Hoey Investments, Inc Portfolio Stock Holdings

Hoey Investments, Inc disclosed 453 stock positions valued at approximately $758.7 million in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, AMAZON COM INC, and META PLATFORMS INC. The filing reflects positions held as of June 30, 2026 and was filed on July 27, 2026.

Report Period
June 30, 2026
No. of Stocks
453
Portfolio Value
$758.7M
Holdings by Sector
Hoey Investments, Inc Portfolio Holdings in Q2 2026

410 holdings in the latest reporting period.

Page 1 of 5
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NVIDIA CORPORATIONNVDATechnology35.32%1,339,274+4,090+0.31%$267,975,402
AMAZON COM INCAMZNConsumer Cyclical19.19%610,735+4,984+0.82%$145,562,580
META PLATFORMS INCMETACommunication Services7.59%102,276-25,412-19.90%$57,610,976
MICROSOFT CORPMSFTTechnology5.25%106,736-5,175-4.62%$39,814,745
APPLE INCAAPLTechnology3.04%79,787+4,434+5.88%$23,087,306
MICRON TECHNOLOGY INCMUTechnology2.74%18,038+15,438+593.77%$20,821,084
BROADCOM INCAVGOTechnology2.61%52,347-3,228-5.81%$19,774,080
PALANTIR TECHNOLOGIES INCPLTRTechnology2.03%132,122-27,894-17.43%$15,414,674
GOLDMAN SACHS GROUP INCGSFinancial Services1.85%13,851+1,637+13.40%$14,008,486
ALPHABET INCGOOGLCommunication Services1.84%38,987+5,409+16.11%$13,932,842
GE AEROSPACEGEIndustrials1.65%33,544-984-2.85%$12,536,400
GE VERNOVA INCGEVUtilities1.49%9,595+204+2.17%$11,272,782
MORGAN STANLEYMSFinancial Services1.36%49,186+2,155+4.58%$10,281,842
WELLS FARGO & COWFCFinancial Services1.33%122,048-14,869-10.86%$10,086,047
JPMORGAN CHASE & COJPMFinancial Services1.27%29,421-276-0.93%$9,630,376
BANK OF AMER CORPBACFinancial Services0.84%111,641-16,024-12.55%$6,361,305
ARM HOLDINGS PLCARMTechnology0.65%13,944+7,359+111.75%$4,944,125
WALMART INCWMTConsumer Defensive0.58%38,537-7,200-15.74%$4,364,667
MARVELL TECHNOLOGY INCMRVLTechnology0.42%10,805+10,256+1868.12%$3,218,702
GRANITESHARES ETF TRNVDLOther0.36%90,753+46,519+105.17%$2,705,347
DELL TECHNOLOGIES INCDELLTechnology0.30%5,248+4,248+424.80%$2,264,303
COMMERCIAL METALS COCMCBasic Materials0.29%35,290-5,090-12.61%$2,214,448
ASTERA LABS INCALABTechnology0.28%4,406-711-13.89%$2,128,187
LOWES COS INCLOWConsumer Cyclical0.26%9,048+173+1.95%$1,994,994
ISHARES TRIBBOther0.26%10,486+2,223+26.90%$1,994,379
INTERNATIONAL BUSINESS MACHSIBMTechnology0.25%6,662-2,539-27.59%$1,873,295
ISHARES SILVER TRSLVOther0.25%34,775-11,409-24.70%$1,859,420
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.24%3,623-4,303-54.29%$1,812,913
AMGEN INCAMGNHealthcare0.24%4,928-274-5.27%$1,784,528
CROWDSTRIKE HLDGS INCCRWDTechnology0.22%2,142+940+78.20%$1,634,646
CUMMINS INCCMIIndustrials0.21%2,261-258-10.24%$1,612,568
CORNING INCGLWTechnology0.20%6,020+2,460+69.10%$1,537,689
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology0.19%3,077+988+47.30%$1,469,483
BOEING COBAIndustrials0.19%6,495+424+6.98%$1,405,973
TESLA INCTSLAConsumer Cyclical0.18%3,172-27-0.84%$1,334,144
EMERSON ELEC COEMRIndustrials0.17%8,852+258+3.00%$1,267,164
SCHWAB STRATEGIC TRSCHVOther0.16%35,920-1,527-4.08%$1,250,389
RTX CORPORATIONRTXIndustrials0.16%6,205-3-0.05%$1,177,275
VANECK ETF TRUSTNLROther0.15%10,099+165+1.66%$1,171,283
LAM RESEARCH CORPLRCXOther0.14%2,505+185+7.97%$1,085,492
ABBVIE INCABBVHealthcare0.14%4,275+408+10.55%$1,075,761
ADVANCED MICRO DEVICES INCAMDTechnology0.14%1,828+91+5.24%$1,061,904
KINDER MORGAN INC DELKMIEnergy0.13%31,108-1,089-3.38%$994,523
UNITED STS COMMODITY INDEX FCPEROther0.13%25,350-2,600-9.30%$956,456
ALPHABET INCGOOGCommunication Services0.12%2,683+2,410+882.78%$947,985
LOCKHEED MARTIN CORPLMTIndustrials0.11%1,575+80+5.35%$802,400
SERVICENOW INCNOWTechnology0.10%7,496-1,315-14.92%$744,203
PNC FINL SVCS GROUP INCPNCFinancial Services0.10%3,020--$743,585
CATERPILLAR INCCATIndustrials0.10%679+141+26.21%$723,068
SCHWAB STRATEGIC TRSCHGOther0.09%21,088-1,163-5.23%$713,609
ROCKWELL AUTOMATION INCROKIndustrials0.09%1,354-20-1.46%$670,339
PEPSICO INCPEPConsumer Defensive0.08%4,515--$611,331
JOHNSON & JOHNSONJNJHealthcare0.08%2,250-233-9.38%$571,433
DIREXION SHARES ETF TRUSTAMZUOther0.07%16,883-2,523-13.00%$560,854
GENERAL MTRS COGMConsumer Cyclical0.06%6,319-73-1.14%$487,069
ISHARES TRIUSGOther0.06%2,500--$470,225
AUTOMATIC DATA PROCESSING INADPTechnology0.06%2,000--$447,900
HOME DEPOT INCHDConsumer Cyclical0.06%1,260+229+22.21%$444,377
THERMO FISHER SCIENTIFIC INCTMOHealthcare0.06%874-10-1.13%$438,189
SEAGATE TECHNOLOGY HLDNGS PLSTXOther0.06%442+442+100.00%$426,530
NORTHROP GRUMMAN CORPNOCIndustrials0.05%808+10+1.25%$411,523
CHEVRON CORPORATIONCVXEnergy0.05%2,230-295-11.68%$369,725
ISHARES TREEMOther0.05%5,250-67-1.26%$359,136
MASTERCARD INCORPORATEDMAFinancial Services0.05%696--$357,466
CELESTICA INCCLSTechnology0.05%960-400-29.41%$350,208
ISHARES TRIVVOther0.05%460--$344,490
EXXON MOBIL CORPXOMEnergy0.04%2,497-360-12.60%$341,390
SPDR GOLD TRGLDOther0.04%905-95-9.50%$333,384
SPROTT ASSET MANAGEMENT LPPHYSOther0.04%11,000--$331,870
APPLIED MATLS INCAMATTechnology0.04%450+4+0.90%$325,350
FREEPORT MCMORAN INCFCXBasic Materials0.04%4,800--$301,872
ALLSTATE CORPALLFinancial Services0.04%1,200-42-3.38%$285,528
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.04%299-7-2.29%$279,706
GSK PLCGSKHealthcare0.03%4,897--$256,701
QUALCOMM INCQCOMTechnology0.03%1,247+145+13.16%$230,434
CHENIERE ENERGY INCLNGEnergy0.03%950+450+90.00%$227,060
ELI LILLY & COLLYHealthcare0.03%187+22+13.33%$224,294
PALO ALTO NETWORKS INCPANWTechnology0.03%637+228+55.75%$217,230
WESTERN DIGITAL CORPWDCTechnology0.03%340+340+100.00%$217,165
SIMON PPTY GROUP INC NEWSPGReal Estate0.03%875+100+12.90%$195,694
CISCO SYS INCCSCOTechnology0.02%1,589--$186,644
VERIZON COMMUNICATIONS INCVZCommunication Services0.02%4,162+300+7.77%$176,220
NEBIUS GROUP N.V.NBISOther0.02%600+100+20.00%$165,702
PEOPLES FINL SVCS CORPPFISFinancial Services0.02%2,471--$164,001
CONSTELLATION ENERGY CORPCEGUtilities0.02%587-94-13.80%$145,794
ZOETIS INCZTSHealthcare0.02%2,013-102-4.82%$144,655
PFIZER INCPFEHealthcare0.02%5,827-637-9.85%$140,315
TJX COS INC NEWTJXConsumer Cyclical0.02%920+920+100.00%$139,380
BLACKROCK INCBLKOther0.02%139-6-4.14%$133,657
KINROSS GOLD CORPKGCBasic Materials0.02%5,625--$132,863
SCHWAB STRATEGIC TRSCHFOther0.02%4,768-27-0.56%$132,087
ISHARES TRDGROOther0.02%1,653--$125,281
ISHARES TRIVWOther0.02%865--$118,964
KKR & CO INCKKRFinancial Services0.02%1,277-131-9.30%$117,204
STATE STR SPDR S&P 500 ETF TSPYOther0.02%153--$114,256
GOLD FIELDS LTDGFIBasic Materials0.01%3,350--$112,527
STRYKER CORPORATIONSYKHealthcare0.01%357--$112,398
CITIGROUP INCCFinancial Services0.01%800--$111,968
ISHARES INCIEMGOther0.01%1,336--$110,675
VANGUARD INTL EQUITY INDEX FVWOOther0.01%1,848--$110,308
Hoey Investments, Inc Options Holdings in Q2 2026

5 options positions in the latest reporting period.

Page 1 of 1
QuarterSymbolCompanyOptionContractsNotional Value
Q2 2026NVDANVIDIA CorporationCALL44,000$8,803,960
Q2 2026AMZNAmazon.com, Inc.CALL20,000$4,766,800
Q2 2026MUMicron Technology, Inc.CALL1,100$1,269,719
Q2 2026ARMArm Holdings plcCALL1,900$673,683
Q2 2026TSMTaiwan Semiconductor ManufacturCALL300$143,271

Notional value represents the total exposure of the options position.