Hoertkorn Richard Charles Portfolio Holdings
Hoertkorn Richard Charles
- $177 Million
- Q2 2025
Hoertkorn Richard Charles has filed its 13F form on July 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $177 Million distributed in 81 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $20.9M, Apple Inc. with a value of $19.9M, Jpmorgan Chase & CO with a value of $15.2M, Kinder Morgan, Inc. with a value of $14.8M, and Bank Of America Corp with a value of $13.4M.
Examining the 13F form we can see an increase of $7.49M in the current position value, from $170M to 177M.
Below you can find more details about Hoertkorn Richard Charles portfolio as well as his latest detailed transactions.
Portfolio value
$177 Million
Technology: $49.9 Million
Financial Services: $36.4 Million
Communication Services: $27.3 Million
Energy: $24.7 Million
Consumer Cyclical: $17.1 Million
Consumer Defensive: $10.7 Million
Industrials: $7.8 Million
Healthcare: $1.72 Million
Other: $1.98 Million