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

RICHARD C. YOUNG & CO., LTD. of RICHARD C. YOUNG & CO., LTD. has 92 current stock holdings with a reported portfolio value of $1.21B. The portfolio 1 year return is +25.98%. Top holdings include GLD (4.48%), AVGO (3.53%), SLV (3.53%), GOOGL (3.32%), CAT (3.12%).

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RICHARD C. YOUNG & CO., LTD.

RICHARD C. YOUNG & CO., LTD.
Latest filing: 2026-03-31

RICHARD C. YOUNG & CO., LTD. runs RICHARD C. YOUNG & CO., LTD. and currently holds 92 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $1.21B. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. RICHARD C. YOUNG & CO., LTD. ranks #808 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, RICHARD C. YOUNG & CO., LTD.'s portfolio at RICHARD C. YOUNG & CO., LTD. has delivered returns of +25.98%. Their 3-year annualized return is +47.82%. Looking at the 5-year horizon, RICHARD C. YOUNG & CO., LTD. has achieved +57.44% annualized returns at RICHARD C. YOUNG & CO., LTD..

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+25.98%
#451/1000
3 Year
+47.82%
#836/1000
5 Year
+57.44%
#746/1000

Portfolio Value

$1.21B

Alpha Score

43.1

#808 of 1000

Holdings

92

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change