CIK 1598177
HOERTKORN RICHARD CHARLES
Institutional 13F holdings & portfolio
Holdings
78
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 78
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AAPL | APPLE INC | 90K | $1M+ | SH |
| MRVL | MARVELL TECHNOLOGY, INC. | 267K | $1M+ | SH |
| GOOGL | ALPHABET, INC. | 64K | $1M+ | SH |
| GE | GE AEROSPACE | 65K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 39K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO | 49K | $1M+ | SH |
| BAC | BANK OF AMERICA CORPORATION | 271K | $1M+ | SH |
| KMI | KINDER MORGAN, INC. | 488K | $1M+ | SH |
| GEV | GE VERNOVA INC. | 15K | $1M+ | SH |
| PG | PROCTER & GAMBLE CO | 63K | $1M+ | SH |
| — | SCHWAB CHARLES CORP NEW | 85K | $1M+ | SH |
| BA | BOEING CO | 35K | $1M+ | SH |
| TMUS | T-MOBILE US INC | 35K | $1M+ | SH |
| HD | HOME DEPOT | 20K | $1M+ | SH |
| CSCO | CISCO SYS INC | 60K | $1M+ | SH |
| F | FORD MTR CO DEL | 322K | $1M+ | SH |
| APA | APA CORPORATION | 166K | $1M+ | SH |
| DVN | DEVON ENERGY CORP NEW | 107K | $1M+ | SH |
| PSKY | PARAMOUNT SKYDANCE | 277K | $1M+ | SH |
| NVDA | NVIDIA CORP | 19K | $1M+ | SH |
| PYPL | PAYPAL HOLDINGS, INC. | 58K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICE | 16K | $1M+ | SH |
| INTC | INTEL CORP | 89K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 27K | $1M+ | SH |
| MCD | MCDONALDS CORP | 9K | $1M+ | SH |
| AMZN | AMAZON.COM INC. | 11K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 14K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 6K | $1M+ | SH |
| COP | CONOCOPHILLIPS | 13K | $1M+ | SH |
| CG | CARLYLE GROUP, INC. | 20K | $1M+ | SH |
| DIS | DISNEY WALT CO | 8K | $500K+ | SH |
| LLY | LILLY ELI & CO | 700 | $500K+ | SH |
| ITW | ILLINOIS TOOL WKS INC | 2K | $100K–$500K | SH |
| GOOG | ALPHABET, INC. | 1K | $100K–$500K | SH |
| BABA | ALIBABA GROUP HOLDING | 2K | $100K–$500K | SH |
| DNP | DNP SELECT INCOME FD | 32K | $100K–$500K | SH |
| KO | COCA COLA CO | 4K | $100K–$500K | SH |
| RTX | RAYTHEON TECHNOLOGIES CO | 1K | $100K–$500K | SH |
| PFE | PFIZER INC | 10K | $100K–$500K | SH |
| VOOG | VANGUARD ADMIRAL FUNDS INC | 434 | $100K–$500K | SH |
| JHI | HANCOCK JOHN INVS TR | 14K | $100K–$500K | SH |
| BX | BLACKSTONE, INC. | 1K | $100K–$500K | SH |
| PEP | PEPSICO INC | 930 | $100K–$500K | SH |
| NTRS | NORTHERN TR CORP | 800 | $100K–$500K | SH |
| MMT | MFS MULTIMARKET INCOME TR | 22K | $100K–$500K | SH |
| T | AT&T INC | 4K | $50K–$100K | SH |
| PSA | PUBLIC STORAGE | 357 | $50K–$100K | SH |
| SBUX | STARBUCKS CORP | 950 | $50K–$100K | SH |
| CBRE | CARRIER GLOBAL CORP | 1K | $50K–$100K | SH |