HOERTKORN RICHARD CHARLES
All 13F Filings
- Location
- Kentfield, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 149,206
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/23/2026 | 72 | 149,206 | 13F-HR | HOERTKORN RICHARD CHARLES |
| Q1 2026 | 4/29/2026 | 76 | 121,879 | 13F-HR | HOERTKORN RICHARD CHARLES |
| Q4 2025 | 1/27/2026 | 79 | 257,426 | 13F-HR | HOERTKORN RICHARD CHARLES |
| Q3 2025 | 10/27/2025 | 78 | 258,593 | 13F-HR | HOERTKORN RICHARD CHARLES |
| Q2 2025 | 7/7/2025 | 79 | 236,166 | 13F-HR | HOERTKORN RICHARD CHARLES |
| Q2 2014 | 7/28/2014 | 91 | 134,114 | 13F-HR | HOERTKORN RICHARD CHARLES |
| Q1 2014 | 4/30/2014 | 90 | 127,414 | 13F-HR | HOERTKORN RICHARD CHARLES |
| Q4 2013 | 2/11/2014 | 96 | 129,472 | 13F-HR | HOERTKORN RICHARD CHARLES |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 148.9 K | 99.8% | 27.28 K | 0 | 27.28 K |
| ETFs | 339 | 0.2% | 52 | 0 | 52 |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
149,206
Holdings
72
QoQ value change ($000)
27,327
(22.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.