Institutions / Hoertkorn Richard Charles
Hoertkorn Richard Charles
CIK 1598177 · Institution · as of Dec 31, 2025
Portfolio value
$257.43M
Positions
78
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 78 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $24.54M | 9.5% |
| Marvell Technology, Inc. | $22.73M | 8.8% |
| Alphabet Inc. | $20.14M | 7.8% |
| Ge Aerospace | $19.91M | 7.7% |
| Microsoft Corp | $19.00M | 7.4% |
| JPMorgan Chase & Co | $15.94M | 6.2% |
| Bank of America Corp /De | $14.91M | 5.8% |
| Kinder Morgan, Inc. | $13.41M | 5.2% |
| GE Vernova Inc. | $10.62M | 4.1% |
| PROCTER & GAMBLE Co | $9.08M | 3.5% |
| Schwab Charles Corp New | $8.44M | 3.3% |
| The Boeing Company | $7.68M | 3.0% |
| T-Mobile US, Inc.TMUS | $7.10M | 2.8% |
| Home Depot, Inc. | $6.84M | 2.7% |
| Cisco Systems, Inc. | $4.63M | 1.8% |
| Ford Motor Co | $4.23M | 1.6% |
| Apa Corporation | $4.06M | 1.6% |
| Devon Energy Corp | $3.91M | 1.5% |
| Paramount Skydance CorpPSKY | $3.71M | 1.4% |
| NVIDIA Corp | $3.49M | 1.4% |
| PayPal Holdings, Inc. | $3.37M | 1.3% |
| Advanced Micro Devices Inc | $3.33M | 1.3% |
| Intel Corp | $3.27M | 1.3% |
| Exxon Mobil Corp | $3.25M | 1.3% |
| Mcdonald'S Corp | $2.84M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.