Hoertkorn Richard Charles Portfolio Holdings
Hoertkorn Richard Charles
- $183 Million
- Q4 2024
Hoertkorn Richard Charles has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $183 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 $29.1M, Microsoft Corp with a value of $18.3M, Kinder Morgan, Inc. with a value of $14.4M, Alphabet Inc. with a value of $14.3M, and Jpmorgan Chase & CO with a value of $13.1M.
Examining the 13F form we can see an increase of $1.05M in the current position value, from $182M to 183M.
Below you can find more details about Hoertkorn Richard Charles portfolio as well as his latest detailed transactions.
Portfolio value
$183 Million
Technology: $53.9 Million
Financial Services: $35 Million
Communication Services: $29 Million
Energy: $25.1 Million
Consumer Cyclical: $17.5 Million
Consumer Defensive: $12.2 Million
Industrials: $6.76 Million
Healthcare: $1.85 Million
Other: $2.18 Million