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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 4 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GEHC GE HEALTHCARE TECHNOLOGIES Healthcare 292.0 $22K 0.01% NEW $75.10 -18.0%
62 ERTH INVESCO MSCI SUSTAINABLE 448.0 $21K 0.01% NEW $47.65 +1.5%
63 TCBK TRICO BANCSHARES CHICO Financial Services 355.0 $16K 0.01% NEW $44.41 +15.7%
64 V VISA, INC. CLASS A Financial Services 46.0 $16K 0.01% NEW $341.37 -4.1%
65 TSLA TESLA Consumer Cyclical 30.0 $13K 0.01% NEW $444.73 -9.9%
66 C CITIGROUP INC Financial Services 100.0 $10K 0.00% NEW $101.50 +41.0%
67 KIM KIMCO REALTY CORP Real Estate 353.0 $8K 0.00% NEW $21.86 +11.6%
68 BLOCK, INC. 102.0 $7K 0.00% NEW $72.26
69 ESPR ESPERION THERAPEUTIC Healthcare 2,000.0 $5K 0.00% NEW $2.65 +18.9%
70 BP BP PLC Energy 100.0 $3K 0.00% NEW $34.46 +13.5%
71 TLSI TRISALUS LIFE SCIENCES Healthcare 668.0 $3K 0.00% NEW $4.65 -12.3%
72 SPOT SPOTIFY TECHNOLOGY Communication Services 2.0 $1K 0.00% NEW $698.00 -32.9%
73 CMCSA COMCAST CORP NEW CLASS A Communication Services 33.0 $1K NEW $31.42 -28.6%
74 MAT MATTEL INCORPORATED Consumer Cyclical 38.0 $640.0 NEW $16.84 -16.6%
75 EA ELECTRONIC ARTS, INC. Communication Services 1.0 $202.0 NEW $202.00 +0.1%
76 HAL HALIBURTON CO. HLDG. CO. Energy 4.0 $98.0 NEW $24.50 +42.6%
77 CHDN CHURCHILL DOWNS, INC. Consumer Cyclical 1.0 $97.0 NEW $97.00 -9.0%
78 HAS HASBRO, INC. Consumer Cyclical 1.0 $76.0 NEW $76.00 +11.5%
Page 4 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%