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Latest HOEY INVESTMENTS, INC Stock Portfolio

$774Million | No. of Holdings #450

HOEY INVESTMENTS, INC Performance

2026 Q2+12.01%
YTD+2.03%
2025+24.27%

About HOEY INVESTMENTS, INC and 13F Hedge Fund Stock Holdings

HOEY INVESTMENTS, INC is a hedge fund based in Coatesville, PA. On 2026-07-27, the fund reported it's updated stock portfolio. In the 13F Holdings report, HOEY INVESTMENTS, INC reported an equity portfolio of $774.3 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of HOEY INVESTMENTS, INC are NVDA, AMZN, META. The fund has invested 34.6% of it's portfolio in NVIDIA CORPORATION and 18.8% of portfolio in AMAZON COM INC. <br><br> The fund managers got completely rid off NETFLIX INC. (NFLX), PROSHARES TR II (AGQ) and HONEYWELL INTL INC (HON) stocks. They significantly reduced their stock positions in UBER TECHNOLOGIES INC (UBER), MCDONALDS CORP (MCD) and VANGUARD BD INDEX FDS (BIV). HOEY INVESTMENTS, INC opened new stock positions in DIREXION SHARES ETF TRUST, SEAGATE TECHNOLOGY HLDNGS PL (STX) and HONEYWELL INTL INC (HON). The fund showed a lot of confidence in some stocks as they added substantially to STARBUCKS CORP (SBUX), MARVELL TECHNOLOGY INC (MRVL) and ALPHABET INC (GOOG).
HOEY INVESTMENTS, INC Equity Portfolio Value
Last Reported on: 27 Jul, 2026
$774Million
  as of Jul 27, 2026

HOEY INVESTMENTS, INC Annual Return Estimates Vs S&P 500

Our best estimate is that HOEY INVESTMENTS, INC made a return of 12.01% in the last quarter. In trailing 12 months, it's portfolio return was 11.6%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
direxion shares etf trust1,639,160
themes etf tr444,067
seagate technology hldngs pl426,530
honeywell intl inc247,746
honeywell aerospace inc244,515
dupont de nemours inc230,317
western digital corp217,165
tjx cos inc new139,380
New stocks bought by HOEY INVESTMENTS, INC

Additions

Ticker% Inc.
starbucks corp2,750
marvell technology inc1,868
alphabet inc882
southern copper corp700
micron technology inc593
unitedhealth group inc566
oracle corp473
deere & co469
Additions to existing portfolio by HOEY INVESTMENTS, INC

Reductions

Ticker% Reduced
uber technologies inc-97.12
mcdonalds corp-93.63
vanguard bd index fds-92.31
solstice advanced matls inc-91.07
arista networks inc-90.2
paypal hldgs inc-86.96
alibaba group hldg ltd-83.41
invesco exch traded fd tr ii-80.00
HOEY INVESTMENTS, INC reduced stake in above stock

Sold off

Ticker$ Sold
netflix inc.-1,702,430
proshares tr ii-1,087,420
spdr series trust-391,809
honeywell intl inc-500,205
dupont de nemours inc-238,939
archer daniels midland co-109,035
halliburton co-38,990
vici pptys inc-27,320
HOEY INVESTMENTS, INC got rid off the above stocks

Sector Distribution

HOEY INVESTMENTS, INC has about 53.1% of it's holdings in Technology sector.

  • Technology
  • Consumer Cyclical
  • Communication Services
  • Financial Services
  • Others
  • Industrials
Sector%
Technology53.1
Consumer Cyclical19.8
Communication Services9.6
Financial Services6.9
Others5.6
Industrials2.9

Market Cap. Distribution

HOEY INVESTMENTS, INC has about 94.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP90.3
UNALLOCATED5.6
LARGE-CAP3.8

Stocks belong to which Index?

About 91% of the stocks held by HOEY INVESTMENTS, INC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50091
Others8.7
Top 5 Winners (%)%
astera labs inc
317.0 %
TMCI
treace med concepts inc
197.0 %
INTC
intel corp
183.9 %
AMD
advanced micro devices inc
172.9 %
direxion shares etf trust
144.4 %
Top 5 Winners ($)$
NVDA
nvidia corporation
34.4 M
AMZN
amazon com inc
18.3 M
MU
micron technology inc
8.4 M
AVGO
broadcom inc
3.7 M
GE
ge aerospace
3.1 M
Top 5 Losers (%)%
EDV
vanguard world fd
-65.6 %
VB
vanguard index fds
-61.5 %
proshares tr
-54.9 %
COMB
graniteshares etf tr
-51.6 %
AIM
aim immunotech inc
-50.0 %
Top 5 Losers ($)$
PLTR
palantir technologies inc
-4.3 M
COMB
graniteshares etf tr
-2.9 M
META
meta platforms inc
-1.0 M
SLV
ishares silver tr
-0.6 M
WMT
walmart inc
-0.5 M

HOEY INVESTMENTS, INC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of HOEY INVESTMENTS, INC

HOEY INVESTMENTS, INC has 450 stocks in it's portfolio. About 79.8% of the portfolio is in top 10 stocks. PLTR proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for HOEY INVESTMENTS, INC last quarter.

$758.68MTotal Value
479Positions
27 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of HOEY INVESTMENTS, INC, last reported on 27 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
HOEY INVESTMENTS, INC's holding in Ishares Tr over time
0.01%1,203
$92.1K
0.01%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
HOEY INVESTMENTS, INC's holding in Ishares Tr over time
0.01%639
$79.5K
0.01%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
HOEY INVESTMENTS, INC's holding in Ishares Tr over time
0%171
$16.8K
0%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
HOEY INVESTMENTS, INC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACB
Aurora Cannabis Inc

Aurora Cannabis Inc

ACB
HOEY INVESTMENTS, INC's holding in Aurora Cannabis Inc over time
0%3.00
$9.00
0%
unchanged 0 percentunchanged
ACES
Alps Etf Tr

Alps Etf Tr

ACES
HOEY INVESTMENTS, INC's holding in Alps Etf Tr over time
0%63.00
$2.6K
0%
new position
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
HOEY INVESTMENTS, INC's holding in Dbx Etf Tr over time
0%550
$12.3K
0%
decreased 0.72 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
HOEY INVESTMENTS, INC's holding in Ishares Tr over time
0.02%1,653
$125.3K
0.02%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
HOEY INVESTMENTS, INC's holding in Ishares Tr over time
0%1.00
$47.00
0%
unchanged 0 percentunchanged