Hoertkorn Richard Charles has filed its 13F form on May 02, 2024 for Q1 2024 where it was disclosed a total value porftolio of $185 Million distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $23.1M, Microsoft Corp with a value of $20.3M, Alphabet Inc. with a value of $12.5M, Bank Of America Corp with a value of $12.3M, and Procter & Gamble CO with a value of $12.3M.

Examining the 13F form we can see an increase of $5.99M in the current position value, from $179M to 185M.

Below you can find more details about Hoertkorn Richard Charles portfolio as well as his latest detailed transactions.

Portfolio value $185 Million
Technology: $54.1 Million
Financial Services: $31.9 Million
Communication Services: $25.6 Million
Energy: $25.2 Million
Consumer Cyclical: $21.7 Million
Consumer Defensive: $14.4 Million
Industrials: $7.75 Million
Healthcare: $2.04 Million
Other: $2.17 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 83
  • Current Value $185 Million
  • Prior Value $179 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 02, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 0 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
Track This Portfolio

Track Hoertkorn Richard Charles Portfolio

Follow Hoertkorn Richard Charles and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hoertkorn Richard Charles, based on Form 13F filings with the SEC.


Stay updated on Hoertkorn Richard Charles with notifications on news.