Richard C. Young & CO., LTD. 13F Holdings · Q2 2026
Richard C. Young & CO., LTD. reported 101 securities worth $1.36B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: MU (5.48%), DELL (5.15%), CAT (3.88%). Among its top 25 positions this quarter: 10 added, 15 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | $74.4M | 5.48% | 64,454 | Trimmed |
| 2 | DELL | Dell Technologies Inc | $69.9M | 5.15% | 162,027 | Trimmed |
| 3 | CAT | Caterpillar Inc Del | $52.7M | 3.88% | 49,495 | Trimmed |
| 4 | GLDM | World Gold TR | $49.6M | 3.66% | 625,076 | Trimmed |
| 5 | AVGO | Broadcom Inc | $49.1M | 3.62% | 130,102 | Trimmed |
| 6 | GOOGL | Alphabet Inc | $46.7M | 3.44% | 130,571 | Trimmed |
| 7 | GLD | SPDR Gold Trust | $43.2M | 3.18% | 117,182 | Trimmed |
| 8 | STRL | Sterling Infrastructure Inc | $42.4M | 3.12% | 50,501 | Trimmed |
| 9 | NVDA | Nvidia Corporation | $38.4M | 2.83% | 191,833 | Trimmed |
| 10 | AMZN | Amazon Com Inc | $35.8M | 2.64% | 150,071 | Trimmed |
| 11 | VRT | Vertiv Holdings Co | $33.4M | 2.46% | 99,685 | Trimmed |
| 12 | SLV | iShares Silver Trust | $31.1M | 2.29% | 580,758 | Trimmed |
| 13 | V | Visa Inc | $29.1M | 2.15% | 84,886 | Added |
| 14 | CMI | Cummins Inc | $28.0M | 2.06% | 39,222 | Trimmed |
| 15 | AAPL | Apple Inc | $25.8M | 1.90% | 89,222 | Added |
| 16 | WMT | Wal-Mart Stores Inc | $24.9M | 1.84% | 220,278 | Added |
| 17 | KMI | Kinder Morgan Inc Del | $24.1M | 1.77% | 753,357 | Added |
| 18 | XOM | Exxon Mobil Corp | $23.9M | 1.76% | 174,826 | Trimmed |
| 19 | APH | Amphenol Corp | $23.3M | 1.72% | 132,363 | Added |
| 20 | WMB | Williams Cos Inc | $23.4M | 1.72% | 314,649 | Added |
| 21 | JPM | JPMorgan Chase & Co | $23.2M | 1.71% | 70,788 | Added |
| 22 | LLY | Eli Lilly & Co | $23.2M | 1.71% | 19,363 | Trimmed |
| 23 | PNC | PNC Finl Svcs Group Inc | $22.4M | 1.65% | 91,024 | Added |
| 24 | SO | Southern Co | $21.9M | 1.61% | 228,454 | Added |
| 25 | MO | Altria Group Inc | $21.8M | 1.60% | 302,328 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR