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HOERTKORN RICHARD CHARLES 13F portfolio summary

HOERTKORN RICHARD CHARLES of HOERTKORN RICHARD CHARLES has 71 current stock holdings with a reported portfolio value of $121.9M. The portfolio 1 year return is +25.64%. Top holdings include GOOGL (11.63%), AAPL (9.75%), MSFT (9.65%), JPM (8.31%), KMI (6.04%).

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HOERTKORN RICHARD CHARLES

HOERTKORN RICHARD CHARLES
Latest filing: 2026-03-31

HOERTKORN RICHARD CHARLES runs HOERTKORN RICHARD CHARLES and currently holds 71 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $121.88M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. HOERTKORN RICHARD CHARLES ranks #619 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, HOERTKORN RICHARD CHARLES's portfolio at HOERTKORN RICHARD CHARLES has delivered returns of +25.64%. Their 3-year annualized return is +62.87%. Looking at the 5-year horizon, HOERTKORN RICHARD CHARLES has achieved +64.22% annualized returns at HOERTKORN RICHARD CHARLES.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+25.64%
#456/1000
3 Year
+62.87%
#605/1000
5 Year
+64.22%
#619/1000

Portfolio Value

$121.88M

Alpha Score

49.7

#619 of 1000

Holdings

71

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change