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CIK: 0001387304
Total reported value
$1.4B
$1.4B
87 檔
14.2%
As reported in its official Q2 2025 Form 13F filing, Richard C. Young & CO., LTD.'s tracked investment portfolio stood at $1.4B with 87 total positions.
In Q2 2025, Richard C. Young & CO., LTD. displayed an active expansion posture, initiating 1 new positions and adding to 31 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GLDM1USD | Spdr Gold Minishares Trust | ETF-Commodities | 5.51% | -1.27% | -1.28% | |
| 2 | GLD | Spdr Gold Shares | ETF-Commodities | 3.81% | -1.08% | -1.89% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 3.72% | +0.26% | +0.56% | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 3.01% | +0.03% | -0.05% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.94% | +0.04% | +68.10% | |
| 6 | T | At&t Inc | Stock-Comm Services | 2.40% | -0.73% | +0.13% | |
| 7 | ORCL | Oracle CORP | Stock-Tech | 2.32% | -0.16% | +1.19% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.29% | +0.28% | +14.80% | |
| 9 | SLV | Ishares Silver Trust | ETF-Commodities | 2.29% | -1.07% | -0.85% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.22% | -0.17% | +167.24% | |
| 11 | ADP | Automatic Data Processing | Stock-Tech | 2.15% | -0.07% | -3.17% | |
| 12 | KMI | Kinder Morgan, Inc. | Stock-Energy | 2.13% | -0.31% | +0.43% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.05% | -0.01% | +0.27% | |
| 14 | SO | Southern Co/the | Stock-Utilities | 2.04% | -0.21% | +0.95% | |
| 15 | CAT | Caterpillar Inc | Stock-Industrials | 2.03% | +0.92% | -2.81% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.00% | +0.04% | +2.83% | |
| 17 | WMB | Williams Cos Inc | Stock-Energy | 1.96% | -0.17% | -2.59% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.95% | -0.13% | +1.56% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.95% | -0.20% | -0.08% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.91% | -0.74% | +0.51% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 1.89% | -0.42% | +0.65% | |
| 22 | IBM | Intl Business Machines CORP | Stock-Tech | 1.88% | +0.09% | +0.15% | |
| 23 | DELL | Dell Technologies -c | Stock-Tech | 1.83% | +2.90% | +90.89% | |
| 24 | TXN | Texas Instruments Inc | Stock-Tech | 1.80% | +0.37% | -2.56% | |
| 25 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.73% | -0.49% | +0.37% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 1.65% | +0.03% | +0.75% | |
| 27 | MO | Altria Group Inc | Stock-Consumer Staples | 1.65% | -0.04% | +1.72% | |
| 28 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.62% | -0.06% | -2.88% | |
| 29 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.61% | -0.32% | +1.32% | |
| 30 | EMR | Emerson Electric Co | Stock-Industrials | 1.60% | -0.03% | +2.12% | |
| 31 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.60% | -0.30% | -0.39% | |
| 32 | PNC | Pnc Financial Services Group | Stock-Financials | 1.57% | +0.09% | +0.10% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 1.47% | -0.50% | +1.59% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.27% | -0.26% | +0.37% | |
| 35 | CMI | Cummins Inc | Stock-Industrials | 1.23% | +0.30% | +1.36% | |
| 36 | MDT | Medtronic plc | Stock-Healthcare | 1.21% | — | +0.10% | |
| 37 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.20% | -0.10% | +1.78% | |
| 38 | PSX | Phillips 66 | Stock-Energy | 1.16% | -0.28% | +0.17% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.13% | -0.10% | +0.22% | |
| 40 | VLO | Valero Energy CORP | Stock-Energy | 1.11% | -0.10% | +1.57% | |
| 41 | GD | General Dynamics CORP | Stock-Industrials | 1.09% | -0.11% | -0.80% | |
| 42 | KVUE | Kenvue Inc | Stock-Consumer Staples | 1.07% | — | +0.77% | |
| 43 | UNP | Union Pacific CORP | Stock-Industrials | 1.07% | — | +0.69% | |
| 44 | PFE | Pfizer Inc | Stock-Healthcare | 1.06% | -0.30% | +2.31% | |
| 45 | KR | Kroger Co | Stock-Consumer Staples | 1.04% | -0.61% | -0.17% | |
| 46 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.04% | — | -23.47% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.91% | -0.06% | +0.11% | |
| 48 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.88% | -0.01% | +0.19% | |
| 49 | ALL | Allstate CORP | Stock-Financials | 0.87% | -0.60% | +5.89% | |
| 50 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.74% | -0.29% | +1.06% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.6% | +68.10% | Add |
| 2 | META | Meta Platforms Inc-class A | +1.5% | +167.24% | Add |
| 3 | AVGO | Broadcom Inc | +1.3% | +0.56% | Add |
| 4 | DELL | Dell Technologies -c | +1.1% | +90.89% | Add |
| 5 | ORCL | Oracle CORP | +0.7% | +1.19% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.4% | +14.80% | Add |
| 7 | MSFT | Microsoft CORP | +0.4% | +1.56% | Add |
| 8 | EMR | Emerson Electric Co | +0.2% | +2.12% | Add |
| 9 | JPM | Jpmorgan Chase & Co | +0.2% | +0.27% | Add |
| 10 | AMZN | Amazon.com Inc | +0.2% | +2.83% | Add |
| 11 | IBM | Intl Business Machines CORP | +0.2% | +0.15% | Add |
| 12 | LHX | L3harris Technologies Inc | +0.2% | +0.37% | Add |
| 13 | CAT | Caterpillar Inc | +0.1% | -2.81% | Trim |
| 14 | WMT | Walmart Inc | +0.1% | +0.65% | Add |
| 15 | TXN | Texas Instruments Inc | +0.1% | -2.56% | Trim |
| 16 | ADI | Analog Devices Inc | +0.1% | -0.48% | Trim |
| 17 | QCOM | Qualcomm Inc | 0% | +13.82% | Add |
| 18 | TSLA | Tesla Inc | 0% | NEW | New buy |
| 19 | ROK | Rockwell Automation Inc | 0% | -0.89% | Trim |
| 20 | VDC | Vanguard Consumer Staple ETF | 0% | +95.05% | Add |
| 21 | HON | Honeywell International Inc | 0% | +2.12% | Add |
| 22 | GD | General Dynamics CORP | 0% | -0.80% | Trim |
| 23 | CMI | Cummins Inc | 0% | +1.36% | Add |
| 24 | KR | Kroger Co | 0% | -0.17% | Trim |
| 25 | PNC | Pnc Financial Services Group | 0% | +0.10% | Add |
| 26 | NSC | Norfolk Southern CORP | -0.1% | -2.88% | Trim |
| 27 | VLO | Valero Energy CORP | -0.1% | +1.57% | Add |
| 28 | SLV | Ishares Silver Trust | -0.1% | -0.85% | Trim |
| 29 | ABBV | Abbvie Inc | -0.1% | +2.41% | Add |
| 30 | KMI | Kinder Morgan, Inc. | -0.1% | +0.43% | Add |
| 31 | TGT | Target CORP | -0.1% | -1.97% | Trim |
| 32 | WMB | Williams Cos Inc | -0.1% | -2.59% | Trim |
| 33 | T | At&t Inc | -0.1% | +0.13% | Add |
| 34 | PSX | Phillips 66 | -0.1% | +0.17% | Add |
| 35 | MDT | Medtronic plc | -0.1% | +0.10% | Add |
| 36 | GLD | Spdr Gold Shares | -0.2% | -1.89% | Trim |
| 37 | JNJ | Johnson & Johnson | -0.2% | +0.22% | Add |
| 38 | MCD | Mcdonald's CORP | -0.2% | +0.37% | Add |
| 39 | VZ | Verizon Communications Inc | -0.2% | +1.32% | Add |
| 40 | GLDM1USD | Spdr Gold Minishares Trust | -0.2% | -1.28% | Trim |
| 41 | LOW | Lowe's Cos Inc | -0.2% | -0.39% | Trim |
| 42 | V | Visa Inc-class A Shares | -0.2% | -0.05% | Trim |
| 43 | ADP | Automatic Data Processing | -0.2% | -3.17% | Trim |
| 44 | KVUE | Kenvue Inc | -0.3% | +0.77% | Add |
| 45 | AAPL | Apple Inc | -0.3% | +0.75% | Add |
| 46 | PG | Procter & Gamble Co/the | -0.3% | -0.08% | Trim |
| 47 | CVX | Chevron CORP | -0.4% | +1.59% | Add |
| 48 | XOM | Exxon Mobil CORP | -0.4% | +0.51% | Add |
| 49 | APD | Air Products & Chemicals Inc | -0.5% | -23.47% | Trim |
| 50 | MRK | Merck & Co. Inc. | -1.9% | EXIT | Sold out |
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 87 disclosed positions in Q2 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, AVGO) accounted for 14.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
TSLA
市值: $357.3K
Top Position Liquidated / Trimmed
MRK
前期市值: $17.4M
During Q2 2025, Richard C. Young & CO., LTD.'s top holdings by market value included GLDM1USD (5.5%)、GLD (3.8%)、AVGO (3.7%). The largest single position, GLDM1USD, represented 5.5% of total portfolio value.
In Q2 2025, Richard C. Young & CO., LTD. made 50 total portfolio adjustments, initiating 1 new buys, adding to 31 positions, trimming 17 holdings, and fully liquidating 1 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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