Richard C. Young & CO., LTD.
- SEC CIK
- 0001387304
- Latest filing
- Jul 28, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 7, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 87
- +1 vs. Q1 2025
- Portfolio value
- $1.01B
- +$81.3M (+8.7%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GLDMWorld Gold Trust | SPDR GLD MINIS | 850,512 | $55.7M | 5.5% | −10,996−1.3% | Reduced | History |
| GLDSPDR Gold Trust | ETF | 126,494 | $38.6M | 3.8% | −2,434−1.9% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 136,622 | $37.7M | 3.7% | +756+0.6% | Added | History |
| VVisa Inc. | Stock | 85,924 | $30.5M | 3.0% | −410.0% | Reduced | History |
| NVDANVIDIA Corp | Stock | 188,550 | $29.8M | 2.9% | +76,382+68.1% | Added | History |
| TAT&T Inc. | Stock | 838,097 | $24.3M | 2.4% | +1,079+0.1% | Added | History |
| ORCLOracle Corp | Stock | 107,390 | $23.5M | 2.3% | +1,265+1.2% | Added | History |
| GOOGLAlphabet Inc. | Stock | 131,621 | $23.2M | 2.3% | +16,972+14.8% | Added | History |
| SLViShares Silver Trust | ETF | 706,560 | $23.2M | 2.3% | −6,043−0.8% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 30,401 | $22.4M | 2.2% | +19,025+167.2% | Added | History |
| ADPAutomatic Data Processing Inc | Stock | 70,490 | $21.7M | 2.1% | −2,308−3.2% | Reduced | History |
| KMIKinder Morgan, Inc. | Stock | 734,004 | $21.6M | 2.1% | +3,142+0.4% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 71,490 | $20.7M | 2.0% | +191+0.3% | Added | History |
| SOSouthern Co | Stock | 225,165 | $20.7M | 2.0% | +2,115+0.9% | Added | History |
| CATCaterpillar Inc | Stock | 53,032 | $20.6M | 2.0% | −1,535−2.8% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 92,296 | $20.2M | 2.0% | +2,537+2.8% | Added | History |
| WMBWilliams Companies, Inc. | COM | 315,997 | $19.8M | 2.0% | −8,407−2.6% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 39,765 | $19.8M | 2.0% | +611+1.6% | Added | History |
| PGProcter & Gamble Co | Stock | 123,665 | $19.7M | 1.9% | −95−0.1% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 179,524 | $19.4M | 1.9% | +906+0.5% | Added | History |
| WMTWalmart Inc. | Stock | 195,707 | $19.1M | 1.9% | +1,264+0.7% | Added | History |
| IBMInternational Business Machines Corp | Stock | 64,583 | $19.0M | 1.9% | +98+0.2% | Added | History |
| DELLDell Technologies Inc. | Stock | 150,827 | $18.5M | 1.8% | +71,815+90.9% | Added | History |
| TXNTexas Instruments Inc | Stock | 87,752 | $18.2M | 1.8% | −2,306−2.6% | Reduced | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 69,865 | $17.5M | 1.7% | +255+0.4% | Added | History |
| AAPLApple Inc. | Stock | 81,466 | $16.7M | 1.7% | +610+0.8% | Added | History |
| MOAltria Group, Inc. | Stock | 284,937 | $16.7M | 1.7% | +4,822+1.7% | Added | History |
| NSCNorfolk Southern Corp | Stock | 63,859 | $16.3M | 1.6% | −1,894−2.9% | Reduced | History |
| VZVerizon Communications Inc | Stock | 375,557 | $16.3M | 1.6% | +4,888+1.3% | Added | History |
| EMREmerson Electric Co | Stock | 121,502 | $16.2M | 1.6% | +2,528+2.1% | Added | History |
| LOWLowes Companies Inc | Stock | 72,834 | $16.2M | 1.6% | −288−0.4% | Reduced | History |
| PNCPNC Financial Services Group, Inc. | Stock | 85,276 | $15.9M | 1.6% | +88+0.1% | Added | History |
| CVXChevron Corp | Stock | 104,058 | $14.9M | 1.5% | +1,625+1.6% | Added | History |
| MCDMcDonalds Corp | Stock | 44,098 | $12.9M | 1.3% | +162+0.4% | Added | History |
| CMICummins Inc | Stock | 37,915 | $12.4M | 1.2% | +507+1.4% | Added | History |
| MDTMedtronic plc | Stock | 140,201 | $12.2M | 1.2% | +141+0.1% | Added | History |
| KOCoca Cola Co | Stock | 171,258 | $12.1M | 1.2% | +3,003+1.8% | Added | History |
| PSXPhillips 66 | Stock | 98,248 | $11.7M | 1.2% | +170+0.2% | Added | History |
| JNJJohnson & Johnson | Stock | 74,877 | $11.4M | 1.1% | +165+0.2% | Added | History |
| VLOValero Energy Corp | Stock | 83,792 | $11.3M | 1.1% | +1,292+1.6% | Added | History |
| GDGeneral Dynamics Corp | Stock | 37,673 | $11.0M | 1.1% | −302−0.8% | Reduced | History |
| KVUEKenvue Inc. | Stock | 517,224 | $10.8M | 1.1% | +3,935+0.8% | Added | History |
| UNPUnion Pacific Corp | Stock | 46,952 | $10.8M | 1.1% | +320+0.7% | Added | History |
| PFEPfizer Inc | Stock | 443,676 | $10.8M | 1.1% | +10,035+2.3% | Added | History |
| KRKroger Co | Stock | 147,181 | $10.6M | 1.0% | −245−0.2% | Reduced | History |
| APDAir Products & Chemicals, Inc. | Stock | 37,405 | $10.6M | 1.0% | −11,469−23.5% | Reduced | History |
| HDHome Depot, Inc. | Stock | 24,989 | $9.16M | 0.9% | +27+0.1% | Added | History |
| CLColgate Palmolive Co | Stock | 97,643 | $8.88M | 0.9% | +181+0.2% | Added | History |
| ALLAllstate Corp | Stock | 43,577 | $8.77M | 0.9% | +2,423+5.9% | Added | History |
| NOCNorthrop Grumman Corp | Stock | 14,914 | $7.46M | 0.7% | +156+1.1% | Added | History |
| ADIAnalog Devices Inc | Stock | 31,210 | $7.43M | 0.7% | −149−0.5% | Reduced | History |
| ITWIllinois Tool Works Inc | Stock | 30,018 | $7.42M | 0.7% | −457−1.5% | Reduced | History |
| HONHoneywell International Inc | COM | 31,697 | $7.38M | 0.7% | +659+2.1% | Added | History |
| NEENextera Energy Inc | Stock | 97,916 | $6.80M | 0.7% | +2,341+2.4% | Added | History |
| FTSFortis Inc. | COM | 141,928 | $6.77M | 0.7% | −1,049−0.7% | Reduced | History |
| TGTTarget Corp | Stock | 66,662 | $6.58M | 0.6% | −1,339−2.0% | Reduced | History |
| DKSDick's Sporting Goods, Inc. | Stock | 31,127 | $6.16M | 0.6% | +2,259+7.8% | Added | History |
| QCOMQualcomm Inc | Stock | 36,333 | $5.79M | 0.6% | +4,412+13.8% | Added | History |
| DUKDuke Energy CORP | Stock | 41,746 | $4.93M | 0.5% | +736+1.8% | Added | History |
| ABBVAbbVie Inc. | Stock | 25,738 | $4.78M | 0.5% | +605+2.4% | Added | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 30,280 | $4.04M | 0.4% | +560+1.9% | Added | – |
| WECWec Energy Group, Inc. | Stock | 37,715 | $3.93M | 0.4% | +1,405+3.9% | Added | History |
| Fidelity MSCI Utilities Index ETF316092865 | ETF | 74,586 | $3.92M | 0.4% | −217−0.3% | Reduced | – |
| BRK.ABerkshire Hathaway Inc | CL A | 5 | $3.64M | 0.4% | 00.0% | Unchanged | History |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 62,366 | $2.15M | 0.2% | −1,918−3.0% | Reduced | History |
| ROKRockwell Automation, Inc | Stock | 6,433 | $2.14M | 0.2% | −58−0.9% | Reduced | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 7,447 | $1.52M | 0.2% | +448+6.4% | Added | – |
| SNYSanofi | SPONSORED ADR | 28,743 | $1.39M | 0.1% | −686−2.3% | Reduced | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 13,272 | $892.1K | 0.1% | −292−2.2% | Reduced | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 3,425 | $750.0K | 0.1% | +1,669+95.0% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,307 | $701.1K | 0.1% | 00.0% | Unchanged | – |
| SJMJ M SMUCKER Co | Stock | 7,130 | $700.2K | 0.1% | −175−2.4% | Reduced | History |
| BXBlackstone Inc. | COM | 3,485 | $521.3K | 0.1% | +15+0.4% | Added | History |
| MMM3M Co | Stock | 3,322 | $505.9K | <0.1% | +9+0.3% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 961 | $464.6K | <0.1% | +5+0.5% | Added | History |
| BLKBlackRock, Inc. | Stock | 382 | $400.5K | <0.1% | +2+0.5% | Added | History |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 5,824 | $372.4K | <0.1% | +51+0.9% | Added | – |
| PEPPepsiCo Inc | Stock | 2,709 | $357.6K | <0.1% | +1,009+59.4% | Added | History |
| TSLATesla, Inc. | Stock | 1,125 | $357.3K | <0.1% | +1,125 | New | History |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 10,635 | $320.1K | <0.1% | 00.0% | Unchanged | History |
| BDXBecton Dickinson & Co | Stock | 1,424 | $245.3K | <0.1% | 00.0% | Unchanged | History |
| COSTCostco Wholesale Corp | Stock | 242 | $239.3K | <0.1% | +1+0.4% | Added | History |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 4,773 | $233.2K | <0.1% | +30+0.6% | Added | – |
| INTCIntel Corp | Stock | 10,396 | $232.9K | <0.1% | +100+1.0% | Added | History |
| GOOGAlphabet Inc. | Stock | 1,266 | $224.5K | <0.1% | +1,266 | New | History |
| RTXRTX Corp | Stock | 1,519 | $221.8K | <0.1% | +2+0.1% | Added | History |
| KMBKimberly Clark Corp | Stock | 1,670 | $215.2K | <0.1% | −23−1.4% | Reduced | History |
Sold out since Q1 2025 (1)
Positions held at the end of Q1 2025 that are gone from this filing.