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:

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PEPSICO INC

PEP|713448108

Shares:1.7K

Value:$254.9K

% of Portfolio:0.0% ($254.9K/$930.9M)

00162Q452

Shares:4.7K

Value:$246.3K

% of Portfolio:0.0% ($246.3K/$930.9M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:1.7K

Value:$240.7K

% of Portfolio:0.0% ($240.7K/$930.9M)

INTEL CORP

INTC|458140100

Shares:10.3K

Value:$233.8K

% of Portfolio:0.0% ($233.8K/$930.9M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:241

Value:$228.4K

% of Portfolio:0.0% ($228.4K/$930.9M)

RTX Corp

RTX|75513E101

Shares:1.5K

Value:$200.9K

% of Portfolio:0.0% ($200.9K/$930.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
PEPSICO INC(PEPcusip713448108)	1.7K	QoQ -1.10% (-19) YoY +8.28% (-130)	All Managers (Combined)	$254.9K	0.0% ($254.9K/$930.9M)	QoQ -2.52% (-$6.6K) YoY -7.23% (-$19.9K)
(cusip00162Q452)✕	4.7K	QoQ +0.59% (+28) YoY +2.50% (+116)	All Managers (Combined)	$246.3K	0.0% ($246.3K/$930.9M)	QoQ +8.49% (+$19.3K) YoY +12.17% (+$26.7K)
KIMBERLY CLARK CORP(KMBcusip494368103)	1.7K	QoQ -3.31% (-58) YoY NEW(+1.7K)	All Managers (Combined)	$240.7K	0.0% ($240.7K/$930.9M)	QoQ +4.93% (-$11.3K) YoY NEW(+$240.7K)
INTEL CORP(INTCcusip458140100)	10.3K	QoQ -6.20% (-681) YoY -72.53% (-27.2K)	All Managers (Combined)	$233.8K	0.0% ($233.8K/$930.9M)	QoQ +6.24% (-$13.7K) YoY -85.87% (-$1.4M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	241	QoQ 0.00% (+0) YoY NEW(+241)	All Managers (Combined)	$228.4K	0.0% ($228.4K/$930.9M)	QoQ +3.33% (+$7.4K) YoY NEW(+$228.4K)
RTX Corp(RTXcusip75513E101)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$200.9K	0.0% ($200.9K/$930.9M)	QoQ NEW(+$200.9K) YoY NEW(+$200.9K)