Richard C. Young & CO., LTD.

CIK 0001387304 • 6 13F filings • May 2, 2025 – Jul 28, 2026

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Filer information

Filed by: Richard C. Young & CO., LTD., Senior Vice President and CCO
Address: 98 WILLIAM STREET, NEWPORT, RI, 02840
Phone: 4018492137
AUM: $1.12B

AUM over time

$1.36B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $1.12B88 positionsView on SEC.gov

			% of Portfolio
3M Co	COM	$532K	0.0%Prev: 0.0%	3,320 SH	Increased-2 SH
Abbvie Inc	COM	$7.4M	0.7%Prev: 0.6%	33,393 SH	Increased+6,966 SH
Aberdeen STD Silver ETF TR	PHYSCL SILVR SHS	$4.0M	0.4%Prev: 0.2%	58,691 SH	Increased-1,420 SH
Advanced Micro Devices Inc	COM	$424K	0.0%Prev: 0.0%	1,982 SH	Increased+65 SH
Air Products & Chems Inc	COM	$3.5M	0.3%Prev: 0.4%	14,331 SH	Decreased-740 SH
Allstate Corp	COM	$8.7M	0.8%Prev: 0.9%	41,632 SH	Decreased-2,178 SH
Alphabet Inc	CAP STK CL A	$41.5M	3.7%Prev: 3.0%	132,687 SH	Increased+1,110 SH
Alphabet Inc	CAP STK CL C	$357K	0.0%Prev: 0.0%	1,138 SH	Increased-129 SH
ALPS ETF TR	Alerian MLP	$6K	0.0%Prev: 0.0%	260,713 SH	Decreased+255,908 SH
Altria Group Inc	COM	$17.0M	1.5%Prev: 1.8%	295,349 SH	Decreased+9,633 SH
Amazon Com Inc	COM	$23.0M	2.1%Prev: 1.9%	99,802 SH	Increased+4,533 SH
Analog Devices Inc	COM	$9.4M	0.8%Prev: 0.7%	34,575 SH	Increased+4,068 SH
Apple Inc	COM	$23.4M	2.1%Prev: 1.9%	86,231 SH	Increased+4,951 SH
AT&T Inc	COM	$20.8M	1.9%Prev: 2.2%	836,068 SH	Decreased+4,538 SH
Automatic Data Processing In	COM	$16.5M	1.5%Prev: 1.9%	64,103 SH	Decreased-3,855 SH
Berkshire Hathaway Inc Del	CL A	$3.8M	0.3%Prev: 0.4%	5 SH	Increased
Berkshire Hathaway Inc Del	CL B New	$481K	0.0%Prev: 0.0%	956 SH	Decreased
Blackrock Inc	COM	$412K	0.0%Prev: 0.0%	385 SH	Decreased+2 SH
Blackstone Inc	COM	$433K	0.0%Prev: 0.0%	2,812 SH	Decreased+20 SH
Broadcom Inc	COM	$45.4M	4.1%Prev: 4.1%	131,200 SH	Increased-3,453 SH
Caterpillar Inc Del	COM	$29.1M	2.6%Prev: 2.3%	50,807 SH	Increased-1,004 SH
Chevron Corp New	COM	$16.1M	1.4%Prev: 1.5%	105,843 SH	Increased+2,555 SH
Coca Cola Co	COM	$12.2M	1.1%Prev: 1.1%	174,445 SH	Increased+3,518 SH
Colgate Palmolive Co	COM	$1.3M	0.1%Prev: 0.1%	16,319 SH	Decreased-1,232 SH
Costco WHSL Corp New	COM	$11.8M	1.1%Prev: 1.0%	13,738 SH	Increased+2,263 SH
Cummins Inc	COM	$19.8M	1.8%Prev: 1.5%	38,851 SH	Increased+775 SH
Dell Technologies Inc	CL C	$19.7M	1.8%Prev: 2.0%	156,290 SH	Decreased+3,509 SH
Dicks Sporting Goods Inc	COM	$6.6M	0.6%Prev: 0.7%	33,467 SH	Decreased+1,396 SH
Duke Energy Corp New	COM NEW	$5.4M	0.5%Prev: 0.5%	46,039 SH	Increased+3,350 SH
Eli Lilly & Co	COM	$20.7M	1.9%Prev: 1.3%	19,276 SH	Increased+1,091 SH
Emerson Elec Co	COM	$16.2M	1.4%Prev: 1.5%	121,799 SH	Increased+1,073 SH
Exxon Mobil Corp	COM	$21.7M	1.9%Prev: 1.9%	180,045 SH	Increased+1,319 SH
Fidelity Covington Trust	MSCI HLTH CARE I	$359K	0.0%Prev: 0.0%	4,835 SH	Decreased-1,119 SH
Fidelity Covington Trust	MSCI UTILS INDEX	$4.0M	0.4%Prev: 0.4%	73,223 SH	Decreased-407 SH
Fortis Inc	COM	$7.0M	0.6%Prev: 0.6%	134,237 SH	Decreased-3,608 SH
General Dynamics Corp	COM	$12.3M	1.1%Prev: 1.2%	36,498 SH	Decreased-747 SH
Home Depot Inc	COM	$8.3M	0.7%Prev: 0.9%	24,122 SH	Decreased-124 SH
Illinois Tool WKS Inc	COM	$6.8M	0.6%Prev: 0.7%	27,624 SH	Decreased-1,206 SH
Intel Corp	COM	$348K	0.0%Prev: 0.0%	9,428 SH	Increased-110 SH
International Business Machs	COM	$21.6M	1.9%Prev: 1.9%	72,770 SH	Increased+676 SH
iShares Silver Trust	iShares	$39.2M	3.5%Prev: 2.4%	608,872 SH	Increased-752 SH
Johnson & Johnson	COM	$15.7M	1.4%Prev: 1.3%	76,093 SH	Increased+1,216 SH
JPMorgan Chase & Co	COM	$22.7M	2.0%Prev: 2.1%	70,357 SH	Increased-85 SH
Kinder Morgan Inc Del	COM	$20.5M	1.8%Prev: 1.9%	744,611 SH	Decreased+15,191 SH
Kroger Co	COM	$16.4M	1.5%Prev: 1.0%	262,756 SH	Increased+109,655 SH
L3 Harris Technologies Inc	COM	$20.2M	1.8%Prev: 2.0%	68,954 SH	Decreased-109 SH
Lowes Cos Inc	COM	$17.4M	1.6%Prev: 1.7%	72,186 SH	Decreased-570 SH
McDonalds Corp	COM	$13.8M	1.2%Prev: 1.2%	45,124 SH	Increased+1,022 SH
Meta Platforms Inc	CL A	$20.4M	1.8%Prev: 2.1%	30,932 SH	Decreased+423 SH
Micron Technology Inc	COM	$592K	0.1%Prev: 0.0%	2,073 SH	Increased+830 SH
Microsoft Corp	COM	$20.0M	1.8%Prev: 1.9%	41,379 SH	Decreased+1,547 SH
Newmont Corp	COM	$313K	0.0%Prev: 0.0%	3,157 SH	Increased+2 SH
Nextera Energy Inc	COM	$8.6M	0.8%Prev: 0.7%	107,077 SH	Increased+4,942 SH
Norfolk Southern Corp	COM	$17.7M	1.6%Prev: 1.7%	61,328 SH	Decreased-1,273 SH
Northrop Grumman Corp	COM	$8.9M	0.8%Prev: 0.9%	15,554 SH	Decreased+525 SH
Nvidia Corporation	COM	$35.9M	3.2%Prev: 3.2%	192,306 SH	Increased+5,482 SH
Oracle Corp	COM	$21.0M	1.9%Prev: 2.8%	107,667 SH	Decreased+1,333 SH
Pepsico Inc	COM	$398K	0.0%Prev: 0.0%	2,775 SH	Increased
Pfizer Inc	COM	$4.9M	0.4%Prev: 1.1%	197,058 SH	Decreased-249,359 SH
Phillips 66	COM	$12.1M	1.1%Prev: 1.2%	93,657 SH	Decreased-1,881 SH
PNC Finl Svcs Group Inc	COM	$18.6M	1.7%Prev: 1.6%	89,058 SH	Increased+4,595 SH
Procter & Gamble Co	COM	$16.6M	1.5%Prev: 1.7%	115,856 SH	Decreased-1,979 SH
Qualcomm Inc	COM	$7.0M	0.6%Prev: 0.6%	41,088 SH	Increased-74 SH
Rockwell Automation Inc	COM	$2.4M	0.2%Prev: 0.2%	6,157 SH	Increased-44 SH
RTX Corporation	COM	$326K	0.0%Prev: 0.0%	1,779 SH	Increased+258 SH
Sanofi	Sponsored ADR	$1.3M	0.1%Prev: 0.1%	27,782 SH	Increased-340 SH
Southern Co	COM	$19.8M	1.8%Prev: 2.0%	226,568 SH	Decreased+2,593 SH
SPDR Gold Trust	Gold SHS	$48.3M	4.3%Prev: 4.1%	121,801 SH	Increased-909 SH
Sprott Asset Management LP	Physical Gold AN	$487K	0.0%	10,635 SH	New
Sprott Asset Management LP	Physical Silver	$238K	0.0%	10,047 SH	New
Sterling Infrastructure Inc	COM	$15.2M	1.4%Prev: 1.0%	49,677 SH	Increased+18,371 SH
Taiwan Semiconductor Mfg Ltd	Sponsored ADS	$898K	0.1%Prev: 0.1%	2,956 SH	Increased+955 SH
Tesla Inc	COM	$573K	0.1%Prev: 0.0%	1,275 SH	Increased+100 SH
Texas Instrs Inc	COM	$13.6M	1.2%Prev: 1.4%	78,338 SH	Decreased-2,912 SH
Union Pac Corp	COM	$4.6M	0.4%Prev: 0.4%	19,981 SH	Increased-942 SH
Valero Energy Corp	COM	$13.1M	1.2%Prev: 1.3%	80,671 SH	Decreased-370 SH
Vanguard Group	DIV APP ETF	$1.6M	0.1%Prev: 0.1%	7,158 SH	Decreased-136 SH
Vanguard Index FDS	TOTAL STK MKT	$1.8M	0.2%Prev: 0.1%	5,407 SH	Increased+3,662 SH
Vanguard INTL Equity Index F	ALLWRLD EX US	$936K	0.1%Prev: 0.1%	12,730 SH	Increased+196 SH
Vanguard Whitehall FDS INC	HIGH DIV YLD	$4.1M	0.4%Prev: 0.4%	28,749 SH	Increased-230 SH
Vanguard World FDS	Consum STP ETF	$731K	0.1%Prev: 0.1%	3,462 SH	Decreased+20 SH
Verizon Communications Inc	COM	$12.9M	1.2%Prev: 1.5%	316,786 SH	Decreased-50,067 SH
Vertiv Holdings Co	Com CL A	$16.1M	1.4%Prev: 1.2%	99,250 SH	Increased+11,350 SH
Visa Inc	Com CL A	$29.5M	2.6%Prev: 2.7%	84,081 SH	Increased-1,556 SH
Wal-Mart Stores Inc	COM	$24.3M	2.2%Prev: 1.9%	218,332 SH	Increased+22,537 SH
WEC Energy Group Inc	COM	$1.5M	0.1%Prev: 0.2%	14,397 SH	Decreased-20 SH
Williams Cos Inc	COM	$18.7M	1.7%Prev: 1.8%	311,918 SH	Decreased+1,857 SH
World Gold TR	SPRD GLD Minis	$55.6M	5.0%Prev: 4.6%	651,748 SH	Increased+874 SH

Sold (vs prior filing)

Essential Utils Inc — $246K
Kimberly-Clark Corp — $208K
Lockheed Martin Corp — $206K
Sprott Physical Gold & Silve — $390K
Target Corp — $5.4M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 29, 2026	Q4 2025	13F-HR	0001387304-26-000002	$1.12B	View
Nov 12, 2025	Q3 2025	13F-HR	0001387304-25-000007	$1.08B	View
Jul 28, 2026	Q2 2026