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 51–78 of 78
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHB | SCHWAB US BROAD MARKET ETF | 2K | $50K–$100K | SH |
| KMB | KIMBERLY CLARK CORP | 624 | $50K–$100K | SH |
| YUM | YUM BRANDS | 372 | $50K–$100K | SH |
| OTIS | OTIS WORLDWIDE CORP | 640 | $50K–$100K | SH |
| VV | VANGUARD INDEX FDS | 145 | $15K–$50K | SH |
| O | REALTY INCOME CORP | 666 | $15K–$50K | SH |
| WYNN | WYNN RESORTS | 300 | $15K–$50K | SH |
| META | META PLATFORMS | 39 | $15K–$50K | SH |
| PFG | PRINCIPAL FINL GROUP INC | 272 | $15K–$50K | SH |
| SLB | SCHLUMBERGER LTD | 600 | $15K–$50K | SH |
| ERTH | INVESCO MSCI SUSTAINABLE | 448 | $15K–$50K | SH |
| KURA | KURA ONCOLOGY INC. | 2K | $15K–$50K | SH |
| TCBK | TRICO BANCSHARES CHICO | 355 | $15K–$50K | SH |
| V | VISA, INC. CLASS A | 46 | $15K–$50K | SH |
| TSLA | TESLA | 30 | $1K–$15K | SH |
| C | CITIGROUP INC | 100 | $1K–$15K | SH |
| ESPR | ESPERION THERAPEUTIC | 2K | $1K–$15K | SH |
| KIM | KIMCO REALTY CORP | 353 | $1K–$15K | SH |
| TLSI | TRISALUS LIFE SCIENCES | 668 | $1K–$15K | SH |
| BP | BP PLC | 100 | $1K–$15K | SH |
| BMY | BRISTOL MEYERS SQUIBB | 24 | $1K–$15K | SH |
| SPOT | SPOTIFY TECHNOLOGY | 2 | $1K–$15K | SH |
| CMCSA | COMCAST CORP NEW CLASS A | 33 | <$1K | SH |
| MAT | MATTEL INCORPORATED | 38 | <$1K | SH |
| EA | ELECTRONIC ARTS, INC. | 1 | <$1K | SH |
| CHDN | CHURCHILL DOWNS, INC. | 1 | <$1K | SH |
| HAL | HALIBURTON CO. HLDG. CO. | 4 | <$1K | SH |
| HAS | HASBRO, INC. | 1 | <$1K | SH |