Richard C. Young & CO., LTD.
CIK 0001387304 · NEWPORT, RI · Quarter end: 2026-06-30 · Filed on: 2026-07-28 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.36B
2026 Q2
Positions
101
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
37.0%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
MU
Micron Technology Inc
5.5%
DELL
Dell Technologies Inc
5.2%
CAT
Caterpillar Inc Del
3.9%
GLDM1USD
World Gold TR
3.7%
AVGO
Broadcom Inc
3.6%
GOOGL
Alphabet Inc
3.4%
GLD
SPDR Gold Trust
3.2%
STRL
Sterling Infrastructure Inc
3.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.