |
Wal-Mart Stores IncSOLE | COM | 218.33K | SH | $24.32M 2.18% | 0.00 | 0.00 | 218.33K |
Apple IncSOLE | COM | 86.23K | SH | $23.44M 2.10% | 0.00 | 0.00 | 86.23K |
Amazon Com IncSOLE | COM | 99.80K | SH | $23.04M 2.06% | 0.00 | 0.00 | 99.80K |
JPMorgan Chase & CoSOLE | COM | 70.36K | SH | $22.67M 2.03% | 0.00 | 0.00 | 70.36K |
Exxon Mobil CorpSOLE | COM | 180.04K | SH | $21.67M 1.94% | 0.00 | 0.00 | 180.04K |
International Business MachsSOLE | COM | 72.77K | SH | $21.56M 1.93% | 0.00 | 0.00 | 72.77K |
Oracle CorpSOLE | COM | 107.67K | SH | $20.99M 1.88% | 0.00 | 0.00 | 107.67K |
AT&T IncSOLE | COM | 836.07K | SH | $20.77M 1.86% | 0.00 | 0.00 | 836.07K |
Eli Lilly & CoSOLE | COM | 19.28K | SH | $20.72M 1.86% | 0.00 | 0.00 | 19.28K |
Kinder Morgan Inc DelSOLE | COM | 744.61K | SH | $20.47M 1.83% | 0.00 | 0.00 | 744.61K |
Meta Platforms IncSOLE | CL A | 30.93K | SH | $20.42M 1.83% | 0.00 | 0.00 | 30.93K |
L3 Harris Technologies IncSOLE | COM | 68.95K | SH | $20.24M 1.81% | 0.00 | 0.00 | 68.95K |
Microsoft CorpSOLE | COM | 41.38K | SH | $20.01M 1.79% | 0.00 | 0.00 | 41.38K |
Cummins IncSOLE | COM | 38.85K | SH | $19.83M 1.78% | 0.00 | 0.00 | 38.85K |
Southern CoSOLE | COM | 226.57K | SH | $19.76M 1.77% | 0.00 | 0.00 | 226.57K |
Dell Technologies IncSOLE | CL C | 156.29K | SH | $19.67M 1.76% | 0.00 | 0.00 | 156.29K |
Williams Cos IncSOLE | COM | 311.92K | SH | $18.75M 1.68% | 0.00 | 0.00 | 311.92K |
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