HOERTKORN RICHARD CHARLES: 13F holdings
CIK 15981772026Q2
| Positions | 71 |
|---|
| Reported value | $149.2m |
|---|
| Filed | 2026-07-23 |
|---|
Change since last quarter
| Positions | 71 (-4 vs prior quarter) |
|---|
| Reported value | $149.2m (+22.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| MARVELL TECHNOLOGY, INC. | 65,515 | $19.5m | 13.1% |
| GOOGL ALPHABET, INC. | 40,825 | $14.6m | 9.8% |
| AAPL APPLE INC | 38,699 | $11.2m | 7.5% |
| MSFT MICROSOFT CORP | 26,872 | $10.0m | 6.7% |
| JPM JPMORGAN CHASE & CO | 28,721 | $9.4m | 6.3% |
| GE AEROSPACE | 22,148 | $8.3m | 5.5% |
| INTC INTEL CORP | 56,725 | $7.9m | 5.3% |
| GEV GE VERNOVA INC. | 5,691 | $6.7m | 4.5% |
| BAC BANK OF AMERICA CORPORATION | 111,887 | $6.4m | 4.3% |
| KMI KINDER MORGAN, INC. | 178,915 | $5.7m | 3.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1598177")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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