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HOERTKORN RICHARD CHARLES

13F
HOERTKORN RICHARD CHARLES
Last update 2025-04-24 79 Stocks (1 new)
Value $209.00 Mil Turnover 1 %
Countries:
Top Holdings: AAPL(10.53%)MRVL(7.97%)MSFT(7.60%)KMI(6.92%)GE(6.45%)
Summary Stock Picks Current Portfolio
HOERTKORN RICHARD CHARLES Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
99,122
22,018.0
-14.75%
10.530
-1.82%
0.000
-16.84%
-19.60%
2,999,860.7
Hardware
MRVL 		Marvell Technology Inc
270,659
16,664.5
-3.48%
7.970
-0.46%
0.030
-34.37%
-45.42%
51,994.0
Semiconductors
MSFT 		Microsoft Corp
42,330
15,890.3
-2.26%
7.600
-0.17%
0.000
+16.18%
+9.64%
3,421,645.9
Software
KMI 		Kinder Morgan Inc
507,048
14,466.1
-3.23%
6.920
-0.20%
0.020
+4.59%
+4.54%
62,326.6
Oil & Gas
GE 		GE Aerospace
67,408
13,491.7
-3.96%
6.450
-0.20%
0.010
+19.03%
+47.71%
262,235.1
Aerospace & Defense
JPM 		JPMorgan Chase & Co
53,297
13,073.8
-2.84%
6.250
-0.16%
0.000
+0.37%
+11.38%
733,680.9
Banks
BAC 		Bank of America Corp
288,813
12,052.2
-2.80%
5.770
-0.16%
0.000
-3.67%
+1.04%
332,381.7
Banks
TMUS 		T-Mobile US Inc
42,725
11,395.2
-1.38%
5.450
-0.06%
0.000
-9.88%
+10.48%
274,953.7
Telecommunication Services
PG 		Procter & Gamble Co
64,039
10,913.5
-3.78%
5.220
-0.18%
0.000
-1.66%
+2.59%
398,314.2
Consumer Packaged Goods
GOOGL 		Alphabet Inc
69,079
10,682.4
-8.46%
5.110
-0.51%
0.000
+0.97%
-9.17%
2,090,022.9
Interactive Media

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 Inc2025-03-31Reduce
-1.82%
●
209.68 ($231.67) 247.1
$200.85
-13.30%
Reduce -14.75%
99,122
-17,151
GOOGL 		Alphabet Inc2025-03-31Reduce
-0.51%
●
154.33 ($181.36) 206.38
$171.74
-5.30%
Reduce -8.46%
69,079
-6,385
MRVL 		Marvell Technology Inc2025-03-31Reduce
-0.46%
●
61.57 ($97.02) 126.06
$60.19
-37.96%
Reduce -3.48%
270,659
-9,760
NVDA 		NVIDIA Corp2025-03-31Add
+0.39%
●
106.98 ($126.74) 149.43
$135.13
6.62%
Add 209.16%
11,006
7,446
MCD 		McDonald's Corp2025-03-31Reduce
-0.27%
●
279.74 ($299.1) 321.29
$313.85
4.93%
Reduce -18.26%
9,992
-2,232
STZ 		Constellation Brands Inc2025-03-31Sold Out
-0.25%
●
161.05 ($181.67) 222.93
$178.29
-1.86%
Sold Out
0
-2,625
AMZN 		Amazon.com Inc2025-03-31Add
+0.22%
●
190.26 ($217) 242.06
$205.01
-5.53%
Add 27.11%
11,322
2,415
GE 		GE Aerospace2025-03-31Reduce
-0.20%
●
168.59 ($196.75) 212.13
$245.91
24.99%
Reduce -3.96%
67,408
-2,783
KMI 		Kinder Morgan Inc2025-03-31Reduce
-0.20%
●
26.1 ($27.69) 31.22
$28.04
1.26%
Reduce -3.23%
507,048
-16,900
PG 		Procter & Gamble Co2025-03-31Reduce
-0.18%
●
158.56 ($167.49) 176.26
$169.89
1.43%
Reduce -3.78%
64,039
-2,518

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 2025-03-31

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

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