HOEY INVESTMENTS, INC

hedge fundUpdated 48 days ago

Managed by Hoey Investments, Inc • Latest filing Q2 2026

Portfolio value

$774.3M

Q2 2026

Filings

13

Quarterly 13F history

Top-10 concentration

98.0%

Weight of largest holdings

Annualized return

4.0%

Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table

Period	Portfolio value
Q1 2023	$256.1M
Q2 2023	$306.9M
Q3 2023	$301.7M
Q4 2023	$357.1M
Q1 2024	$456.4M
Q2 2024	$534.4M
Q3 2024	$534.4M
Q4 2024	$594.9M
Q1 2025	$512.1M
Q2 2025	$682.3M
Q3 2025	$751.7M
Q4 2025	$751.1M
Q1 2026	$693.4M
Q2 2026	$774.3M

Top holdings

458 positions as of Q2 2026

#	Stock	Value	Shares	% Portfolio	Change
1	N NVDA NVIDIA CORPORATION	$268M	1.34M	34.61%	Added(+2690.2%)
2	A AMZN AMAZON COM INC	$145.6M	610.7K	18.80%	Added(+3293.0%)
3	M META META PLATFORMS INC	$57.6M	102.3K	7.44%	Trimmed(-19.9%)
4	M MSFT MICROSOFT CORP	$39.8M	106.7K	5.14%	Trimmed(-4.6%)
5	A AAPL APPLE INC	$23.1M	79.8K	2.98%	Added(+5.9%)
6	M MU MICRON TECHNOLOGY INC	$20.8M	18.0K	2.69%	Added(+593.8%)
7	A AVGO BROADCOM INC	$19.8M	52.3K	2.55%	Trimmed(-5.8%)
8	P PLTR PALANTIR TECHNOLOGIES INC	$15.4M	132.1K	1.99%	Added(+450.5%)
9	G GS-PD GOLDMAN SACHS GROUP INC	$14M	13.9K	1.81%	Added(+13.4%)
10	G GOOGN ALPHABET INC	$13.9M	39.0K	1.80%	Added(+16.1%)
11	G GE GE AEROSPACE	$12.5M	33.5K	1.62%	Trimmed(-2.9%)
12	G GEV GE VERNOVA INC	$11.3M	9.6K	1.46%	Added(+2.2%)
13	M MS-PP MORGAN STANLEY	$10.3M	49.2K	1.33%	Added(+4.6%)
14	W WFC-PZ WELLS FARGO & CO	$10.1M	122.0K	1.30%	Trimmed(-10.9%)
15	J JPM-PM JPMORGAN CHASE & CO	$9.6M	29.4K	1.24%	Trimmed(-0.9%)
16	N NVDA NVIDIA CORPORATION	$8.8M	44.0K	1.14%	Trimmed(-8.3%)
17	B BAC-PS BANK OF AMER CORP	$6.4M	111.6K	0.82%	Trimmed(-12.6%)
18	A ARM ARM HOLDINGS PLC	$4.9M	13.9K	0.64%	Added(+111.8%)
19	A AMZN AMAZON COM INC	$4.8M	20.0K	0.62%	Added(+11.1%)
20	W WMT WALMART INC	$4.4M	38.5K	0.56%	Trimmed(-15.7%)

N

NVIDIA CORPORATION

+2690.2%

Value

$268M

Shares

1.34M

% Port

34.61%

A

AMAZON COM INC

+3293.0%

Value

$145.6M

Shares

610.7K

% Port

18.80%

M

META PLATFORMS INC

-19.9%

Value

$57.6M

Shares

102.3K

% Port

7.44%

M

MICROSOFT CORP

-4.6%

Value

$39.8M

Shares

106.7K

% Port

5.14%

A

APPLE INC

+5.9%

Value

$23.1M

Shares

79.8K

% Port

2.98%

M

6.MU

MICRON TECHNOLOGY INC

+593.8%

Value

$20.8M

Shares

18.0K

% Port

2.69%

A

BROADCOM INC

-5.8%

Value

$19.8M

Shares

52.3K

% Port

2.55%

P

PALANTIR TECHNOLOGIES INC

+450.5%

Value

$15.4M

Shares

132.1K

% Port

1.99%

G

GOLDMAN SACHS GROUP INC

+13.4%

Value

$14M

Shares

13.9K

% Port

1.81%

G

ALPHABET INC

+16.1%

Value

$13.9M

Shares

39.0K

% Port

1.80%

G

11.GE

GE AEROSPACE

-2.9%

Value

$12.5M

Shares

33.5K

% Port

1.62%

G

12.GEV

GE VERNOVA INC

+2.2%

Value

$11.3M

Shares

9.6K

% Port

1.46%

M

MORGAN STANLEY

+4.6%

Value

$10.3M

Shares

49.2K

% Port

1.33%

W

WELLS FARGO & CO

-10.9%

Value

$10.1M

Shares

122.0K

% Port

1.30%

J

JPMORGAN CHASE & CO

-0.9%

Value

$9.6M

Shares

29.4K

% Port

1.24%

N

NVIDIA CORPORATION

-8.3%

Value

$8.8M

Shares

44.0K

% Port

1.14%

B

BANK OF AMER CORP

-12.6%

Value

$6.4M

Shares

111.6K

% Port

0.82%

A

18.ARM

ARM HOLDINGS PLC

+111.8%

Value

$4.9M

Shares

13.9K

% Port

0.64%

A

AMAZON COM INC

+11.1%

Value

$4.8M

Shares

20.0K

% Port

0.62%

W

20.WMT

WALMART INC

-15.7%

Value

$4.4M

Shares

38.5K

% Port

0.56%

View full portfolio (458 holdings) →

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