§ 13F · FUND PROFILE
Richard C. Young & CO., LTD..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.1B (13F)Positions · 91Turnover · — · Q1Filed · May 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$18M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GLDM1USD | World Gold TR | 642K | $59M | 4.9% | −2% |
| 2 | GLD | SPDR Gold Trust | 119K | $51M | 4.3% | −2% |
| 3 | AVGO | Broadcom Inc | 131K | $41M | 3.4% | ±0% |
| 4 | SLV | iShares Silver Trust | 595K | $41M | 3.4% | −2% |
| 5 | GOOGL | Alphabet Inc | 132K | $38M | 3.2% | ±0% |
| 6 | CAT | Caterpillar Inc Del | 51K | $36M | 3.0% | −1% |
| 7 | NVDA | Nvidia Corporation | 193K | $34M | 2.8% | ±0% |
| 8 | AMZN | Amazon Com Inc | 151K | $31M | 2.6% | +51% |
| 9 | XOM | Exxon Mobil Corp | 178K | $30M | 2.5% | −1% |
| 10 | WMT | Wal-Mart Stores Inc | 219K | $27M | 2.3% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RICHARD SIGNAL
AC read
Richard C. Young & CO., LTD. is a Other fund managing $1.1 billion in assets. The fund runs a portfolio of 91 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed