Long-term investor

Hoertkorn Richard Charles @hoertkornrichardcharles

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001598177).

Record

  • Tracked since 2025-06-30 (431 days), 49 trades recorded
  • Returns: week n/a · month n/a · 90 days +10.5% · 6 months +12.1% · 1 year +24.1% · all +24.1%
  • Max drawdown -1.4% · Sharpe 1.43 · win rate 67% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • G5876H105 · 13.1% · long · since 2025-06-30
  • GOOGL · 9.8% · long · since 2025-06-30
  • AAPL · 7.5% · long · since 2025-06-30
  • MSFT · 6.7% · long · since 2025-06-30
  • JPM · 6.3% · long · since 2025-06-30
  • 369604103 · 5.5% · long · since 2025-06-30
  • INTC · 5.3% · long · since 2025-06-30
  • GEV · 4.5% · long · since 2025-06-30
  • BAC · 4.3% · long · since 2025-06-30
  • KMI · 3.8% · long · since 2025-06-30
  • CSCO · 3.3% · long · since 2025-06-30
  • BA · 3.2% · long · since 2025-06-30

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