Richard Young Associates, Ltd.
Long-term investor · GA · @richardyoungassociateslt
-10.8%
All time
S&P +17.7%
Long-term investor
Richard Young Associates, Ltd. @richardyoungassociateslt
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002107563).
Record
- Tracked since 2025-12-31 (308 days), 21 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months -10.8% · 1 year n/a · all -10.8%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25434V724 · 26.6% · long · since 2025-12-31
- 25434V609 · 25.6% · long · since 2025-12-31
- 25434V500 · 24.9% · long · since 2025-12-31
- 25434V401 · 6.4% · long · since 2025-12-31
- 25434V807 · 5.1% · long · since 2025-12-31
- NVDA · 2.3% · long · since 2025-12-31
- AAPL · 1.8% · long · since 2025-12-31
- KO · 0.8% · long · since 2025-12-31
- TSLA · 0.7% · long · since 2025-12-31
- AMZN · 0.6% · long · since 2025-12-31
- MSFT · 0.6% · long · since 2025-12-31
- CARE · 0.5% · long · since 2025-12-31