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HOERTKORN RICHARD CHARLES13F | |
HOERTKORN RICHARD CHARLES | |
Last update 2025-07-08 | 78 Stocks (0 new) |
Value $228.00 Mil | Turnover 0 % |
HOERTKORN RICHARD CHARLES Top Holdings of 2025-06-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
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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
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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)
HOERTKORN RICHARD CHARLES's Asset Allocation
HOERTKORN RICHARD CHARLES Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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HOERTKORN RICHARD CHARLES's Hypothetical Growth since 2025-06-30
HOERTKORN RICHARD CHARLES's Yearly Returns
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HOERTKORN RICHARD CHARLES's Holdings Heat Map
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HOERTKORN RICHARD CHARLES's Holdings Bubble Chart
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