$524 Million is the total value of Richard C. Young & CO., LTD.'s 69 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NVS | New | Novartis AGsponsored adr | $9,263,000 | – | 96,344 | +100.0% | 1.77% | – |
| MRK | New | Merck & Co Inc | $9,104,000 | – | 109,464 | +100.0% | 1.74% | – |
| NVO | New | Novo-Nordisk ASadr | $8,779,000 | – | 167,835 | +100.0% | 1.68% | – |
| MDT | New | Medtronic PLC | $8,625,000 | – | 94,692 | +100.0% | 1.65% | – |
| SNY | New | Sanofisponsored adr | $8,583,000 | – | 193,838 | +100.0% | 1.64% | – |
| PFE | New | Pfizer Inc | $8,229,000 | – | 193,764 | +100.0% | 1.57% | – |
| PSX | New | Phillips 66 | $4,808,000 | – | 50,521 | +100.0% | 0.92% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR Gold Trust | 42 | Q3 2023 | 9.6% |
| Norfolk Southern Corp | 42 | Q3 2023 | 3.4% |
| Johnson & Johnson | 42 | Q3 2023 | 3.0% |
| Procter & Gamble Co | 42 | Q3 2023 | 2.9% |
| United Parcel Service Inc | 42 | Q3 2023 | 3.1% |
| Verizon Communications Inc | 42 | Q3 2023 | 2.8% |
| Kimberly Clark Corp | 42 | Q3 2023 | 2.6% |
| AT&T Inc | 42 | Q3 2023 | 2.5% |
| Unilever PLC ADR | 42 | Q3 2023 | 2.5% |
| iShares Silver Trust | 42 | Q3 2023 | 3.6% |
View Richard C. Young & CO., LTD.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-02-11 |
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.