HR

HOERTKORN RICHARD CHARLES

13F
HOERTKORN RICHARD CHARLES
Last update 2025-07-08 78 Stocks (0 new)
Value $228.00 Mil Turnover 0 %
Countries:
Top Holdings: MRVL(9.22%)MSFT(9.15%)AAPL(8.71%)GE(7.61%)JPM(6.67%)
Summary Stock Picks Current Portfolio
HOERTKORN RICHARD CHARLES Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MRVL
Marvell Technology Inc
271,624
21,023.7
+0.36%
9.220
+0.03%
0.030
+36.38%
-33.50%
63,173.4
Semiconductors
MSFT
Microsoft Corp
41,936
20,859.4
-0.93%
9.150
-0.07%
0.000
+35.37%
+20.48%
3,759,901.0
Software
AAPL
Apple Inc
96,779
19,856.2
-2.36%
8.710
-0.25%
0.000
+4.80%
-14.28%
3,198,507.1
Hardware
GE
GE Aerospace
67,374
17,341.4
-0.05%
7.610
0%
0.010
+36.08%
+58.32%
279,086.4
Aerospace & Defense
JPM
JPMorgan Chase & Co
52,412
15,194.8
-1.66%
6.670
-0.10%
0.000
+23.79%
+25.81%
815,993.3
Banks
KMI
Kinder Morgan Inc
503,248
14,795.5
-0.75%
6.490
-0.05%
0.020
+1.88%
-0.04%
59,573.9
Oil & Gas
BAC
Bank of America Corp
283,249
13,403.3
-1.93%
5.880
-0.11%
0.000
+24.96%
+10.87%
358,001.8
Banks
GOOGL
Alphabet Inc
67,564
11,906.8
-2.19%
5.220
-0.11%
0.000
+22.60%
+0.73%
2,309,505.8
Interactive Media
PG
Procter & Gamble Co
63,605
10,133.5
-0.68%
4.450
-0.04%
0.000
-3.84%
-3.77%
371,094.1
Consumer Packaged Goods
TMUS
T-Mobile US Inc
40,914
9,748.2
-4.24%
4.280
-0.23%
0.000
-9.47%
+6.73%
263,744.5
Telecommunication Services

HOERTKORN RICHARD CHARLES's Historical Top Holdings Breakdowns

HOERTKORN RICHARD CHARLES's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AAPL
Apple Inc
2025-06-30
Reduce
Reduce
-0.25%
●
172.42 ($202.27) 223.89
$214.15
5.87%
Reduce -2.36%
96,779
-2,343
TMUS
T-Mobile US Inc
2025-06-30
Reduce
Reduce
-0.23%
●
220.99 ($244.5) 268.54
$233.93
-4.32%
Reduce -4.24%
40,914
-1,811
NVDA
NVIDIA Corp
2025-06-30
Add
Add
+0.17%
●
94.31 ($125.57) 157.99
$170.78
36.00%
Add 22.58%
13,491
2,485
DIS
The Walt Disney Co
2025-06-30
Reduce
Reduce
-0.15%
●
81.72 ($103.82) 124.01
$122.94
18.42%
Reduce -20.16%
12,871
-3,250
GOOGL
Alphabet Inc
2025-06-30
Reduce
Reduce
-0.11%
●
144.7 ($163.55) 178.6
$190.23
16.31%
Reduce -2.19%
67,564
-1,515
BAC
Bank of America Corp
2025-06-30
Reduce
Reduce
-0.11%
●
34.39 ($42.07) 47.46
$48.14
14.43%
Reduce -1.93%
283,249
-5,564
JPM
JPMorgan Chase & Co
2025-06-30
Reduce
Reduce
-0.10%
●
210.28 ($255.03) 289.91
$296.76
16.36%
Reduce -1.66%
52,412
-885
AMD
Advanced Micro Devices Inc
2025-06-30
Add
Add
+0.09%
●
78.21 ($108.77) 143.81
$158.65
45.86%
Add 21.08%
8,617
1,500
CG
The Carlyle Group Inc
2025-06-30
Reduce
Reduce
-0.08%
●
34.78 ($43.08) 51.4
$61.05
41.71%
Reduce -16.67%
20,000
-4,000
MSFT
Microsoft Corp
2025-06-30
Reduce
Reduce
-0.07%
●
354.56 ($433.34) 497.45
$505.87
16.74%
Reduce -0.93%
41,936
-394

HOERTKORN RICHARD CHARLES Total Holding History ($B)

To

HOERTKORN RICHARD CHARLES's Asset Allocation

To

HOERTKORN RICHARD CHARLES Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

HOERTKORN RICHARD CHARLES's Hypothetical Growth since 2025-06-30

HOERTKORN RICHARD CHARLES's Yearly Returns

Year Portfolio % % Excess Gain %

HOERTKORN RICHARD CHARLES's Holdings Heat Map

Size field:

HOERTKORN RICHARD CHARLES's Holdings Bubble Chart

HOERTKORN RICHARD CHARLES News

  • 1

Discussions on HOERTKORN RICHARD CHARLES

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.