Richard C. Young & CO., LTD.
•CIK: 1387304•Filing: Q4 2025
**Richard C. Young & CO., LTD.** manages $1.1B across a concentrated portfolio of 88 positions. The strategy exhibits significant allocations to precious metals and technology leaders, highlighted by the $55.6M holding in GLDM1USD and $48.3M in GQ9. Key technology exposures include substantial positions in AVGO ($45.4M) and GOOGL ($41.5M). The fund maintains diversified exposure across sectors, with notable holdings also in SLV ($39.2M) and NVDA ($35.9M).
Total AUM
$1.1B
QoQ Performance
+3.7%
Positions
84
Top 10 Concentration
33.4%
Latest Filing
Q4 2025
Top Holdings Allocation
GLDM1USD5.0%
GQ94.3%
AVGO4.1%
GOOGL3.7%
SLV3.5%
NVDA3.2%
V2.6%
CAT2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other42.5%
Technology22.5%
Consumer8.9%
Financial6.2%
Healthcare4.4%
Consumer Staples4.1%
Energy3.1%
Industrial3.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW1 new position
↑47 increased
↓36 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023