Hoertkorn Richard Charles Q4 2022 vs. Q1 2023: A Comprehensive Look at Top Holdings

As we enter a new year, it's natural to reflect on recent changes in the financial world. One interesting metric to look at is the holdings of Hoertkorn Richard Charles as reported in their Q4 2022 and Q1 2023 13F filings.

In this blog post, we'll break down the top holdings of one of the world's foremost investment firms and analyze trends and patterns that can be observed in their portfolio.

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Hoertkorn Richard Charles is known for making astute investment decisions and their 13F filings are always closely scrutinized by market experts for insights into the direction of the stock market.

In their Q4 2022 filing, Hoertkorn Richard Charles held positions in several blue-chip companies such as Apple, Microsoft, and Procter & Gamble. These investments remained largely unchanged in Q1 2023, with only minor fluctuations in share counts and values.

One of the most interesting things to note in the Q1 2023 filing is the massive increase in holdings of T-Mobile US Inc., with a total of 49,486 shares held, up from just 54,089 in Q4 2022. This represents an increase of over 144,000% in value, making it the biggest mover in Hoertkorn Richard Charles' portfolio.

Another notable change is the decrease in holdings of Bank of America Corporation, which saw a 13.8% decrease in value from Q4 2022 to Q1 2023. The decision to sell off some of their Bank of America shares might be an indication of Hoertkorn Richard Charles' outlook on the financial sector as a whole.

In terms of sector distribution, Hoertkorn Richard Charles held the largest number of shares in the Energy sector, followed by Information Technology and Financials in both Q4 2022 and Q1 2023.

Finally, there were some interesting new additions to Hoertkorn Richard Charles' portfolio in Q1 2023. Carrier Global Corporation, Otis Worldwide Corporation, and Avangrid Inc. were all new additions to their top holdings list in Q1 2023.

Conclusion:

In conclusion, Hoertkorn Richard Charles' Q4 2022 and Q1 2023 13F filings show some interesting trends and changes in their portfolio. While most of their key investments remained the same, the increase in holdings of T-Mobile US Inc. and new additions to their portfolio indicate that the company is always looking to diversify and stay ahead of the curve.

Overall, Hoertkorn Richard Charles' portfolio continues to be a barometer of the overall health of the stock market, and their investment decisions are closely watched by investors and market analysts alike.