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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QUALCOMM INC/DE

QCOM|747525103

Shares:31.9K

Value:$4.9M

% of Portfolio:0.5% ($4.9M/$930.9M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:5

Value:$4.0M

% of Portfolio:0.4% ($4.0M/$930.9M)

WEC ENERGY GROUP, INC.

WEC|92939U106

Shares:36.3K

Value:$4.0M

% of Portfolio:0.4% ($4.0M/$930.9M)

921946406

VYM|921946406

Shares:29.7K

Value:$3.8M

% of Portfolio:0.4% ($3.8M/$930.9M)

316092865

Shares:74.8K

Value:$3.8M

% of Portfolio:0.4% ($3.8M/$930.9M)

abrdn Silver ETF Trust

SIVR|003264108

Shares:64.3K

Value:$2.1M

% of Portfolio:0.2% ($2.1M/$930.9M)

ROCKWELL AUTOMATION, INC

ROK|773903109

Shares:6.5K

Value:$1.7M

% of Portfolio:0.2% ($1.7M/$930.9M)

Sanofi

SNY|80105N105

Shares:29.4K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$930.9M)

921908844

VIG|921908844

Shares:7.0K

Value:$1.4M

% of Portfolio:0.1% ($1.4M/$930.9M)

J M SMUCKER Co

SJM|832696405

Shares:7.3K

Value:$865.0K

% of Portfolio:0.1% ($865.0K/$930.9M)

922042775

VEU|922042775

Shares:13.6K

Value:$822.8K

% of Portfolio:0.1% ($822.8K/$930.9M)

922908769

VTI|922908769

Shares:2.3K

Value:$634.0K

% of Portfolio:0.1% ($634.0K/$930.9M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:956

Value:$509.3K

% of Portfolio:0.1% ($509.3K/$930.9M)

3M CO

MMM|88579Y101

Shares:3.3K

Value:$486.5K

% of Portfolio:0.1% ($486.5K/$930.9M)

Blackstone Inc.

BX|09260D107

Shares:3.5K

Value:$485.0K

% of Portfolio:0.1% ($485.0K/$930.9M)

316092600

Shares:5.8K

Value:$394.4K

% of Portfolio:0.0% ($394.4K/$930.9M)

92204A207

Shares:1.8K

Value:$384.3K

% of Portfolio:0.0% ($384.3K/$930.9M)

BlackRock, Inc.

BLK|09290D101

Shares:380

Value:$359.3K

% of Portfolio:0.0% ($359.3K/$930.9M)

BECTON DICKINSON & CO

BDX|075887109

Shares:1.4K

Value:$326.2K

% of Portfolio:0.0% ($326.2K/$930.9M)

Sprott Physical Gold & Silver Trust

CEF|85208R101

Shares:10.6K

Value:$302.1K

% of Portfolio:0.0% ($302.1K/$930.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
QUALCOMM INC/DE(QCOMcusip747525103)	31.9K	QoQ +6.75% (+2.0K) YoY NEW(+31.9K)	All Managers (Combined)	$4.9M	0.5% ($4.9M/$930.9M)	QoQ +6.74% (+$309.8K) YoY NEW(+$4.9M)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	5	QoQ 0.00% (+0) YoY NEW(+5)	All Managers (Combined)	$4.0M	0.4% ($4.0M/$930.9M)	QoQ +17.25% (+$587.6K) YoY NEW(+$4.0M)
WEC ENERGY GROUP, INC.(WECcusip92939U106)	36.3K	QoQ -4.03% (-1.5K) YoY -10.27% (-4.2K)	All Managers (Combined)	$4.0M	0.4% ($4.0M/$930.9M)	QoQ +11.21% (-$399.0K) YoY +19.06% (-$633.7K)
(VYMcusip921946406)	29.7K	QoQ +4.07% (+1.2K) YoY +8.54% (+2.3K)	All Managers (Combined)	$3.8M	0.4% ($3.8M/$930.9M)	QoQ +5.19% (+$189.1K) YoY +15.69% (+$519.8K)
(cusip316092865)✕	74.8K	QoQ -4.05% (-3.2K) YoY -7.27% (-5.9K)	All Managers (Combined)	$3.8M	0.4% ($3.8M/$930.9M)	QoQ +0.22% (-$8.7K) YoY +11.36% (-$388.9K)
abrdn Silver ETF Trust(SIVRcusip003264108)	64.3K	QoQ -6.46% (-4.4K) YoY -7.88% (-5.5K)	All Managers (Combined)	$2.1M	0.2% ($2.1M/$930.9M)	QoQ +10.30% (-$195.2K) YoY +25.77% (-$428.3K)
ROCKWELL AUTOMATION, INC(ROKcusip773903109)	6.5K	QoQ -1.77% (-117) YoY -64.00% (-11.5K)	All Managers (Combined)	$1.7M	0.2% ($1.7M/$930.9M)	QoQ -11.19% (-$211.4K) YoY -68.07% (-$3.6M)
Sanofi(SNYcusip80105N105)	29.4K	QoQ -6.24% (-2.0K) YoY -75.51% (-90.8K)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$930.9M)	QoQ +7.81% (-$118.2K) YoY -72.05% (-$4.2M)
(VIGcusip921908844)	7.0K	QoQ +2.35% (+161) YoY +16.22% (+977)	All Managers (Combined)	$1.4M	0.1% ($1.4M/$930.9M)	QoQ +1.39% (+$18.7K) YoY +23.46% (+$258.1K)
J M SMUCKER Co(SJMcusip832696405)	7.3K	QoQ -7.54% (-596) YoY -91.13% (-75.1K)	All Managers (Combined)	$865.0K	0.1% ($865.0K/$930.9M)	QoQ -0.58% (-$5.1K) YoY -91.66% (-$9.5M)
(VEUcusip922042775)	13.6K	QoQ -1.79% (-248) YoY -10.65% (-1.6K)	All Managers (Combined)	$822.8K	0.1% ($822.8K/$930.9M)	QoQ +3.75% (-$29.8K) YoY -7.58% (-$67.6K)
(VTIcusip922908769)	2.3K	QoQ +27.03% (+491) YoY +27.88% (+503)	All Managers (Combined)	$634.0K	0.1% ($634.0K/$930.9M)	QoQ +20.46% (+$107.7K) YoY +35.22% (+$165.1K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	956	QoQ 0.00% (+0) YoY -9.46% (-100)	All Managers (Combined)	$509.3K	0.1% ($509.3K/$930.9M)	QoQ +17.49% (+$75.8K) YoY +14.65% (-$65.1K)
3M CO(MMMcusip88579Y101)	3.3K	QoQ +0.33% (+11) YoY NEW(+3.3K)	All Managers (Combined)	$486.5K	0.1% ($486.5K/$930.9M)	QoQ +14.11% (+$60.2K) YoY NEW(+$486.5K)
Blackstone Inc.(BXcusip09260D107)	3.5K	QoQ +0.87% (-30) YoY NEW(+3.5K)	All Managers (Combined)	$485.0K	0.1% ($485.0K/$930.9M)	QoQ -18.22% (-$108.1K) YoY NEW(+$485.0K)
(cusip316092600)✕	5.8K	QoQ +7.58% (+407) YoY NEW(+5.8K)	All Managers (Combined)	$394.4K	0.0% ($394.4K/$930.9M)	QoQ +12.47% (+$43.8K) YoY NEW(+$394.4K)
(cusip92204A207)✕	1.8K	QoQ +13.36% (+207) YoY +24.27% (+343)	All Managers (Combined)	$384.3K	0.0% ($384.3K/$930.9M)	QoQ +17.35% (+$56.8K) YoY +33.24% (+$95.9K)
BlackRock, Inc.(BLKcusip09290D101)	380	QoQ +0.52% (-2) YoY NEW(+380)	All Managers (Combined)	$359.3K	0.0% ($359.3K/$930.9M)	QoQ -7.16% (-$27.7K) YoY NEW(+$359.3K)
BECTON DICKINSON & CO(BDXcusip075887109)	1.4K	QoQ 0.00% (+0) YoY -2.73% (-40)	All Managers (Combined)	$326.2K	0.0% ($326.2K/$930.9M)	QoQ +0.97% (+$3.1K) YoY -9.98% (-$36.2K)
Sprott Physical Gold & Silver Trust(CEFcusip85208R101)	10.6K	QoQ 0.00% (+0) YoY +7.61% (+753)	All Managers (Combined)	$302.1K	0.0% ($302.1K/$930.9M)	QoQ +19.57% (+$49.5K) YoY +50.31% (+$101.1K)