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HOERTKORN RICHARD CHARLES
HOERTKORN RICHARD CHARLES
Latest filing: 2026-06-30
HOERTKORN RICHARD CHARLES runs HOERTKORN RICHARD CHARLES and currently holds 71 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $149.21M. Their top holdings are GOOGL, AAPL, MSFT, JPM, INTC. The top five represent 35.6% of reported portfolio weight. HOERTKORN RICHARD CHARLES ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, HOERTKORN RICHARD CHARLES initiated 3 new positions. They added to 9 existing positions. They trimmed 18 positions. Their current best-performing preview position is INTC with returns of +216.41%.
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71 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 GOOGL ALPHABET, INC. | 9.78% | $46.05 | $344.82 | +648.79% | Trimmed -1.07% |
 AAPL APPLE INC | 7.50% | $24.57 | $309.35 | +1,159.06% | Trimmed -1.26% |
 MSFT MICROSOFT CORP | 6.72% | $41.24 | $483.24 | +1,071.77% | Added +1.07% |
 JPM JPMORGAN CHASE & CO | 6.30% | $58.93 | $351.64 | +496.70% | Trimmed -0.38% |
 INTC INTEL CORP | 5.31% | $38.36 | $90.07 | +134.80% | Trimmed -2.16% |
 GEV GE VERNOVA INC. | 4.48% | $167.52 | $956.64 | +471.06% | Trimmed -1.91% |
 BAC BANK OF AMERICA CORPORATION | 4.27% | $16.35 | $61.70 | +277.37% | Trimmed -1.24% |
 KMI KINDER MORGAN, INC. | 3.83% | $17.07 | $30.98 | +81.49% | Trimmed -2.56% |
 CSCO CISCO SYS INC | 3.34% | $39.00 | $111.04 | +184.72% | Added +5.79% |
 BA BOEING CO | 3.16% | $186.64 | $214.20 | +14.77% | Added +19.01% |
Showing 1-10 of 71