Richard C. Young & CO., LTD.
RIA/Wealth
Richard C. Young & CO., LTD. is a RIA/Wealth based in Newport, RI led by Matthew Alexander Young, reporting $1.6B in AUM as of Q3 2025 with GLDM as the largest holding (5% allocation).
CEOMatthew Alexander Young
- Portfolio Value
- $1.1B
- Positions
- 91
- Top Holding
- GLDM at 4.62%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Richard C. Young & CO., LTD.'s portfolio (31.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Unknown Unknown | $49.8M | 4.62% | -$15.3M Sold | — 650.9K shares | |
Semiconductors Technology | $44.4M | 4.13% | -$649.6K Sold | 0.00% 134.7K shares | |
Unknown Unknown | $43.6M | 4.05% | -$1.3M Sold | — 122.7K shares | |
Semiconductors Technology | $34.9M | 3.24% | -$322.0K Sold | 0.00% 186.8K shares | |
Internet Content & Information Communication Services | $32.0M | 2.97% | -$10.7K Sold | 0.00% 131.6K shares | |
Software - Infrastructure Technology | $29.9M | 2.78% | -$297.0K Sold | 0.00% 106.3K shares | |
Financial - Credit Services Financial Services | $29.2M | 2.72% | -$98.0K Sold | 0.00% 85.6K shares | |
Unknown Unknown | $25.8M | 2.40% | -$4.1M Sold | — 609.6K shares | |
Agricultural - Machinery Industrials | $24.7M | 2.30% | -$582.6K Sold | 0.01% 51.8K shares | |
Telecommunications Services Communication Services | $23.5M | 2.18% | -$185.5K Sold | 0.01% 831.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Richard C. Young & CO., LTD.'s latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
New Purchases
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Reduced Holdings
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Richard C. Young & CO., LTD.
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