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HOEY INVESTMENTS, INC
Updated 7 days agoManaged by Hoey Investments, Inc • Latest filing Q3 2026
Portfolio value
$850.8M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
98.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $751.7M |
| Q4 2025 | $751.1M |
| Q1 2026 | $693.4M |
| Q2 2026 | $774.3M |
| Q3 2026 | $850.8M |
Top holdings
457 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $304.5M | 1.33M | 35.79% | — | |
| 2 | $148M | 594.1K | 17.40% | — | |
| 3 | $72.8M | 100.4K | 8.56% | — | |
| 4 | $51.3M | 100.0K | 6.03% | — | |
| 5 | $27.4M | 82.3K | 3.22% | — | |
| 6 | $26.6M | 25.0K | 3.12% | — | |
| 7 | $25.4M | 135.7K | 2.98% | — | |
| 8 | $18.1M | 51.6K | 2.13% | — | |
| 9 | $13.7M | 59.8K | 1.61% | — | |
| 10 | $13.6M | 39.5K | 1.60% | — | |
| 11 | $13M | 14.4K | 1.52% | — | |
| 12 | $10.5M | 33.5K | 1.23% | — | |
| 13 | $9.8M | 29.6K | 1.15% | — | |
| 14 | $9.5M | 50.6K | 1.12% | — | |
| 15 | $9.3M | 116.2K | 1.09% | — | |
| 16 | $9M | 9.4K | 1.05% | — | |
| 17 | $6.2M | 114.0K | 0.73% | — | |
| 18 | $3.8M | 36.8K | 0.45% | — | |
| 19 | ? N/A DIREXION SHARES ETF TRUST | $3.7M | 99.7K | 0.43% | — |
| 20 | $3.3M | 6.1K | 0.39% | — |