Richard C. Young & CO., LTD. holds a diversified book of 101 stocks worth $1.4B as of Q2 2026 (disclosed Jul 28, 2026, a ~45-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. Cloning the disclosed picks since 2024 would be +37% (+20.1%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Richard C. Young & CO., LTD.'s latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +39.6%, a 2.5-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Richard C. Young & CO., LTD.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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
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, no cost basis
Other tracked managers holding the same core names as Richard C. Young & CO., LTD.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 79 / 80 | $563.2B |
| BANK OF AMERICA CORP /DE/ | 79 / 80 | $372.1B |
| UBS Group AG | 79 / 80 | $152.9B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $89.9B |
| LPL Financial LLC | 79 / 80 | $60.2B |
| HighTower Advisors, LLC | 79 / 80 | $28.7B |
| Creative Planning | 79 / 80 | $21.0B |
| COMMONWEALTH EQUITY SERVICES, LLC | 79 / 80 | $16.1B |
Ranked by how many of Richard C. Young & CO., LTD.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 101 | $1.4B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 7, 2026 | 93 | $1.2B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 29, 2026 | 88 | $1.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 91 | $1.1B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 7, 2025 | 87 | $1.0B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 2, 2025 | 86 | $930.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 28, 2025 | 87 | $917.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 7, 2024 | 81 | $915.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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. The performance line is a simulation of the disclosed long book, not an audited return.