13F Pro13F Pro

HOEY INVESTMENTS, INC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1799544
Institutional-grade research for retail investors

Sector Allocation

  • Technology63.8%$484.3M
  • Consumer Discretionary19.8%$150.3M
  • Financials7.7%$58.1M
  • Industrials4.3%$32.4M
  • Other1.9%$14.3M
  • Consumer Staples0.7%$5.5M
  • Healthcare0.7%$5.3M
  • Materials0.7%$5.0M
  • Energy0.3%$2.2M
  • Communication Services0.1%$500,627

AUM History

13fpro.ai/research/fund/hoey-investments-inc-1799544

Conviction and streaks

Diversifying · top 10 = 81.5%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

NVDA$NVDAConviction hold35.3% weight · held 10 quartersAMZN$AMZNConviction hold19.2% weight · held 10 quartersMETA$METAConviction hold7.6% weight · held 10 quartersMSFT$MSFTConviction hold5.3% weight · held 10 quartersAAPL$AAPLConviction hold3.0% weight · held 10 quartersGS$GSAccumulating+96% shares · 5 quarters runningGOOG$GOOGAccumulating+2975% shares · 5 quarters runningGEV$GEVAccumulating+41% shares · 5 quarters runningMS$MSAccumulating+81% shares · 5 quarters running$Accumulating+204% shares · 4 quarters runningKMI$KMITrimming-31% shares · 7 quarters runningROK$ROKTrimming-39% shares · 7 quarters runningGM$GMTrimming-43% shares · 7 quarters runningALL$ALLTrimming-57% shares · 7 quarters runningZTS$ZTSTrimming-47% shares · 7 quarters running

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/hoey-investments-inc-1799544

HOEY INVESTMENTS, INC 13F holdings — Q2 2026

$774.3M portfolio (+11.7% QoQ) · 458 holdings · Q2 2026 13F · top 10 are 82% of the stock portfolio

Includes $15.7M of put/call options ($0 puts, $15.7M calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $758.7M. Weights use the stock portfolio.

All holdings — HOEY INVESTMENTS, INC (Q2 2026)

458 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
GE$GEGENERAL ELECTRIC CO$12.5M-3%
GEV$GEVGE Vernova Inc.$11.3M+2%
MS$MSMORGAN STANLEY$10.3M+5%
WFC$WFCWELLS FARGO & COMPANY/MN$10.1M-11%
JPM$JPMJPMORGAN CHASE & CO$9.6M-0.9%
NVDA$NVDACALLNVIDIA CORP$8.8M-8%
BAC$BACBANK OF AMERICA CORP /DE/$6.4M-13%
ARM$ARMARM HOLDINGS PLC /UKadr$4.9M+112%
AMZN$AMZNCALLAMAZON COM INC$4.8M+11%
WMT$WMTWalmart Inc.$4.4M-16%
MRVL$MRVLMarvell Technology, Inc.$3.2M+1868%
— GRANITESHARES ETF TR - 2X LONG NVDA ETFetf/fund$2.7M+105%
DELL$DELLDell Technologies Inc.$2.3M+425%
CMC$CMCCOMMERCIAL METALS Co$2.2M-13%
ALAB$ALABAstera Labs, Inc.$2.1M-14%

What changed in Q2 2026

Against the previous quarter's 13F: 63 new, 65 added to, 98 trimmed, 25 sold out. Share-count changes; largest moves by dollar size first.

New positions (63)

  • DIREXION SHARES ETF TRUST - DLY MU BULL 2X$1.6M

    first bought this quarter

  • MU$MUCALLMICRON TECHNOLOGY INC$1.3M

    first bought this quarter

  • ARM$ARMCALLARM HOLDINGS PLC /UK$674K

    first bought this quarter

  • THEMES ETF TR - LEVERAGE SHARES$444K

    first bought this quarter

  • STX$STXSeagate Technology Holdings plc$427K

    first bought this quarter

  • HONA$HONAHoneywell Aerospace Inc.$245K

    first bought this quarter

+57 more in the Excel export

Added to (65)

  • MU$MUMICRON TECHNOLOGY INC+594%

    now $20.8M · held 4 qtrs, 4 adds in a row

  • MRVL$MRVLMarvell Technology, Inc.+1868%

    now $3.2M · held 5+ qtrs, 2 adds in a row

  • ARM$ARMARM HOLDINGS PLC /UK+112%

    now $4.9M · held 5+ qtrs

  • GOOGL$GOOGLAlphabet Inc.+16%

    now $13.9M · held 5+ qtrs, 4 adds in a row

  • DELL$DELLDell Technologies Inc.+425%

    now $2.3M · held 2 qtrs, 2 adds in a row

  • GS$GSGOLDMAN SACHS GROUP INC+13%

    now $14.0M · held 5+ qtrs, 4 adds in a row

+59 more in the Excel export

Trimmed (98)

  • META$METAMeta Platforms, Inc.-20%

    now $57.6M · held 5+ qtrs, 3 trims in a row

  • PLTR$PLTRPalantir Technologies Inc.-17%

    now $15.4M · held 5+ qtrs

  • UBER$UBERUber Technologies, Inc-97%

    now $96K · held 5+ qtrs, 4 trims in a row

  • BRK.B$BRK.BBERKSHIRE HATHAWAY INC-54%

    now $1.8M · held 5+ qtrs, 2 trims in a row

  • MSFT$MSFTMICROSOFT CORP-5%

    now $39.8M · held 5+ qtrs, 2 trims in a row

  • WFC$WFCWELLS FARGO & COMPANY/MN-11%

    now $10.1M · held 5+ qtrs, 2 trims in a row

+92 more in the Excel export

Sold out (25)

  • PLTR$PLTRCALLPalantir Technologies Inc.was $3.5M
  • NFLX$NFLXNETFLIX INCwas $1.7M

    held 9+ qtrs

  • AGQ$AGQProShares Trust IIwas $1.1M

    held 2 qtrs

  • SPDR SERIES TRUSTwas $392K
  • TSLA$TSLACALLTesla, Inc.was $149K
  • ADM$ADMArcher-Daniels-Midland Cowas $109K

+19 more in the Excel export

Firm AUM (Form ADV): $788.3M as of 2025-12-31 · SEC IAPD

Share

Holdings by quarter

Every 13F HOEY INVESTMENTS, INC has filed, 26 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Is it too late to follow HOEY INVESTMENTS?

Q2 2026 13F filed with the SEC on Jul 27, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of HOEY INVESTMENTS's top 20 holdings: 79/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)

Top 10 since filing

+9.6%

Value-weighted move of the 10 largest stock positions

Turnover

5%

Last quarter; 10% over the last 4

Top 10 weight

82%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

99%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

HOEY INVESTMENTS, INC disclosed 458 positions worth $774.3M in its Form 13F-HR for Q2 2026 — $758.7M in common stock plus $15.7M of put/call option positions (reported at underlying notional value, not premium at risk), led by $NVDA (NVIDIA CORP) at 35.3% of the equity portfolio, followed by $AMZN and $META. During the quarter the fund opened 63 new positions and exited 25 and a full exit from $PLTR. The portfolio is most concentrated in Technology (63.8% of disclosed assets). All figures are sourced directly from HOEY INVESTMENTS, INC’s Form 13F-HR filing with the SEC under CIK 1799544.

Funds like this

managers whose biggest positions overlap HOEY INVESTMENTS's
CMT Capital Markets Trading GmbH$11.80B 13F book · 4 shared top holdingsPLTRARMMRVLDELLPACIFIC HEIGHTS ASSET MANAGEMENT LLC$3.16B 13F book · 4 shared top holdingsPLTRMSARMAMGNOFI INVEST ASSET MANAGEMENT$10.02B 13F book · 4 shared top holdingsPLTRMSMRVLGLWCONNORS INVESTOR SERVICES INC$1.16B 13F book · 4 shared top holdingsPLTRMSWFCLOWSBI Securities Co., Ltd.$4.38B 13F book · 4 shared top holdingsPLTRARMMRVLCRWDGlobal X Japan Co., Ltd.$2.46B 13F book · 4 shared top holdingsPLTRARMMRVLAMGN

Browse Top Institutional Investors

13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.

Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock

to search all 8,700+ institutional filers.

AI-Powered Hedge Fund Analysis: HOEY INVESTMENTS, INC

13F Pro is an AI hedge fund tracker and stock research platform. For HOEY INVESTMENTS, INC (SEC CIK: 1799544), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in HOEY INVESTMENTS, INC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.