Richard Young Associates, Ltd.
Clone Performance
Feb 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.
Portfolio Concentration
21 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 41.1% | $6,382,010 |
| Consumer Cyclical | 15.0% | $2,332,212 |
| Financial Services | 10.5% | $1,632,515 |
| Industrials | 9.5% | $1,471,599 |
| Consumer Defensive | 9.3% | $1,443,741 |
| Communication Services | 7.7% | $1,195,088 |
| Energy | 2.1% | $331,546 |
| Utilities | 2.0% | $316,895 |
| Unclassified | 2.0% | $311,403 |
| Healthcare | 0.8% | $123,286 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AMZN | Amazon Com Inc | +128 | 3,658 | $871,847 | |
| AAPL | Apple Inc. | +100 | 7,741 | $2,239,935 | |
| WMT | Walmart Inc. | +60 | 2,296 | $260,044 | |
| BRK-B | Berkshire Hathaway Inc | +50 | 740 | $370,288 | |
| SO | Southern Co | +10 | 3,311 | $316,895 | |
| XOM | ExxonMobil Holdings Corp | +10 | 2,425 | $331,546 | |
| T | At&T Inc. | +8 | 14,256 | $295,099 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedNew Positions
Positions the filer opened this quarter| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 17,392 | $3,479,965 | 22.39% | |
| AAPL |
Apple Inc.
Technology
|
Added | 7,741 | $2,239,935 | 14.41% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 2,975 | $1,251,285 | 8.05% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 14,565 | $1,183,697 | 7.62% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 3,658 | $871,847 | 5.61% | |
| CARE |
Carter Bankshares, Inc.
Financial Services
|
Reduced | 24,471 | $832,258 | 5.36% | |
| GE |
General Electric Co
Industrials
|
NEW | 1,833 | $685,047 | 4.41% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 1,775 | $662,110 | 4.26% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 884 | $497,948 | 3.20% | |
| RTX |
RTX Corp
Industrials
|
NEW | 2,418 | $458,767 | 2.95% | |
| SSB |
SouthState Bank Corp
Financial Services
|
Held | 4,304 | $429,969 | 2.77% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 1,125 | $402,041 | 2.59% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 740 | $370,288 | 2.38% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 2,425 | $331,546 | 2.13% | |
| GEV |
GE Vernova Inc.
Industrials
|
NEW | 279 | $327,785 | 2.11% | |
| SO |
Southern Co
Utilities
|
Added | 3,311 | $316,895 | 2.04% | |
| SPY |
Spdr S&P 500 ETF Trust
|
NEW | 417 | $311,403 | 2.00% | |
| T |
At&T Inc.
Communication Services
|
Added | 14,256 | $295,099 | 1.90% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 2,296 | $260,044 | 1.67% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
NEW | 2,046 | $209,080 | 1.35% | |
| GNLX |
GENELUX Corp
Healthcare
|
Held | 40,959 | $123,286 | 0.79% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.