Richard C. Young & CO., LTD.

CIK: 0001387304SEC EDGAR →

Portfolio Value

$1.1M

Holdings

88

As of

Q4 2025

New Positions

9

Closed Positions

5

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

World Gold TR

651,748$56K
4.96%
2

SPDR Gold Trust

121,801$48K
4.31%
3

Broadcom Inc

131,200$45K
4.05%
4

Alphabet Inc

132,687$42K
3.70%
5

iShares Silver Trust

608,872$39K
3.50%
6

Nvidia Corporation

192,306$36K
3.20%
7

Visa Inc

84,081$29K
2.63%
8

Caterpillar Inc Del

50,807$29K
2.60%
9

Wal-Mart Stores Inc

218,332$24K
2.17%
10

Apple Inc

86,231$23K
2.09%

Quarterly Changes

Top Buys

LLY↑ Increased
$21K
META↑ Increased
$20K
MSFT↑ Increased
$20K
COST↑ Increased
$12K
GOOGL↑ Increased
$10K

Top Sells

SLV↓ Decreased
$13K
PFE↓ Decreased
$6K
DYHCLOSED
$5K
GQ9↓ Decreased
$5K
CAT↓ Decreased
$4K

New Positions (1)

$237 · 10K shares

Closed Positions (4)

$5K · 60K shares
$245 · 6K shares
$207 · 2K shares
$205 · 412 shares

Sector Breakdown

Sector# HoldingsValue%
Technology16$262K23.4%
Industrials15$187K16.7%
Unknown7$118K10.5%
Financial Services14$103K9.2%
Energy6$102K9.1%
Consumer Defensive8$100K8.9%
Communication Services4$83K7.4%
Consumer Cyclical6$70K6.2%
Healthcare5$50K4.5%
Utilities5$42K3.8%
Basic Materials2$4K0.3%