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The Analysis of Richard C. Young & CO., LTD.'s Holdings & P&L

Currently, Richard C. Young & CO., LTD. holds 93 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in MU (+63.2K shares, valued at $21.4M), APH (+129.4K shares, valued at $16.3M), AMZN (+51.0K shares, valued at $10.6M); decreased their positions in N/A (-255.1K shares, valued at $13.4M), NSC (-29.3K shares, valued at $8.4M), ADP (-34.1K shares, valued at $6.9M); initiated new positions in APH (+129.4K shares, valued at $16.3M), REMX (+4.2K shares, valued at $368.7K), N/A (+600 shares, valued at $358.5K).

1M P&L

+65.8M+6.48%

3M P&L

+107.8M+11.07%

HY P&L

+208.5M+23.90%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A115.9M

11.1%

2Semiconductors89.3M

8.5%

3Oil & Gas Integrated52.3M

5.0%

Top Industries by Stock Count

1N/A15 stocks

18.8%

2Semiconductors8 stocks

10.0%

3Drug Manufacturers - General5 stocks

6.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

World Gold TR World Gold TR641.9K shares-1.52%2026-03-312026-05-07

GLD SPDR Gold Trust119.5K shares-1.92%2026-03-312026-05-07

Broadcom Inc Broadcom Inc131.0K shares-0.15%2026-03-312026-05-07

SLV iShares Silver Trust594.9K shares-2.30%2026-03-312026-05-07

Alphabet Inc Alphabet Inc132.5K shares-0.16%2026-03-312026-05-07

CAT Caterpillar Inc Del50.5K shares-0.57%2026-03-312026-05-07

NVDA Nvidia Corporation192.9K shares0.29%2026-03-312026-05-07

AMZN Amazon Com Inc150.8K shares51.09%2026-03-312026-05-07

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XOM Exxon Mobil Corp177.9K shares-1.17%2026-03-312026-05-07

WMT Wal-Mart Stores Inc219.1K shares0.37%2026-03-312026-05-07

DELL Dell Technologies Inc165.5K shares5.91%2026-03-312026-05-07

V Visa Inc84.8K shares0.83%2026-03-312026-05-07

KMI Kinder Morgan Inc Del748.6K shares0.53%2026-03-312026-05-07

VRT Vertiv Holdings Co100.0K shares0.75%2026-03-312026-05-07

T AT&T Inc842.3K shares0.74%2026-03-312026-05-07

KR Kroger Co336.1K shares27.91%2026-03-312026-05-07

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LHX L3 Harris Technologies Inc69.6K shares0.96%2026-03-312026-05-07

WMB Williams Cos Inc313.1K shares0.39%2026-03-312026-05-07

AAPL Apple Inc88.8K shares2.95%2026-03-312026-05-07

CVX Chevron Corp New106.9K shares1.02%2026-03-312026-05-07

MU Micron Technology Inc65.3K shares3050.27%2026-03-312026-05-07

SO Southern Co227.9K shares0.60%2026-03-312026-05-07

CMI Cummins Inc39.6K shares1.89%2026-03-312026-05-07

STRL Sterling Infrastructure Inc51.1K shares2.91%2026-03-312026-05-07

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JPM JPMorgan Chase & Co70.8K shares0.60%2026-03-312026-05-07

VLO Valero Energy Corp81.5K shares0.98%2026-03-312026-05-07

PSX Phillips 66108.2K shares15.52%2026-03-312026-05-07

MO Altria Group Inc299.2K shares1.30%2026-03-312026-05-07

PNC PNC Finl Svcs Group Inc90.3K shares1.42%2026-03-312026-05-07

JNJ Johnson & Johnson76.2K shares0.16%2026-03-312026-05-07

META Meta Platforms Inc31.4K shares1.52%2026-03-312026-05-07

IBM International Business Machs73.9K shares1.62%2026-03-312026-05-07

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LLY Eli Lilly & Co19.4K shares0.63%2026-03-312026-05-07

VZ Verizon Communications Inc336.6K shares6.25%2026-03-312026-05-07

ORCL Oracle Corp113.7K shares5.63%2026-03-312026-05-07

MSFT Microsoft Corp44.8K shares8.37%2026-03-312026-05-07

APH Amphenol Corp129.4K sharesnew addition2026-03-312026-05-07

EMR Emerson Elec Co122.9K shares0.92%2026-03-312026-05-07

PG Procter & Gamble Co106.4K shares-8.14%2026-03-312026-05-07

LOW Lowes Cos Inc61.3K shares-15.05%2026-03-312026-05-07

Sponsored

MCD McDonalds Corp45.7K shares1.26%2026-03-312026-05-07

ADI Analog Devices Inc44.2K shares27.98%2026-03-312026-05-07

COST Costco WHSL Corp New13.9K shares0.94%2026-03-312026-05-07

KO Coca Cola Co164.7K shares-5.60%2026-03-312026-05-07

TXN Texas Instrs Inc63.9K shares-18.39%2026-03-312026-05-07

General Dynamics Corp General Dynamics Corp35.9K shares-1.59%2026-03-312026-05-07

NOC Northrop Grumman Corp15.7K shares0.85%2026-03-312026-05-07

NEE Nextera Energy Inc108.4K shares1.26%2026-03-312026-05-07

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NSC Norfolk Southern Corp32.0K shares-47.78%2026-03-312026-05-07

ALL Allstate Corp40.9K shares-1.79%2026-03-312026-05-07

ABBV Abbvie Inc34.6K shares3.53%2026-03-312026-05-07

FTS Fortis Inc131.3K shares-2.17%2026-03-312026-05-07

HD Home Depot Inc20.6K shares-14.40%2026-03-312026-05-07

DKS Dicks Sporting Goods Inc33.6K shares0.45%2026-03-312026-05-07

Duke Energy Corp New Duke Energy Corp New47.4K shares2.97%2026-03-312026-05-07

ADP Automatic Data Processing In30.0K shares-53.17%2026-03-312026-05-07

Sponsored

QCOM Qualcomm Inc39.7K shares-3.45%2026-03-312026-05-07

FUTY Fidelity Covington Trust73.7K shares0.64%2026-03-312026-05-07

VYM Vanguard Whitehall FDS INC28.2K shares-2.00%2026-03-312026-05-07

SIVR Aberdeen STD Silver ETF TR58.0K shares-1.26%2026-03-312026-05-07

PFE Pfizer Inc128.8K shares-34.63%2026-03-312026-05-07

BRK.A Berkshire Hathaway Inc Del5 shares0.00%2026-03-312026-05-07

ROK Rockwell Automation Inc6.1K shares-0.57%2026-03-312026-05-07

VIG Vanguard Group10.2K shares42.48%2026-03-312026-05-07

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VTI Vanguard Index FDS6.4K shares18.24%2026-03-312026-05-07

WEC Energy Group Inc WEC Energy Group Inc14.5K shares0.49%2026-03-312026-05-07

CL Colgate Palmolive Co16.0K shares-2.15%2026-03-312026-05-07

SNY Sanofi27.4K shares-1.36%2026-03-312026-05-07

TSM Taiwan Semiconductor Mfg Ltd3.2K shares9.47%2026-03-312026-05-07

VEU Vanguard INTL Equity Index F12.6K shares-0.64%2026-03-312026-05-07

VDC Vanguard World FDS3.5K shares0.52%2026-03-312026-05-07

TSLA Tesla Inc2.0K shares58.98%2026-03-312026-05-07

Sponsored

UNP Union Pac Corp2.3K shares-88.40%2026-03-312026-05-07

CEF Sprott Asset Management LP10.6K shares0.00%2026-03-312026-05-07

MMM 3M Co3.3K shares-0.33%2026-03-312026-05-07

Berkshire Hathaway Inc Del Berkshire Hathaway Inc Del956 shares0.00%2026-03-312026-05-07

AMD Advanced Micro Devices Inc2.2K shares10.90%2026-03-312026-05-07

PEP Pepsico Inc2.8K shares0.90%2026-03-312026-05-07

INTC Intel Corp9.4K shares0.00%2026-03-312026-05-07

Blackrock Inc Blackrock Inc387 shares0.52%2026-03-312026-05-07

Sponsored

REMX Vaneck ETF Trust4.2K sharesnew addition2026-03-312026-05-07

FHLC Fidelity Covington Trust5.1K shares5.81%2026-03-312026-05-07

Vanguard Index FDS Vanguard Index FDS600 sharesnew addition2026-03-312026-05-07

NEM Newmont Corp3.2K shares1.17%2026-03-312026-05-07

Alphabet Inc Alphabet Inc1.1K shares0.09%2026-03-312026-05-07

Blackstone Inc Blackstone Inc2.8K shares0.92%2026-03-312026-05-07

RTX RTX Corporation1.5K shares-14.33%2026-03-312026-05-07

ALPS ETF TR ALPS ETF TR5.6K shares-97.86%2026-03-312026-05-07

Sponsored

LMT Lockheed Martin Corp413 sharesnew addition2026-03-312026-05-07

PSLV Sprott Asset Management LP10.0K shares0.00%2026-03-312026-05-07

EPD Enterprise Prods Partners L6.0K sharesnew addition2026-03-312026-05-07

Merck & Co Inc Merck & Co Inc1.7K sharesnew addition2026-03-312026-05-07

VHT Vanguard World FD748 sharesnew addition2026-03-312026-05-07

World Gold TR

-1.52%

Shares641.9K

Event2026-03-31

Filed2026-05-07

GLD

SPDR Gold Trust

-1.92%

Shares119.5K

Event2026-03-31

Filed2026-05-07

Broadcom Inc

-0.15%

Shares131.0K

Event2026-03-31

Filed2026-05-07

SLV

iShares Silver Trust

-2.30%

Shares594.9K

Event2026-03-31

Filed2026-05-07

Alphabet Inc

-0.16%

Shares132.5K

Event2026-03-31

Filed2026-05-07

CAT

Caterpillar Inc Del

-0.57%

Shares50.5K

Event2026-03-31

Filed2026-05-07

NVDA

Nvidia Corporation

0.29%

Shares192.9K

Event2026-03-31

Filed2026-05-07

AMZN

Amazon Com Inc

51.09%

Shares150.8K

Event2026-03-31

Filed2026-05-07

XOM

Exxon Mobil Corp

-1.17%

Shares177.9K

Event2026-03-31

Filed2026-05-07

WMT

Wal-Mart Stores Inc

0.37%

Shares219.1K

Event2026-03-31

Filed2026-05-07

DELL

Dell Technologies Inc

5.91%

Shares165.5K

Event2026-03-31

Filed2026-05-07

Visa Inc

0.83%

Shares84.8K

Event2026-03-31

Filed2026-05-07

KMI

Kinder Morgan Inc Del

0.53%

Shares748.6K

Event2026-03-31

Filed2026-05-07

VRT

Vertiv Holdings Co

0.75%

Shares100.0K

Event2026-03-31

Filed2026-05-07

AT&T Inc

0.74%

Shares842.3K

Event2026-03-31

Filed2026-05-07

Kroger Co

27.91%

Shares336.1K

Event2026-03-31

Filed2026-05-07

LHX

L3 Harris Technologies Inc

0.96%

Shares69.6K

Event2026-03-31

Filed2026-05-07

WMB

Williams Cos Inc

0.39%

Shares313.1K

Event2026-03-31

Filed2026-05-07

AAPL

Apple Inc

2.95%

Shares88.8K

Event2026-03-31

Filed2026-05-07

CVX

Chevron Corp New

1.02%

Shares106.9K

Event2026-03-31

Filed2026-05-07

Micron Technology Inc

3050.27%

Shares65.3K

Event2026-03-31

Filed2026-05-07

Southern Co

0.60%

Shares227.9K

Event2026-03-31

Filed2026-05-07

CMI

Cummins Inc

1.89%

Shares39.6K

Event2026-03-31

Filed2026-05-07

STRL

Sterling Infrastructure Inc

2.91%

Shares51.1K

Event2026-03-31

Filed2026-05-07

JPM

JPMorgan Chase & Co

0.60%

Shares70.8K

Event2026-03-31

Filed2026-05-07

VLO

Valero Energy Corp

0.98%

Shares81.5K

Event2026-03-31

Filed2026-05-07

PSX

Phillips 66

15.52%

Shares108.2K

Event2026-03-31

Filed2026-05-07

Altria Group Inc

1.30%

Shares299.2K

Event2026-03-31

Filed2026-05-07

PNC

PNC Finl Svcs Group Inc

1.42%

Shares90.3K

Event2026-03-31

Filed2026-05-07

JNJ

Johnson & Johnson

0.16%

Shares76.2K

Event2026-03-31

Filed2026-05-07