Richard Young Associates, Ltd.
Top Portfolio Positions
18 positions ·
$12,736,264 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
17,419 | $3,037,873 | 23.85% | |
| AAPL |
Apple Inc.
Technology
|
7,641 | $1,939,209 | 15.23% | |
| KO |
Coca Cola Co
Consumer Defensive
|
14,915 | $1,134,285 | 8.91% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
2,993 | $1,112,647 | 8.74% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
3,530 | $735,193 | 5.77% | |
| MSFT |
Microsoft Corp
Technology
|
1,822 | $674,449 | 5.30% | |
| CARE |
Carter Bankshares, Inc.
Financial Services
|
25,214 | $587,990 | 4.62% | |
| META |
Meta Platforms, Inc.
Communication Services
|
884 | $505,762 | 3.97% | |
| T |
At&T Inc.
Communication Services
|
14,248 | $413,049 | 3.24% | |
| XOM |
Exxon Mobil Corp
Energy
|
2,415 | $409,728 | 3.22% |
Portfolio Trend
2 quarters · across all stocks
Holdings in CARE
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $587,990 | 25,214 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $524,548 | 26,681 | Shares | Sole | 2026-02-05 | |
| No 13F history on record for this holder in this stock. | ||||||