Top 50 Hoertkorn Richard Charles Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET, INC. | 9.74% | 41.3K | $11.9M | -35.87%(-23.08K) | $42.19(+854.20%) | 2026-03-31 | |
| AAPL | APPLE INC | 8.16% | 39.2K | $9.9M | -56.58%(-51.08K) | $49.13(+508.33%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 8.08% | 26.6K | $9.8M | -32.32%(-12.70K) | $24.38(+1561.89%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 6.96% | 28.8K | $8.5M | -41.72%(-20.64K) | $44.64(+572.58%) | 2026-03-31 | |
| MRVL | MARVELL TECHNOLOGY, INC. | 5.45% | 67.1K | $6.6M | -74.93%(-200.43K) | $14.03(+1168.01%) | 2026-03-31 | |
| GE | GE AEROSPACE | 5.25% | 22.5K | $6.4M | -65.12%(-42.09K) | $48.68(+505.38%) | 2026-03-31 | |
| KMI | KINDER MORGAN, INC. | 5.05% | 183.6K | $6.2M | -62.35%(-304.05K) | $32.55(+0.79%) | 2026-03-31 | |
| BAC | BANK OF AMERICA CORPORATION | 4.53% | 113.3K | $5.5M | -58.21%(-157.83K) | $13.34(+273.54%) | 2026-03-31 | |
| GEV | GE VERNOVA INC. | 4.16% | 5.8K | $5.1M | -61.97%(-9.45K) | $154.13(+589.40%) | 2026-03-31 | |
| HD | HOME DEPOT | 3.46% | 12.8K | $4.2M | -35.54%(-7.06K) | $75.81(+299.06%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.91% | +63.93% |
| Top 20 Holdings Unweighted | +16.51% | +58.16% |
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