HI

Hoey Investments, INC

Sector-focusedMomentum followerLong-term holder

Total reported value

$693.4M

Reporting period: 2026-03-31 · Number of holdings: 420

HOEY INVESTMENTS, INC disclosed 420 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $693.4M and a quarterly turnover rate of 12.2%.

Personality snowflake

Concentration
70.13
Portfolio Stability
12.23
Momentum/Contrarian
100
Sector conviction
100
Diversification
100
Sizing Uniformity
15.08

Recent moves

  • Trim MSFT

    -7.6%　-$17.2M

  • Add NVDA

    +2.3%　-$10.9M

  • Trim META

    -4.3%　-$15.0M

  • Add GEV

    +2.8%　$2.2M

  • Add GS

    +17.9%　$1.2M

  • Add IBM

    +377.7%　$1.7M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 416 holdings (of 420 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1NVDANvidia CORPStock-Tech34.79%+1.22%+2.31%
2AMZNAmazon.com INCStock-Consumer Disc18.74%-0.02%+2.19%
3METAMeta Platforms Inc-class AStock-Comm Services10.54%-1.19%-4.30%
4MSFTMicrosoft CORPStock-Tech5.97%-1.83%-7.64%
5PLTRPalantir Technologies Inc-aStock-Tech3.88%—+21.27%
6AAPLApple INCStock-Tech2.76%+0.01%-0.71%
7AVGOBroadcom INCStock-Tech2.48%-0.08%+0.21%
8WFCWells Fargo & CoStock-Financials1.57%-0.19%-3.71%
9GSGoldman Sachs Group INCStock-Financials1.49%+0.28%+17.90%
10GEGeneral ElectricStock-Industrials1.41%+0.01%+1.20%
11GOOGLAlphabet Inc-cl AStock-Comm Services1.39%+0.22%+19.11%
12JPMJpmorgan Chase & CoStock-Financials1.26%-0.09%-5.97%
13GEVGE Vernova INCStock-Industrials1.18%+0.39%+2.80%
14MSMorgan StanleyStock-Financials1.12%+0.04%+2.57%
15BACBank Of America CORPStock-Financials0.90%-0.05%-1.74%
16WMTWalmart INCStock-Consumer Staples0.82%—-10.37%
17BRK-BBerkshire Hathaway Inc-cl BStock-Other0.55%-0.16%-25.04%
18UBERUber Technologies INCStock-Industrials0.48%-0.13%-17.97%
19NVDLGranitesh 2x Lng Nvda ETFETF-Other0.46%—+12.56%
20SLVIshares Silver TrustETF-Commodities0.45%+0.14%+29.37%
21CMCCommercial Metals CoStock-Industrials0.36%-0.01%+0.73%
22IBMIntl Business Machines CORPStock-Tech0.32%+0.24%+377.73%
23LOWLowe's Cos INCStock-Consumer Disc0.30%—-0.42%
24AMGNAmgen INCStock-Healthcare0.26%+0.03%+0.35%
25NFLXNetflix INCStock-Comm Services0.25%+0.16%+152.98%
26IBBIshares Biotechnology ETFETF-Tech0.20%+0.10%+83.30%
27CMICummins INCStock-Industrials0.20%—-2.33%
28TSLATesla INCStock-Consumer Disc0.19%-0.03%-0.08%
29NLRVaneck Urani & Nuclr Etf-usdETF-Other0.19%+0.06%+23.27%
30BABoeing Co/theStock-Industrials0.17%-0.01%-2.43%
31RTXRtx CORPStock-Industrials0.17%——
32SCHVSchwab US Large-cap ValueETF-Other0.16%—-1.33%
33EMREmerson Electric CoStock-Industrials0.16%—-2.39%
34AGQProshares Ultra SilverETF-Commodities0.16%+0.14%+767.40%
35KMIKinder Morgan INCStock-Energy0.16%+0.04%-5.52%
36ARMArm Holdings Plc-adrStock-Tech0.14%+0.04%-1.50%
37CPERUnited States Copper IndexETF-Large Cap & Growth0.14%+0.07%+85.71%
38NOWServicenow INCStock-Tech0.13%-0.07%-10.78%
39LMTLockheed Martin CORPStock-Industrials0.13%+0.03%-4.11%
40MUMicron Technology INCStock-Tech0.13%+0.06%+35.06%
41ABBVAbbvie INCStock-Healthcare0.12%—+5.45%
42TSMTaiwan Semiconductor-sp AdrStock-Tech0.10%—+2.91%
43PEPPepsico INCStock-Consumer Staples0.10%——
44SCHGSchwab US Large-cap GrowthETF-Other0.09%—-0.47%
45PNCPnc Financial Services GroupStock-Financials0.09%—+19.84%
46JNJJohnson & JohnsonStock-Healthcare0.09%—-1.97%
47ALABAstera Labs INCStock-Tech0.08%-0.09%-31.33%
48NOCNorthrop Grumman CORPStock-Industrials0.08%——
49CVXChevron CORPStock-Energy0.08%+0.04%+19.84%
50AMZUDire Dly Amzn Bul 2x Etf-usdETF-Other0.08%—+26.79%
1–50 of 416

Holding changes this quarter

Hoey Investments, INC's most significant position changes for 2026-03-31: Sold out: Booking Holdings INC (BKNG); New buy: Ste Str Spdr Pt S&p 500 ETF (SPYM); Sold out: Direx Dail Semi Bu 3x Et-usd (SOXL); Sold out: Strategy INC (MSTR); New buy: Dell Technologies -c (DELL).

Position changes disclosed by Hoey Investments, INC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1NVDANvidia CORP+1.2%+2.31%Add
2GEVGE Vernova INC+0.4%+2.80%Add
3GSGoldman Sachs Group INC+0.3%+17.90%Add
4IBMIntl Business Machines CORP+0.2%+377.73%Add
5GOOGLAlphabet Inc-cl A+0.2%+19.11%Add
6NFLXNetflix INC+0.2%+152.98%Add
7AGQProshares Ultra Silver+0.1%+767.40%Add
8SLVIshares Silver Trust+0.1%+29.37%Add
9IBBIshares Biotechnology ETF+0.1%+83.30%Add
10CPERUnited States Copper Index+0.1%+85.71%Add
11MUMicron Technology INC+0.1%+35.06%Add
12NLRVaneck Urani & Nuclr Etf-usd+0.1%+23.27%Add
13GLWCorning INC+0.1%+129.68%Add
14MSMorgan Stanley0%+2.57%Add
15ARMArm Holdings Plc-adr0%-1.50%Trim
16CVXChevron CORP0%+19.84%Add
17KMIKinder Morgan INC0%-5.52%Trim
18XOMExxon Mobil CORP0%+27.15%Add
19CRWDCrowdstrike Holdings INC - A0%+99.67%Add
20CATCaterpillar INC0%+36.90%Add
21LMTLockheed Martin CORP0%-4.11%Trim
22AMGNAmgen INC0%+0.35%Add
23GLDSpdr Gold Shares0%+49.25%Add
24LRCXLam Research CORP0%+4.50%Add
25AAPLApple INC0%-0.71%Trim
26GEGeneral Electric0%+1.20%Add
27NVDLGranitesh 2x Lng Nvda ETF—+12.56%Add
28CMCCommercial Metals Co0%+0.73%Add
29BABoeing Co/the0%-2.43%Trim
30IUSGIshares Core S&p U.s. Growth0%-16.67%Trim
31AMZNAmazon.com INC0%+2.19%Add
32HDHome Depot INC0%-34.37%Trim
33CEGConstellation Energy0%-35.51%Trim
34TSLATesla INC0%-0.08%Trim
35BACBank Of America CORP-0.1%-1.74%Trim
36NOWServicenow INC-0.1%-10.78%Trim
37AVGOBroadcom INC-0.1%+0.21%Add
38JPMJpmorgan Chase & Co-0.1%-5.97%Trim
39ALABAstera Labs INC-0.1%-31.33%Trim
40CLSCelestica INC-0.1%-65.57%Trim
41UBERUber Technologies INC-0.1%-17.97%Trim
42BRK-BBerkshire Hathaway Inc-cl B-0.2%-25.04%Trim
43WFCWells Fargo & Co-0.2%-3.71%Trim
44METAMeta Platforms Inc-class A-1.2%-4.30%Trim
45MSFTMicrosoft CORP-1.8%-7.64%Trim
46BKNGBooking Holdings INC—EXITSold out
47SPYMSte Str Spdr Pt S&p 500 ETF—NEWNew buy
48SOXLDirex Dail Semi Bu 3x Et-usd—EXITSold out
49MSTRStrategy INC—EXITSold out
50DELLDell Technologies -c—NEWNew buy

FAQ

What is Hoey Investments, INC and what type of investor is it?
Hoey Investments, INC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $693.4M, spread across 420 disclosed positions.
What are Hoey Investments, INC's largest equity positions?
Based on the latest 13F filing, Hoey Investments, INC's top holdings by market value are: 1. Nvidia CORP (NVDA) — $241.2M (34.8%) 2. Amazon.com INC (AMZN) — $129.9M (18.7%) 3. Meta Platforms Inc-class A (META) — $73.1M (10.5%) 4. Microsoft CORP (MSFT) — $41.4M (6.0%) 5. Palantir Technologies Inc-a (PLTR) — $26.9M (3.9%)
What changes did Hoey Investments, INC make in its most recent portfolio filing?
In the latest reported quarter, Hoey Investments, INC made 50 notable position adjustments: 2 new positions were initiated, 26 existing holdings were added to, 19 positions were partially reduced, and 3 were completely exited. The largest of these moves: Sold out: Booking Holdings INC (BKNG); New buy: Ste Str Spdr Pt S&p 500 ETF (SPYM); Sold out: Direx Dail Semi Bu 3x Et-usd (SOXL); Sold out: Strategy INC (MSTR); New buy: Dell Technologies -c (DELL)
What sectors does Hoey Investments, INC focus on?
Hoey Investments, INC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 53.5% • Consumer Discretionary: 20.4% • Communication Services: 12.9% • Financials: 7.3% • Industrials: 3.9% • Consumer Staples: 1.0%