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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
30
4
5
1
2
0
20
3
0
HOERTKORN RICHARD CHARLES

Time Period2018-12-31

Total Holdings86

Total Value ($x1000)141,987
Activities
New1

Increased1

Unchanged49

Decreased35

Sold Out3

Top 10 Stock Holdingstotal 51.27%
BAC6.51

JPM6.1

MSFT6.05

AAPL5.49

PG5.37

 
HD4.53

PYPL4.46

BA4.45

4.17

KMI4.14

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BAC
6.51%
COM
JPM
6.1%
COM
MSFT
6.05%
COM
AAPL
5.49%
COM
PG
5.37%
COM
HD
4.53%
COM
PYPL
4.46%
COM
BA
4.45%
COM
SCHWAB C...
4.17%
COM
KMI
4.14%
COM
GOOGL
3.83%
CAP STK CL A
MCD
3.63%
COM
MRVL
3.55%
ORD
WFC
3.38%
COM
INTC
3.18%
COM
C
3.12%
COM NEW
BP
2.44%
SPONSORED ADR
S
2.3%
COM SER 1
CSCO
2.25%
COM
SBUX
2.16%
COM
BABA
1.83%
SPONSORED ADS
APA
1.48%
COM
CVX
1.21%
COM
JNJ
1%
COM
STZ
0.96%
CL A
F
0.94%
COM PAR $0.01
COP
0.94%
COM
BRK.B
0.93%
CL B NEW
NUE
0.87%
COM
GOOG
0.73%
CAP STK CL C
DIS
0.7%
COM DISNEY
CBG
0.7%
CL A
KO
0.69%
COM
PFE
0.68%
COM
GSK
0.59%
SPONSORED ADR
TM
0.58%
SP ADR REP2COM
DVN
0.57%
COM
XOM
0.5%
COM
GE
0.36%
COM
ACM
0.36%
COM
ITW
0.18%
COM
DNP
0.16%
COM
MMM
0.14%
COM
DTE
0.12%
COM
JHI
0.11%
COM
HPQ
0.11%
COM
UTX
0.1%
COM
FIS
0.1%
COM
T
0.1%
COM
AWR
0.08%
COM
GM
0.08%
COM
SLB
0.07%
COM
PEP
0.07%
COM
VMW
0.07%
CL A COM
HPE
0.07%
COM
LLY
0.07%
COM
NTRS
0.06%
COM
WRE
0.06%
SH BEN INT
MMT
0.05%
SH BEN INT
PSA
0.05%
COM
KMB
0.05%
COM
CRM
0.05%
COM
TJX
0.03%
COM
VZ
0.03%
COM
O
0.03%
COM
V
0.03%
COM CL A
YUM
0.02%
COM
DXC
0.02%
COM
BMO
0.02%
COM
DG
0.02%
COM
GT
0.01%
COM
FOX
0.01%
CL B
MFGP
0.01%
SPON ADR NEW
NFLX
0.01%
COM
AGR
0.01%
COM
YUMC
0.01%
COM
TCBK
0.01%
COM
PFG
0.01%
COM
SQ
0.01%
CL A
PTLA
0.01%
COM
HMC
< 0.01%
AMERN SHS
PRSP
< 0.01%
COM
AVNS
< 0.01%
COM
MU
< 0.01%
COM
ACB
< 0.01%
COM
MAT
< 0.01%
COM
EIX
0.16%
COM
STOR
0.06%
COM
PCG
0.02%
COM