Richard Young Associates, Ltd.
•CIK: 2107563•Filing: Q4 2025
Richard Young Associates, Ltd. manages $128M across a concentrated portfolio of 25 positions. The fund exhibits significant exposure to DFAT, DFUV, and DFAS, which collectively account for over $107.6M of the current holdings. Notable secondary allocations include substantial positions in DFUS ($9.1M) and DFIV ($7.4M), alongside technology names like NVDA ($3.7M) and AAPL ($2.0M). This structure suggests a focused, high-conviction approach within specific sectors.
Total AUM
$128.1M
QoQ Performance
N/A
Positions
20
Top 10 Concentration
96.0%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAT
DFUV
DFAS
DFUS
DFIV
DFAT25.7%
DFUV25.6%
DFAS24.8%
DFUS7.1%
DFIV5.8%
NVDA2.9%
AAPL1.6%
TSLA1.1%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other90.9%
Technology5.7%
Consumer1.8%
Consumer Staples0.8%
Communication0.3%
Energy0.2%
Utilities0.2%