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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 $199,887,336
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 136,935 $23,444,641 11.73%
2.
Marvell Technology Group Ltd
 N/A 290,854 $15,743,927 7.87%
3.
Microsoft Corp
 MSFT 49,165 $15,523,849 7.76%
4.
Procter & Gamble Co
 PG 76,535 $11,163,395 5.58%
5.
Alphabet Inc.
 GOOG 84,205 $11,019,066 5.51%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)