13F Insight
DOSSIER · 13F-HR · Q2 2026

HOERTKORN RICHARD CHARLES

$149M in tracked AUM across 72 positions as of Q2 2026.

HR
CIK 0001598177 · last filed Jun 30, 2026
Total AUM
$149M
as of Q2 2026
Holdings
72
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

HOERTKORN RICHARD CHARLES filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
G5876H105
MARVELL TECHNOLOGY, INC.
$20M66K13.1%02
GOOGL
ALPHABET, INC.
$15M41K9.8%03
AAPL
APPLE INC
$11M39K7.5%04
MSFT
MICROSOFT CORP
$10M27K6.7%05
JPM
JPMORGAN CHASE & CO
$9M29K6.3%06
GE
GE AEROSPACE
$8M22K5.5%07
INTC
INTEL CORP
$8M57K5.3%08
GEV
GE VERNOVA INC.
$7M6K4.5%09
BAC
BANK OF AMERICA CORPORATION
$6M112K4.3%10
KMI
KINDER MORGAN, INC.
$6M179K3.8%

Filing history

2026Q2Jun 30
$149M▲ 22.4%
72 positionsView →2026Q1Mar 31
$122M▼ 52.7%
76 positionsView →2025Q4Dec 31
$257M▼ 0.5%
79 positionsView →2025Q3Sep 30
$259M▲ 9.5%
79 positionsLocked2025Q2Jun 30
$236M▲ 9.2%
80 positionsLocked2025Q1Mar 31
$216M▼ 11.1%
81 positionsLocked2024Q4Dec 31
$243M▲ 4.9%
82 positionsLocked2024Q3Sep 30
$232M▲ 0.9%
83 positionsLocked2024Q2Jun 30
$230M▼ 1.4%
86 positionsLocked2024Q1Mar 31
$233M▲ 5.0%
83 positionsLocked2023Q4Dec 31
$222M▲ 11.0%
84 positionsLocked2023Q3Sep 30
$200M▼ 3.7%
82 positionsLocked
Showing 12 of 49