Richard C. Young & Co., Ltd.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.21B
Q ending 2026-03-31
Prior quarter
$1.12B
Q ending 2025-12-31
Change
+8.2% QoQ · +29.7% YoY
Positions
93
reported holdings
Largest positions
All 93 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| World Gold Tr | GLDM1USD | Shares | $59.5M | 642K |
| Spdr Gold Trust | GLD | Shares | $51.4M | 119K |
| Broadcom Inc | AVGO | Shares | $40.5M | 131K |
| Ishares Silver Trust | SLV | Shares | $40.5M | 595K |
| Alphabet Inc | GOOGL | Shares | $38.1M | 132K |
| Caterpillar Inc Del | CAT | Shares | $35.8M | 51K |
| Nvidia Corporation | NVDA | Shares | $33.6M | 193K |
| Amazon Com Inc | AMZN | Shares | $31.4M | 151K |
| Exxon Mobil Corp | XOM | Shares | $30.2M | 178K |
| Wal-Mart Stores Inc | WMT | Shares | $27.2M | 219K |
| Dell Technologies Inc | DELL | Shares | $27.2M | 166K |
| Visa Inc | V | Shares | $25.6M | 85K |
| Kinder Morgan Inc Del | KMI | Shares | $25.1M | 749K |
| Vertiv Holdings Co | VRT | Shares | $25.1M | 100K |
| At&T Inc | T | Shares | $24.4M | 842K |
| Kroger Co | KR | Shares | $24.3M | 336K |
| L3 Harris Technologies Inc | LHX | Shares | $24.0M | 70K |
| Williams Cos Inc | WMB | Shares | $22.8M | 313K |
| Apple Inc | AAPL | Shares | $22.5M | 89K |
| Chevron Corp New | CVX | Shares | $22.1M | 107K |
| Micron Technology Inc | MU | Shares | $22.1M | 65K |
| Southern Co | SO | Shares | $22.0M | 228K |
| Cummins Inc | CMI | Shares | $21.3M | 40K |
| Sterling Infrastructure Inc | STRL | Shares | $20.8M | 51K |
| Jpmorgan Chase & Co | JPM | Shares | $20.8M | 71K |
| Valero Energy Corp | VLO | Shares | $20.1M | 81K |
| Phillips 66 | PSX | Shares | $19.9M | 108K |
| Altria Group Inc | MO | Shares | $19.7M | 299K |
| Pnc Finl Svcs Group Inc | PNC | Shares | $18.8M | 90K |
| Johnson & Johnson | JNJ | Shares | $18.6M | 76K |
| Meta Platforms Inc | META | Shares | $18.0M | 31K |
| International Business Machs | IBM | Shares | $17.9M | 74K |
| Eli Lilly & Co | LLY | Shares | $17.8M | 19K |
| Verizon Communications Inc | VZ | Shares | $16.9M | 337K |
| Oracle Corp | ORCL | Shares | $16.7M | 114K |
| Microsoft Corp | MSFT | Shares | $16.6M | 45K |
| Amphenol Corp | APH | Shares | $16.3M | 129K |
| Emerson Elec Co | EMR | Shares | $16.1M | 123K |
| Procter & Gamble Co | PG | Shares | $15.4M | 106K |
| Lowes Cos Inc | LOW | Shares | $14.5M | 61K |
| Mcdonalds Corp | MCD | Shares | $14.2M | 46K |
| Analog Devices Inc | ADI | Shares | $14.1M | 44K |
| Costco Whsl Corp New | COST | Shares | $13.8M | 14K |
| Coca Cola Co | KO | Shares | $12.5M | 165K |
| Texas Instrs Inc | TXN | Shares | $12.4M | 64K |
| General Dynamics Corp | GD | Shares | $12.3M | 36K |
| Northrop Grumman Corp | NOC | Shares | $10.7M | 16K |
| Nextera Energy Inc | NEE | Shares | $10.1M | 108K |
| Norfolk Southern Corp | NSC | Shares | $9.2M | 32K |
| Allstate Corp | ALL | Shares | $8.5M | 41K |
| Abbvie Inc | ABBV | Shares | $7.5M | 35K |
| Fortis Inc | FTS | Shares | $7.3M | 131K |
| Home Depot Inc | HD | Shares | $6.8M | 21K |
| Dicks Sporting Goods Inc | DKS | Shares | $6.7M | 34K |
| Duke Energy Corp New | DUK | Shares | $6.2M | 47K |
| Automatic Data Processing In | ADP | Shares | $6.1M | 30K |
| Qualcomm Inc | QCOM | Shares | $5.1M | 40K |
| Fidelity Covington Trust | FUTY | Shares | $4.4M | 74K |
| Vanguard Whitehall Fds Inc | VYM | Shares | $4.2M | 28K |
| Aberdeen Std Silver Etf Tr | SIVR | Shares | $4.1M | 58K |
| Pfizer Inc | PFE | Shares | $3.6M | 129K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $3.6M | 5 |
| Rockwell Automation Inc | ROK | Shares | $2.2M | 6K |
| Vanguard Group | VIG | Shares | $2.2M | 10K |
| Vanguard Index Fds | VTI | Shares | $2.1M | 6K |
| Wec Energy Group Inc | WEC | Shares | $1.7M | 14K |
| Colgate Palmolive Co | CL | Shares | $1.4M | 16K |
| Sanofi | SNY | Shares | $1.3M | 27K |
| Taiwan Semiconductor Mfg Ltd | TSM | Shares | $1.1M | 3K |
| Vanguard Intl Equity Index F | VEU | Shares | $950K | 13K |
| Vanguard World Fds | VDC | Shares | $782K | 3K |
| Tesla Inc | TSLA | Shares | $754K | 2K |
| Union Pac Corp | UNP | Shares | $562K | 2K |
| Sprott Asset Management Lp | CEF | Shares | $507K | 11K |
| 3M Co | MMM | Shares | $481K | 3K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $458K | 956 |
| Advanced Micro Devices Inc | AMD | Shares | $447K | 2K |
| Pepsico Inc | PEP | Shares | $435K | 3K |
| Intel Corp | INTC | Shares | $416K | 9K |
| Blackrock Inc | BLK | Shares | $373K | 387 |
| Vaneck Etf Trust | REMX | Shares | $369K | 4K |
| Fidelity Covington Trust | FHLC | Shares | $360K | 5K |
| Vanguard Index Fds | VOO | Shares | $359K | 600 |
| Newmont Corp | NEM | Shares | $346K | 3K |
| Alphabet Inc | GOOG | Shares | $327K | 1K |
| Blackstone Inc | BX | Shares | $326K | 3K |
| Rtx Corporation | RTX | Shares | $294K | 2K |
| Alps Etf Tr | AMLP | Shares | $294K | 6K |
| Lockheed Martin Corp | LMT | Shares | $250K | 413 |
| Sprott Asset Management Lp | PSLV | Shares | $245K | 10K |
| Enterprise Prods Partners L | EPD | Shares | $228K | 6K |
| Merck & Co Inc | MRK | Shares | $208K | 2K |
| Vanguard World Fd | VHT | Shares | $204K | 748 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.