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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
Page 2 of 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMZN AMAZON.COM INC. Consumer Cyclical 11,202.0 $2.6M 1.00% -100.0 -0.9% $230.82 +5.9%
22 CVX CHEVRON CORP NEW Energy 13,712.0 $2.1M 0.81% -100.0 -0.7% $152.41 +13.9%
23 BERKSHIRE HATHAWAY INC DEL 2,900.0 $1.5M 0.57% -559.0 -16.2% $502.65
24 CBRE CARRIER GLOBAL CORP Real Estate 9,355.0 $1.4M 0.53% -500.0 -5.1% $146.02 -9.9%
25 COP CONOCOPHILLIPS Energy 13,207.0 $1.2M 0.48% -71.0 -0.5% $93.61 +15.1%
26 CG CARLYLE GROUP, INC. Financial Services 19,600.0 $1.2M 0.45% -400.0 -2.0% $59.11 -24.2%
27 DIS DISNEY WALT CO Communication Services 7,637.0 $869K 0.34% -2K -18.2% $113.77 -8.7%
28 GOOG ALPHABET, INC. Communication Services 1,425.0 $447K 0.17% -333.0 -18.9% $313.80 +17.1%
29 BABA ALIBABA GROUP HOLDING Consumer Cyclical 2,490.0 $365K 0.14% -435.0 -14.9% $146.58 -26.9%
30 KO COCA COLA CO Consumer Defensive 4,445.0 $311K 0.12% -85.0 -1.9% $69.91 +13.6%
31 PFE PFIZER INC Healthcare 10,050.0 $250K 0.10% -3K -21.4% $24.90 +1.2%
32 BX BLACKSTONE, INC. Financial Services 1,000.0 $154K 0.06% -175.0 -14.9% $154.14 -19.7%
33 VV VANGUARD INDEX FDS 145.0 $46K 0.02% -289.0 -66.6% $314.80 +9.6%
34 SLB SCHLUMBERGER LTD Energy 600.0 $23K 0.01% -50.0 -7.7% $38.38 +25.3%
Page 2 of 2  ·  34 positions

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%