Fund HoldingsHOERTKORN RICHARD CHARLES

Total Portfolio Value
$232.91M
Total Bought
$1.62M
Total Sold
$24.99M
Net Transaction
-$23.37M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
GENERAL ELECTRIC CO(GE)74,73574,335-4009,53813,0485.60%+3,510
MARVELL TECHNOLOGY, INC.290,754287,604-3,15017,53520,3858.75%+2,850
MICROSOFT CORP(MSFT)48,85048,150-70018,37020,2588.70%+1,888
INTEL CORP(INTC)101,182151,092+49,9105,0846,6742.87%+1,589
JPMORGAN CHASE & CO(JPM)62,36660,403-1,96310,60812,0995.19%+1,490
BANK OF AMERICA CORPORATION328,933324,509-4,42411,07512,3055.28%+1,230
PROCTER & GAMBLE CO(PG)76,38575,560-82511,19312,2605.26%+1,066
ALPHABET, INC.(GOOG)84,00582,605-1,40011,73512,4685.35%+733
HOME DEPOT(HD)22,23421,784-4507,7058,3563.59%+651
DEVON ENERGY CORP NEW(DVN)143,060141,160-1,9006,4817,0833.04%+603
DISNEY WALT CO(DIS)20,16418,914-1,2501,8212,3140.99%+494
EXXON MOBIL CORP31,68631,186-5003,1683,6251.56%+457
FORD MTR CO DEL(F)439,843432,243-7,6005,3625,7402.46%+379
KINDER MORGAN, INC.(KMI)558,792556,392-2,4009,85710,2044.38%+347
AMAZON.COM INC.(AMZN)10,0569,956-1001,5281,7960.77%+268
PAYPAL HOLDINGS, INC.(PYPL)54,26053,460-8003,3323,5811.54%+249
CONOCOPHILLIPS(COP)15,11415,039-751,7541,9140.82%+160
CARLYLE GROUP, INC.(CG)25,10025,10001,0211,1770.51%+156
SCHWAB CHARLES CORP NEW111,655108,305-3,3507,6827,8353.36%+153
BERKSHIRE HATHAWAY INC DEL4,5124,152-3601,6091,7460.75%+137
LILLY ELI & CO(LLY)70070004085450.23%+137
CONSTELLATION BRANDS INC(STZ)4,0004,00009671,0870.47%+120
ADVANCED MICRO DEVICE(AMD)3,4003,40005016140.26%+112
CHEVRON CORP NEW(CVX)15,29715,097-2002,2822,3811.02%+100
ALPHABET, INC.(GOOG)6,5006,50009169900.42%+74
CARRIER GLOBAL CORP(CBRE)17,26017,26001,5581,6250.70%+67
WYNN RESORTS(WYNN)3,8003,80003463880.17%+42
T-MOBILE US INC(TMUS)48,24447,631-6137,7357,7743.34%+39
DNP SELECT INCOME FD(DNP)24,15025,650+1,5002052330.10%+28
COCA COLA CO(KO)13,03012,955-757687930.34%+25
RAYTHEON TECHNOLOGIES CO(RTX)1,3651,36501151330.06%+18
VANGUARD ADMIRAL FUNDS INC53453401451630.07%+18
ILLINOIS TOOL WKS INC(ITW)2,0002,00005245370.23%+13
JOHNSON & JOHNSON(JNJ)8,0398,03901,2601,2720.55%+12
OTIS WORLDWIDE CORP682682061680.03%+7
META PLATFORMS(META)3939014190.01%+5
KIMBERLY CLARK CORP(KMB)624624076810.03%+5
SCHWAB STRATEGIC TR900900050550.02%+5
PEPSICO INC(PEP)93093001581630.07%+5
HANCOCK JOHN INVS TR(JHI)17,20017,20002232270.10%+4
NORTHERN TR CORP(NTRS)800800068710.03%+4
AT&T INC(T)4,1534,153070730.03%+3
VANGUARD INDEX FDS145145032350.01%+3
UBER, TECHNOLOGIES INC.(UBER)200200012150.01%+3
YUM BRANDS(YUM)372372049520.02%+3
PRINCIPAL FINL GROUP INC(PFG)272272021230.01%+2
SCHLUMBERGER LTD(SLB)650650034360.02%+2
MFS MULTIMARKET INCOME TR22,00022,00001001020.04%+2
HONDA MOTOR LTD(HMC)2002000670.00%+1
CITIGROUP INC(C)1001000560.00%+1
TRISALUS LIFE SCIENCES6686680670.00%+1
VISA, INC. CLASS A(V)4646012130.01%+1
BLOCK, INC.(XYZ)1021020890.00%+1
VERIZON COMMUNICATIONS(VZ)98980440.00%0
NETFLIX(NFLX)220110.00%0
SPOTIFY TECHNOLOGY(SPOT)220010.00%0
MATTEL INCORPORATED(MAT)38380110.00%0
HALIBURTON CO. HLDG. CO.(HAL)440000.00%0
HASBRO, INC.(HAS)110000.00%0
NOKIA CORP. SPON ADR(NOK)330000.00%0
ELECTRONIC ARTS, INC.(EA)110000.00%-0
COMCAST CORP NEW CLASS A(CCZ)33330110.00%-0
WARNER BROS. DISCOVERY(WBD)37370000.00%-0
KIMCO REALTY CORP(KIM)750750016150.01%-1
TRICO BANCSHARES CHICO(TCBK)355355015130.01%-2
REALTY INCOME CORP(O)666666038360.02%-2
PUBLIC STORAGE(PSA)35735701091040.04%-5
ROCKWELL AUTOMATION(ROK)50050001551460.06%-10
AMERICAN STS WTR CO1,1751,175094850.04%-10
PFIZER INC(PFE)8,2878,187-1002392270.10%-11
INVESCO LTD(IVZ)10,00010,00001781660.07%-12
YUM CHINA HLDGS INC(YUMC)3720-372160-16
BP PLC(BP)800100-7002840.00%-25
BLACKSTONE, INC.(BX)1,4001,175-2251831540.07%-29
ALIBABA GROUP HOLDING(BABA)10,42410,149-2758087340.32%-74
STARBUCKS CORP(SBUX)5,1004,550-5504904160.18%-74
CISCO SYS INC(CSCO)71,84169,341-2,5003,6293,4611.49%-169
MCDONALDS CORP(MCD)14,90114,851-504,4184,1871.80%-231
APA CORPORATION194,470192,620-1,8506,9786,6222.84%-355
PARAMOUNT GLOBAL169,005167,905-1,1002,5001,9760.85%-523
GE HEALTHCARE TECHNOLOGIES(GEHC)15,6571,566-14,0911,2111420.06%-1,068
BOEING CO(BA)35,72235,572-1509,3116,8652.95%-2,446
APPLE INC(AAPL)136,168134,594-1,57426,21623,0809.91%-3,136
Page 1 of 1