Hoertkorn Richard Charles Portfolio Holdings
Hoertkorn Richard Charles
- $170 Million
- Q1 2025
Hoertkorn Richard Charles has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $170 Million distributed in 81 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $22M, Microsoft Corp with a value of $15.9M, Kinder Morgan, Inc. with a value of $14.5M, Jpmorgan Chase & CO with a value of $13.1M, and Bank Of America Corp with a value of $12.1M.
Examining the 13F form we can see an decrease of $13.4M in the current position value, from $183M to 170M.
Below you can find more details about Hoertkorn Richard Charles portfolio as well as his latest detailed transactions.
Portfolio value
$170 Million
Technology: $45.2 Million
Financial Services: $32.8 Million
Communication Services: $27.4 Million
Energy: $26.1 Million
Consumer Cyclical: $16.8 Million
Consumer Defensive: $11.5 Million
Industrials: $6.49 Million
Healthcare: $1.9 Million
Other: $1.86 Million