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RICHARD C. YOUNG & CO., LTD. 13F portfolio summary

RICHARD C. YOUNG & CO., LTD. of RICHARD C. YOUNG & CO., LTD. has 101 current stock holdings with a reported portfolio value of $1.36B. The portfolio 1 year return is +34.68%. Top holdings include MU (5.48%), DELL (5.15%), CAT (3.88%), AVGO (3.62%), GOOGL (3.44%).

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RICHARD C. YOUNG & CO., LTD.

RICHARD C. YOUNG & CO., LTD.
Latest filing: 2026-06-30

RICHARD C. YOUNG & CO., LTD. runs RICHARD C. YOUNG & CO., LTD. and currently holds 101 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $1.36B. Their top holdings are MU, DELL, CAT, AVGO, GOOGL. The top five represent 21.6% of reported portfolio weight. RICHARD C. YOUNG & CO., LTD. ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, RICHARD C. YOUNG & CO., LTD. initiated 10 new positions. They added to 48 existing positions. They trimmed 38 positions. Their current best-performing preview position is MU with returns of +241.67%.

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Top 5 Holdings
MU5.5%
DELL5.2%
CAT3.9%
AVGO3.6%
GOOGL3.4%
Top 5: 21.6%
Portfolio Returns
1 Year
+34.68%
#0/1000
3 Year
+68.26%
#0/1000
5 Year
+73.35%
#0/1000

Portfolio Value

$1.36B

Alpha Score

58.1

#0 of 1000

Holdings

101

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101 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
MU
Micron Technology Inc
5.48%$333.93$966.78+189.52%
Trimmed
-1.30%
DELL
Dell Technologies Inc
5.15%$120.60$441.74+266.29%
Trimmed
-2.12%
CAT
Caterpillar Inc Del
3.88%$153.82$827.65+438.06%
Trimmed
-2.02%
AVGO
Broadcom Inc
3.62%$136.17$368.45+170.58%
Trimmed
-0.68%
GOOGL
Alphabet Inc
3.44%$161.90$344.82+112.98%
Trimmed
-1.44%
GLD
SPDR Gold Trust
3.18%$121.58$423.45+248.29%
Trimmed
-1.91%
STRL
Sterling Infrastructure Inc
3.12%$329.57$516.81+56.81%
Trimmed
-1.22%
NVDA
Nvidia Corporation
2.83%$139.21$214.76+54.27%
Trimmed
-0.54%
AMZN
Amazon Com Inc
2.64%$193.42$258.63+33.71%
Trimmed
-0.48%
VRT
Vertiv Holdings Co
2.46%$152.87$262.00+71.39%
Trimmed
-0.31%

Showing 1-10 of 101