Richard C. Young & CO., LTD. holds a diversified book of 101 stocks worth $1.4B as of Q2 2026 (disclosed Jul 28, 2026, a ~28-day 13F lag). This quarter they opened Eaton Corp PLC and trimmed Micron Technology Inc. Their largest long position is Micron Technology Inc at 5% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
95% mapped to company sectors
+3 sectors below the cut, 8% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Richard C. Young & CO., LTD.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| United American Securities Inc. (d/b/a UAS Asset Management) | 11 / 80 | $454.3M |
| Mirae Asset Global Investments Co., Ltd. | 72 / 80 | $281.5B |
| Outlook Capital Management, LLC | 17 / 80 | $288.2M |
| Capital & Planning, LLC | 28 / 80 | $169.2M |
| Howard Hughes Medical Institute | 16 / 80 | $387.2M |
| Ketron Financial | 19 / 80 | $278.0M |
| Independent Investors Inc | 28 / 80 | $438.6M |
| Harvard Management Co Inc | 9 / 80 | $1.5B |
Ranked by the share of each fund's own book sitting in the names it shares with Richard C. Young & CO., LTD.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Micron Technology Inc COM | $74.4M | 64.5K | 5.5% | ▼−1.3% Reduced · −851 sh | |
| 2 | Dell Technologies Inc CL C | $69.9M | 162.0K | 5.2% | ▼−2.1% Reduced · −4K sh | |
| 3 | Caterpillar Inc Del COM | $52.7M | 49.5K | 3.9% | ▼−2.0% Reduced · −1K sh | |
| 4 | World Gold TR SPRD GLD Minis | $49.6M | 625.1K | 3.7% | ▼−2.6% Reduced · −17K sh | |
| 5 | Broadcom Inc COM | $49.1M | 130.1K | 3.6% | ▼−0.7% Reduced · −895 sh | |
| 6 | Alphabet Inc CAP STK CL A | $46.7M | 130.6K | 3.4% | ▼−1.4% Reduced · −2K sh | |
| 7 | SPDR Gold Trust Gold SHS | $43.2M | 117.2K | 3.2% | ▼−1.9% Reduced · −2K sh | |
| 8 | Sterling Infrastructure Inc COM | $42.4M | 50.5K | 3.1% | ▼−1.2% Reduced · −624 sh | |
| 9 | Nvidia Corporation COM | $38.4M | 191.8K | 2.8% | ▼−0.5% Reduced · −1K sh | |
| 10 | Amazon Com Inc COM | $35.8M | 150.1K | 2.6% | ▼−0.5% Reduced · −720 sh | |
| 11 | Vertiv Holdings Co Com CL A | $33.4M | 99.7K | 2.5% | ▼−0.3% Reduced · −311 sh | |
| 12 | iShares Silver Trust iShares | $31.1M | 580.8K | 2.3% | ▼−2.4% Reduced · −14K sh | |
| 13 | Visa Inc Com CL A | $29.1M | 84.9K | 2.1% | ▲+0.1% Added · +108 sh | |
| 14 | Cummins Inc COM | $28.0M | 39.2K | 2.1% | ▼−0.9% Reduced · −364 sh | |
| 15 | Apple Inc COM | $25.8M | 89.2K | 1.9% | ▲+0.5% Added · +451 sh | |
| 16 | Wal-Mart Stores Inc COM | $24.9M | 220.3K | 1.8% | ▲+0.5% Added · +1K sh | |
| 17 | Kinder Morgan Inc Del COM | $24.1M | 753.4K | 1.8% | ▲+0.6% Added · +5K sh | |
| 18 | Exxon Mobil Corp COM | $23.9M | 174.8K | 1.8% | ▼−1.7% Reduced · −3K sh | |
| 19 | Williams Cos Inc COM | $23.4M | 314.6K | 1.7% | ▲+0.5% Added · +2K sh | |
| 20 | Amphenol Corp CL A | $23.3M | 132.4K | 1.7% | ▲+2.3% Added · +3K sh | |
| 21 | Eli Lilly & Co COM | $23.2M | 19.4K | 1.7% | ▼−0.2% Reduced · −35 sh | |
| 22 | JPMorgan Chase & Co COM | $23.2M | 70.8K | 1.7% | ▲~0% Added · +12 sh | |
| 23 | PNC Finl Svcs Group Inc COM | $22.4M | 91.0K | 1.7% | ▲+0.8% Added · +704 sh | |
| 24 | Southern Co COM | $21.9M | 228.5K | 1.6% | ▲+0.2% Added · +518 sh | |
| 25 | Altria Group Inc COM | $21.8M | 302.3K | 1.6% | ▲+1.0% Added · +3K sh | |
| 26 | Valero Energy Corp COM | $21.4M | 82.0K | 1.6% | ▲+0.7% Added · +558 sh | |
| 27 | International Business Machs COM | $21.3M | 75.6K | 1.6% | ▲+2.2% Added · +2K sh | |
| 28 | L3 Harris Technologies Inc COM | $20.3M | 69.9K | 1.5% | ▲+0.3% Added · +244 sh | |
| 29 | Johnson & Johnson COM | $19.6M | 77.0K | 1.4% | ▲+1.0% Added · +786 sh | |
| 30 | Texas Instrs Inc COM | $19.1M | 63.9K | 1.4% | ▼~0% Reduced · −11 sh | |
| 31 | Kroger Co COM | $19.0M | 341.8K | 1.4% | ▲+1.7% Added · +6K sh | |
| 32 | Phillips 66 COM | $18.6M | 109.8K | 1.4% | ▲+1.5% Added · +2K sh | |
| 33 | Chevron Corp New COM | $18.1M | 109.2K | 1.3% | ▲+2.1% Added · +2K sh | |
| 34 | Meta Platforms Inc CL A | $17.9M | 31.9K | 1.3% | ▲+1.4% Added · +451 sh | |
| 35 | Analog Devices Inc COM | $17.8M | 44.9K | 1.3% | ▲+1.6% Added · +689 sh | |
| 36 | Emerson Elec Co COM | $17.7M | 123.6K | 1.3% | ▲+0.6% Added · +710 sh | |
| 37 | AT&T Inc COM | $17.5M | 845.1K | 1.3% | ▲+0.3% Added · +3K sh | |
| 38 | Microsoft Corp COM | $16.9M | 45.3K | 1.2% | ▲+1.1% Added · +479 sh | |
| 39 | Oracle Corp COM | $16.6M | 113.5K | 1.2% | ▼−0.2% Reduced · −282 sh | |
| 40 | Verizon Communications Inc COM | $14.6M | 344.6K | 1.1% | ▲+2.4% Added · +8K sh | |
| 41 | Procter & Gamble Co COM | $14.5M | 98.8K | 1.1% | ▼−7.1% Reduced · −8K sh | |
| 42 | Costco WHSL Corp New COM | $13.1M | 14.0K | 1.0% | ▲+1.1% Added · +158 sh | |
| 43 | Coca Cola Co COM | $12.7M | 156.3K | 0.9% | ▼−5.1% Reduced · −8K sh | |
| 44 | McDonalds Corp COM | $12.4M | 46.0K | 0.9% | ▲+0.7% Added · +332 sh | |
| 45 | General Dynamics Corp COM | $12.4M | 35.0K | 0.9% | ▼−2.4% Reduced · −871 sh | |
| 46 | Lowes Cos Inc COM | $12.2M | 55.5K | 0.9% | ▼−9.5% Reduced · −6K sh | |
| 47 | Nextera Energy Inc COM | $9.7M | 110.0K | 0.7% | ▲+1.4% Added · +2K sh | |
| 48 | Norfolk Southern Corp COM | $9.5M | 30.1K | 0.7% | ▼−6.0% Reduced · −2K sh | |
| 49 | Abbvie Inc COM | $9.0M | 35.8K | 0.7% | ▲+3.6% Added · +1K sh | |
| 50 | Northrop Grumman Corp COM | $8.2M | 16.0K | 0.6% | ▲+2.2% Added · +352 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Richard C. Young & CO., LTD.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 28d | 101 | $1.4B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 7, 2026 | 37d | 93 | $1.2B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 29, 2026 | 29d | 88 | $1.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 43d | 91 | $1.1B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 7, 2025 | 38d | 87 | $1.0B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 2, 2025 | 32d | 86 | $930.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 28, 2025 | 28d | 87 | $917.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 7, 2024 | 38d | 81 | $915.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.