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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 $917,933,223
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
World Gold Tr
 875,132 $45,498,107 4.95%
2.
Spdr Gold Trust
 GLD 133,002 $32,203,750 3.5%
3.
Broadcom Inc.
 AVGO 136,493 $31,644,614 3.44%
4.
Visa Inc.
 V 87,206 $27,560,586 3%
5.
Alphabet Inc.
 GOOGL 114,607 $21,695,163 2.36%
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)