HOERTKORN RICHARD CHARLES 13F Portfolio
HOERTKORN RICHARD CHARLES runs HOERTKORN RICHARD CHARLES and currently holds 71 stock positions, which is fewer than the average of 231 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%.
Portfolio Value
$149.21M
Alpha Score
75.3
#0 of 1000
Holdings
71
HOERTKORN RICHARD CHARLES Current 13F Holdings
Reported holdings from HOERTKORN RICHARD CHARLES's latest SEC 13F filing, ranked by portfolio weight.
71 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 GOOGL ALPHABET, INC. | 9.78% | $46.05 | $351.66 | +663.65% | Trimmed -1.07% |
 AAPL APPLE INC | 7.50% | $24.57 | $336.68 | +1,270.29% | Trimmed -1.26% |
 MSFT MICROSOFT CORP | 6.72% | $41.24 | $535.07 | +1,197.45% | Added +1.07% |
 JPM JPMORGAN CHASE & CO | 6.30% | $58.93 | $333.01 | +465.09% | Trimmed -0.38% |
 INTC INTEL CORP | 5.31% | $38.36 | $104.70 | +172.94% | Trimmed -2.16% |
 GEV GE VERNOVA INC. | 4.48% | $167.52 | $1,004.66 | +499.73% | Trimmed -1.91% |
 BAC BANK OF AMERICA CORPORATION | 4.27% | $16.35 | $54.31 | +232.17% | Trimmed -1.24% |
 KMI KINDER MORGAN, INC. | 3.83% | $17.07 | $32.49 | +90.33% | Trimmed -2.56% |
 CSCO CISCO SYS INC | 3.34% | $39.00 | $118.39 | +203.56% | Added +5.79% |
 BA BOEING CO | 3.16% | $186.64 | $190.36 | +1.99% | Added +19.01% |
Showing 1-10 of 71