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%.

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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)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	NVDA	Nvidia CORP	Stock-Tech	34.79%	+1.22%	+2.31%
2	AMZN	Amazon.com INC	Stock-Consumer Disc	18.74%	-0.02%	+2.19%
3	META	Meta Platforms Inc-class A	Stock-Comm Services	10.54%	-1.19%	-4.30%
4	MSFT	Microsoft CORP	Stock-Tech	5.97%	-1.83%	-7.64%
5	PLTR	Palantir Technologies Inc-a	Stock-Tech	3.88%	—	+21.27%
6	AAPL	Apple INC	Stock-Tech	2.76%	+0.01%	-0.71%
7	AVGO	Broadcom INC	Stock-Tech	2.48%	-0.08%	+0.21%
8	WFC	Wells Fargo & Co	Stock-Financials	1.57%	-0.19%	-3.71%
9	GS	Goldman Sachs Group INC	Stock-Financials	1.49%	+0.28%	+17.90%
10	GE	General Electric	Stock-Industrials	1.41%	+0.01%	+1.20%
11	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	1.39%	+0.22%	+19.11%
12	JPM	Jpmorgan Chase & Co	Stock-Financials	1.26%	-0.09%	-5.97%
13	GEV	GE Vernova INC	Stock-Industrials	1.18%	+0.39%	+2.80%
14	MS	Morgan Stanley	Stock-Financials	1.12%	+0.04%	+2.57%
15	BAC	Bank Of America CORP	Stock-Financials	0.90%	-0.05%	-1.74%
16	WMT	Walmart INC	Stock-Consumer Staples	0.82%	—	-10.37%
17	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.55%	-0.16%	-25.04%
18	UBER	Uber Technologies INC	Stock-Industrials	0.48%	-0.13%	-17.97%
19	NVDL	Granitesh 2x Lng Nvda ETF	ETF-Other	0.46%	—	+12.56%
20	SLV	Ishares Silver Trust	ETF-Commodities	0.45%	+0.14%	+29.37%
21	CMC	Commercial Metals Co	Stock-Industrials	0.36%	-0.01%	+0.73%
22	IBM	Intl Business Machines CORP	Stock-Tech	0.32%	+0.24%	+377.73%
23	LOW	Lowe's Cos INC	Stock-Consumer Disc	0.30%	—	-0.42%
24	AMGN	Amgen INC	Stock-Healthcare	0.26%	+0.03%	+0.35%
25	NFLX	Netflix INC	Stock-Comm Services	0.25%	+0.16%	+152.98%
26	IBB	Ishares Biotechnology ETF	ETF-Tech	0.20%	+0.10%	+83.30%
27	CMI	Cummins INC	Stock-Industrials	0.20%	—	-2.33%
28	TSLA	Tesla INC	Stock-Consumer Disc	0.19%	-0.03%	-0.08%
29	NLR	Vaneck Urani & Nuclr Etf-usd	ETF-Other	0.19%	+0.06%	+23.27%
30	BA	Boeing Co/the	Stock-Industrials	0.17%	-0.01%	-2.43%
31	RTX	Rtx CORP	Stock-Industrials	0.17%	—	—
32	SCHV	Schwab US Large-cap Value	ETF-Other	0.16%	—	-1.33%
33	EMR	Emerson Electric Co	Stock-Industrials	0.16%	—	-2.39%
34	AGQ	Proshares Ultra Silver	ETF-Commodities	0.16%	+0.14%	+767.40%
35	KMI	Kinder Morgan INC	Stock-Energy	0.16%	+0.04%	-5.52%
36	ARM	Arm Holdings Plc-adr	Stock-Tech	0.14%	+0.04%	-1.50%
37	CPER	United States Copper Index	ETF-Large Cap & Growth	0.14%	+0.07%	+85.71%
38	NOW	Servicenow INC	Stock-Tech	0.13%	-0.07%	-10.78%
39	LMT	Lockheed Martin CORP	Stock-Industrials	0.13%	+0.03%	-4.11%
40	MU	Micron Technology INC	Stock-Tech	0.13%	+0.06%	+35.06%
41	ABBV	Abbvie INC	Stock-Healthcare	0.12%	—	+5.45%
42	TSM	Taiwan Semiconductor-sp Adr	Stock-Tech	0.10%	—	+2.91%
43	PEP	Pepsico INC	Stock-Consumer Staples	0.10%	—	—
44	SCHG	Schwab US Large-cap Growth	ETF-Other	0.09%	—	-0.47%
45	PNC	Pnc Financial Services Group	Stock-Financials	0.09%	—	+19.84%
46	JNJ	Johnson & Johnson	Stock-Healthcare	0.09%	—	-1.97%
47	ALAB	Astera Labs INC	Stock-Tech	0.08%	-0.09%	-31.33%
48	NOC	Northrop Grumman CORP	Stock-Industrials	0.08%	—	—
49	CVX	Chevron CORP	Stock-Energy	0.08%	+0.04%	+19.84%
50	AMZU	Dire Dly Amzn Bul 2x Etf-usd	ETF-Other	0.08%	—	+26.79%

1–50 of 416

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	420	$693.4M	12	1NVDA 2AMZN 3META Top holdings2026-03-31 1.NVDA 2.AMZN 3.META 4.MSFT 5.PLTR 6.AAPL 7.AVGO 8.WFC 9.GS 10.GE
2025-12-31	430	$751.1M	8	1NVDA 2AMZN 3META Top holdings2025-12-31 1.NVDA 2.AMZN 3.META 4.MSFT 5.PLTR 6.AAPL 7.AVGO 8.WFC 9.GE 10.JPM
2025-09-30	414	$751.7M	35	1NVDA 2AMZN 3META Top holdings2025-09-30 1.NVDA 2.AMZN 3.META 4.MSFT 5.PLTR 6.AAPL 7.AVGO 8.WFC 9.GE 10.JPM
2025-06-30	419	$682.3M	0	1NVDA 2AMZN 3META Top holdings2025-06-30 1.NVDA 2.AMZN 3.META 4.MSFT 5.PLTR 6.AAPL 7.AVGO 8.WFC 9.JPM 10.GE
2025-03-31	381	$512.1M	100	1NVDA 2AMZN 3META Top holdings2025-03-31 1.NVDA 2.AMZN 3.META 4.MSFT 5.AAPL 6.PLTR 7.WFC 8.AVGO 9.JPM 10.GE
2024-12-31	374	$594.9M	0	1NVDA 2AMZN 3META Top holdings2024-12-31 1.NVDA 2.AMZN 3.META 4.MSFT 5.AAPL 6.PLTR 7.WFC 8.AVGO 9.JPM 10.BAC
2024-09-30	397	$534.4M	0	1NVDA 2AMZN 3MSFT Top holdings2024-09-30 1.NVDA 2.AMZN 3.MSFT 4.META 5.AAPL 6.CRWD 7.PANW 8.WFC 9.AVGO 10.BAC
2024-06-30	397	$534.4M	0	1NVDA 2AMZN 3MSFT Top holdings2024-06-30 1.NVDA 2.AMZN 3.MSFT 4.META 5.AAPL 6.CRWD 7.PANW 8.WFC 9.AVGO 10.BAC
2024-03-31	348	$456.4M	0	1NVDA 2AMZN 3MSFT Top holdings2024-03-31 1.NVDA 2.AMZN 3.MSFT 4.META 5.AAPL 6.PANW 7.WFC 8.AMD 9.BAC 10.UBER
2023-12-31	348	$357.1M	0	1AMZN 2NVDA 3MSFT Top holdings2023-12-31 1.AMZN 2.NVDA 3.MSFT 4.AAPL 5.META 6.PANW 7.WFC 8.BAC 9.AMD 10.UBER
2023-09-30	352	$301.7M	0	1AMZN 2NVDA 3MSFT Top holdings2023-09-30 1.AMZN 2.NVDA 3.MSFT 4.AAPL 5.META 6.BAC 7.WFC 8.PANW 9.AMD 10.COP
2023-06-30	345	$306.9M	—	1AMZN 2AAPL 3MSFT Top holdings2023-06-30 1.AMZN 2.AAPL 3.MSFT 4.NVDA 5.BAC 6.META 7.WFC 8.PANW 9.AMD 10.JNJ
2023-03-31	353	$256.1M	—	1AMZN 2MSFT 3AAPL Top holdings2023-03-31 1.AMZN 2.MSFT 3.AAPL 4.NVDA 5.ENPH 6.BAC 7.JNJ 8.TQQQ 9.WFC 10.LOW
2022-12-31	303	$231.9M	0	1AMZN 2MSFT 3AAPL Top holdings2022-12-31 1.AMZN 2.MSFT 3.AAPL 4.TQQQ 5.NVDA 6.JNJ 7.BAC 8.ENPH 9.COP 10.WFC
2022-09-30	323	$254.6M	0	1AMZN 2AAPL 3MSFT Top holdings2022-09-30 1.AMZN 2.AAPL 3.MSFT 4.NVDA 5.JNJ 6.ENPH 7.BAC 8.SPY 9.TQQQ 10.WFC
2022-06-30	293	$232.1M	0	1AMZN 2MSFT 3AAPL Top holdings2022-06-30 1.AMZN 2.MSFT 3.AAPL 4.TQQQ 5.NVDA 6.GOOGL 7.JNJ 8.BAC 9.TECL 10.ENPH
2022-03-31	257	$368.9M	0	1AMZN 2AAPL 3NVDA Top holdings2022-03-31 1.AMZN 2.AAPL 3.NVDA 4.MSFT 5.GOOGL 6.TQQQ 7.QCOM 8.JNJ 9.BAC 10.JPM
2021-12-31	253	$391.9M	0	1AMZN 2AAPL 3NVDA Top holdings2021-12-31 1.AMZN 2.AAPL 3.NVDA 4.MSFT 5.HD 6.LOW 7.TQQQ 8.QCOM 9.JPM 10.WMT
2021-09-30	240	$334.9M	0	1AMZN 2AAPL 3NVDA Top holdings2021-09-30 1.AMZN 2.AAPL 3.NVDA 4.MSFT 5.HD 6.QCOM 7.JPM 8.WMT 9.LOW 10.JNJ
2021-06-30	237	$336.8M	0	1AMZN 2AAPL 3NVDA Top holdings2021-06-30 1.AMZN 2.AAPL 3.NVDA 4.MSFT 5.QCOM 6.HD 7.WMT 8.JPM 9.LOW 10.JNJ
2021-03-31	246	$297.2M	0	1AMZN 2AAPL 3MSFT Top holdings2021-03-31 1.AMZN 2.AAPL 3.MSFT 4.NVDA 5.QCOM 6.WMT 7.LOW 8.HD 9.JPM 10.JNJ
2020-12-31	193	$278.4M	25	1AMZN 2AAPL 3MSFT Top holdings2020-12-31 1.AMZN 2.AAPL 3.MSFT 4.NVDA 5.QCOM 6.WMT 7.HD 8.JNJ 9.LOW 10.JPM
2020-09-30	144	$247.7M	37	1AMZN 2AAPL 3NVDA Top holdings2020-09-30 1.AMZN 2.AAPL 3.NVDA 4.MSFT 5.WMT 6.QCOM 7.HD 8.TQQQ 9.JNJ 10.LOW
2020-06-30	147	$203.7M	54	1AMZN 2AAPL 3MSFT Top holdings2020-06-30 1.AMZN 2.AAPL 3.MSFT 4.NVDA 5.TQQQ 6.WMT 7.QCOM 8.HD 9.ADBE 10.JPM
2020-03-31	126	$142.4M	92	1AMZN 2AAPL 3MSFT Top holdings2020-03-31 1.AMZN 2.AAPL 3.MSFT 4.UPRO 5.NVDA 6.TQQQ 7.WMT 8.HD 9.QCOM 10.ADBE
2019-12-31	163	$140.9M	0	1AMZN 2AAPL 3MSFT Top holdings2019-12-31 1.AMZN 2.AAPL 3.MSFT 4.JPM 5.HD 6.DIS 7.WMT 8.LOW 9.BAC 10.NVDA

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
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	NVDA	Nvidia CORP	+1.2%	+2.31%	Add
2	GEV	GE Vernova INC	+0.4%	+2.80%	Add
3	GS	Goldman Sachs Group INC	+0.3%	+17.90%	Add
4	IBM	Intl Business Machines CORP	+0.2%	+377.73%	Add
5	GOOGL	Alphabet Inc-cl A	+0.2%	+19.11%	Add
6	NFLX	Netflix INC	+0.2%	+152.98%	Add
7	AGQ	Proshares Ultra Silver	+0.1%	+767.40%	Add
8	SLV	Ishares Silver Trust	+0.1%	+29.37%	Add
9	IBB	Ishares Biotechnology ETF	+0.1%	+83.30%	Add
10	CPER	United States Copper Index	+0.1%	+85.71%	Add
11	MU	Micron Technology INC	+0.1%	+35.06%	Add
12	NLR	Vaneck Urani & Nuclr Etf-usd	+0.1%	+23.27%	Add
13	GLW	Corning INC	+0.1%	+129.68%	Add
14	MS	Morgan Stanley	0%	+2.57%	Add
15	ARM	Arm Holdings Plc-adr	0%	-1.50%	Trim
16	CVX	Chevron CORP	0%	+19.84%	Add
17	KMI	Kinder Morgan INC	0%	-5.52%	Trim
18	XOM	Exxon Mobil CORP	0%	+27.15%	Add
19	CRWD	Crowdstrike Holdings INC - A	0%	+99.67%	Add
20	CAT	Caterpillar INC	0%	+36.90%	Add
21	LMT	Lockheed Martin CORP	0%	-4.11%	Trim
22	AMGN	Amgen INC	0%	+0.35%	Add
23	GLD	Spdr Gold Shares	0%	+49.25%	Add
24	LRCX	Lam Research CORP	0%	+4.50%	Add
25	AAPL	Apple INC	0%	-0.71%	Trim
26	GE	General Electric	0%	+1.20%	Add
27	NVDL	Granitesh 2x Lng Nvda ETF	—	+12.56%	Add
28	CMC	Commercial Metals Co	0%	+0.73%	Add
29	BA	Boeing Co/the	0%	-2.43%	Trim
30	IUSG	Ishares Core S&p U.s. Growth	0%	-16.67%	Trim
31	AMZN	Amazon.com INC	0%	+2.19%	Add
32	HD	Home Depot INC	0%	-34.37%	Trim
33	CEG	Constellation Energy	0%	-35.51%	Trim
34	TSLA	Tesla INC	0%	-0.08%	Trim
35	BAC	Bank Of America CORP	-0.1%	-1.74%	Trim
36	NOW	Servicenow INC	-0.1%	-10.78%	Trim
37	AVGO	Broadcom INC	-0.1%	+0.21%	Add
38	JPM	Jpmorgan Chase & Co	-0.1%	-5.97%	Trim
39	ALAB	Astera Labs INC	-0.1%	-31.33%	Trim
40	CLS	Celestica INC	-0.1%	-65.57%	Trim
41	UBER	Uber Technologies INC	-0.1%	-17.97%	Trim
42	BRK-B	Berkshire Hathaway Inc-cl B	-0.2%	-25.04%	Trim
43	WFC	Wells Fargo & Co	-0.2%	-3.71%	Trim
44	META	Meta Platforms Inc-class A	-1.2%	-4.30%	Trim
45	MSFT	Microsoft CORP	-1.8%	-7.64%	Trim
46	BKNG	Booking Holdings INC	—	EXIT	Sold out
47	SPYM	Ste Str Spdr Pt S&p 500 ETF	—	NEW	New buy
48	SOXL	Direx Dail Semi Bu 3x Et-usd	—	EXIT	Sold out
49	MSTR	Strategy INC	—	EXIT	Sold out
50	DELL	Dell Technologies -c	—	NEW	New 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%