Richard C. Young & CO., LTD.
All 13F Filings
- Location
- Newport, RI
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,116,061
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/29/2026 | 88 | 1,116,061 | 13F-HR | Richard C. Young & CO., LTD. |
| Q3 2025 | 11/12/2025 | 91 | 1,076,624 | 13F-HR | Richard C. Young & CO., LTD. |
| Q2 2025 | 8/7/2025 | 87 | 1,012,131 | 13F-HR | Richard C. Young & CO., LTD. |
| Q1 2014 | 5/12/2014 | 61 | 470,643 | 13F-HR | Richard C. Young & CO., LTD. |
| Q4 2013 | 2/13/2014 | 61 | 461,016 | 13F-HR | Richard C. Young & CO., LTD. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.075 M | 96.3% | 26.04 K | 0 | 26.04 K |
| ETFs | 41.53 K | 3.7% | 13.39 K | 0 | 13.39 K |
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Fund Snapshot
Q4 2025
Latest filed
1/29/2026
Total value ($000)
1,116,061
Holdings
88
QoQ value change ($000)
39,437
(3.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.