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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 $257,426,460
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 90,269 $24,540,530 9.53%
2.
Marvell Technology Group Ltd
 N/A 267,494 $22,731,640 8.83%
3.
Alphabet Inc.
 GOOGL 64,345 $20,139,985 7.82%
4.
General Electric Co
 GE 64,643 $19,911,983 7.74%
5.
Microsoft Corp
 MSFT 39,286 $18,999,495 7.38%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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