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CIK: 0001387304
Total reported value
$1.4B
$1.4B
86 檔
12.3%
During the Q1 2025 filing period, Richard C. Young & CO., LTD. (CIK: 0001387304) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.4B across 86 reported positions.
In Q1 2025, Richard C. Young & CO., LTD. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GLDM1USD | Spdr Gold Minishares Trust | ETF-Commodities | 5.73% | -1.27% | -1.56% | |
| 2 | GLD | Spdr Gold Shares | ETF-Commodities | 3.99% | -1.08% | -3.06% | |
| 3 | V | Visa Inc-class A Shares | Stock-Financials | 3.24% | +0.03% | -1.42% | |
| 4 | T | At&t Inc | Stock-Comm Services | 2.54% | -0.73% | -0.88% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 2.44% | +0.26% | -0.46% | |
| 6 | ADP | Automatic Data Processing | Stock-Tech | 2.39% | -0.07% | -1.68% | |
| 7 | SLV | Ishares Silver Trust | ETF-Commodities | 2.37% | -1.07% | -1.47% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 2.28% | -0.74% | -0.37% | |
| 9 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.27% | -0.20% | -0.08% | |
| 10 | KMI | Kinder Morgan, Inc. | Stock-Energy | 2.24% | -0.31% | -0.40% | |
| 11 | SO | Southern Co/the | Stock-Utilities | 2.20% | -0.21% | +0.41% | |
| 12 | WMB | Williams Cos Inc | Stock-Energy | 2.08% | -0.17% | -3.14% | |
| 13 | CAT | Caterpillar Inc | Stock-Industrials | 1.93% | +0.92% | -2.13% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.93% | +0.03% | +0.81% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.90% | +0.28% | +0.04% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.88% | -0.01% | +0.07% | |
| 17 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.87% | — | -1.43% | |
| 18 | CVX | Chevron CORP | Stock-Energy | 1.84% | -0.50% | +0.51% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.83% | +0.04% | +1.60% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 1.83% | -0.42% | +0.17% | |
| 21 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.83% | -0.30% | -1.12% | |
| 22 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.81% | -0.32% | +1.94% | |
| 23 | MO | Altria Group Inc | Stock-Consumer Staples | 1.81% | -0.04% | +3.56% | |
| 24 | TXN | Texas Instruments Inc | Stock-Tech | 1.74% | +0.37% | -3.62% | |
| 25 | IBM | Intl Business Machines CORP | Stock-Tech | 1.72% | +0.09% | -1.90% | |
| 26 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.67% | -0.06% | -1.69% | |
| 27 | PNC | Pnc Financial Services Group | Stock-Financials | 1.61% | +0.09% | +2.32% | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 1.59% | -0.16% | -0.27% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 1.58% | -0.13% | +3.13% | |
| 30 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.57% | -0.49% | +1.03% | |
| 31 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.55% | — | -4.46% | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.47% | -0.26% | +0.20% | |
| 33 | EMR | Emerson Electric Co | Stock-Industrials | 1.40% | -0.03% | -0.13% | |
| 34 | MDT | Medtronic plc | Stock-Healthcare | 1.35% | — | -0.40% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.33% | -0.10% | +0.04% | |
| 36 | KVUE | Kenvue Inc | Stock-Consumer Staples | 1.32% | — | +31.17% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 1.31% | +0.04% | +3.18% | |
| 38 | PSX | Phillips 66 | Stock-Energy | 1.30% | -0.28% | -5.44% | |
| 39 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.29% | -0.10% | +6.63% | |
| 40 | CMI | Cummins Inc | Stock-Industrials | 1.26% | +0.30% | -0.67% | |
| 41 | UNP | Union Pacific CORP | Stock-Industrials | 1.18% | — | +1.13% | |
| 42 | PFE | Pfizer Inc | Stock-Healthcare | 1.18% | -0.30% | +0.16% | |
| 43 | VLO | Valero Energy CORP | Stock-Energy | 1.17% | -0.10% | -0.03% | |
| 44 | GD | General Dynamics CORP | Stock-Industrials | 1.11% | -0.11% | -2.45% | |
| 45 | KR | Kroger Co | Stock-Consumer Staples | 1.07% | -0.61% | -1.64% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.98% | -0.06% | -0.54% | |
| 47 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.98% | -0.01% | +8.40% | |
| 48 | ALL | Allstate CORP | Stock-Financials | 0.92% | -0.60% | — | |
| 49 | ITW | Illinois Tool Works | Stock-Industrials | 0.81% | — | -3.15% | |
| 50 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.81% | -0.29% | +5.62% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GLDM1USD | Spdr Gold Minishares Trust | — | NEW | New buy |
| 2 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 3 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 4 | T | At&t Inc | — | NEW | New buy |
| 5 | AVGO | Broadcom Inc | — | NEW | New buy |
| 6 | ADP | Automatic Data Processing | — | NEW | New buy |
| 7 | SLV | Ishares Silver Trust | — | NEW | New buy |
| 8 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 9 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 10 | KMI | Kinder Morgan, Inc. | — | NEW | New buy |
| 11 | SO | Southern Co/the | — | NEW | New buy |
| 12 | WMB | Williams Cos Inc | — | NEW | New buy |
| 13 | CAT | Caterpillar Inc | — | NEW | New buy |
| 14 | AAPL | Apple Inc | — | NEW | New buy |
| 15 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 16 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 17 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 18 | CVX | Chevron CORP | — | NEW | New buy |
| 19 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 20 | WMT | Walmart Inc | — | NEW | New buy |
| 21 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 22 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 23 | MO | Altria Group Inc | — | NEW | New buy |
| 24 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 25 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 26 | NSC | Norfolk Southern CORP | — | NEW | New buy |
| 27 | PNC | Pnc Financial Services Group | — | NEW | New buy |
| 28 | ORCL | Oracle CORP | — | NEW | New buy |
| 29 | MSFT | Microsoft CORP | — | NEW | New buy |
| 30 | LHX | L3harris Technologies Inc | — | NEW | New buy |
| 31 | APD | Air Products & Chemicals Inc | — | NEW | New buy |
| 32 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 33 | EMR | Emerson Electric Co | — | NEW | New buy |
| 34 | MDT | Medtronic plc | — | NEW | New buy |
| 35 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 36 | KVUE | Kenvue Inc | — | NEW | New buy |
| 37 | NVDA | Nvidia CORP | — | NEW | New buy |
| 38 | PSX | Phillips 66 | — | NEW | New buy |
| 39 | KO | Coca-cola Co/the | — | NEW | New buy |
| 40 | CMI | Cummins Inc | — | NEW | New buy |
| 41 | UNP | Union Pacific CORP | — | NEW | New buy |
| 42 | PFE | Pfizer Inc | — | NEW | New buy |
| 43 | VLO | Valero Energy CORP | — | NEW | New buy |
| 44 | GD | General Dynamics CORP | — | NEW | New buy |
| 45 | KR | Kroger Co | — | NEW | New buy |
| 46 | HD | Home Depot Inc | — | NEW | New buy |
| 47 | CL | Colgate-palmolive Co | — | NEW | New buy |
| 48 | ALL | Allstate CORP | — | NEW | New buy |
| 49 | ITW | Illinois Tool Works | — | NEW | New buy |
| 50 | NOC | Northrop Grumman CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Richard C. Young & CO., LTD. reported a total U.S. public equity portfolio value of $1.4B across 86 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GLDM1USD, GLD, V) accounted for 12.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
GLDM1USD
市值: $53.3M
During Q1 2025, Richard C. Young & CO., LTD.'s top holdings by market value included GLDM1USD (5.7%)、GLD (4.0%)、V (3.2%). The largest single position, GLDM1USD, represented 5.7% of total portfolio value.
In Q1 2025, Richard C. Young & CO., LTD. made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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