Richard Young Associates, Ltd.
Richard Young Associates, Ltd. reported 29 holdings worth US$150M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 27, 2026
Richard Young Associates, Ltd. reported 29 holdings worth US$150M as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Tesla, Inc. Filed Jul 27, 2026 (Form 13F).
- Holdings
- 29
- Value as reported
- US$150M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Nvidia Corporation | 17,392 | US$3.48M | 2.3% |
| Apple Inc | 7,741 | US$2.24M | 1.5% |
| Tesla, Inc. | 2,975 | US$1.25M | 0.83% |
| Coca-cola Company (the) | 14,565 | US$1.18M | 0.79% |
| Amazon.com, Inc. | 3,658 | US$872K | 0.58% |
| Carter Bankshares, Inc. | 24,471 | US$832K | 0.55% |
| Ge Aerospace | 1,833 | US$685K | 0.46% |
| Microsoft Corp. | 1,775 | US$662K | 0.44% |
| Meta Platforms, Inc. | 884 | US$498K | 0.33% |
| Rtx Corporation | 2,418 | US$459K | 0.30% |
| Southstate Bank Corporation | 4,304 | US$430K | 0.29% |
| Alphabet Inc (google) Class C | 1,125 | US$402K | 0.27% |
| Berkshire Hathaway Inc. | 740 | US$370K | 0.25% |
| Exxon Mobil Corporation | 2,425 | US$332K | 0.22% |
| Ge Vernova Inc. | 279 | US$328K | 0.22% |
| Southern Company (the) | 3,311 | US$317K | 0.21% |
| At&t Inc. | 14,256 | US$295K | 0.20% |
| Walmart Inc. | 2,296 | US$260K | 0.17% |
| Starbucks Corporation | 2,046 | US$209K | 0.14% |
| Genelux Corporation | 40,959 | US$123K | 0.08% |
| Chevron Corporation | 0 | US$0 | 0.00% |