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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 4 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ERTH INVESCO MSCI SUSTAINABLE 448.0 $21K 0.01% $47.18 +2.5%
62 KURA KURA ONCOLOGY INC. Healthcare 2,000.0 $21K 0.01% NEW $10.39 -4.4%
63 TCBK TRICO BANCSHARES CHICO Financial Services 355.0 $17K 0.01% $47.37 +8.5%
64 V VISA, INC. CLASS A Financial Services 46.0 $16K 0.01% $350.72 -6.7%
65 TSLA TESLA Consumer Cyclical 30.0 $13K 0.01% $449.73 -10.9%
66 C CITIGROUP INC Financial Services 100.0 $12K 0.01% $116.69 +22.6%
67 ESPR ESPERION THERAPEUTIC Healthcare 2,000.0 $7K 0.00% $3.70 -14.9%
68 KIM KIMCO REALTY CORP Real Estate 353.0 $7K 0.00% $20.27 +20.2%
69 TLSI TRISALUS LIFE SCIENCES Healthcare 668.0 $5K 0.00% $6.98 -41.6%
70 BP BP PLC Energy 100.0 $3K 0.00% $34.73 +12.6%
71 BMY BRISTOL MEYERS SQUIBB Healthcare 24.0 $1K 0.00% NEW $53.96 +0.1%
72 SPOT SPOTIFY TECHNOLOGY Communication Services 2.0 $1K $580.50 -19.4%
73 CMCSA COMCAST CORP NEW CLASS A Communication Services 33.0 $986.0 $29.88 -24.9%
74 MAT MATTEL INCORPORATED Consumer Cyclical 38.0 $754.0 $19.84 -29.2%
75 EA ELECTRONIC ARTS, INC. Communication Services 1.0 $204.0 $204.00 -0.9%
76 CHDN CHURCHILL DOWNS, INC. Consumer Cyclical 1.0 $114.0 $114.00 -22.6%
77 HAL HALIBURTON CO. HLDG. CO. Energy 4.0 $113.0 $28.25 +23.6%
78 HAS HASBRO, INC. Consumer Cyclical 1.0 $82.0 $82.00 +3.3%
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 29.1%
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%