Filed: 5/7/2026ACC: 0001387304-26-000003
📋 What this filing means
RICHARD C. YOUNG & CO., LTD. filed this quarterly 13F‑HR report disclosing 93 equity positions with a total reported market value of $1.21B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
93
Positions
$1.21B
Total AUM (reported)
8.79M
Total Shares
Allocation by class
COM$871.55M72.2%
SPRD GLD MINIS$59.49M4.9%
GOLD SHS$51.40M4.3%
COM CL A$50.68M4.2%
ISHARES$40.53M3.4%
CAP STK CL A$38.09M3.2%
CL A$37.91M3.1%
Portfolio Concentration
Top 3$151.44M12.5%
4–10$236.88M19.6%
11–25$350.16M29.0%
Rest$468.74M38.8%
Top 3 weight
12.5%
Top 10 weight
32.2%
Voting Authority Distribution
Total shares with voting rights: 8.79M
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
8.79M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole93
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings93
Rows:
World Gold TR
SOLEShares641.87K
TypeSH
Market value$59.49M
4.93%
Sole
0.00
Shared
0.00
None
641.87K
SPDR Gold Trust
SOLEShares119.46K
TypeSH
Market value$51.40M
4.26%
Sole
0.00
Shared
0.00
None
119.46K
Broadcom Inc
SOLEShares131K
TypeSH
Market value$40.54M
3.36%
Sole
0.00
Shared
0.00
None
131K
iShares Silver Trust
SOLEShares594.85K
TypeSH
Market value$40.53M
3.36%
Sole
0.00
Shared
0.00
None
594.85K
Alphabet Inc
SOLEShares132.47K
TypeSH
Market value$38.09M
3.16%
Sole
0.00
Shared
0.00
None
132.47K
Caterpillar Inc Del
SOLEShares50.52K
TypeSH
Market value$35.79M
2.96%
Sole
0.00
Shared
0.00
None
50.52K
Nvidia Corporation
SOLEShares192.87K
TypeSH
Market value$33.64M
2.79%
Sole
0.00
Shared
0.00
None
192.87K
Amazon Com Inc
SOLEShares150.79K
TypeSH
Market value$31.41M
2.60%
Sole
0.00
Shared
0.00
None
150.79K
Exxon Mobil Corp
SOLEShares177.93K
TypeSH
Market value$30.19M
2.50%
Sole
0.00
Shared
0.00
None
177.93K
Wal-Mart Stores Inc
SOLEShares219.14K
TypeSH
Market value$27.24M
2.26%
Sole
0.00
Shared
0.00
None
219.14K
Dell Technologies Inc
SOLEShares165.53K
TypeSH
Market value$27.17M
2.25%
Sole
0.00
Shared
0.00
None
165.53K
Visa Inc
SOLEShares84.78K
TypeSH
Market value$25.62M
2.12%
Sole
0.00
Shared
0.00
None
84.78K
Kinder Morgan Inc Del
SOLEShares748.59K
TypeSH
Market value$25.10M
2.08%
Sole
0.00
Shared
0.00
None
748.59K
Vertiv Holdings Co
SOLEShares100K
TypeSH
Market value$25.06M
2.08%
Sole
0.00
Shared
0.00
None
100K
AT&T Inc
SOLEShares842.25K
TypeSH
Market value$24.42M
2.02%
Sole
0.00
Shared
0.00
None
842.25K
Kroger Co
SOLEShares336.10K
TypeSH
Market value$24.32M
2.01%
Sole
0.00
Shared
0.00
None
336.10K
L3 Harris Technologies Inc
SOLEShares69.62K
TypeSH
Market value$24.03M
1.99%
Sole
0.00
Shared
0.00
None
69.62K
Williams Cos Inc
SOLEShares313.14K
TypeSH
Market value$22.79M
1.89%
Sole
0.00
Shared
0.00
None
313.14K
Apple Inc
SOLEShares88.77K
TypeSH
Market value$22.53M
1.87%
Sole
0.00
Shared
0.00
None
88.77K
Chevron Corp New
SOLEShares106.92K
TypeSH
Market value$22.12M
1.83%
Sole
0.00
Shared
0.00
None
106.92K
Micron Technology Inc
SOLEShares65.31K
TypeSH
Market value$22.06M
1.83%
Sole
0.00
Shared
0.00
None
65.31K
Southern Co
SOLEShares227.94K
TypeSH
Market value$22.00M
1.82%
Sole
0.00
Shared
0.00
None
227.94K
Cummins Inc
SOLEShares39.59K
TypeSH
Market value$21.30M
1.76%
Sole
0.00
Shared
0.00
None
39.59K
Sterling Infrastructure Inc
SOLEShares51.13K
TypeSH
Market value$20.82M
1.72%
Sole
0.00
Shared
0.00
None
51.13K
JPMorgan Chase & Co
SOLEShares70.78K
TypeSH
Market value$20.82M
1.72%
Sole
0.00
Shared
0.00
None
70.78K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
World Gold TRSOLE | SPRD GLD Minis | 641.87K | SH | $59.49M 4.93% | 0.00 | 0.00 | 641.87K |
SPDR Gold TrustSOLE | Gold SHS | 119.46K | SH | $51.40M 4.26% | 0.00 | 0.00 | 119.46K |
Broadcom IncSOLE | COM | 131K | SH | $40.54M 3.36% | 0.00 | 0.00 | 131K |
iShares Silver TrustSOLE | iShares | 594.85K | SH | $40.53M 3.36% | 0.00 | 0.00 | 594.85K |
Alphabet IncSOLE | CAP STK CL A | 132.47K | SH | $38.09M 3.16% | 0.00 | 0.00 | 132.47K |
Caterpillar Inc DelSOLE | COM | 50.52K | SH | $35.79M 2.96% | 0.00 | 0.00 | 50.52K |
Nvidia CorporationSOLE | COM | 192.87K | SH | $33.64M 2.79% | 0.00 | 0.00 | 192.87K |
Amazon Com IncSOLE | COM | 150.79K | SH | $31.41M 2.60% | 0.00 | 0.00 | 150.79K |
Exxon Mobil CorpSOLE | COM | 177.93K | SH | $30.19M 2.50% | 0.00 | 0.00 | 177.93K |
Wal-Mart Stores IncSOLE | COM | 219.14K | SH | $27.24M 2.26% | 0.00 | 0.00 | 219.14K |
Dell Technologies IncSOLE | CL C | 165.53K | SH | $27.17M 2.25% | 0.00 | 0.00 | 165.53K |
Visa IncSOLE | Com CL A | 84.78K | SH | $25.62M 2.12% | 0.00 | 0.00 | 84.78K |
Kinder Morgan Inc DelSOLE | COM | 748.59K | SH | $25.10M 2.08% | 0.00 | 0.00 | 748.59K |
Vertiv Holdings CoSOLE | Com CL A | 100K | SH | $25.06M 2.08% | 0.00 | 0.00 | 100K |
AT&T IncSOLE | COM | 842.25K | SH | $24.42M 2.02% | 0.00 | 0.00 | 842.25K |
Kroger CoSOLE | COM | 336.10K | SH | $24.32M 2.01% | 0.00 | 0.00 | 336.10K |
L3 Harris Technologies IncSOLE | COM | 69.62K | SH | $24.03M 1.99% | 0.00 | 0.00 | 69.62K |
Williams Cos IncSOLE | COM | 313.14K | SH | $22.79M 1.89% | 0.00 | 0.00 | 313.14K |
Apple IncSOLE | COM | 88.77K | SH | $22.53M 1.87% | 0.00 | 0.00 | 88.77K |
Chevron Corp NewSOLE | COM | 106.92K | SH | $22.12M 1.83% | 0.00 | 0.00 | 106.92K |
Micron Technology IncSOLE | COM | 65.31K | SH | $22.06M 1.83% | 0.00 | 0.00 | 65.31K |
Southern CoSOLE | COM | 227.94K | SH | $22.00M 1.82% | 0.00 | 0.00 | 227.94K |
Cummins IncSOLE | COM | 39.59K | SH | $21.30M 1.76% | 0.00 | 0.00 | 39.59K |
Sterling Infrastructure IncSOLE | COM | 51.13K | SH | $20.82M 1.72% | 0.00 | 0.00 | 51.13K |
JPMorgan Chase & CoSOLE | COM | 70.78K | SH | $20.82M 1.72% | 0.00 | 0.00 | 70.78K |
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