Sponsored

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

Currently, Richard C. Young & CO., LTD. holds 101 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in ETN (+9.9K shares, valued at $4.2M), COPX (+15.6K shares, valued at $1.2M), REMX (+10.5K shares, valued at $928.5K); decreased their positions in ALL (-35.2K shares, valued at $8.4M), DELL (-3.5K shares, valued at $1.5M), N/A (-16.8K shares, valued at $1.3M); initiated new positions in ETN (+9.9K shares, valued at $4.2M), COPX (+15.6K shares, valued at $1.2M), N/A (+11.8K shares, valued at $741.5K).

1M P&L

-551.5K-0.06%

3M P&L

+12.8M+1.34%

HY P&L

+140.3M+16.97%

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

1Semiconductors161.1M

14.8%

2N/A99.6M

9.1%

3Computer Hardware69.9M

6.4%

Top Industries by Stock Count

1N/A18 stocks

21.2%

2Semiconductors9 stocks

10.6%

3Drug Manufacturers - General5 stocks

5.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MU Micron Technology Inc64.5K shares-1.30%2026-06-302026-07-28

DELL Dell Technologies Inc162.0K shares-2.12%2026-06-302026-07-28

CAT Caterpillar Inc Del49.5K shares-2.02%2026-06-302026-07-28

World Gold TR World Gold TR625.1K shares-2.62%2026-06-302026-07-28

Broadcom Inc Broadcom Inc130.1K shares-0.68%2026-06-302026-07-28

GOOGL Alphabet Inc130.6K shares-1.44%2026-06-302026-07-28

GLD SPDR Gold Trust117.2K shares-1.91%2026-06-302026-07-28

STRL Sterling Infrastructure Inc50.5K shares-1.22%2026-06-302026-07-28

Sponsored

NVDA Nvidia Corporation191.8K shares-0.54%2026-06-302026-07-28

AMZN Amazon Com Inc150.1K shares-0.48%2026-06-302026-07-28

VRT Vertiv Holdings Co99.7K shares-0.31%2026-06-302026-07-28

SLV iShares Silver Trust580.8K shares-2.37%2026-06-302026-07-28

Visa Inc Visa Inc84.9K shares0.13%2026-06-302026-07-28

CMI Cummins Inc39.2K shares-0.92%2026-06-302026-07-28

AAPL Apple Inc89.2K shares0.51%2026-06-302026-07-28

WMT Wal-Mart Stores Inc220.3K shares0.52%2026-06-302026-07-28

Sponsored

KMI Kinder Morgan Inc Del753.4K shares0.64%2026-06-302026-07-28

Exxon Mobil Corp Exxon Mobil Corp174.8K shares-1.75%2026-06-302026-07-28

WMB Williams Cos Inc314.6K shares0.48%2026-06-302026-07-28

APH Amphenol Corp132.4K shares2.30%2026-06-302026-07-28

LLY Eli Lilly & Co19.4K shares-0.18%2026-06-302026-07-28

JPMorgan Chase & Co JPMorgan Chase & Co70.8K shares0.02%2026-06-302026-07-28

PNC PNC Finl Svcs Group Inc91.0K shares0.78%2026-06-302026-07-28

Southern Co Southern Co228.5K shares0.23%2026-06-302026-07-28

Sponsored

MO Altria Group Inc302.3K shares1.05%2026-06-302026-07-28

VLO Valero Energy Corp82.0K shares0.68%2026-06-302026-07-28

IBM International Business Machs75.6K shares2.21%2026-06-302026-07-28

LHX L3 Harris Technologies Inc69.9K shares0.35%2026-06-302026-07-28

JNJ Johnson & Johnson77.0K shares1.03%2026-06-302026-07-28

TXN Texas Instrs Inc63.9K shares-0.02%2026-06-302026-07-28

KR Kroger Co341.8K shares1.70%2026-06-302026-07-28

PSX Phillips 66109.8K shares1.51%2026-06-302026-07-28

Sponsored

CVX Chevron Corp New109.2K shares2.11%2026-06-302026-07-28

Meta Platforms Inc Meta Platforms Inc31.9K shares1.44%2026-06-302026-07-28

ADI Analog Devices Inc44.9K shares1.56%2026-06-302026-07-28

EMR Emerson Elec Co123.6K shares0.58%2026-06-302026-07-28

T AT&T Inc845.1K shares0.34%2026-06-302026-07-28

MSFT Microsoft Corp45.3K shares1.07%2026-06-302026-07-28

Oracle Corp Oracle Corp113.5K shares-0.25%2026-06-302026-07-28

VZ Verizon Communications Inc344.6K shares2.38%2026-06-302026-07-28

Sponsored

PG Procter & Gamble Co98.8K shares-7.13%2026-06-302026-07-28

Costco WHSL Corp New Costco WHSL Corp New14.0K shares1.14%2026-06-302026-07-28

KO Coca Cola Co156.3K shares-5.12%2026-06-302026-07-28

MCD McDonalds Corp46.0K shares0.73%2026-06-302026-07-28

GD General Dynamics Corp35.0K shares-2.43%2026-06-302026-07-28

LOW Lowes Cos Inc55.5K shares-9.52%2026-06-302026-07-28

Nextera Energy Inc Nextera Energy Inc110.0K shares1.43%2026-06-302026-07-28

NSC Norfolk Southern Corp30.1K shares-6.06%2026-06-302026-07-28

Sponsored

Abbvie Inc Abbvie Inc35.8K shares3.58%2026-06-302026-07-28

NOC Northrop Grumman Corp16.0K shares2.24%2026-06-302026-07-28

FTS Fortis Inc129.8K shares-1.14%2026-06-302026-07-28

QCOM Qualcomm Inc37.4K shares-5.70%2026-06-302026-07-28

HD Home Depot Inc19.3K shares-6.44%2026-06-302026-07-28

DUK Duke Energy Corp New51.2K shares8.05%2026-06-302026-07-28

ADP Automatic Data Processing In26.9K shares-10.44%2026-06-302026-07-28

VYM Vanguard Whitehall FDS INC28.3K shares0.35%2026-06-302026-07-28

Sponsored

FUTY Fidelity Covington Trust74.0K shares0.42%2026-06-302026-07-28

ETN Eaton Corp PLC9.9K sharesnew addition2026-06-302026-07-28

BRK.A Berkshire Hathaway Inc Del5 shares0.00%2026-06-302026-07-28

SIVR Aberdeen STD Silver ETF TR56.5K shares-2.42%2026-06-302026-07-28

ROK Rockwell Automation Inc6.0K shares-1.44%2026-06-302026-07-28

VIG Vanguard Group10.2K shares-0.17%2026-06-302026-07-28

Vanguard Index FDS Vanguard Index FDS6.2K shares-3.05%2026-06-302026-07-28

WEC WEC Energy Group Inc14.3K shares-0.89%2026-06-302026-07-28

Sponsored

TSM Taiwan Semiconductor Mfg Ltd3.3K shares1.61%2026-06-302026-07-28

CL Colgate Palmolive Co14.9K shares-6.90%2026-06-302026-07-28

ALL Allstate Corp5.7K shares-86.18%2026-06-302026-07-28

INTC Intel Corp9.5K shares1.06%2026-06-302026-07-28

REMX Vaneck ETF Trust14.7K shares250.38%2026-06-302026-07-28

AMD Advanced Micro Devices Inc2.2K shares1.64%2026-06-302026-07-28

COPX Global X FDS15.6K sharesnew addition2026-06-302026-07-28

VEU Vanguard INTL Equity Index F12.6K shares-0.02%2026-06-302026-07-28

Sponsored

SNY Sanofi23.8K shares-12.98%2026-06-302026-07-28

TSLA Tesla Inc2.3K shares12.78%2026-06-302026-07-28

VDC Vanguard World FDS3.5K shares0.52%2026-06-302026-07-28

Freeport McMoran Inc Freeport McMoran Inc11.8K sharesnew addition2026-06-302026-07-28

MUNY Vanguard NY Tax Free FDS6.8K sharesnew addition2026-06-302026-07-28

UNP Union Pac Corp2.3K shares0.35%2026-06-302026-07-28

3M Co 3M Co3.3K shares0.30%2026-06-302026-07-28

BRK.B Berkshire Hathaway Inc Del956 shares0.00%2026-06-302026-07-28

Sponsored

XLK Select Sector SPDR Tr2.5K sharesnew addition2026-06-302026-07-28

FHLC Fidelity Covington Trust5.8K shares12.65%2026-06-302026-07-28

CEF Sprott Asset Management LP10.6K shares0.00%2026-06-302026-07-28

VOO Vanguard Index FDS602 shares0.33%2026-06-302026-07-28

BLK Blackrock Inc394 shares1.81%2026-06-302026-07-28

PEP Pepsico Inc2.8K shares-1.71%2026-06-302026-07-28

GOOG Alphabet Inc1.0K shares-9.48%2026-06-302026-07-28

GLW Corning Inc1.4K sharesnew addition2026-06-302026-07-28

Sponsored

NEM Newmont Corp3.2K shares0.06%2026-06-302026-07-28

ALPS ETF TR ALPS ETF TR5.6K shares0.56%2026-06-302026-07-28

RTX Corporation RTX Corporation1.5K shares0.39%2026-06-302026-07-28

BX Blackstone Inc2.3K shares-18.04%2026-06-302026-07-28

ALAB Astera Labs Inc556 sharesnew addition2026-06-302026-07-28

SMH Vaneck ETF Trust354 sharesnew addition2026-06-302026-07-28

EPD Enterprise Prods Partners L6.1K shares1.21%2026-06-302026-07-28

FIDU Fidelity Covington Trust2.2K sharesnew addition2026-06-302026-07-28

Sponsored

TLN Talen Energy Corp580 sharesnew addition2026-06-302026-07-28

MRK Merck & Co Inc1.7K shares0.23%2026-06-302026-07-28

MTZ Mastec Inc524 sharesnew addition2026-06-302026-07-28

LMT Lockheed Martin Corp417 shares0.97%2026-06-302026-07-28

PFE Pfizer Inc113.4K shares-12.00%2026-06-302026-07-28

Micron Technology Inc

-1.30%

Shares64.5K

Event2026-06-30

Filed2026-07-28

DELL

Dell Technologies Inc

-2.12%

Shares162.0K

Event2026-06-30

Filed2026-07-28

CAT

Caterpillar Inc Del

-2.02%

Shares49.5K

Event2026-06-30

Filed2026-07-28

World Gold TR

-2.62%

Shares625.1K

Event2026-06-30

Filed2026-07-28

Broadcom Inc

-0.68%

Shares130.1K

Event2026-06-30

Filed2026-07-28

GOOGL

Alphabet Inc

-1.44%

Shares130.6K

Event2026-06-30

Filed2026-07-28

GLD

SPDR Gold Trust

-1.91%

Shares117.2K

Event2026-06-30

Filed2026-07-28

STRL

Sterling Infrastructure Inc

-1.22%

Shares50.5K

Event2026-06-30

Filed2026-07-28

NVDA

Nvidia Corporation

-0.54%

Shares191.8K

Event2026-06-30

Filed2026-07-28

AMZN

Amazon Com Inc

-0.48%

Shares150.1K

Event2026-06-30

Filed2026-07-28

VRT

Vertiv Holdings Co

-0.31%

Shares99.7K

Event2026-06-30

Filed2026-07-28

SLV

iShares Silver Trust

-2.37%

Shares580.8K

Event2026-06-30

Filed2026-07-28

Visa Inc

0.13%

Shares84.9K

Event2026-06-30

Filed2026-07-28

CMI

Cummins Inc

-0.92%

Shares39.2K

Event2026-06-30

Filed2026-07-28

AAPL

Apple Inc

0.51%

Shares89.2K

Event2026-06-30

Filed2026-07-28

WMT

Wal-Mart Stores Inc

0.52%

Shares220.3K

Event2026-06-30

Filed2026-07-28

KMI

Kinder Morgan Inc Del

0.64%

Shares753.4K

Event2026-06-30

Filed2026-07-28

Exxon Mobil Corp

-1.75%

Shares174.8K

Event2026-06-30

Filed2026-07-28

WMB

Williams Cos Inc

0.48%

Shares314.6K

Event2026-06-30

Filed2026-07-28

APH

Amphenol Corp

2.30%

Shares132.4K

Event2026-06-30

Filed2026-07-28

LLY

Eli Lilly & Co

-0.18%

Shares19.4K

Event2026-06-30

Filed2026-07-28

JPMorgan Chase & Co

0.02%

Shares70.8K

Event2026-06-30

Filed2026-07-28

PNC

PNC Finl Svcs Group Inc

0.78%

Shares91.0K

Event2026-06-30

Filed2026-07-28

Southern Co

0.23%

Shares228.5K

Event2026-06-30

Filed2026-07-28

Altria Group Inc

1.05%

Shares302.3K

Event2026-06-30

Filed2026-07-28

VLO

Valero Energy Corp

0.68%

Shares82.0K

Event2026-06-30

Filed2026-07-28

IBM

International Business Machs

2.21%

Shares75.6K

Event2026-06-30

Filed2026-07-28

LHX

L3 Harris Technologies Inc

0.35%

Shares69.9K

Event2026-06-30

Filed2026-07-28

JNJ

Johnson & Johnson

1.03%

Shares77.0K

Event2026-06-30

Filed2026-07-28

TXN

Texas Instrs Inc

-0.02%

Shares63.9K

Event2026-06-30

Filed2026-07-28

Kroger Co

1.70%

Shares341.8K

Event2026-06-30

Filed2026-07-28

PSX

Phillips 66

1.51%

Shares109.8K

Event2026-06-30

Filed2026-07-28

CVX

Chevron Corp New

2.11%

Shares109.2K

Event2026-06-30

Filed2026-07-28

Meta Platforms Inc

1.44%

Shares31.9K

Event2026-06-30

Filed2026-07-28

ADI

Analog Devices Inc

1.56%

Shares44.9K

Event2026-06-30

Filed2026-07-28

EMR

Emerson Elec Co

0.58%

Shares123.6K

Event2026-06-30

Filed2026-07-28

AT&T Inc

0.34%

Shares845.1K

Event2026-06-30

Filed2026-07-28

MSFT

Microsoft Corp

1.07%

Shares45.3K

Event2026-06-30

Filed2026-07-28

Oracle Corp

-0.25%

Shares113.5K

Event2026-06-30

Filed2026-07-28

Verizon Communications Inc

2.38%

Shares344.6K

Event2026-06-30

Filed2026-07-28

Procter & Gamble Co

-7.13%

Shares98.8K

Event2026-06-30

Filed2026-07-28

Costco WHSL Corp New

1.14%

Shares14.0K

Event2026-06-30

Filed2026-07-28

Coca Cola Co

-5.12%

Shares156.3K

Event2026-06-30

Filed2026-07-28

MCD

McDonalds Corp

0.73%

Shares46.0K

Event2026-06-30

Filed2026-07-28

General Dynamics Corp

-2.43%

Shares35.0K

Event2026-06-30

Filed2026-07-28

LOW

Lowes Cos Inc

-9.52%

Shares55.5K

Event2026-06-30

Filed2026-07-28

Nextera Energy Inc

1.43%

Shares110.0K

Event2026-06-30

Filed2026-07-28

NSC

Norfolk Southern Corp

-6.06%

Shares30.1K

Event2026-06-30

Filed2026-07-28

Abbvie Inc

3.58%

Shares35.8K

Event2026-06-30

Filed2026-07-28

NOC

Northrop Grumman Corp

2.24%

Shares16.0K

Event2026-06-30

Filed2026-07-28

FTS

Fortis Inc

-1.14%

Shares129.8K

Event2026-06-30

Filed2026-07-28

QCOM

Qualcomm Inc

-5.70%

Shares37.4K

Event2026-06-30

Filed2026-07-28

Home Depot Inc

-6.44%

Shares19.3K

Event2026-06-30

Filed2026-07-28

DUK

Duke Energy Corp New

8.05%

Shares51.2K

Event2026-06-30

Filed2026-07-28

ADP

Automatic Data Processing In

-10.44%

Shares26.9K

Event2026-06-30

Filed2026-07-28

VYM

Vanguard Whitehall FDS INC

0.35%

Shares28.3K

Event2026-06-30

Filed2026-07-28

FUTY

Fidelity Covington Trust

0.42%

Shares74.0K

Event2026-06-30

Filed2026-07-28

ETN

Eaton Corp PLC

New

Shares9.9K

Event2026-06-30

Filed2026-07-28

BRK.A

Berkshire Hathaway Inc Del

0.00%

Shares5

Event2026-06-30

Filed2026-07-28

SIVR

Aberdeen STD Silver ETF TR

-2.42%

Shares56.5K

Event2026-06-30

Filed2026-07-28

ROK

Rockwell Automation Inc

-1.44%

Shares6.0K

Event2026-06-30

Filed2026-07-28

VIG

Vanguard Group

-0.17%

Shares10.2K

Event2026-06-30

Filed2026-07-28

Vanguard Index FDS

-3.05%

Shares6.2K

Event2026-06-30

Filed2026-07-28

WEC

WEC Energy Group Inc

-0.89%

Shares14.3K

Event2026-06-30

Filed2026-07-28

TSM

Taiwan Semiconductor Mfg Ltd

1.61%

Shares3.3K

Event2026-06-30

Filed2026-07-28

Colgate Palmolive Co

-6.90%

Shares14.9K

Event2026-06-30

Filed2026-07-28

ALL

Allstate Corp

-86.18%

Shares5.7K

Event2026-06-30

Filed2026-07-28

INTC

Intel Corp

1.06%

Shares9.5K

Event2026-06-30

Filed2026-07-28

REMX

Vaneck ETF Trust

250.38%

Shares14.7K

Event2026-06-30

Filed2026-07-28

AMD

Advanced Micro Devices Inc

1.64%

Shares2.2K

Event2026-06-30

Filed2026-07-28

COPX

Global X FDS

New

Shares15.6K

Event2026-06-30

Filed2026-07-28

VEU

Vanguard INTL Equity Index F

-0.02%

Shares12.6K

Event2026-06-30

Filed2026-07-28

SNY

Sanofi

-12.98%

Shares23.8K

Event2026-06-30

Filed2026-07-28

TSLA

Tesla Inc

12.78%

Shares2.3K

Event2026-06-30

Filed2026-07-28

VDC

Vanguard World FDS

0.52%

Shares3.5K

Event2026-06-30

Filed2026-07-28

Freeport McMoran Inc

New

Shares11.8K

Event2026-06-30

Filed2026-07-28

MUNY

Vanguard NY Tax Free FDS

New

Shares6.8K

Event2026-06-30

Filed2026-07-28

UNP

Union Pac Corp

0.35%

Shares2.3K

Event2026-06-30

Filed2026-07-28

3M Co

0.30%

Shares3.3K

Event2026-06-30

Filed2026-07-28

BRK.B

Berkshire Hathaway Inc Del

0.00%

Shares956

Event2026-06-30

Filed2026-07-28

XLK

Select Sector SPDR Tr

New

Shares2.5K

Event2026-06-30

Filed2026-07-28

FHLC

Fidelity Covington Trust

12.65%

Shares5.8K

Event2026-06-30

Filed2026-07-28

CEF

Sprott Asset Management LP

0.00%

Shares10.6K

Event2026-06-30

Filed2026-07-28

VOO

Vanguard Index FDS

0.33%

Shares602

Event2026-06-30

Filed2026-07-28

BLK

Blackrock Inc

1.81%

Shares394

Event2026-06-30

Filed2026-07-28

PEP

Pepsico Inc

-1.71%

Shares2.8K

Event2026-06-30

Filed2026-07-28

GOOG

Alphabet Inc

-9.48%

Shares1.0K

Event2026-06-30

Filed2026-07-28

GLW

Corning Inc

New

Shares1.4K

Event2026-06-30

Filed2026-07-28

NEM

Newmont Corp

0.06%

Shares3.2K

Event2026-06-30

Filed2026-07-28

ALPS ETF TR

0.56%

Shares5.6K

Event2026-06-30

Filed2026-07-28

RTX Corporation

0.39%

Shares1.5K

Event2026-06-30

Filed2026-07-28

Blackstone Inc

-18.04%

Shares2.3K

Event2026-06-30

Filed2026-07-28

ALAB

Astera Labs Inc

New

Shares556

Event2026-06-30

Filed2026-07-28

SMH

Vaneck ETF Trust

New

Shares354

Event2026-06-30

Filed2026-07-28

EPD

Enterprise Prods Partners L

1.21%

Shares6.1K

Event2026-06-30

Filed2026-07-28

FIDU

Fidelity Covington Trust

New

Shares2.2K

Event2026-06-30

Filed2026-07-28

TLN

Talen Energy Corp

New

Shares580

Event2026-06-30

Filed2026-07-28

MRK

Merck & Co Inc

0.23%

Shares1.7K

Event2026-06-30

Filed2026-07-28

MTZ

Mastec Inc

New

Shares524

Event2026-06-30

Filed2026-07-28

LMT

Lockheed Martin Corp

0.97%

Shares417

Event2026-06-30

Filed2026-07-28

PFE

Pfizer Inc

-12.00%

Shares113.4K

Event2026-06-30

Filed2026-07-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available