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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 $746,021,867
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
World Gold Tr
 889,654 $36,395,739 4.87%
2.
Spdr Gold Trust
 GLD 137,965 $26,374,750 3.53%
3.
Visa Inc.
 V 87,280 $22,723,422 3.04%
4.
Merck & Co. Inc.
 MRK 195,929 $21,360,222 2.86%
5.
Texas Instruments Inc
 TXN 116,974 $19,939,322 2.67%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)