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 (471 days), 49 trades recorded
- Returns: week n/a · month n/a · 90 days -3.4% · 6 months +32.5% · 1 year +70.0% · all +70.0%
- Max drawdown n/a · 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
- 097023105 · 3.2% · long · since 2025-06-30