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Richard C. Young & CO., LTD.

Q2 2026 13F filing

Updated 44 days ago

101 disclosed positions worth $1.4B

Portfolio value
$1.4B
Total holdings
101
New positions
11
Closed positions
3
Increased
48
Decreased
39
Turnover
13.9%
Filed
2026-07-28

Full holdings

Every line item disclosed in Q2 2026

M
1.MU

Micron Technology Inc

-1.3%
Value
$74.4M
Shares
64.5K
% Port
5.48%
D

Dell Technologies Inc

-2.1%
Value
$69.9M
Shares
162.0K
% Port
5.15%
C
3.CAT

Caterpillar Inc Del

-2.0%
Value
$52.7M
Shares
49.5K
% Port
3.88%
?
4.N/A

World Gold TR

-2.6%
Value
$49.6M
Shares
625.1K
% Port
3.66%
A

Broadcom Inc

-0.7%
Value
$49.1M
Shares
130.1K
% Port
3.62%
G

Alphabet Inc

-1.4%
Value
$46.7M
Shares
130.6K
% Port
3.44%
G
7.GLD

SPDR Gold Trust

-1.9%
Value
$43.2M
Shares
117.2K
% Port
3.18%
S

Sterling Infrastructure Inc

-1.2%
Value
$42.4M
Shares
50.5K
% Port
3.12%
N

Nvidia Corporation

-0.5%
Value
$38.4M
Shares
191.8K
% Port
2.83%
A
10.AMZN

Amazon Com Inc

-0.5%
Value
$35.8M
Shares
150.1K
% Port
2.64%
V
11.VRT

Vertiv Holdings Co

-0.3%
Value
$33.4M
Shares
99.7K
% Port
2.46%
S
12.SLV

iShares Silver Trust

-2.4%
Value
$31.1M
Shares
580.8K
% Port
2.29%
V
13.V

Visa Inc

+0.1%
Value
$29.1M
Shares
84.9K
% Port
2.15%
C
14.CMI

Cummins Inc

-0.9%
Value
$28M
Shares
39.2K
% Port
2.06%
A
15.AAPL

Apple Inc

+0.5%
Value
$25.8M
Shares
89.2K
% Port
1.90%
W
16.WMT

Wal-Mart Stores Inc

+0.5%
Value
$24.9M
Shares
220.3K
% Port
1.84%
E

Kinder Morgan Inc Del

+0.6%
Value
$24.1M
Shares
753.4K
% Port
1.77%
X
18.XOM

Exxon Mobil Corp

-1.8%
Value
$23.9M
Shares
174.8K
% Port
1.76%
F
19.FBTC

Williams Cos Inc

+0.5%
Value
$23.4M
Shares
314.6K
% Port
1.72%
A
20.APH

Amphenol Corp

+2.3%
Value
$23.3M
Shares
132.4K
% Port
1.72%
L
21.LLY

Eli Lilly & Co

-0.2%
Value
$23.2M
Shares
19.4K
% Port
1.71%
J

JPMorgan Chase & Co

+0.0%
Value
$23.2M
Shares
70.8K
% Port
1.71%
P
23.PNC

PNC Finl Svcs Group Inc

+0.8%
Value
$22.4M
Shares
91.0K
% Port
1.65%
S
24.SOMN

Southern Co

+0.2%
Value
$21.9M
Shares
228.5K
% Port
1.61%
M
25.MO

Altria Group Inc

+1.1%
Value
$21.8M
Shares
302.3K
% Port
1.60%
V
26.VLO

Valero Energy Corp

+0.7%
Value
$21.4M
Shares
82.0K
% Port
1.57%
I
27.IBM

International Business Machs

+2.2%
Value
$21.3M
Shares
75.6K
% Port
1.57%
L
28.LHX

L3 Harris Technologies Inc

+0.3%
Value
$20.3M
Shares
69.9K
% Port
1.50%
J
29.JNJ

Johnson & Johnson

+1.0%
Value
$19.6M
Shares
77.0K
% Port
1.44%
T
30.TXN

Texas Instrs Inc

-0.0%
Value
$19.1M
Shares
63.9K
% Port
1.40%
K
31.KR

Kroger Co

+1.7%
Value
$19M
Shares
341.8K
% Port
1.40%
P
32.PSX

Phillips 66

+1.5%
Value
$18.6M
Shares
109.8K
% Port
1.37%
C
33.CVX

Chevron Corp New

+2.1%
Value
$18.1M
Shares
109.2K
% Port
1.33%
M
34.META

Meta Platforms Inc

+1.4%
Value
$17.9M
Shares
31.9K
% Port
1.32%
A
35.ADI

Analog Devices Inc

+1.6%
Value
$17.8M
Shares
44.9K
% Port
1.32%
E
36.EMR

Emerson Elec Co

+0.6%
Value
$17.7M
Shares
123.6K
% Port
1.30%
A
37.APP

AT&T Inc

+0.3%
Value
$17.5M
Shares
845.1K
% Port
1.29%
M
38.MSFT

Microsoft Corp

+1.1%
Value
$16.9M
Shares
45.3K
% Port
1.25%
O

Oracle Corp

-0.3%
Value
$16.6M
Shares
113.5K
% Port
1.23%
V
40.VZ

Verizon Communications Inc

+2.4%
Value
$14.6M
Shares
344.6K
% Port
1.08%
P
41.PG

Procter & Gamble Co

-7.1%
Value
$14.5M
Shares
98.8K
% Port
1.07%
C
42.COST

Costco WHSL Corp New

+1.1%
Value
$13.1M
Shares
14.0K
% Port
0.97%
K
43.KO

Coca Cola Co

-5.1%
Value
$12.7M
Shares
156.3K
% Port
0.94%
M
44.MCD

McDonalds Corp

+0.7%
Value
$12.4M
Shares
46.0K
% Port
0.92%
G
45.GD

General Dynamics Corp

-2.4%
Value
$12.4M
Shares
35.0K
% Port
0.91%
L
46.LOW

Lowes Cos Inc

-9.5%
Value
$12.2M
Shares
55.5K
% Port
0.90%
N

Nextera Energy Inc

+1.4%
Value
$9.7M
Shares
110.0K
% Port
0.71%
N
48.NSC

Norfolk Southern Corp

-6.1%
Value
$9.5M
Shares
30.1K
% Port
0.70%
A
49.ABBV

Abbvie Inc

+3.6%
Value
$9M
Shares
35.8K
% Port
0.66%
N
50.NOC

Northrop Grumman Corp

+2.2%
Value
$8.2M
Shares
16.0K
% Port
0.60%