EdgeMarket › What Richard C. Young & Co., Ltd. reported owning
What Richard C. Young & Co., Ltd. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.2BPositions
93Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| unmapped CUSIP 98149E204 | 59.5M | 4.9% | 641.9K | — | — |
| GLD SPDR GOLD TRUST | 51.4M | 4.3% | 119.5K | 423.36 | +37.3% |
| AVGO Broadcom Inc. | 40.5M | 3.4% | 131.0K | 368.45 | +26.5% |
| SLV iShares Silver Trust | 40.5M | 3.4% | 594.9K | 62.72 | +82.2% |
| GOOGL Alphabet Inc. | 38.1M | 3.2% | 132.5K | 344.82 | +73.0% |
| CAT CATERPILLAR INC | 35.8M | 3.0% | 50.5K | 827.90 | +96.8% |
| NVDA NVIDIA CORP | 33.6M | 2.8% | 192.9K | 214.72 | +22.4% |
| AMZN AMAZON COM INC | 31.4M | 2.6% | 150.8K | 258.63 | +15.6% |
| XOM ExxonMobil Holdings Corp | 30.2M | 2.5% | 177.9K | 165.11 | +52.1% |
| WMT Walmart Inc. | 27.2M | 2.3% | 219.1K | 103.70 | +1.1% |
| DELL Dell Technologies Inc. | 27.2M | 2.3% | 165.5K | 442.08 | +244.1% |
| V VISA INC. | 25.6M | 2.1% | 84.8K | 371.04 | +7.9% |
| KMI KINDER MORGAN, INC. | 25.1M | 2.1% | 748.6K | 30.98 | +16.6% |
| VRT Vertiv Holdings Co | 25.1M | 2.1% | 100.0K | 261.95 | +105.4% |
| T AT&T INC. | 24.4M | 2.0% | 842.3K | 25.29 | -13.6% |
| KR KROGER CO | 24.3M | 2.0% | 336.1K | 57.90 | -19.4% |
| LHX L3HARRIS TECHNOLOGIES, INC. /DE/ | 24.0M | 2.0% | 69.6K | 266.73 | -3.4% |
| WMB WILLIAMS COMPANIES, INC. | 22.8M | 1.9% | 313.1K | 70.49 | +23.2% |
| AAPL Apple Inc. | 22.5M | 1.9% | 88.8K | 309.35 | +36.9% |
| CVX CHEVRON CORP | 22.1M | 1.8% | 106.9K | 205.27 | +34.0% |
| MU MICRON TECHNOLOGY INC | 22.1M | 1.8% | 65.3K | 966.78 | +724.8% |
| SO SOUTHERN CO | 22.0M | 1.8% | 227.9K | 88.94 | -6.3% |
| CMI CUMMINS INC | 21.3M | 1.8% | 39.6K | 587.68 | +48.3% |
| STRL STERLING INFRASTRUCTURE, INC. | 20.8M | 1.7% | 51.1K | 516.81 | +88.0% |
| JPM JPMORGAN CHASE & CO | 20.8M | 1.7% | 70.8K | 351.58 | +20.3% |
| VLO VALERO ENERGY CORP/TX | 20.1M | 1.7% | 81.5K | 348.86 | +148.3% |
| PSX Phillips 66 | 19.9M | 1.6% | 108.2K | 242.87 | +96.5% |
| MO ALTRIA GROUP, INC. | 19.7M | 1.6% | 299.2K | 66.09 | -2.2% |
| PNC PNC FINANCIAL SERVICES GROUP, INC. | 18.8M | 1.6% | 90.3K | 243.13 | +24.7% |
| JNJ JOHNSON & JOHNSON | 18.6M | 1.5% | 76.2K | 270.24 | +51.1% |
| META Meta Platforms, Inc. | 18.0M | 1.5% | 31.4K | 549.90 | -26.5% |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | 17.9M | 1.5% | 73.9K | 235.68 | -2.8% |
| LLY ELI LILLY & Co | 17.8M | 1.5% | 19.4K | 1,255.40 | +78.0% |
| VZ VERIZON COMMUNICATIONS INC | 16.9M | 1.4% | 336.6K | 49.45 | +9.7% |
| ORCL ORACLE CORP | 16.7M | 1.4% | 113.7K | 146.47 | -37.7% |
| MSFT MICROSOFT CORP | 16.6M | 1.4% | 44.8K | 483.24 | -4.4% |
| APH AMPHENOL CORP /DE/ | 16.3M | 1.4% | 129.4K | 157.01 | +44.5% |
| EMR EMERSON ELECTRIC CO | 16.1M | 1.3% | 122.9K | 157.26 | +20.1% |
| PG PROCTER & GAMBLE Co | 15.4M | 1.3% | 106.4K | 144.68 | -9.3% |
| LOW LOWES COMPANIES INC | 14.5M | 1.2% | 61.3K | 216.09 | -16.0% |
| MCD MCDONALDS CORP | 14.2M | 1.2% | 45.7K | 270.95 | -13.5% |
| ADI ANALOG DEVICES INC | 14.1M | 1.2% | 44.2K | 373.09 | +52.4% |
| COST COSTCO WHOLESALE CORP /NEW | 13.8M | 1.1% | 13.9K | 947.74 | -4.7% |
| KO COCA COLA CO | 12.5M | 1.0% | 164.7K | 91.10 | +28.9% |
| TXN TEXAS INSTRUMENTS INC | 12.4M | 1.0% | 63.9K | 264.36 | +31.7% |
| GD GENERAL DYNAMICS CORP | 12.3M | 1.0% | 35.9K | 384.29 | +21.0% |
| NOC NORTHROP GRUMMAN CORP /DE/ | 10.7M | 0.9% | 15.7K | 551.03 | -7.0% |
| NEE NEXTERA ENERGY INC | 10.1M | 0.8% | 108.4K | 83.65 | +9.8% |
| NSC NORFOLK SOUTHERN CORP | 9.2M | 0.8% | 32.0K | 350.72 | +22.8% |
| ALL ALLSTATE CORP | 8.5M | 0.7% | 40.9K | 253.83 | +18.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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