Q2 2026 13F · SEC CIK 1799544

Hoey Investments, Inc

Wealth managerFiled 2026-07-27 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $758.7M
Reported positions: 453
Top holdings a year, 3 yrs: +28.3%
Assets under management: $788.3M

Hoey Investments, Inc is a wealth manager that reported 453 positions worth $758.7M in its Q2 2026 13F, filed 2026-07-27. Its largest holdings were Nvidia Corporation Com (NVDA, 35.3%), Amazon Com Inc Com (AMZN, 19.2%), Meta Platforms Inc Class A (META, 7.6%). A portfolio copying its top holdings returned 28.3% a year over the last 3 years, against 18.8% for the S&P 500.

Hoey Investments, Inc holdings largest 50 of 453 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Hoey Investments, Inc 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation Com	35.3%	34.4%	1,339,274	+0.3%	$268.0M
AMZNAmazon Com Inc Com	19.2%	18.6%	610,735	+0.8%	$145.6M
METAMeta Platforms Inc Class A	7.6%	10.8%	102,276	-19.9%	$57.6M
MSFTMicrosoft Corp	5.2%	6.1%	106,736	-4.6%	$39.8M
AAPLApple Inc	3.0%	2.8%	79,787	+5.9%	$23.1M
MUMicron Technology Inc	2.7%	0.1%	18,038	+593.8%	$20.8M
AVGOBroadcom Inc	2.6%	2.5%	52,347	-5.8%	$19.8M
PLTRPalantir Technologies Inclass Class A	2.0%	3.5%	132,122	-17.4%	$15.4M
GSGoldman Sachs Group Inc	1.8%	1.5%	13,851	+13.4%	$14.0M
GOOGLAlphabet Inc	1.8%	1.4%	38,987	+16.1%	$13.9M
GEGe Aerospace	1.7%	1.4%	33,544	-2.8%	$12.5M
GEVGe Vernova Inc	1.5%	1.2%	9,595	+2.2%	$11.3M
MSMorgan Stanley Com New	1.4%	1.1%	49,186	+4.6%	$10.3M
WFCWells Fargo Co New	1.3%	1.6%	122,048	-10.9%	$10.1M
JPMJpmorgan Chase & Co	1.3%	1.3%	29,421	-0.9%	$9.6M
BACBank of Amer Corp	0.8%	0.9%	111,641	-12.6%	$6.4M
ARMArm Hldgs PLC Equity A Funsponsored ADR	0.7%	0.1%	13,944	+111.8%	$4.9M
WMTWalmart Inc	0.6%	0.8%	38,537	-15.7%	$4.4M
MRVLMarvell Technology Inc	0.4%	—	10,805	—	$3.2M
NVDLGraniteshares ETF Tr	0.4%	0.5%	90,753	+105.2%	$2.7M
DELLDell Technologies Inc	0.3%	—	5,248	—	$2.3M
CMCCommercial Metals Co	0.3%	0.4%	35,290	-12.6%	$2.2M
ALABAstera Labs Inc	0.3%	0.1%	4,406	-13.9%	$2.1M
LOWLowes Cos Inc	0.3%	0.3%	9,048	+1.9%	$2.0M
IBBIshares Tr	0.3%	0.2%	10,486	+26.9%	$2.0M
IBMInternational Business Machs	0.2%	0.3%	6,662	-27.6%	$1.9M
SLVIshares Silver Tr	0.2%	0.5%	34,775	-24.7%	$1.9M
BRK-BBerkshire Hathaway Inc Del	0.2%	0.6%	3,623	-54.3%	$1.8M
AMGNAmgen Inc Com	0.2%	0.3%	4,928	-5.3%	$1.8M
25461A528Direxion Shares ETF Trust	0.2%	—	1,563	—	$1.6M
CRWDCrowdstrike Hldgs Inc Class A	0.2%	—	2,142	—	$1.6M
CMICummins Inc	0.2%	0.2%	2,261	-10.2%	$1.6M
GLWCorning Inc.	0.2%	—	6,020	—	$1.5M
TSMTaiwan Semiconductor Manufac	0.2%	0.1%	3,077	+47.3%	$1.5M
BABoeing Co	0.2%	0.2%	6,495	+7.0%	$1.4M
TSLATesla Inc Com	0.2%	0.2%	3,172	-0.8%	$1.3M
EMREmerson Elec Co Com	0.2%	0.2%	8,852	+3.0%	$1.3M
SCHVSchwab Strategic Tr	0.2%	0.2%	35,920	-4.1%	$1.3M
RTXRtx Corporation Com	0.2%	0.2%	6,205	-0.0%	$1.2M
NLRVaneck Uranium and Nuclear ETF	0.2%	0.2%	10,099	+1.7%	$1.2M
LRCXLam Research Corp	0.1%	—	2,505	—	$1.1M
ABBVAbbvie Inc	0.1%	0.1%	4,275	+10.6%	$1.1M
AMDAdvanced Micro Devices Inc	0.1%	—	1,828	—	$1.1M
KMIKinder Morgan Inc Del Com	0.1%	0.2%	31,108	-3.4%	$995K
CPERUnited Sts Commodity Index F	0.1%	0.1%	25,350	-9.3%	$956K
GOOGAlphabet Inc	0.1%	—	2,683	—	$948K
LMTLockheed Martin Corp Com	0.1%	0.1%	1,575	+5.4%	$802K
NOWServicenow Inc Com	0.1%	0.1%	7,496	-14.9%	$744K
PNCPnc Finl Svcs Group Inc	0.1%	0.1%	3,020	+0.0%	$744K
CATCaterpillar Inc Com	0.1%	—	679	—	$723K

What Hoey Investments, Inc bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +11.4% /yr; S&P 500 +20.1%
3 years: +28.3% /yr; S&P 500 +18.8%
5 years: +11.7% /yr; S&P 500 +9.3%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$758.7M	453
Q1 2026	$677.6M	416
Q4 2025	$736.7M	415
Q3 2025	$739.2M	407
Q2 2025	$668.1M	404
Q1 2025	$504.8M	369
Q4 2024	$587.7M	362
Q3 2024	$522.9M	390
Q2 2024	$522.9M	390
Q1 2024	$448.8M	340
Q4 2023	$352.6M	342
Q4 2022	$229.5M	295

Questions about Hoey Investments, Inc's portfolio

What stocks does Hoey Investments, Inc own?

Hoey Investments, Inc's latest 13F, for Q2 2026 and filed Jul 27, 2026, lists 453 positions worth $758.7M. The largest are Nvidia Corporation Com (NVDA) at 35.3%, Amazon Com Inc Com (AMZN) at 19.2%, Meta Platforms Inc Class A (META) at 7.6%, Microsoft Corp (MSFT) at 5.2% and Apple Inc (AAPL) at 3.0%.

What did Hoey Investments, Inc buy last quarter?

In Q2 2026, Hoey Investments, Inc added Micron Technology Inc (MU) (+593.8% shares), Arm Hldgs PLC Equity A Funsponsored ADR (ARM) (+111.8% shares) and Graniteshares ETF Tr (NVDL) (+105.2% shares), compared with its Q1 2026 filing.

What did Hoey Investments, Inc sell last quarter?

In Q2 2026, Hoey Investments, Inc cut from its top 50 Uber Technologies Inc (UBER), cut from its top 50 Netflix Inc Total (NFLX), cut from its top 50 Proshares Tr II (AGQ), cut from its top 50 Pepsico Inc (PEP), cut from its top 50 Schwab U.s. Large-Cap Growth ETF (SCHG), Berkshire Hathaway Inc Del (BRK-B) (-54.3% shares), International Business Machs (IBM) (-27.6% shares) and Ishares Silver Tr (SLV) (-24.7% shares), compared with its Q1 2026 filing.

How has Hoey Investments, Inc's portfolio performed?

A portfolio copying Hoey Investments, Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +28.3% a year over the last 3 years, against +18.8% for the S&P 500. Over 1 year: +11.4% against +20.1%. Over 5 years: +11.7% a year against +9.3%.

When is Hoey Investments, Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. Hoey Investments, Inc's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Hoey Investments, Inc manage?

Hoey Investments, Inc reported $788.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $758.7M.