$439 Million is the total value of Richard C. Young & CO., LTD.'s 76 reported holdings in Q4 2015. The portfolio turnover from Q3 2015 to Q4 2015 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| COP | Exit | ConocoPhilllips | $0 | – | -5,041 | -100.0% | -0.06% | – |
| WMB | Exit | Williams COS INC DEL | $0 | – | -8,925 | -100.0% | -0.08% | – |
| PNY | Exit | Piedmont Nat Gas Inc | $0 | – | -10,486 | -100.0% | -0.10% | – |
| BTU | Exit | Peabody Energy Corp | $0 | – | -349,891 | -100.0% | -0.12% | – |
| SO | Exit | Southern Co | $0 | – | -11,946 | -100.0% | -0.13% | – |
| DUK | Exit | Duke Energy Corp New | $0 | – | -9,218 | -100.0% | -0.16% | – |
| WR | Exit | Westar Energy Inc | $0 | – | -158,205 | -100.0% | -1.50% | – |
| EZU | Exit | iSharesemu etf | $0 | – | -215,477 | -100.0% | -1.83% | – |
| XEL | Exit | XCEL Energy Inc | $0 | – | -212,399 | -100.0% | -1.86% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-02-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR Gold Trust | 45 | Q2 2024 | 9.6% |
| Norfolk Southern Corp | 45 | Q2 2024 | 3.4% |
| Johnson & Johnson | 45 | Q2 2024 | 3.0% |
| Procter & Gamble Co | 45 | Q2 2024 | 2.9% |
| Verizon Communications Inc | 45 | Q2 2024 | 2.8% |
| AT&T Inc | 45 | Q2 2024 | 2.5% |
| iShares Silver Trust | 45 | Q2 2024 | 3.6% |
| United Parcel Service Inc | 44 | Q1 2024 | 3.1% |
| Unilever PLC ADR | 44 | Q1 2024 | 2.5% |
| Kimberly Clark Corp | 43 | Q4 2023 | 2.6% |
View Richard C. Young & CO., LTD.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-08 |
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-03 |
| 13F-HR | 2022-05-06 |
View Richard C. Young & CO., LTD.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.