13F Filings History of Richard Charles Hoertkorn

Latest 13F report
Q4 2025 - 27 Jan 2026
Value $
$257,358,825
Signature - Title
Richard Charles Hoertkorn - SOLE PROPRIETOR
Location
Kentfield, CA
Summary
This page shows a list of all the recent 13F filings made by Richard Charles Hoertkorn. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Richard Charles Hoertkorn reported 79 stock holdings with total value $257,358,825 as of Q4 2025. Top holdings included AAPL, MRVL, GOOGL, GE, and MSFT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 79 $257,358,825 +$4,167,582 -$12,635,013 -$8,467,431 AAPL, MRVL, GOOGL, GE, MSFT 13F-HR 27 Jan 2026, 15:30
Q3 2025 79 $258,516,242 +$3,917,767 -$6,981,262 -$3,063,495 AAPL, MRVL, MSFT, GE, GOOGL 13F-HR 27 Oct 2025, 16:12
Q2 2025 79 $236,166,117 +$908,666 -$3,517,392 -$2,608,726 MARVELL TECHNOLOGY, INC., MSFT, AAPL, GE AEROSPACE, JPM 13F-HR 07 Jul 2025, 17:14
Q1 2025 81 $216,089,655 +$1,665,895 -$11,754,021 -$10,088,126 AAPL, MARVELL TECHNOLOGY, INC., MSFT, KMI, GE AEROSPACE 13F-HR 24 Apr 2025, 15:07
Q4 2024 82 $243,122,155 +$156,381 -$8,743,200 -$8,586,819 MRVL, AAPL, MSFT, KMI, GOOGL 13F-HR 12 Feb 2025, 10:03
Q3 2024 83 $231,711,823 +$1,481,954 -$6,851,578 -$5,369,624 AAPL, MRVL, MSFT, GE, GOOGL 13F-HR 22 Oct 2024, 14:01
Q2 2024 86 $229,559,292 +$3,630,842 -$9,794,048 -$6,163,206 AAPL, MSFT, MRVL, GOOGL, PG 13F-HR 22 Jul 2024, 12:43
Q1 2024 83 $232,826,185 +$2,218,130 -$4,669,111 -$2,450,981 AAPL, MRVL, MSFT, GE, GOOGL 13F-HR 02 May 2024, 15:08
Q4 2023 84 $221,754,655 +$1,577,227 -$1,020,523 +$556,704 AAPL, MSFT, MRVL, GOOGL, PG 13F-HR 15 Feb 2024, 13:36
Q3 2023 82 $199,791,260 +$1,095,186 -$383,353 +$711,833 AAPL, MRVL, MSFT, PG, GOOGL 13F-HR 23 Oct 2023, 15:39
Q2 2023 87 $207,528,299 +$2,941,971 -$4,689,583 -$1,747,612 AAPL, MRVL, MSFT, PG, GOOGL 13F-HR 07 Jul 2023, 12:50
Q1 2023 88 $193,507,684 +$1,655,599 -$1,125,243 +$530,356 AAPL, MSFT, MRVL, PG, KMI 13F-HR 19 Apr 2023, 12:54
Q4 2022 87 $188,396,862 +$2,413,933 -$3,129,645 -$715,712 AAPL, MSFT, PG, MRVL, BAC 13F-HR 10 Feb 2023, 13:17
Q3 2022 79 $174,643,000 +$10,465,137 -$3,174,857 +$7,290,280 AAPL, MRVL, MSFT, BAC, PG 13F-HR 01 Nov 2022, 15:24
Q2 2022 77 $181,433,000 +$1,322,989 -$2,680,093 -$1,357,104 AAPL, MSFT, MRVL, PG, BAC 13F-HR 15 Jul 2022, 17:11
Q1 2022 80 $227,124,000 +$1,848,177 -$9,623,828 -$7,775,651 AAPL, MRVL, MSFT, BAC, PG 13F-HR 02 May 2022, 17:07
Q4 2021 82 $246,527,000 +$1,899,627 -$2,398,118 -$498,491 AAPL, MRVL, MSFT, BAC, PG 13F-HR 26 Jan 2022, 16:31
Q3 2021 81 $221,953,000 +$2,487,954 -$47,695,956 -$45,208,002 AAPL, MRVL, MSFT, BAC, JPM 13F-HR 12 Oct 2021, 11:17
Q2 2021 80 $222,888,000 +$4,170,286 -$1,693,451 +$2,476,835 AAPL, MRVL, MSFT, BAC, JPM 13F-HR 12 Jul 2021, 12:28
Q1 2021 82 $201,984,000 +$3,525,912 -$2,217,856 +$1,308,056 AAPL, MRVL, MSFT, BAC, JPM 13F-HR 21 Apr 2021, 16:46
Q4 2020 82 $181,457,000 +$8,893,155 -$1,126,483 +$7,766,672 AAPL, MRVL, MSFT, PG, BAC 13F-HR 29 Jan 2021, 17:30
Q3 2020 82 $150,862,000 +$13,876,397 -$3,682,112 +$10,194,285 AAPL, MSFT, MRVL, PG, BAC 13F-HR 09 Oct 2020, 11:17
Q2 2020 83 $146,766,000 +$6,760,992 -$8,319,807 -$1,558,815 AAPL, MSFT, MRVL, PG, BAC 13F-HR 27 Jul 2020, 15:46
Q1 2020 81 $122,047,000 +$1,192,191 -$2,404,171 -$1,211,980 AAPL, MSFT, PG, BAC, JPM 13F-HR 01 May 2020, 15:59
Q4 2019 81 $162,463,000 +$11,568 -$3,917,104 -$3,905,536 AAPL, BAC, MSFT, JPM, PG 13F-HR 29 Jan 2020, 16:44
Q3 2019 88 $154,563,000 +$1,972,613 -$1,612,358 +$360,255 BAC, PG, MSFT, AAPL, JPM 13F-HR 24 Oct 2019, 11:37
Q2 2019 85 $150,340,000 +$547,219 -$6,932,087 -$6,384,868 BAC, MSFT, JPM, PG, AAPL 13F-HR 09 Jul 2019, 10:21
Q1 2019 85 $150,735,000 +$1,821,273 -$12,921,209 -$11,099,936 BAC, MSFT, AAPL, BA, PG 13F-HR 30 Apr 2019, 12:10
Q4 2018 85 $141,987,000 +$52,416 -$3,675,693 -$3,623,277 BAC, JPM, MSFT, AAPL, PG 13F-HR 24 Jan 2019, 12:00
Q3 2018 88 $168,618,000 +$832,451 -$3,432,325 -$2,599,874 AAPL, BAC, JPM, MSFT, HD 13F-HR 18 Oct 2018, 11:42
Q2 2018 89 $163,213,000 +$1,644,573 -$5,854,699 -$4,210,126 BAC, JPM, AAPL, MSFT, HD 13F-HR 01 Aug 2018, 13:55
Q1 2018 90 $162,203,000 +$2,148,567 -$4,043,151 -$1,894,584 BAC, JPM, MSFT, AAPL, SCHWAB CHARLES CORP NEW 13F-HR 17 Apr 2018, 10:00
Q4 2017 91 $168,643,000 +$7,507,311 -$7,412,196 +$95,115 BAC, JPM, PG, AAPL, MSFT 13F-HR 25 Jan 2018, 10:31
Q3 2017 89 $157,661,000 +$2,744,409 -$3,601,595 -$857,186 BAC, JPM, PG, MSFT, AAPL 13F-HR 27 Oct 2017, 16:14
Q2 2017 86 $151,041,000 +$2,279,764 -$4,274,473 -$1,994,709 BAC, JPM, PG, GE, MCD 13F-HR 13 Jul 2017, 10:35
Q1 2017 86 $149,979,000 +$2,747,145 -$2,988,247 -$241,102 BAC, GE, JPM, PG, MSFT 13F-HR 27 Apr 2017, 16:23
Q4 2016 89 $144,465,000 +$9,381,526 -$3,606,929 +$5,774,597 GE, BAC, JPM, PG, MSFT 13F-HR 11 Jan 2017, 12:26
Q3 2016 90 $128,420,000 +$3,361,851 -$8,923,658 -$5,561,807 PG, GE, JPM, BAC, HD 13F-HR 28 Oct 2016, 16:01
Q2 2016 93 $125,391,000 +$2,351,716 -$3,194,024 -$842,308 PG, GE, HD, JPM, BAC 13F-HR 21 Jul 2016, 14:18
Q1 2016 93 $124,847,000 +$1,449,243 -$8,038,937 -$6,589,694 PG, GE, HD, JPM, MSFT 13F-HR 14 Apr 2016, 17:24
Q4 2015 98 $133,243,000 +$3,839,713 -$9,387,386 -$5,547,673 GE, PG, HD, JPM, BAC 13F-HR 20 Jan 2016, 17:20
Q3 2015 96 $126,869,000 +$7,177,592 -$2,517,449 +$4,660,143 PG, GE, HD, JPM, BAC 13F-HR 14 Oct 2015, 17:32
Q2 2015 94 $133,962,000 +$2,421,960 -$1,732,156 +$689,804 PG, GE, HD, JPM, BAC 13F-HR 07 Aug 2015, 17:44
Q1 2015 98 $134,397,000 +$292,765 -$5,782,625 -$5,489,860 PG, GE, HD, JPM, BAC 13F-HR 04 May 2015, 13:53
Q4 2014 101 $141,102,000 +$6,955,069 -$816,796 +$6,138,273 PG, GE, HD, BAC, JPM 13F-HR 09 Feb 2015, 12:36
Q3 2014 97 $135,337,000 +$5,581,660 -$3,979,312 +$1,602,348 PG, GE, BAC, HD, JPM 13F-HR 27 Oct 2014, 17:33
Q2 2014 91 $134,114,000 +$10,345,214 -$3,096,872 +$7,248,342 PG, GE, S, HD, APA 13F-HR 28 Jul 2014, 16:38
Q1 2014 90 $127,414,000 +$9,135,765 -$12,033,085 -$2,897,320 PG, GE, S, HD, BAC 13F-HR 30 Apr 2014, 11:09
Q4 2013 95 $129,472,000 $0 $0 $0 PG, SPRINT CORP, GE, HD, JPM 13F-HR 11 Feb 2014, 15:13