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Richard C. Young & Co., Ltd.
Matthew A. Young · Investment Advisor · Value
Richard C. Young & Co., Ltd. is an independent investment advisory firm founded in 1989 by Richard C. Young. Headquartered in Naples, Florida, with an additional office in Newport, Rhode Island, the firm provides personalized private wealth management for individuals, families, and small businesses. Recognized consistently by Barron's and CNBC as a top independent advisor, the company specializes in crafting portfolios that emphasize long-term capital preservation and consistent income generation. The firm is known for its research-driven, conservative approach, focusing on global asset allocation and the power of compound interest. Since its inception, the institution has maintained a fee-only fiduciary model, ensuring its interests remain aligned with those of its clients while avoiding the conflicts typical of commission-based brokerage. The team utilizes proprietary research to identify high-conviction investment ideas across various asset classes, maintaining a focus on dividend and interest payments to provide stability for conservative investors.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +33.8% |
| YTD return | +27.9% |
| Sharpe ratio | 3.41 |
| Win rate | 44% |
| AUM | $0.7B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.7B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.younginvestments.com/ |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| DELL | Dell Technologies Inc | 12.0% | +162.7% |
| MU | Micron Technology Inc | 9.2% | +32.1% |
| AVGO | Broadcom Inc | 6.6% | +6.1% |
| GOOGL | Alphabet Inc Class A | 6.3% | +30.1% |
| NVDA | NVIDIA Corporation | 6.3% | +19.0% |
| CAT | Caterpillar Inc | 5.7% | +50.9% |
| AMZN | Amazon.com Inc | 5.5% | +11.9% |
| V | Visa Inc. Class A | 4.5% | +6.6% |
| VLO | Valero Energy Corporation | 4.3% | +39.2% |
| AAPL | Apple Inc | 4.1% | +27.8% |
| PSX | Phillips 66 | 4.0% | +12.3% |
| XOM | Exxon Mobil Corp | 4.0% | +26.9% |
| VRT | Vertiv Holdings Co | 3.9% | -1.9% |
| JPM | JPMorgan Chase & Co | 3.6% | +11.3% |
| STRL | Sterling Construction Company Inc | 3.5% | +3.6% |
| WMT | Walmart Inc. Common Stock | 3.4% | -0.9% |
| KMI | Kinder Morgan Inc | 3.4% | +9.1% |
| WMB | Williams Companies Inc | 3.3% | +0.9% |
| CVX | Chevron Corp | 3.2% | -2.6% |
| MSFT | Microsoft Corporation | 3.2% | -3.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 7, 2026 | BUY | XOM | 4.0% → 4.0% |
| Sep 7, 2026 | BUY | WMB | 3.4% → 3.3% |
| Sep 7, 2026 | SELL | STRL | 3.5% → 3.5% |
| Sep 7, 2026 | BUY | MU | 8.7% → 9.2% |
| Sep 7, 2026 | BUY | VLO | 4.2% → 4.3% |
Investment Style Analysis
Richard C. Young & Co., Ltd. is widely recognized for employing a Value strategy. As of Sep 21, 2026, the firm oversees approximately $0.7B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Computer Hardware sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 7, Richard C. Young & Co., Ltd. made a significant move by increasing exposure to XOM. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The investment philosophy of Richard C. Young & Co., Ltd. is centered on the principles of value, patience, and global diversification. The firm prioritizes high-quality, dividend-paying equities and interest-generating securities to build portfolios designed to weather market volatility and protect against inflation. Central to their strategy is the 'Young Global Strategy,' which advocates for a broad exposure across asset classes, including domestic and international stocks, bonds, and precious metals. By focusing on fundamental research and the sustainable compounding of wealth, the firm avoids speculative market trends and high-turnover strategies. This conservative framework seeks to provide clients with a reliable stream of cash flow and long-term financial security through disciplined, conviction-based investing.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Richard C. Young & Co., Ltd..
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Frequently asked questions
How is the simulated portfolio for Richard C. Young & Co., Ltd. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Richard C. Young & Co., Ltd.'s largest holding?
As of the latest filing, Richard C. Young & Co., Ltd.'s top position is Dell Technologies Inc (DELL), representing 12.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is Richard C. Young & Co., Ltd.'s historical performance and risk profile?
Our simulation indicates a total return of +33.8% with a win rate of 44%. Notably, the portfolio maintains a Sharpe Ratio of 3.41, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Richard C. Young & Co., Ltd. primarily invest in?
Richard C. Young & Co., Ltd. has a strong preference for the Semiconductors sector, which makes up 22.1% of their disclosed assets. The portfolio also has exposure to Computer Hardware, indicating a specific thematic focus.
Is Richard C. Young & Co., Ltd.'s portfolio concentrated or diversified?
Richard C. Young & Co., Ltd. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 27.8% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Richard C. Young & Co., Ltd. performed in 2026?
Our AI-simulated model portfolio for Richard C. Young & Co., Ltd. tracks a Year-to-Date (YTD) return of +27.9%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Matthew A. Young manage Richard C. Young & Co., Ltd. directly?
Yes, Matthew A. Young serves as the key portfolio manager for Richard C. Young & Co., Ltd., overseeing the investment strategy and final capital allocation decisions.