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CIK: 0001387304
Total reported value
$1.4B
$1.4B
88 檔
17.0%
As reported in its official Q4 2025 Form 13F filing, Richard C. Young & CO., LTD.'s tracked investment portfolio stood at $1.4B with 88 total positions.
In Q4 2025, Richard C. Young & CO., LTD. displayed an active expansion posture, initiating 0 new positions and adding to 29 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GLDM1USD | Spdr Gold Minishares Trust | ETF-Commodities | 4.99% | -1.27% | +0.13% | |
| 2 | GLD | Spdr Gold Shares | ETF-Commodities | 4.33% | -1.08% | -0.74% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 4.07% | +0.26% | -2.56% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.72% | +0.28% | +0.84% | |
| 5 | SLV | Ishares Silver Trust | ETF-Commodities | 3.51% | -1.07% | -0.12% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.21% | +0.04% | +2.93% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 2.64% | +0.03% | -1.82% | |
| 8 | CAT | Caterpillar Inc | Stock-Industrials | 2.61% | +0.92% | -1.94% | |
| 9 | WMT | Walmart Inc | Stock-Consumer Staples | 2.18% | -0.42% | +11.51% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.10% | +0.03% | +6.09% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.06% | +0.04% | +4.76% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.03% | -0.01% | -0.12% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 1.94% | -0.74% | +0.74% | |
| 14 | IBM | Intl Business Machines CORP | Stock-Tech | 1.93% | +0.09% | +0.94% | |
| 15 | ORCL | Oracle CORP | Stock-Tech | 1.88% | -0.16% | +1.25% | |
| 16 | T | At&t Inc | Stock-Comm Services | 1.86% | -0.73% | +0.55% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.86% | +0.23% | +6.00% | |
| 18 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.83% | -0.31% | +2.08% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.83% | -0.17% | +1.39% | |
| 20 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.81% | -0.49% | -0.16% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.79% | -0.13% | +3.88% | |
| 22 | CMI | Cummins Inc | Stock-Industrials | 1.78% | +0.30% | +2.04% | |
| 23 | SO | Southern Co/the | Stock-Utilities | 1.77% | -0.21% | +1.16% | |
| 24 | DELL | Dell Technologies -c | Stock-Tech | 1.76% | +2.90% | +2.30% | |
| 25 | WMB | Williams Cos Inc | Stock-Energy | 1.68% | -0.17% | +0.60% | |
| 26 | PNC | Pnc Financial Services Group | Stock-Financials | 1.67% | +0.09% | +5.44% | |
| 27 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.59% | -0.06% | -2.03% | |
| 28 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.56% | -0.30% | -0.78% | |
| 29 | MO | Altria Group Inc | Stock-Consumer Staples | 1.53% | -0.04% | +3.37% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.49% | -0.20% | -1.68% | |
| 31 | ADP | Automatic Data Processing | Stock-Tech | 1.48% | -0.07% | -5.67% | |
| 32 | KR | Kroger Co | Stock-Consumer Staples | 1.47% | -0.61% | +71.62% | |
| 33 | EMR | Emerson Electric Co | Stock-Industrials | 1.45% | -0.03% | +0.89% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 1.45% | -0.50% | +2.47% | |
| 35 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.44% | +0.38% | +12.91% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.41% | -0.10% | +1.62% | |
| 37 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 1.36% | +1.40% | +58.68% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.24% | -0.26% | +2.32% | |
| 39 | TXN | Texas Instruments Inc | Stock-Tech | 1.22% | +0.37% | -3.58% | |
| 40 | VLO | Valero Energy CORP | Stock-Energy | 1.18% | -0.10% | -0.46% | |
| 41 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.16% | -0.32% | -13.65% | |
| 42 | GD | General Dynamics CORP | Stock-Industrials | 1.10% | -0.11% | -2.01% | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.09% | -0.10% | +2.06% | |
| 44 | PSX | Phillips 66 | Stock-Energy | 1.08% | -0.28% | -1.97% | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.06% | -0.17% | +19.72% | |
| 46 | ADI | Analog Devices Inc | Stock-Tech | 0.84% | +0.15% | +13.33% | |
| 47 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.79% | -0.29% | +3.49% | |
| 48 | ALL | Allstate CORP | Stock-Financials | 0.78% | -0.60% | -4.97% | |
| 49 | NEE | Nextera Energy Inc | Stock-Utilities | 0.77% | -0.12% | +4.84% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.74% | -0.06% | -0.51% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SLV | Ishares Silver Trust | +1.1% | -0.12% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +0.8% | +0.84% | Add |
| 3 | LLY | Eli Lilly & Co | +0.6% | +6.00% | Add |
| 4 | KR | Kroger Co | +0.5% | +71.62% | Add |
| 5 | GLDM1USD | Spdr Gold Minishares Trust | +0.4% | +0.13% | Add |
| 6 | STRL | Sterling Infrastructure Inc | +0.4% | +58.68% | Add |
| 7 | CAT | Caterpillar Inc | +0.3% | -1.94% | Trim |
| 8 | WMT | Walmart Inc | +0.3% | +11.51% | Add |
| 9 | CMI | Cummins Inc | +0.3% | +2.04% | Add |
| 10 | GLD | Spdr Gold Shares | +0.3% | -0.74% | Trim |
| 11 | VRT | Vertiv Holdings Co-a | +0.2% | +12.91% | Add |
| 12 | AAPL | Apple Inc | +0.2% | +6.09% | Add |
| 13 | ADI | Analog Devices Inc | +0.1% | +13.33% | Add |
| 14 | AMZN | Amazon.com Inc | +0.1% | +4.76% | Add |
| 15 | JNJ | Johnson & Johnson | +0.1% | +1.62% | Add |
| 16 | SIVR | Abrdn Physical Silver Shares | +0.1% | -2.36% | Trim |
| 17 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +209.86% | Add |
| 18 | PNC | Pnc Financial Services Group | +0.1% | +5.44% | Add |
| 19 | ABBV | Abbvie Inc | +0.1% | +26.36% | Add |
| 20 | XOM | Exxon Mobil CORP | +0.1% | +0.74% | Add |
| 21 | COST | Costco Wholesale CORP | +0.1% | +19.72% | Add |
| 22 | NEE | Nextera Energy Inc | +0.1% | +4.84% | Add |
| 23 | IBM | Intl Business Machines CORP | 0% | +0.94% | Add |
| 24 | KO | Coca-cola Co/the | 0% | +2.06% | Add |
| 25 | UNP | Union Pacific CORP | 0% | -4.50% | Trim |
| 26 | NVDA | Nvidia CORP | 0% | +2.93% | Add |
| 27 | AVGO | Broadcom Inc | -0.1% | -2.56% | Trim |
| 28 | APD | Air Products & Chemicals Inc | -0.1% | -4.91% | Trim |
| 29 | ALL | Allstate CORP | -0.1% | -4.97% | Trim |
| 30 | ITW | Illinois Tool Works | -0.1% | -4.18% | Trim |
| 31 | VLO | Valero Energy CORP | -0.1% | -0.46% | Trim |
| 32 | PSX | Phillips 66 | -0.1% | -1.97% | Trim |
| 33 | MSFT | Microsoft CORP | -0.1% | +3.88% | Add |
| 34 | WMB | Williams Cos Inc | -0.1% | +0.60% | Add |
| 35 | LOW | Lowe's Cos Inc | -0.1% | -0.78% | Trim |
| 36 | LHX | L3harris Technologies Inc | -0.2% | -0.16% | Trim |
| 37 | NSC | Norfolk Southern CORP | -0.2% | -2.03% | Trim |
| 38 | HD | Home Depot Inc | -0.2% | -0.51% | Trim |
| 39 | TXN | Texas Instruments Inc | -0.2% | -3.58% | Trim |
| 40 | PG | Procter & Gamble Co/the | -0.2% | -1.68% | Trim |
| 41 | SO | Southern Co/the | -0.2% | +1.16% | Add |
| 42 | MO | Altria Group Inc | -0.2% | +3.37% | Add |
| 43 | META | Meta Platforms Inc-class A | -0.3% | +1.39% | Add |
| 44 | DELL | Dell Technologies -c | -0.3% | +2.30% | Add |
| 45 | T | At&t Inc | -0.3% | +0.55% | Add |
| 46 | VZ | Verizon Communications Inc | -0.3% | -13.65% | Trim |
| 47 | ADP | Automatic Data Processing | -0.4% | -5.67% | Trim |
| 48 | PFE | Pfizer Inc | -0.6% | -55.86% | Trim |
| 49 | ORCL | Oracle CORP | -0.9% | +1.25% | Add |
| 50 | TGT | Target CORP | — | 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 88 disclosed positions in Q4 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 17.0% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
TGT
前期市值: $5.4M
During Q4 2025, Richard C. Young & CO., LTD.'s top holdings by market value included GLDM1USD (5.0%)、GLD (4.3%)、AVGO (4.1%). The largest single position, GLDM1USD, represented 5.0% of total portfolio value.
In Q4 2025, Richard C. Young & CO., LTD. made 50 total portfolio adjustments, initiating 0 new buys, adding to 29 positions, trimming 20 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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