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Portfolio (Quarterly) Guide ↗

HOERTKORN RICHARD CHARLES

· CIK 0001598177
13F Portfolio $257M AUM 80 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 3 New 3 Added 34 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PSKY PARAMOUNT SKYDANCE Communication Services 276,723.0 $3.7M 1.44% NEW $13.40 -25.8%
2 KURA KURA ONCOLOGY INC. Healthcare 2,000.0 $21K 0.01% NEW $10.39 -4.4%
3 BMY BRISTOL MEYERS SQUIBB Healthcare 24.0 $1K 0.00% NEW $53.96 +0.1%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.1%
Financial Services 18.1%
Communication Services 16.2%
Energy 11.9%
Consumer Cyclical 8.5%
Utilities 5.3%
Consumer Defensive 4.8%
Industrials 4.2%
Healthcare 1.2%
Real Estate 0.7%