Hoertkorn Richard Charles Portfolio Holdings
Hoertkorn Richard Charles
- $182 Million
- Q3 2024
Hoertkorn Richard Charles has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $182 Million distributed in 84 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $28.7M, Microsoft Corp with a value of $19.3M, Alphabet Inc. with a value of $12.8M, Procter & Gamble CO with a value of $12M, and Bank Of America Corp with a value of $12M.
Examining the 13F form we can see an increase of $386K in the current position value, from $182M to 182M.
Below you can find more details about Hoertkorn Richard Charles portfolio as well as his latest detailed transactions.
Portfolio value
$182 Million
Technology: $56 Million
Financial Services: $32.1 Million
Communication Services: $27.1 Million
Energy: $23.9 Million
Consumer Cyclical: $19.2 Million
Consumer Defensive: $13.7 Million
Industrials: $6.05 Million
Healthcare: $2.1 Million
Other: $2.27 Million