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Home > Institutional Investor > Hoertkorn Richard Charles > Profile

Instuitional Investor - Hoertkorn Richard Charles

Fund Profile
Filing Period:
Fund Name: Hoertkorn Richard Charles
Portfolio Value $236,166,117
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Marvell Technology Group Ltd
 N/A 271,624 $21,023,698 8.9%
2.
Microsoft Corp
 MSFT 41,936 $20,859,386 8.83%
3.
Apple Inc.
 AAPL 96,779 $19,856,147 8.41%
4.
General Electric Co
 GE 67,374 $17,341,394 7.34%
5.
Jpmorgan Chase & Co
 JPM 52,412 $15,194,763 6.43%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)