Institutional Fund
Richard C. Young & Co., Ltd.
Newport, RICIK 13873045 filings on record
Portfolio Value
$1.21B
Q1 2026
Holdings
93
Reported positions
New Buys
7
Opened this quarter
QoQ Change
+8.2%
from $1.12B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- World Gold Tr4.9%
- Spdr Gold Tr4.3%
- Broadcom Inc3.4%
- Ishares Silver Tr3.4%
- Alphabet Inc3.2%
- Caterpillar Inc3.0%
- Other78.0%
Portfolio Holdings
93 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | World Gold Tr | 641.9K | $59.49M | 4.9% | −9.9K | Reduced |
| 2 | Spdr Gold Tr | 119.5K | $51.40M | 4.3% | −2.3K | Reduced |
| 3 | Broadcom Inc | 131.0K | $40.54M | 3.4% | −203 | Reduced |
| 4 | Ishares Silver Tr | 594.9K | $40.53M | 3.4% | −14.0K | Reduced |
| 5 | Alphabet Inc | 132.5K | $38.09M | 3.2% | −214 | Reduced |
| 6 | Caterpillar Inc | 50.5K | $35.79M | 3.0% | −292 | Reduced |
| 7 | Nvidia Corporation | 192.9K | $33.64M | 2.8% | +560 | Added |
| 8 | Amazon Com Inc | 150.8K | $31.41M | 2.6% | +51.0K | Added |
| 9 | Exxon Mobil Corp | 177.9K | $30.19M | 2.5% | −2.1K | Reduced |
| 10 | Walmart Inc | 219.1K | $27.24M | 2.3% | +811 | Added |
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