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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:
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)

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HOERTKORN RICHARD CHARLES's Asset Allocation

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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

Year Portfolio % % Excess Gain %

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