Holdings of Richard C. Young & CO., LTD.
89 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 31.2 % of the equity sleeve
Sector breakdown
- Technology 21.7 %
- Industrials 16.3 %
- Energy 10.4 %
- Consumer staples 10.1 %
- Communication 8.6 %
- Financials 6.9 %
- Consumer discretionary 5.9 %
- Health care 4.3 %
- Utilities 3.5 %
- Unattributed 12.4 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 99.8 %
- FR 0.1 %
- TW 0.1 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 87 | 1.1B $ | 99.79 % |
| 2 | FR | 1 | 1.3M $ | 0.12 % |
| 3 | TW | 1 | 1.1M $ | 0.10 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | SPDR Gold Shares | 119,459 | 51.4M $ | |
| 2 | Broadcom Inc | 130,997 | 40.5M $ | |
| 3 | iShares Silver Trust | 594,851 | 40.5M $ | |
| 4 | Alphabet Inc | 132,473 | 38.1M $ | |
| 5 | Caterpillar Inc | 50,515 | 35.8M $ | |
| 6 | NVIDIA Corp | 192,866 | 33.6M $ | |
| 7 | Amazon.com Inc | 150,791 | 31.4M $ | |
| 8 | Exxon Mobil Corp | 177,934 | 30.2M $ | |
| 9 | Walmart Inc | 219,143 | 27.2M $ | |
| 10 | Dell Technologies Inc | 165,532 | 27.2M $ | |
| 11 | Visa Inc | 84,778 | 25.6M $ | |
| 12 | Kinder Morgan, Inc. | 748,589 | 25.1M $ | |
| 13 | Vertiv Holdings Co | 99,996 | 25.1M $ | |
| 14 | AT&T Inc | 842,252 | 24.4M $ | |
| 15 | Kroger Co/The | 336,098 | 24.3M $ | |
| 16 | L3Harris Technologies Inc | 69,616 | 24M $ | |
| 17 | Williams Cos Inc/The | 313,140 | 22.8M $ | |
| 18 | Apple Inc | 88,771 | 22.5M $ | |
| 19 | Chevron Corp | 106,925 | 22.1M $ | |
| 20 | Micron Technology Inc | 65,305 | 22.1M $ | |
| 21 | Southern Co/The | 227,936 | 22M $ | |
| 22 | Cummins Inc | 39,586 | 21.3M $ | |
| 23 | Sterling Infrastructure Inc | 51,125 | 20.8M $ | |
| 24 | JPMorgan Chase & Co | 70,776 | 20.8M $ | |
| 25 | Valero Energy Corp | 81,465 | 20.1M $ | |
| 26 | Phillips 66 | 108,194 | 19.9M $ | |
| 27 | Altria Group, Inc. | 299,196 | 19.7M $ | |
| 28 | PNC Financial Services Group Inc/The | 90,320 | 18.8M $ | |
| 29 | Johnson & Johnson | 76,217 | 18.6M $ | |
| 30 | Meta Platforms Inc | 31,403 | 18M $ | |
| 31 | International Business Machines Corp. | 73,946 | 17.9M $ | |
| 32 | Eli Lilly & Co | 19,398 | 17.8M $ | |
| 33 | Verizon Communications Inc | 336,575 | 16.9M $ | |
| 34 | Oracle Corp | 113,734 | 16.7M $ | |
| 35 | Microsoft Corp | 44,841 | 16.6M $ | |
| 36 | Amphenol Corp | 129,384 | 16.3M $ | |
| 37 | Emerson Electric Co. | 122,924 | 16.1M $ | |
| 38 | Procter & Gamble Co/The | 106,423 | 15.4M $ | |
| 39 | Lowe's Cos Inc | 61,323 | 14.5M $ | |
| 40 | McDonald's Corp. | 45,693 | 14.2M $ | |
| 41 | Analog Devices Inc | 44,248 | 14.1M $ | |
| 42 | Costco Wholesale Corp | 13,867 | 13.8M $ | |
| 43 | Coca-Cola Co/The | 164,674 | 12.5M $ | |
| 44 | Texas Instruments Inc | 63,934 | 12.4M $ | |
| 45 | General Dynamics Corp | 35,917 | 12.3M $ | |
| 46 | Northrop Grumman Corp | 15,686 | 10.7M $ | |
| 47 | NextEra Energy Inc | 108,430 | 10.1M $ | |
| 48 | Norfolk Southern Corp | 32,023 | 9.2M $ | |
| 49 | Allstate Corp/The | 40,885 | 8.5M $ | |
| 50 | AbbVie Inc | 34,573 | 7.5M $ | |
| 51 | Home Depot Inc/The | 20,648 | 6.8M $ | |
| 52 | Dick's Sporting Goods Inc | 33,617 | 6.7M $ | |
| 53 | Duke Energy Corp | 47,405 | 6.2M $ | |
| 54 | Automatic Data Processing Inc | 30,019 | 6.1M $ | |
| 55 | QUALCOMM Inc | 39,670 | 5.1M $ | |
| 56 | FIDELITY COVINGTON TRUST | 73,694 | 4.4M $ | |
| 57 | Vanguard High Dividend Yield E | 28,174 | 4.2M $ | |
| 58 | ABRDN SILVER ETF TRUST | 57,950 | 4.1M $ | |
| 59 | Pfizer Inc | 128,812 | 3.6M $ | |
| 60 | Berkshire Hathaway Inc | 5 | 3.6M $ | |
| 61 | Rockwell Automation Inc | 6,122 | 2.2M $ | |
| 62 | VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF | 10,199 | 2.2M $ | |
| 63 | Vanguard Total Stock Market ETF | 6,393 | 2.1M $ | |
| 64 | WEC Energy Group Inc | 14,467 | 1.7M $ | |
| 65 | Colgate-Palmolive Co | 15,968 | 1.4M $ | |
| 66 | Sanofi SA | 27,405 | 1.3M $ | |
| 67 | Taiwan Semiconductor Manufacturing Co Ltd | 3,236 | 1.1M $ | |
| 68 | Vanguard FTSE All-World ex-US ETF | 12,649 | 950K $ | |
| 69 | Vanguard World Fund | 3,480 | 781.5K $ | |
| 70 | Tesla Inc | 2,027 | 753.5K $ | |
| 71 | Union Pacific Corp | 2,317 | 562.1K $ | |
| 72 | 3M Co | 3,309 | 480.6K $ | |
| 73 | Berkshire Hathaway Inc | 956 | 458.3K $ | |
| 74 | Advanced Micro Devices Inc | 2,198 | 447.1K $ | |
| 75 | PepsiCo Inc | 2,800 | 434.8K $ | |
| 76 | Intel Corp | 9,428 | 416.1K $ | |
| 77 | Blackrock Inc | 387 | 372.7K $ | |
| 78 | VanEck Rare Earth and Strategi | 4,190 | 368.7K $ | |
| 79 | FIDELITY COVINGTON TRUST | 5,116 | 360K $ | |
| 80 | Vanguard S&P 500 ETF | 600 | 358.5K $ | |
| 81 | Newmont Corp | 3,194 | 345.7K $ | |
| 82 | Alphabet Inc | 1,139 | 326.7K $ | |
| 83 | Blackstone Inc | 2,838 | 326.3K $ | |
| 84 | RTX Corp | 1,524 | 294K $ | |
| 85 | ALPS ETF Trust | 5,577 | 293.6K $ | |
| 86 | Lockheed Martin Corp | 413 | 249.8K $ | |
| 87 | Enterprise Products Partners LP | 6,036 | 228.4K $ | |
| 88 | Merck & Co Inc | 1,728 | 207.8K $ | |
| 89 | Vanguard World Fund | 748 | 203.7K $ | |