StockDriftsStockDriftsTop 50 Richard C. Young & CO., LTD. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MU | Micron Technology Inc | 5.48% | 64.5K | $74.4M | -1.30%(-851) | $307.38(+180.45%) | 2026-06-30 | |
| DELL | Dell Technologies Inc | 5.15% | 162.0K | $69.9M | -2.12%(-3.50K) | $114.27(+284.22%) | 2026-06-30 | |
| CAT | Caterpillar Inc Del | 3.88% | 49.5K | $52.7M | -2.02%(-1.02K) | $211.28(+305.04%) | 2026-06-30 | |
| GLDM | World Gold TR | 3.66% | 625.1K | $49.6M | -2.62%(-16.80K) | $31.07(+180.34%) | 2026-06-30 | |
| AVGO | Broadcom Inc | 3.62% | 130.1K | $49.1M | -0.68%(-895) | $122.97(+241.83%) | 2026-06-30 | |
| GOOGL | Alphabet Inc | 3.44% | 130.6K | $46.7M | -1.44%(-1.90K) | $150.73(+133.18%) | 2026-06-30 | |
| GLD | SPDR Gold Trust | 3.18% | 117.2K | $43.2M | -1.91%(-2.28K) | $144.32(+179.64%) | 2026-06-30 | |
| STRL | Sterling Infrastructure Inc | 3.12% | 50.5K | $42.4M | -1.22%(-624) | $300.80(+80.34%) | 2026-06-30 | |
| NVDA | Nvidia Corporation | 2.83% | 191.8K | $38.4M | -0.54%(-1.03K) | $118.53(+86.00%) | 2026-06-30 | |
| AMZN | Amazon Com Inc | 2.64% | 150.1K | $35.8M | -0.48%(-720) | $187.96(+46.28%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.05% | +73.01% | +9.56% | +57.84% |
| Top 20 Holdings Unweighted | +19.85% | +72.15% | +9.46% | +57.17% |
Richard C. Young & CO., LTD. reports $1.36B in US-listed equity holdings across 101 positions in its most recent 13F filing. Its largest disclosed positions are MU (5.5%), DELL (5.2%) and CAT (3.9%). The top 20 holdings account for 56.67% of reported assets. Its disclosed equity book has returned +73.01% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Richard C. Young & CO., LTD.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1387304). View Richard C. Young & CO., LTD.’s 13F filings on SEC