Richard-C-Young--Co

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "MMM",
  "ABBV",
  "APD",
  "ALL",
  "GOOGL",
  null,
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "CMI",
  "DUK",
  null,
  "GD",
  "HON",
  "HD",
  "MCD",
  "FTS",
  "UNP",
  "QCOM",
  "ITW",
  "EMR",
  "META",
  "KMI",
  "LHX",
  "MDT",
  "MSFT",
  "BX",
  "KR",
  "ORCL",
  "NOC",
  null,
  "PEP",
  "PNC",
  "AAPL",
  "NVDA",
  "INTC",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  "KVUE",
  "ROK",
  null,
  "RTX",
  "GLD",
  "IBM",
  "TXN",
  "TGT",
  "SIVR",
  "VIG",
  "SNY",
  "VYM",
  "WEC",
  "AMZN",
  "DKS",
  null,
  "CEF",
  "VEU",
  "VLO",
  "V",
  "WMT",
  "WMB",
  "NSC",
  "SO",
  "SJM",
  "PSX",
  "KMB",
  "ADP",
  "BRK-A",
  "BRK-B",
  "BDX",
  "CVX",
  "KO",
  "CL",
  "COST",
  "DELL",
  "ADI",
  "NEE",
  "XOM",
  "JNJ",
  "MO",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-02
Total Holdings: 86
Total Value: 930865837
Accession Number: 0001387304-25-000004
Form Type: 13F-HR
CIK: richard-c-young--co
Manager Name: Richard-C-Young--Co

Data Enrichment

93% identified

80 identified6 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

86 positions • $930.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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LOWES COMPANIES INC

LOW|548661107

Shares:73.1K

Value:$17.1M

% of Portfolio:1.8% ($17.1M/$930.9M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:370.7K

Value:$16.8M

% of Portfolio:1.8% ($16.8M/$930.9M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:280.1K

Value:$16.8M

% of Portfolio:1.8% ($16.8M/$930.9M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:90.1K

Value:$16.2M

% of Portfolio:1.7% ($16.2M/$930.9M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:64.5K

Value:$16.0M

% of Portfolio:1.7% ($16.0M/$930.9M)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:65.8K

Value:$15.6M

% of Portfolio:1.7% ($15.6M/$930.9M)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:85.2K

Value:$15.0M

% of Portfolio:1.6% ($15.0M/$930.9M)

ORACLE CORP

ORCL|68389X105

Shares:106.1K

Value:$14.8M

% of Portfolio:1.6% ($14.8M/$930.9M)

MICROSOFT CORP

MSFT|594918104

Shares:39.2K

Value:$14.7M

% of Portfolio:1.6% ($14.7M/$930.9M)

L3HARRIS TECHNOLOGIES, INC. /DE/

LHX|502431109

Shares:69.6K

Value:$14.6M

% of Portfolio:1.6% ($14.6M/$930.9M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:48.9K

Value:$14.4M

% of Portfolio:1.5% ($14.4M/$930.9M)

MCDONALDS CORP

MCD|580135101

Shares:43.9K

Value:$13.7M

% of Portfolio:1.5% ($13.7M/$930.9M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:119.0K

Value:$13.0M

% of Portfolio:1.4% ($13.0M/$930.9M)

Medtronic plc

MDT|G5960L103

Shares:140.1K

Value:$12.6M

% of Portfolio:1.4% ($12.6M/$930.9M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:74.7K

Value:$12.4M

% of Portfolio:1.3% ($12.4M/$930.9M)

Kenvue Inc.

KVUE|49177J102

Shares:513.3K

Value:$12.3M

% of Portfolio:1.3% ($12.3M/$930.9M)

NVIDIA CORP

NVDA|67066G104

Shares:112.2K

Value:$12.2M

% of Portfolio:1.3% ($12.2M/$930.9M)

Phillips 66

PSX|718546104

Shares:98.1K

Value:$12.1M

% of Portfolio:1.3% ($12.1M/$930.9M)

COCA COLA CO

KO|191216100

Shares:168.3K

Value:$12.1M

% of Portfolio:1.3% ($12.1M/$930.9M)

CUMMINS INC

CMI|231021106

Shares:37.4K

Value:$11.7M

% of Portfolio:1.3% ($11.7M/$930.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
LOWES COMPANIES INC(LOWcusip548661107)	73.1K	QoQ -1.11% (-825) YoY -3.25% (-2.5K)	All Managers (Combined)	$17.1M	1.8% ($17.1M/$930.9M)	QoQ -6.55% (-$1.2M) YoY -11.42% (-$2.2M)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	370.7K	QoQ +1.94% (+7.1K) YoY +9.82% (+33.2K)	All Managers (Combined)	$16.8M	1.8% ($16.8M/$930.9M)	QoQ +15.63% (+$2.3M) YoY +18.72% (+$2.7M)
ALTRIA GROUP, INC.(MOcusip02209S103)	280.1K	QoQ +3.55% (+9.6K) YoY NEW(+280.1K)	All Managers (Combined)	$16.8M	1.8% ($16.8M/$930.9M)	QoQ +18.86% (+$2.7M) YoY NEW(+$16.8M)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	90.1K	QoQ -3.62% (-3.4K) YoY -22.24% (-25.8K)	All Managers (Combined)	$16.2M	1.7% ($16.2M/$930.9M)	QoQ -7.63% (-$1.3M) YoY -19.79% (-$4.0M)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	64.5K	QoQ -1.90% (-1.2K) YoY -1.24% (-812)	All Managers (Combined)	$16.0M	1.7% ($16.0M/$930.9M)	QoQ +10.96% (-$1.6M) YoY +28.59% (-$3.6M)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	65.8K	QoQ -1.68% (-1.1K) YoY -3.29% (-2.2K)	All Managers (Combined)	$15.6M	1.7% ($15.6M/$930.9M)	QoQ -0.78% (-$123.1K) YoY -10.12% (-$1.8M)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	85.2K	QoQ +2.31% (-1.9K) YoY +42.65% (+25.5K)	All Managers (Combined)	$15.0M	1.6% ($15.0M/$930.9M)	QoQ -6.74% (-$1.1M) YoY +55.16% (+$5.3M)
ORACLE CORP(ORCLcusip68389X105)	106.1K	QoQ -0.27% (-291) YoY +0.85% (+898)	All Managers (Combined)	$14.8M	1.6% ($14.8M/$930.9M)	QoQ -16.33% (-$2.9M) YoY +12.25% (+$1.6M)
MICROSOFT CORP(MSFTcusip594918104)	39.2K	QoQ +3.12% (-1.2K) YoY +5.22% (-1.9K)	All Managers (Combined)	$14.7M	1.6% ($14.7M/$930.9M)	QoQ -8.15% (-$1.3M) YoY -6.11% (-$956.7K)
L3HARRIS TECHNOLOGIES, INC. /DE/(LHXcusip502431109)	69.6K	QoQ +1.03% (+713) YoY +3.81% (+2.6K)	All Managers (Combined)	$14.6M	1.6% ($14.6M/$930.9M)	QoQ +0.56% (+$82.3K) YoY +1.96% (+$281.0K)
Air Products & Chemicals, Inc.(APDcusip009158106)	48.9K	QoQ -4.46% (-2.3K) YoY -3.33% (-1.7K)	All Managers (Combined)	$14.4M	1.5% ($14.4M/$930.9M)	QoQ -2.85% (-$423.5K) YoY +17.67% (-$2.2M)
MCDONALDS CORP(MCDcusip580135101)	43.9K	QoQ +0.19% (+87) YoY +5.78% (+2.4K)	All Managers (Combined)	$13.7M	1.5% ($13.7M/$930.9M)	QoQ +7.96% (+$1.0M) YoY +17.19% (+$2.0M)
EMERSON ELECTRIC CO(EMRcusip291011104)	119.0K	QoQ -0.13% (-155) YoY +3.63% (+4.2K)	All Managers (Combined)	$13.0M	1.4% ($13.0M/$930.9M)	QoQ -11.64% (-$1.7M) YoY +0.18% (+$23.8K)
Medtronic plc(MDTcusipG5960L103)	140.1K	QoQ -0.39% (-561) YoY +3.15% (+4.3K)	All Managers (Combined)	$12.6M	1.4% ($12.6M/$930.9M)	QoQ +12.04% (-$1.4M) YoY +6.36% (+$753.0K)
JOHNSON & JOHNSON(JNJcusip478160104)	74.7K	QoQ +0.03% (+29) YoY +2.76% (+2.0K)	All Managers (Combined)	$12.4M	1.3% ($12.4M/$930.9M)	QoQ +14.71% (+$1.6M) YoY +7.73% (+$889.1K)
Kenvue Inc.(KVUEcusip49177J102)	513.3K	QoQ +31.17% (+122.0K) YoY +41.29% (+150.0K)	All Managers (Combined)	$12.3M	1.3% ($12.3M/$930.9M)	QoQ +47.32% (+$4.0M) YoY +57.88% (+$4.5M)
NVIDIA CORP(NVDAcusip67066G104)	112.2K	QoQ +3.18% (-3.5K) YoY NEW(+112.2K)	All Managers (Combined)	$12.2M	1.3% ($12.2M/$930.9M)	QoQ -16.72% (-$2.4M) YoY NEW(+$12.2M)
Phillips 66(PSXcusip718546104)	98.1K	QoQ -5.43% (-5.6K) YoY -7.93% (-8.5K)	All Managers (Combined)	$12.1M	1.3% ($12.1M/$930.9M)	QoQ +2.49% (-$294.2K) YoY -30.40% (-$5.3M)
COCA COLA CO(KOcusip191216100)	168.3K	QoQ +6.62% (+10.5K) YoY NEW(+168.3K)	All Managers (Combined)	$12.1M	1.3% ($12.1M/$930.9M)	QoQ +22.65% (+$2.2M) YoY NEW(+$12.1M)
CUMMINS INC(CMIcusip231021106)	37.4K	QoQ -0.66% (-251) YoY +2.55% (+933)	All Managers (Combined)	$11.7M	1.3% ($11.7M/$930.9M)	QoQ -10.68% (-$1.4M) YoY +9.09% (+$977.8K)