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Filers›Family Office›Richard C. Young & CO., LTD.
DOSSIER · 13F-HR · Q1 2026

Richard C. Young & CO., LTD.

Richard C. Young &'s family office based in Stamford, CT — $1.2B in tracked AUM across 93 positions as of Q1 2026.

RC
Richard C. Young &·Stamford, CT·Family Office
CIK 0001387304 · last filed Mar 31, 2026
Total AUM
$1.2B
▼ 4.9%
vs prior
Holdings
93
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
Top sector
Financials
5% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Richard C. Young & CO., LTD. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
GLDM1USD
World Gold TR
$59M642K4.9%
02
GLD
SPDR Gold Trust
$51M119K4.3%
03
AVGO
Broadcom Inc
$41M131K3.4%
04
SLV
iShares Silver Trust
$41M595K3.4%
05
GOOGL
Alphabet Inc
$38M132K3.2%
06
CAT
Caterpillar Inc Del
$36M51K3.0%
07
NVDA
Nvidia Corporation
$34M193K2.8%
08
AMZN
Amazon Com Inc
$31M151K2.6%
09
XOM
Exxon Mobil Corp
$30M178K2.5%
10
WMT
Wal-Mart Stores Inc
$27M219K2.3%

Filing history

Filing history loading…
AI Agent · grounded in Richard
haiku-4-5 · 93 positions indexed
Sector mix
  • Financials5%
  • Health Care42%
  • Cons. Disc.13%
  • Communications9%
  • Industrials19%
  • Energy24%
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