Hoey Investments, Inc Portfolio Stock Holdings

According to the SEC 13F filed on July 27, 2026, Hoey Investments, Inc disclosed 426 stock positions valued at approximately $758.68M as of quarter-end June 30, 2026. The largest holdings include NVIDIA CORPORATION, AMAZON COM INC, and META PLATFORMS INC.

Report Period
June 30, 2026
No. of Stocks
426
Portfolio Value
$758.68M
Holdings by Sector
Hoey Investments, Inc Portfolio Holdings in Q2 2026
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
Showing 30 of 426 holdings in the latest reporting period.
Hoey Investments, Inc Options Holdings in Q2 2026
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
Showing 5 of 5 options positions in the latest reporting period.

Notional value represents the total exposure of the options position.

Hoey Investments, Inc Portfolio Stock Holdings | InsiderSet