Q2 2026 13F · SEC CIK 1387304

Richard C. Young & CO., LTD.

Investment managerFiled 2026-07-28 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.4B
Reported positions: 101
Top holdings a year, 3 yrs: +15.2%
Average holding period: 3.6 yrs

Richard C. Young & CO., LTD. is an investment manager that reported 101 positions worth $1.4B in its Q2 2026 13F, filed 2026-07-28. Its largest holdings were Micron Technology Inc (MU, 5.5%), Dell Technologies Inc (DELL, 5.2%), Caterpillar Inc (CAT, 3.9%). A portfolio copying its top holdings returned 15.2% a year over the last 3 years, against 20.4% for the S&P 500.

Richard C. Young & CO., LTD. holdings largest 50 of 101 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Richard C. Young & CO., LTD. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
MUMicron Technology Inc	5.5%	1.8%	64,454	-1.3%	$74.4M
DELLDell Technologies Inc	5.2%	2.3%	162,027	-2.1%	$69.9M
CATCaterpillar Inc	3.9%	3.0%	49,495	-2.0%	$52.7M
GLDMSPDR Gold Mini ETF	3.7%	4.9%	625,076	-2.6%	$49.6M
AVGOBroadcom Inc	3.6%	3.4%	130,102	-0.7%	$49.1M
GOOGLAlphabet Inc	3.4%	3.2%	130,571	-1.4%	$46.7M
GLDSpdr Gold Tr	3.2%	4.3%	117,182	-1.9%	$43.2M
STRLSterling Infrastructure Inc	3.1%	1.7%	50,501	-1.2%	$42.4M
NVDANvidia Corporation	2.8%	2.8%	191,833	-0.5%	$38.4M
AMZNAmazon Com Inc	2.6%	2.6%	150,071	-0.5%	$35.8M
VRTVertiv Holdings Co	2.5%	2.1%	99,685	-0.3%	$33.4M
SLVIshares Silver Tr	2.3%	3.4%	580,758	-2.4%	$31.1M
VVisa Inc	2.1%	2.1%	84,886	+0.1%	$29.1M
CMICummins Inc	2.1%	1.8%	39,222	-0.9%	$28.0M
AAPLApple Inc	1.9%	1.9%	89,222	+0.5%	$25.8M
WMTWalmart Inc	1.8%	2.3%	220,278	+0.5%	$24.9M
KMIKinder Morgan Inc Del	1.8%	2.1%	753,357	+0.6%	$24.1M
XOMExxon Mobil Corp	1.8%	2.5%	174,826	-1.7%	$23.9M
WMBWilliams Cos	1.7%	1.9%	314,649	+0.5%	$23.4M
APHAmphenol Corp	1.7%	1.4%	132,363	+2.3%	$23.3M
LLYEli Lilly & Co	1.7%	1.5%	19,363	-0.2%	$23.2M
JPMJpmorgan Chase & Co	1.7%	1.7%	70,788	+0.0%	$23.2M
PNCPnc Finl Svcs Group Inc	1.7%	1.6%	91,024	+0.8%	$22.4M
SOSouthern Co	1.6%	1.8%	228,454	+0.2%	$21.9M
MOAltria Group Inc	1.6%	1.6%	302,328	+1.0%	$21.8M
VLOValero Energy Corp	1.6%	1.7%	82,023	+0.7%	$21.4M
IBMInternational Business Machs	1.6%	1.5%	75,577	+2.2%	$21.3M
LHXL3harris Technologies Inc	1.5%	2.0%	69,860	+0.4%	$20.3M
JNJJohnson & Johnson	1.4%	1.5%	77,003	+1.0%	$19.6M
TXNTexas Instrs Inc	1.4%	1.0%	63,923	-0.0%	$19.1M
KRKroger Co	1.4%	2.0%	341,808	+1.7%	$19.0M
PSXPhillips 66	1.4%	1.6%	109,824	+1.5%	$18.6M
CVXChevron Corporation	1.3%	1.8%	109,184	+2.1%	$18.1M
METAMeta Platforms Inc	1.3%	1.5%	31,854	+1.4%	$17.9M
ADIAnalog Devices Inc	1.3%	1.2%	44,937	+1.6%	$17.8M
EMREmerson Elec Co	1.3%	1.3%	123,634	+0.6%	$17.7M
TAt&t Inc	1.3%	2.0%	845,145	+0.3%	$17.5M
MSFTMicrosoft Corp	1.2%	1.4%	45,320	+1.1%	$16.9M
ORCLOracle Corp	1.2%	1.4%	113,452	-0.2%	$16.6M
VZVerizon Communications Inc	1.1%	1.4%	344,598	+2.4%	$14.6M
PGProcter & Gamble Co	1.1%	1.3%	98,835	-7.1%	$14.5M
COSTCostco Wholesale Corporation	1.0%	1.1%	14,025	+1.1%	$13.1M
KOCoca Cola Co	0.9%	1.0%	156,250	-5.1%	$12.7M
MCDMcdonalds Corp	0.9%	1.2%	46,025	+0.7%	$12.4M
GDGeneral Dynamics Corp	0.9%	1.0%	35,046	-2.4%	$12.4M
LOWLowes Cos Inc	0.9%	1.2%	55,485	-9.5%	$12.2M
NEENextera Energy Inc	0.7%	0.8%	109,981	+1.4%	$9.7M
NSCNorfolk Southn Corporation	0.7%	0.8%	30,083	-6.1%	$9.5M
ABBVAbbvie Inc	0.7%	—	35,810	—	$9.0M
NOCNorthrop Grumman Corp	0.6%	0.9%	16,038	+2.2%	$8.2M

What Richard C. Young & CO., LTD. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

No position grew by more than 5%.

Reduced

LOW Lowes Cos Inc-9.5% shares
PG Procter & Gamble Co-7.1% shares
NSC Norfolk Southn Corporation-6.1% shares
KO Coca Cola Co-5.1% shares

Left the top 50

ALL Allstate Corpwas 0.7%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +20.9% /yr; S&P 500 +20.1%
3 years: +15.2% /yr; S&P 500 +20.4%
5 years: +6.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.4B	101
Q1 2026	$1.2B	93
Q4 2025	$1.1B	88
Q3 2025	$1.1B	91
Q2 2025	$1.0B	87
Q1 2025	$930.9M	86
Q4 2024	$917.9M	87
Q3 2024	$915.6M	81
Q2 2024	$822.6M	77
Q1 2024	$796.5M	74
Q4 2023	$746.0M	74
Q3 2023	$702.4M	73

Questions about Richard C. Young & CO., LTD.'s portfolio

What stocks does Richard C. Young & CO., LTD. own?

Richard C. Young & CO., LTD.'s latest 13F, for Q2 2026 and filed Jul 28, 2026, lists 101 positions worth $1.4B. The largest are Micron Technology Inc (MU) at 5.5%, Dell Technologies Inc (DELL) at 5.2%, Caterpillar Inc (CAT) at 3.9%, SPDR Gold Mini ETF (GLDM) at 3.7% and Broadcom Inc (AVGO) at 3.6%.

What did Richard C. Young & CO., LTD. buy last quarter?

Richard C. Young & CO., LTD. opened no new positions and grew none by more than 5% among its largest holdings in Q2 2026.

What did Richard C. Young & CO., LTD. sell last quarter?

In Q2 2026, Richard C. Young & CO., LTD. cut from its top 50 Allstate Corp (ALL), Lowes Cos Inc (LOW) (-9.5% shares), Procter & Gamble Co (PG) (-7.1% shares) and Norfolk Southn Corporation (NSC) (-6.1% shares), compared with its Q1 2026 filing.

How has Richard C. Young & CO., LTD.'s portfolio performed?

A portfolio copying Richard C. Young & CO., LTD.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +20.9% against +20.1%. Over 5 years: +6.6% a year against +11.6%.

When is Richard C. Young & CO., LTD.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Richard C. Young & CO., LTD.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.