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Christopher J. Stack

Richard C. Young & Co., Ltd.

Assets Managed
$1.207B
Holdings
93
Last Quarter
2026 - Q1
Filed Date
6d ago
Growth Rate
8.17%(2Q avg: 5.92%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Richard C. Young & Co., Ltd.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 93 positions.

Assets under management

The assets under management (AUM) of Richard C. Young & Co., Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.207B in assets, with a quarterly growth rate of 8.17% and a 2-quarter average growth rate of 5.92%. The portfolio is managed by Christopher J. Stack, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GLD
Spdr Gold Trust
Recent Activity
Decreased -1.51%
4.93%
$59.495M
641,871 shares@ $92.69 avg price
GLD
Spdr Gold Shares
Recent Activity
Decreased -1.92%
4.26%
$51.402M
119,459 shares@ $430.29 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -0.15%
3.36%
$40.545M
130,997 shares@ $309.51 avg price
SLV
Ishares Silver Trust
Recent Activity
Decreased -2.3%
3.36%
$40.533M
594,851 shares@ $68.15 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.16%
3.16%
$38.094M
132,473 shares@ $287.57 avg price
CAT
Caterpillar Inc
Recent Activity
Decreased -0.57%
2.97%
$35.788M
50,515 shares@ $708.46 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.3%
2.79%
$33.636M
192,866 shares@ $174.41 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 51.1%
2.61%
$31.405M
150,791 shares@ $208.28 avg price
XOM
Exxon Mobil Corp
Recent Activity
Decreased -1.17%
2.51%
$30.188M
177,934 shares@ $169.67 avg price
WMT
Walmart Inc
Recent Activity
Increased 0.38%
2.26%
$27.235M
219,143 shares@ $124.29 avg price

1-10 of 93