Richard Young Associates, Ltd.
Filing Date
Global Rank
#7,637
/ 8,232
▲ 179
Top Industry
Semiconductors
24.3%
3Y Alpha vs SPY
-4.6%
Period ended 2 months ago
Filed May 7, 2026 · 38d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+7.8%
SPY
+9.1%
Annualised alpha
-4.6%
Max drawdown
−9.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
18 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
23.9%
−3.6 pts
Top 5
62.5%
−3.9 pts
Top 10
82.8%
−1.9 pts
HHI
1,116
Diversified−166
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 44.4% | $5,651,531 |
| Consumer Cyclical | 14.5% | $1,847,840 |
| Consumer Defensive | 11.1% | $1,412,175 |
| Financial Services | 10.3% | $1,316,844 |
| Communication Services | 9.8% | $1,242,316 |
| Energy | 4.9% | $624,076 |
| Utilities | 2.5% | $318,612 |
| Unclassified | 1.8% | $223,750 |
| Healthcare | 0.8% | $99,120 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MSFT | Microsoft Corp | +572 | 1,822 | $674,449 | |
| AMZN | Amazon Com Inc | +183 | 3,530 | $735,193 | |
| AAPL | Apple Inc. | +137 | 7,641 | $1,939,209 | |
| META | Meta Platforms, Inc. | +50 | 884 | $505,762 | |
| XOM | Exxon Mobil Corp | +11 | 2,415 | $409,728 | |
| SO | Southern Co | +9 | 3,301 | $318,612 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
5 positions
18 positions ·
$12,736,264 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 17,419 | $3,037,873 | 23.85% | |
| AAPL |
Apple Inc.
Technology
|
Added | 7,641 | $1,939,209 | 15.23% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 14,915 | $1,134,285 | 8.91% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 2,993 | $1,112,647 | 8.74% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 3,530 | $735,193 | 5.77% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,822 | $674,449 | 5.30% | |
| CARE |
Carter Bankshares, Inc.
Financial Services
|
Reduced | 25,214 | $587,990 | 4.62% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 884 | $505,762 | 3.97% | |
| T |
At&T Inc.
Communication Services
|
Reduced | 14,248 | $413,049 | 3.24% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 2,415 | $409,728 | 3.22% | |
| SSB |
SouthState Bank Corp
Financial Services
|
Reduced | 4,304 | $398,206 | 3.13% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
NEW | 690 | $330,648 | 2.60% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 1,125 | $323,505 | 2.54% | |
| SO |
Southern Co
Utilities
|
Added | 3,301 | $318,612 | 2.50% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 2,236 | $277,890 | 2.18% | |
| IAU |
Ishares Gold Trust
|
Held | 2,538 | $223,750 | 1.76% | |
| CVX |
Chevron Corp
Energy
|
NEW | 1,036 | $214,348 | 1.68% | |
| GNLX |
GENELUX Corp
Healthcare
|
Held | 40,959 | $99,120 | 0.78% |