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Latest Richard C. Young & CO., LTD. Stock Portfolio

$1.21Billion– No. of Holdings #93

Richard C. Young & CO., LTD. Performance:
2026 Q1: 6.16%YTD: 6.16%2025: 20.21%
Performance for 2026 Q1 is 6.16%, and YTD is 6.16%, and 2025 is 20.21%.

About Richard C. Young & CO., LTD. and 13F Hedge Fund Stock Holdings

Richard C. Young & CO., LTD. is a hedge fund based in Newport, RI. On 2026-05-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, Richard C. Young & CO., LTD. reported an equity portfolio of $1.2 Billions as of 31 Mar, 2026.

The top stock holdings of Richard C. Young & CO., LTD. are GLDM, GLD, AVGO. The fund has invested 4.9% of it's portfolio in WORLD GOLD TR and 4.3% of portfolio in SPDR GOLD TRUST.

The fund managers got completely rid off ILLINOIS TOOL WKS INC (ITW) and AIR PRODUCTS & CHEMS INC (APD) stocks. They significantly reduced their stock positions in ALPS ETF TR (ACES), UNION PAC CORP (UNP) and AUTOMATIC DATA PROCESSING IN (ADP). Richard C. Young & CO., LTD. opened new stock positions in AMPHENOL CORP (APH), VANECK ETF TRUST (BUZZ) and VANGUARD INDEX FDS (VB). The fund showed a lot of confidence in some stocks as they added substantially to MICRON TECHNOLOGY INC (MU), TESLA INC (TSLA) and AMAZON COM INC (AMZN).
Richard C. Young & CO., LTD. Equity Portfolio Value
Last Reported on: 07 May, 2026

Richard C. Young & CO., LTD. Annual Return Estimates Vs S&P 500

Our best estimate is that Richard C. Young & CO., LTD. made a return of 6.16% in the last quarter. In trailing 12 months, it's portfolio return was 25.55%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
amphenol corp16,347,700
vaneck etf trust368,720
vanguard index fds358,530
lockheed martin corp249,818
enterprise prods partners l228,418
merck & co inc207,801
vanguard world fd 203,710
New stocks bought by Richard C. Young & CO., LTD.

Additions

Ticker% Inc.
micron technology inc3,050
tesla inc58.98
amazon com inc51.09
vanguard group42.48
analog devices inc27.98
kroger co27.91
vanguard index fds18.24
phillips 6615.52
Additions to existing portfolio by Richard C. Young & CO., LTD.

Reductions

Ticker% Reduced
alps etf tr-97.86
union pac corp-88.4
automatic data processing in-53.17
norfolk southern corp-47.78
pfizer inc-34.63
texas instrs inc-18.39
lowes cos inc-15.05
home depot inc-14.4
Richard C. Young & CO., LTD. reduced stake in above stock

Sold off

Ticker$ Sold
illinois tool wks inc-6,803,800
air products & chems inc-3,540,040
Richard C. Young & CO., LTD. got rid off the above stocks

Sector Distribution

Richard C. Young & CO., LTD. has about 20.4% of it's holdings in Technology sector.

  • Technology
  • Others
  • Industrials
  • Energy
  • Consumer Defensive
  • Communication Services
  • Consumer Cyclical
  • Financial Services
  • Healthcare
  • Utilities
Sector%
Technology20.4
Others15.5
Industrials15.3
Energy11.6
Consumer Defensive9.5
Communication Services8.1
Consumer Cyclical6.2
Financial Services6.1
Healthcare4
Utilities3.3

Market Cap. Distribution

Richard C. Young & CO., LTD. has about 84.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
Category%
MEGA-CAP48.3
LARGE-CAP36.3
UNALLOCATED15.5

Stocks belong to which Index?

About 79.6% of the stocks held by Richard C. Young & CO., LTD. either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50077.9
Others20.4
RUSSELL 20001.7
Top 5 Winners (%)%
ACES
alps etf tr
126342.2 %
VRT
vertiv holdings co
54.4 %
VLO
valero energy corp
51.4 %
XOM
exxon mobil corp
40.7 %
PSX
phillips 66
38.6 %
Top 5 Winners ($)$
XOM
exxon mobil corp
8.8 M
VRT
vertiv holdings co
8.8 M
ACES
alps etf tr
7.0 M
CAT
caterpillar inc del
6.9 M
VLO
valero energy corp
6.8 M
Top 5 Losers (%)%
BX
blackstone inc
-25.3 %
QCOM
qualcomm inc
-24.3 %
ORCL
oracle corp
-24.0 %
MSFT
microsoft corp
-22.8 %
IBM
international business machs
-18.1 %
Top 5 Losers ($)$
ORCL
oracle corp
-5.3 M
MSFT
microsoft corp
-4.9 M
AVGO
broadcom inc
-4.8 M
V
visa inc
-4.1 M
IBM
international business machs
-3.9 M

Richard C. Young & CO., LTD. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Richard C. Young & CO., LTD.

Richard C. Young & CO., LTD. has 93 stocks in it's portfolio. About 32.2% of the portfolio is in top 10 stocks. ORCL proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Richard C. Young & CO., LTD. last quarter.

Last Reported on: 07 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions