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Home > Institutional Investor > Richard C. Young & Co., Ltd. > Profile

Instuitional Investor - Richard C. Young & Co., Ltd.

Fund Profile
Filing Period:
Fund Name: Richard C. Young & Co., Ltd.
Portfolio Value $930,865,837
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
World Gold Tr
 861,508 $53,318,708 5.73%
2.
Spdr Gold Trust
 GLD 128,928 $37,149,345 3.99%
3.
Visa Inc.
 V 85,965 $30,127,467 3.24%
4.
At&T Inc.
 T 837,018 $23,670,879 2.54%
5.
Broadcom Inc.
 AVGO 135,866 $22,748,109 2.44%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)