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Portfolio (Quarterly) Guide ↗

HOERTKORN RICHARD CHARLES

· CIK 0001598177
13F Portfolio $259M AUM Filed Oct 27, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 78 New
Page 3 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RTX RAYTHEON TECHNOLOGIES CO Industrials 1,365.0 $228K 0.09% NEW $167.33 +10.9%
42 BX BLACKSTONE, INC. Financial Services 1,175.0 $201K 0.08% NEW $170.85 -27.5%
43 JHI HANCOCK JOHN INVS TR Financial Services 14,000.0 $196K 0.08% NEW $13.99 -5.6%
44 VV VANGUARD INDEX FDS 434.0 $189K 0.07% NEW $435.46 -20.8%
45 PEP PEPSICO INC Consumer Defensive 930.0 $131K 0.05% NEW $140.44 +1.1%
46 T AT&T INC Communication Services 4,000.0 $113K 0.04% NEW $28.24 -22.1%
47 NTRS NORTHERN TR CORP Financial Services 800.0 $108K 0.04% NEW $134.60 +27.9%
48 MMT MFS MULTIMARKET INCOME TR Financial Services 22,000.0 $105K 0.04% NEW $4.78 -6.5%
49 PSA PUBLIC STORAGE Real Estate 357.0 $103K 0.04% NEW $288.85 +10.1%
50 SBUX STARBUCKS CORP Consumer Cyclical 950.0 $80K 0.03% NEW $84.60 +19.0%
51 KMB KIMBERLY CLARK CORP Consumer Defensive 624.0 $78K 0.03% NEW $124.34 -17.5%
52 SCHB SCHWAB US BROAD MARKET ETF 2,480.0 $64K 0.03% NEW $25.71 +12.7%
53 OTIS OTIS WORLDWIDE CORP Industrials 640.0 $59K 0.02% NEW $91.43 -19.9%
54 YUM YUM BRANDS Consumer Cyclical 372.0 $57K 0.02% NEW $152.00 +1.4%
55 VOOG VANGUARD ADMIRAL FUNDS INC 145.0 $45K 0.02% NEW $307.86 -73.0%
56 O REALTY INCOME CORP Real Estate 666.0 $40K 0.02% NEW $60.79 -0.9%
57 WYNN WYNN RESORTS Consumer Cyclical 300.0 $38K 0.01% NEW $128.27 -20.2%
58 META META PLATFORMS Communication Services 39.0 $29K 0.01% NEW $734.38 -21.4%
59 PFG PRINCIPAL FINL GROUP INC Financial Services 272.0 $23K 0.01% NEW $82.91 +32.2%
60 SLB SCHLUMBERGER LTD Energy 650.0 $22K 0.01% NEW $34.37 +39.9%
Page 3 of 4  ·  78 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 29.5%
Financial Services 18.5%
Communication Services 13.9%
Energy 12.4%
Consumer Cyclical 9.3%
Consumer Defensive 5.2%
Utilities 5.2%
Industrials 4.2%
Healthcare 1.1%
Real Estate 0.8%