Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
HOERTKORN RICHARD CHARLES (CIK 1598177) reported $121.9M across 74 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOGL ($11.9M, 9.74%), AAPL ($9.9M, 8.16%), MSFT ($9.8M, 8.08%), JPM ($8.5M, 6.96%), MRVL ($6.6M, 5.45%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET, INC. | $11.9M | 9.74% | 41,265 | Trimmed |
| 2 | AAPL | APPLE INC | $9.9M | 8.16% | 39,193 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $9.8M | 8.08% | 26,588 | Trimmed |
| 4 | JPM | JPMORGAN CHASE & CO | $8.5M | 6.96% | 28,831 | Trimmed |
| 5 | MRVL | MARVELL TECHNOLOGY, INC. | $6.6M | 5.45% | 67,065 | Trimmed |
| 6 | GE | GE AEROSPACE | $6.4M | 5.25% | 22,548 | Trimmed |
| 7 | KMI | KINDER MORGAN, INC. | $6.2M | 5.05% | 183,615 | Trimmed |
| 8 | BAC | BANK OF AMERICA CORPORATION | $5.5M | 4.53% | 113,287 | Trimmed |
| 9 | GEV | GE VERNOVA INC. | $5.1M | 4.16% | 5,802 | Trimmed |
| 10 | SCHW-PB | SCHWAB CHARLES CORP NEW | $4.4M | 3.62% | 46,920 | Trimmed |
| 11 | HD | HOME DEPOT | $4.2M | 3.46% | 12,806 | Trimmed |
| 12 | BA | BOEING CO | $3.6M | 2.99% | 18,321 | Trimmed |
| 13 | CSCO | CISCO SYS INC | $3.3M | 2.74% | 43,074 | Trimmed |
| 14 | DVN | DEVON ENERGY CORP NEW | $2.9M | 2.36% | 57,185 | Trimmed |
| 15 | PG | PROCTER & GAMBLE CO | $2.8M | 2.31% | 19,532 | Trimmed |
| 16 | TMUS | T-MOBILE US INC | $2.8M | 2.29% | 13,278 | Trimmed |
| 17 | INTC | INTEL CORP | $2.6M | 2.10% | 57,975 | Trimmed |
| 18 | APA | APA CORPORATION | $2.4M | 1.99% | 57,230 | Trimmed |
| 19 | XOM | EXXON MOBIL CORP | $2.3M | 1.89% | 13,553 | Trimmed |
| 20 | CVX | CHEVRON CORP NEW | $2.1M | 1.76% | 10,342 | Trimmed |
| 21 | F | FORD MTR CO DEL | $2.1M | 1.75% | 185,296 | Trimmed |
| 22 | MCD | MCDONALDS CORP | $2.0M | 1.67% | 6,549 | Trimmed |
| 23 | JNJ | JOHNSON & JOHNSON | $1.5M | 1.26% | 6,279 | Trimmed |
| 24 | PSKY | PARAMOUNT SKYDANCE | $1.4M | 1.16% | 156,158 | Trimmed |
| 25 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.3M | 1.10% | 2,800 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31