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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
+44.51%
-32.25%
64,363.2
Semiconductors
MSFT
Microsoft Corp
41,936
20,859.4
-0.93%
9.150
-0.07%
0.000
+38.94%
+21.47%
3,790,969.0
Software
AAPL
Apple Inc
96,779
19,856.2
-2.36%
8.710
-0.25%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
GE
GE Aerospace
67,374
17,341.4
-0.05%
7.610
0%
0.010
+45.03%
+58.37%
279,181.9
Aerospace & Defense
JPM
JPMorgan Chase & Co
52,412
15,194.8
-1.66%
6.670
-0.10%
0.000
+26.17%
+23.48%
800,897.6
Banks
KMI
Kinder Morgan Inc
503,248
14,795.5
-0.75%
6.490
-0.05%
0.020
+4.00%
+3.95%
61,970.9
Oil & Gas
BAC
Bank of America Corp
283,249
13,403.3
-1.93%
5.880
-0.11%
0.000
+27.24%
+8.99%
351,903.7
Banks
GOOGL
Alphabet Inc
67,564
11,906.8
-2.19%
5.220
-0.11%
0.000
+22.57%
-2.01%
2,250,461.0
Interactive Media
PG
Procter & Gamble Co
63,605
10,133.5
-0.68%
4.450
-0.04%
0.000
-7.91%
-5.70%
363,638.5
Consumer Packaged Goods
TMUS
T-Mobile US Inc
40,914
9,748.2
-4.24%
4.280
-0.23%
0.000
-12.97%
+3.66%
257,984.5
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
$211.18
4.41%
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
$227.21
-7.07%
Reduce -4.24%
40,914
-1,811
NVDA
NVIDIA Corp
2025-06-30
Add
Add
+0.17%
●
94.31 ($125.57) 157.99
$172.41
37.30%
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
$121.42
16.95%
Reduce -20.16%
12,871
-3,250
GOOGL
Alphabet Inc
2025-06-30
Reduce
Reduce
-0.11%
●
144.7 ($163.55) 178.6
$185.06
13.15%
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
$47.32
12.48%
Reduce -1.93%
283,249
-5,564
JPM
JPMorgan Chase & Co
2025-06-30
Reduce
Reduce
-0.10%
●
210.28 ($255.03) 289.91
$291.27
14.21%
Reduce -1.66%
52,412
-885
AMD
Advanced Micro Devices Inc
2025-06-30
Add
Add
+0.09%
●
78.21 ($108.77) 143.81
$156.99
44.33%
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
$60.17
39.67%
Reduce -16.67%
20,000
-4,000
MSFT
Microsoft Corp
2025-06-30
Reduce
Reduce
-0.07%
●
354.56 ($433.34) 497.45
$510.05
17.70%
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

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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

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