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Portfolio (Quarterly) Guide ↗

Richard Young Associates, Ltd.

· CIK 0002107563
13F Portfolio $150M AUM 29 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 29 New
Page 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XOM EXXON MOBIL CORP Energy 2,425.0 $332K 0.22% NEW $136.74 +14.6%
22 GEV GE VERNOVA INC Utilities 279.0 $328K 0.22% NEW $1174.86 -22.4%
23 SO SOUTHERN CO Utilities 3,311.0 $317K 0.21% NEW $95.71 -7.8%
24 SPY STATE STR SPDR S&P 500 ETF T Financial Services 417.0 $311K 0.21% NEW $746.77 +3.0%
25 T AT&T INC Communication Services 14,256.0 $295K 0.20% NEW $20.70 +25.6%
26 WMT WALMART INC Consumer Defensive 2,296.0 $260K 0.17% NEW $113.25 -9.0%
27 SCHB SCHWAB STRATEGIC TR 8,770.0 $254K 0.17% NEW $28.96 +2.6%
28 SBUX STARBUCKS CORP Consumer Cyclical 2,046.0 $209K 0.14% NEW $102.20 +5.5%
29 GENELUX CORPORATION 40,959.0 $123K 0.08% NEW $3.01
Page 2 of 2  ·  29 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 43.7%
Consumer Cyclical 16.0%
Consumer Defensive 9.9%
Communication Services 8.2%
Financial Services 7.8%
Industrials 7.8%
Utilities 4.4%
Energy 2.3%