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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 3 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PFE PFIZER INC Healthcare 10,050.0 $250K 0.10% -3K -21.4% $24.90 +1.3%
42 VOOG VANGUARD ADMIRAL FUNDS INC 434.0 $193K 0.07% +289.0 +199.3% $444.59 -81.3%
43 JHI HANCOCK JOHN INVS TR Financial Services 14,000.0 $191K 0.07% $13.67 -3.4%
44 BX BLACKSTONE, INC. Financial Services 1,000.0 $154K 0.06% -175.0 -14.9% $154.14 -19.7%
45 PEP PEPSICO INC Consumer Defensive 930.0 $133K 0.05% $143.52 -1.0%
46 NTRS NORTHERN TR CORP Financial Services 800.0 $109K 0.04% $136.59 +26.0%
47 MMT MFS MULTIMARKET INCOME TR Financial Services 22,000.0 $102K 0.04% $4.65 -3.9%
48 T AT&T INC Communication Services 4,000.0 $99K 0.04% $24.84 -11.4%
49 PSA PUBLIC STORAGE Real Estate 357.0 $93K 0.04% $259.50 +22.6%
50 SBUX STARBUCKS CORP Consumer Cyclical 950.0 $80K 0.03% $84.21 +19.5%
51 SCHB SCHWAB US BROAD MARKET ETF 2,480.0 $65K 0.03% $26.23 +10.4%
52 KMB KIMBERLY CLARK CORP Consumer Defensive 624.0 $63K 0.02% $100.89 +1.7%
53 YUM YUM BRANDS Consumer Cyclical 372.0 $56K 0.02% $151.28 +0.5%
54 OTIS OTIS WORLDWIDE CORP Industrials 640.0 $56K 0.02% $87.35 -16.1%
55 VV VANGUARD INDEX FDS 145.0 $46K 0.02% -289.0 -66.6% $314.80 +9.6%
56 O REALTY INCOME CORP Real Estate 666.0 $38K 0.01% $56.37 +6.9%
57 WYNN WYNN RESORTS Consumer Cyclical 300.0 $36K 0.01% $120.33 -12.3%
58 META META PLATFORMS Communication Services 39.0 $26K 0.01% $660.10 -12.6%
59 PFG PRINCIPAL FINL GROUP INC Financial Services 272.0 $24K 0.01% $88.21 +24.2%
60 SLB SCHLUMBERGER LTD Energy 600.0 $23K 0.01% -50.0 -7.7% $38.38 +25.3%
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 29.1%
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%