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CIK: 0001387304
Total reported value
$1.4B
$1.4B
93 檔
17.0%
According to the latest 13F quarterly dataset, Richard C. Young & CO., LTD. managed an equity portfolio of $1.4B at the end of Q1 2026, spanning 93 distinct U.S. exchange-listed positions.
In Q1 2026, Richard C. Young & CO., LTD. displayed an active expansion posture, initiating 7 new positions and adding to 52 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GLDM1USD | Spdr Gold Minishares Trust | ETF-Commodities | 4.93% | -1.27% | -1.52% | |
| 2 | GLD | Spdr Gold Shares | ETF-Commodities | 4.26% | -1.08% | -1.92% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 3.36% | +0.26% | -0.15% | |
| 4 | SLV | Ishares Silver Trust | ETF-Commodities | 3.36% | -1.07% | -2.30% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.16% | +0.28% | -0.16% | |
| 6 | CAT | Caterpillar Inc | Stock-Industrials | 2.96% | +0.92% | -0.57% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.79% | +0.04% | +0.29% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.60% | +0.04% | +51.09% | |
| 9 | XOM | Exxon Mobil CORP | Stock-Energy | 2.50% | -0.74% | -1.17% | |
| 10 | WMT | Walmart Inc | Stock-Consumer Staples | 2.26% | -0.42% | +0.37% | |
| 11 | DELL | Dell Technologies -c | Stock-Tech | 2.25% | +2.90% | +5.91% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 2.12% | +0.03% | +0.83% | |
| 13 | KMI | Kinder Morgan, Inc. | Stock-Energy | 2.08% | -0.31% | +0.53% | |
| 14 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 2.08% | +0.38% | +0.75% | |
| 15 | T | At&t Inc | Stock-Comm Services | 2.02% | -0.73% | +0.74% | |
| 16 | KR | Kroger Co | Stock-Consumer Staples | 2.01% | -0.61% | +27.91% | |
| 17 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.99% | -0.49% | +0.96% | |
| 18 | WMB | Williams Cos Inc | Stock-Energy | 1.89% | -0.17% | +0.39% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.87% | +0.03% | +2.95% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 1.83% | -0.50% | +1.02% | |
| 21 | MU | Micron Technology Inc | Stock-Tech | 1.83% | +3.65% | +3050.27% | |
| 22 | SO | Southern Co/the | Stock-Utilities | 1.82% | -0.21% | +0.60% | |
| 23 | CMI | Cummins Inc | Stock-Industrials | 1.76% | +0.30% | +1.89% | |
| 24 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 1.72% | +1.40% | +2.91% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.72% | -0.01% | +0.60% | |
| 26 | VLO | Valero Energy CORP | Stock-Energy | 1.67% | -0.10% | +0.98% | |
| 27 | PSX | Phillips 66 | Stock-Energy | 1.65% | -0.28% | +15.52% | |
| 28 | MO | Altria Group Inc | Stock-Consumer Staples | 1.64% | -0.04% | +1.30% | |
| 29 | PNC | Pnc Financial Services Group | Stock-Financials | 1.56% | +0.09% | +1.42% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.54% | -0.10% | +0.16% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.49% | -0.17% | +1.52% | |
| 32 | IBM | Intl Business Machines CORP | Stock-Tech | 1.48% | +0.09% | +1.62% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.48% | +0.23% | +0.63% | |
| 34 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.40% | -0.32% | +6.25% | |
| 35 | ORCL | Oracle CORP | Stock-Tech | 1.39% | -0.16% | +5.63% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 1.37% | -0.13% | +8.37% | |
| 37 | APH | Amphenol Corp-cl A | Stock-Tech | 1.35% | +0.37% | — | |
| 38 | EMR | Emerson Electric Co | Stock-Industrials | 1.33% | -0.03% | +0.92% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.27% | -0.20% | -8.14% | |
| 40 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.20% | -0.30% | -15.05% | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.18% | -0.26% | +1.26% | |
| 42 | ADI | Analog Devices Inc | Stock-Tech | 1.17% | +0.15% | +27.98% | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.14% | -0.17% | +0.94% | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.04% | -0.10% | -5.60% | |
| 45 | TXN | Texas Instruments Inc | Stock-Tech | 1.03% | +0.37% | -18.39% | |
| 46 | GD | General Dynamics CORP | Stock-Industrials | 1.02% | -0.11% | -1.59% | |
| 47 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.89% | -0.29% | +0.85% | |
| 48 | NEE | Nextera Energy Inc | Stock-Utilities | 0.83% | -0.12% | +1.26% | |
| 49 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.76% | -0.06% | -47.78% | |
| 50 | ALL | Allstate CORP | Stock-Financials | 0.70% | -0.60% | -1.79% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +1.8% | +3050.27% | Add |
| 2 | VRT | Vertiv Holdings Co-a | +0.6% | +0.75% | Add |
| 3 | PSX | Phillips 66 | +0.6% | +15.52% | Add |
| 4 | XOM | Exxon Mobil CORP | +0.6% | -1.17% | Trim |
| 5 | AMZN | Amazon.com Inc | +0.5% | +51.09% | Add |
| 6 | KR | Kroger Co | +0.5% | +27.91% | Add |
| 7 | DELL | Dell Technologies -c | +0.5% | +5.91% | Add |
| 8 | VLO | Valero Energy CORP | +0.5% | +0.98% | Add |
| 9 | CVX | Chevron CORP | +0.4% | +1.02% | Add |
| 10 | STRL | Sterling Infrastructure Inc | +0.4% | +2.91% | Add |
| 11 | CAT | Caterpillar Inc | +0.4% | -0.57% | Trim |
| 12 | ADI | Analog Devices Inc | +0.3% | +27.98% | Add |
| 13 | KMI | Kinder Morgan, Inc. | +0.3% | +0.53% | Add |
| 14 | VZ | Verizon Communications Inc | +0.2% | +6.25% | Add |
| 15 | WMB | Williams Cos Inc | +0.2% | +0.39% | Add |
| 16 | LHX | L3harris Technologies Inc | +0.2% | +0.96% | Add |
| 17 | T | At&t Inc | +0.2% | +0.74% | Add |
| 18 | JNJ | Johnson & Johnson | +0.1% | +0.16% | Add |
| 19 | MO | Altria Group Inc | +0.1% | +1.30% | Add |
| 20 | NOC | Northrop Grumman CORP | +0.1% | +0.85% | Add |
| 21 | WMT | Walmart Inc | +0.1% | +0.37% | Add |
| 22 | COST | Costco Wholesale CORP | +0.1% | +0.94% | Add |
| 23 | NEE | Nextera Energy Inc | +0.1% | +1.26% | Add |
| 24 | SO | Southern Co/the | +0.1% | +0.60% | Add |
| 25 | VIG | Vanguard Dividend Apprec ETF | 0% | +42.48% | Add |
| 26 | DUK | Duke Energy CORP | 0% | +2.97% | Add |
| 27 | AMLP | Alerian Mlp ETF | 0% | -97.86% | Trim |
| 28 | VTI | Vanguard Total Stock Mkt ETF | 0% | +18.24% | Add |
| 29 | TSM | Taiwan Semiconductor-sp Adr | 0% | +9.47% | Add |
| 30 | TSLA | Tesla Inc | 0% | +58.98% | Add |
| 31 | FUTY | Fidelity Msci US Utilities | — | +0.64% | Add |
| 32 | WEC | Wec Energy Group Inc | — | +0.49% | Add |
| 33 | INTC | Intel CORP | — | — | Unchanged |
| 34 | PEP | Pepsico Inc | — | +0.90% | Add |
| 35 | NEM | Newmont CORP | — | +1.17% | Add |
| 36 | GOOG | Alphabet Inc-cl C | — | +0.09% | Add |
| 37 | AMD | Advanced Micro Devices | — | +10.90% | Add |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | — | — | Unchanged |
| 39 | CEF | Sprott Physical Gold And Sil | — | — | Unchanged |
| 40 | VEU | Vanguard Ftse All-world Ex-u | — | -0.64% | Trim |
| 41 | PSLV | Sprott Physical Silver Trust | — | — | Unchanged |
| 42 | FHLC | Fidelity Msci Health Care | — | +5.81% | Add |
| 43 | FTS | Fortis Inc | 0% | -2.17% | Trim |
| 44 | BX | Blackstone Inc | 0% | +0.92% | Add |
| 45 | CL | Colgate-palmolive Co | 0% | -2.15% | Trim |
| 46 | MMM | 3m Co | 0% | -0.33% | Trim |
| 47 | VDC | Vanguard Consumer Staple ETF | 0% | +0.52% | Add |
| 48 | BLK | Blackrock Inc | 0% | +0.52% | Add |
| 49 | RTX | Rtx CORP | 0% | -14.33% | Trim |
| 50 | SNY | Sanofi-adr | 0% | -1.36% | Trim |
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 93 disclosed positions in Q1 2026.
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 Q1 2026.
Top New Position Initiated
APH
市值: $16.3M
Top Position Liquidated / Trimmed
ITW
前期市值: $6.8M
During Q1 2026, Richard C. Young & CO., LTD.'s top holdings by market value included GLDM1USD (4.9%)、GLD (4.3%)、AVGO (3.4%). The largest single position, GLDM1USD, represented 4.9% of total portfolio value.
In Q1 2026, Richard C. Young & CO., LTD. made 90 total portfolio adjustments, initiating 7 new buys, adding to 52 positions, trimming 29 holdings, and fully liquidating 2 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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