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Young Richard C & Co reported holdings

Quarter ended 30 June 2026. Filed with the SEC on 28 July 2026, signed by Christopher J. Stack, Senior Vice President and CCO. Retrieved 14 October 2026. Page updated 21 October 2026.

Young Richard C & Co’s reported 13F holdings total $1.36B across 101 positions as of 30 June 2026. The ten largest make up 37.0% of it, and its value rose 12.4% from the prior quarter.

$1.36B
Reported 13F value
101
Positions
37.0%
In the 10 largest
+12.4%
Value vs. prior quarter

Largest positions

Micron Technology Inc.COM$74.4M
Class
COM
Share
5.5%
Dell Technologies Inc.CL C$69.9M
Class
CL C
Share
5.2%
Caterpillar Inc. DelCOM$52.7M
Class
COM
Share
3.9%
World Gold TRSPRD GLD Minis$49.6M
Class
SPRD GLD Minis
Share
3.7%
Broadcom Inc.COM$49.1M
Class
COM
Share
3.6%
Alphabet Inc.CAP STK CL A$46.7M
Class
CAP STK CL A
Share
3.4%
SPDR Gold TrustGold SHS$43.2M
Class
Gold SHS
Share
3.2%
Sterling Infrastructure Inc.COM$42.4M
Class
COM
Share
3.1%
Nvidia CorporationCOM$38.4M
Class
COM
Share
2.8%
Amazon Com Inc.COM$35.8M
Class
COM
Share
2.6%
Vertiv Holdings CoCom CL A$33.4M
Class
Com CL A
Share
2.5%
iShares Silver TrustiShares$31.1M
Class
iShares
Share
2.3%
Visa Inc.Com CL A$29.1M
Class
Com CL A
Share
2.1%
Cummins Inc.COM$28M
Class
COM
Share
2.1%
Apple Inc.COM$25.8M
Class
COM
Share
1.9%
Wal-mart Stores Inc.COM$24.9M
Class
COM
Share
1.8%
Kinder Morgan Inc. DelCOM$24.1M
Class
COM
Share
1.8%
Exxon Mobil Corp.COM$23.9M
Class
COM
Share
1.8%
Williams Cos Inc.COM$23.4M
Class
COM
Share
1.7%
Amphenol Corp.CL A$23.3M
Class
CL A
Share
1.7%
Eli Lilly & CoCOM$23.2M
Class
COM
Share
1.7%
JPMORGAN Chase & CoCOM$23.2M
Class
COM
Share
1.7%
PNC Finl Svcs Group Inc.COM$22.4M
Class
COM
Share
1.7%
Southern CoCOM$21.9M
Class
COM
Share
1.6%
Altria Group Inc.COM$21.8M
Class
COM
Share
1.6%
Valero Energy Corp.COM$21.4M
Class
COM
Share
1.6%
International Business MachsCOM$21.3M
Class
COM
Share
1.6%
L3 Harris Technologies Inc.COM$20.3M
Class
COM
Share
1.5%
Johnson & JohnsonCOM$19.6M
Class
COM
Share
1.4%
Texas Instrs Inc.COM$19.1M
Class
COM
Share
1.4%
Kroger CoCOM$19M
Class
COM
Share
1.4%
Phillips 66COM$18.6M
Class
COM
Share
1.4%
Chevron Corp. NewCOM$18.1M
Class
COM
Share
1.3%
Meta Platforms Inc.CL A$17.9M
Class
CL A
Share
1.3%
Analog Devices Inc.COM$17.8M
Class
COM
Share
1.3%
Emerson Elec CoCOM$17.7M
Class
COM
Share
1.3%
AT&T Inc.COM$17.5M
Class
COM
Share
1.3%
Microsoft Corp.COM$16.9M
Class
COM
Share
1.2%
Oracle Corp.COM$16.6M
Class
COM
Share
1.2%
Verizon Communications Inc.COM$14.6M
Class
COM
Share
1.1%
Procter & Gamble CoCOM$14.5M
Class
COM
Share
1.1%
Costco Whsl Corp. NewCOM$13.1M
Class
COM
Share
1.0%
Coca Cola CoCOM$12.7M
Class
COM
Share
0.9%
Mcdonalds Corp.COM$12.4M
Class
COM
Share
0.9%
General Dynamics Corp.COM$12.4M
Class
COM
Share
0.9%
Lowes Cos Inc.COM$12.2M
Class
COM
Share
0.9%
Nextera Energy Inc.COM$9.65M
Class
COM
Share
0.7%
Norfolk Southern Corp.COM$9.46M
Class
COM
Share
0.7%
Abbvie Inc.COM$9.01M
Class
COM
Share
0.7%
Northrop Grumman Corp.COM$8.17M
Class
COM
Share
0.6%

The share class is shown on a wider screen.

The 50 largest of 101 positions by value, with holdings of the same security combined. The 101 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR

This filing

Form
13F-HR
CIK
1387304
File number
028-12215
Options
0 call, 0 put
In the 25 largest
65.0%
Prior quarter
$1.21B at 31 March 2026
Positions opened
11
Positions closed
3

Common questions

What are Young Richard C & Co’s 13F holdings worth?

$1.36 billion across 101 positions for the quarter ended 30 June 2026.

What is Young Richard C & Co’s largest 13F holding?

Micron Technology Inc (COM) was the largest position at $74.4 million, or 5.5% of reported 13F value, as of 30 June 2026.

How concentrated is Young Richard C & Co’s 13F portfolio?

The ten largest positions accounted for 37.0% of reported value and the twenty-five largest for 65.0%, across 101 positions as of 30 June 2026.

Does Form 13F show everything Young Richard C & Co manages?

No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.

How often does Young Richard C & Co file its 13F?

Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.

Answered from this filing and the prior quarter's.

Back to the Young Richard C & Co profile

Sources

  1. Form 13F-HR, accession 0001387304-26-000004, filed 28 July 2026 for the quarter ended 30 June 2026.
  2. Form 13F-HR, accession 0001387304-26-000003, filed 7 May 2026 for the quarter ended 31 March 2026.
  3. All 13F filings by this firm on EDGAR.

Retrieved 14 October 2026. Values are as reported by the filer in whole dollars; percentages and quarter-over-quarter figures are arithmetic on the filed tables.

Report a correction

This page restates a public SEC filing for informational purposes only. It is not a recommendation of any security or of Young Richard C & Co LTD, and Niva is not affiliated with the firm. Holdings change; the filing reflects one quarter-end date.