Richard Young Associates, Ltd.
SEC Form 13F institutional filer · CIK 0002107563
13F-HR · 15 reported holdings · 2026-03-31
Reported long-US-equity value
$0.01B
Top-10 concentration
88.4%
Richard Young Associates, Ltd. — $11.6M AUM allocation strategy
Richard Young Associates, Ltd. files SEC Form 13F and reports $11.6M of long US equity value across 15 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 48.5%, followed by Consumer Discretionary 15.9% and Consumer Staples 12.1%.
The top 10 holdings account for 88% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Richard Young Associates, Ltd. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$11.6M
total across 15 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
88% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$MSFT +572 sh · +$69.8K+$AMZN +183 sh · −$37.3K+$AAPL +137 sh · −$101K
Biggest trims (shares)
−$NVDA −2.39K sh · −$656K−$SCHW −1.89K sh · −$59.5K−$T −379 sh · +$49.7K
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors26.1%—
- Technology Hardware, Storage & Peripherals16.6%—
- Soft Drinks & Non-alcoholic Beverages9.7%—
- Automobile Manufacturers9.6%—
- Interactive Media & Services7.1%—
- Broadline Retail6.3%—
- Systems Software5.8%—
- Integrated Oil & Gas5.4%—
- Other holdings13.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 17.4K | $3.04M | -2.39K | 26.1% |
| $AAPL | Apple Inc | 7.64K | $1.94M | +137 | 16.6% |
| $KO | Coca-Cola Company | 14.9K | $1.13M | -340 | 9.7% |
| $TSLA | Tesla Inc | 2.99K | $1.11M | +0 | 9.6% |
| $AMZN | Amazon.com Inc | 3.53K | $735K | +183 | 6.3% |
| $MSFT | Microsoft Corporation | 1.82K | $674K | +572 | 5.8% |
| $META | Meta Platforms Inc | 884 | $506K | +50 | 4.3% |
| $T | AT&T Inc | 14.2K | $413K | -379 | 3.5% |
| $XOM | ExxonMobil Holdings Corporation | 2.42K | $410K | +11 | 3.5% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 690 | $331K | — | 2.8% |
…and 5 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.