Q3 2026 13F · SEC CIK 1799544

Hoey Investments, Inc

Wealth managerFiled 2026-10-29 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $833.6M
Reported positions: 451
Top holdings a year, 3 yrs: +28.3%
Assets under management: $788.3M

Hoey Investments, Inc is a wealth manager that reported 451 positions worth $833.6M in its Q3 2026 13F, filed 2026-10-29. Its largest holdings were Nvidia Corporation (NVDA, 36.5%), Amazon Com Inc (AMZN, 17.8%), Meta Platforms Inc (META, 8.7%). A portfolio copying its top holdings returned 28.3% a year over the last 3 years, against 18.8% for the S&P 500.

Hoey Investments, Inc holdings largest 50 of 451 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Hoey Investments, Inc 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
NVDANvidia Corporation	36.5%	35.3%	1,333,270	-0.4%	$304.5M
AMZNAmazon Com Inc	17.8%	19.2%	594,136	-2.7%	$148.0M
METAMeta Platforms Inc	8.7%	7.6%	100,448	-1.8%	$72.8M
MSFTMicrosoft Corp	6.2%	5.2%	99,971	-6.3%	$51.3M
AAPLApple Inc	3.3%	3.0%	82,286	+3.1%	$27.4M
MUMicron Technology Inc	3.2%	2.7%	24,953	+38.3%	$26.6M
PLTRPalantir Technologies Inc	3.0%	2.0%	135,655	+2.7%	$25.4M
AVGOBroadcom Inc	2.2%	2.6%	51,584	-1.5%	$18.1M
GOOGLAlphabet Inc	1.6%	1.8%	39,476	+1.3%	$13.6M
GSGoldman Sachs Group Inc	1.6%	1.8%	14,385	+3.9%	$13.0M
GEGe Aerospace	1.3%	1.7%	33,550	+0.0%	$10.5M
JPMJpmorgan Chase & Co	1.2%	1.3%	29,589	+0.6%	$9.8M
MSMorgan Stanley	1.1%	1.4%	50,553	+2.8%	$9.5M
WFCWells Fargo & Co	1.1%	1.3%	116,177	-4.8%	$9.3M
GEVGe Vernova Inc	1.1%	1.5%	9,417	-1.9%	$9.0M
BACBank of Amer Corp	0.7%	0.8%	113,964	+2.1%	$6.2M
WMTWalmart Inc	0.5%	0.6%	36,756	-4.6%	$3.8M
MUUDirexion Shares ETF Trust	0.4%	0.2%	99,730	+6280.7%	$3.7M
DELLDell Technologies Inc	0.4%	0.3%	6,143	+17.1%	$3.3M
ARMArm Holdings PLC	0.4%	0.7%	11,002	-21.1%	$3.2M
NVDLGraniteshares ETF Tr	0.4%	0.4%	86,443	-4.7%	$3.2M
CRWDCrowdstrike Hldgs Inc	0.3%	0.2%	10,918	+409.7%	$2.9M
MRVLMarvell Technology Inc	0.3%	0.4%	10,827	+0.2%	$2.9M
IBBIshares Tr	0.3%	0.3%	12,475	+19.0%	$2.6M
CMCCommercial Metals Co	0.2%	0.3%	33,319	-5.6%	$2.1M
AMGNAmgen Inc	0.2%	0.2%	4,509	-8.5%	$1.9M
SLVIshares Silver Tr	0.2%	0.2%	34,006	-2.2%	$1.9M
BRK-BBerkshire Hathaway Inc Del	0.2%	0.2%	3,623	+0.0%	$1.8M
LOWLowes Cos Inc	0.2%	0.3%	8,589	-5.1%	$1.6M
ALABAstera Labs Inc	0.2%	0.3%	4,406	+0.0%	$1.6M
TSMTaiwan Semiconductor Manufac	0.2%	0.2%	3,427	+11.4%	$1.6M
EMREmerson Elec Co	0.2%	0.2%	8,830	-0.2%	$1.4M
SCHVSchwab Strategic Tr	0.1%	0.2%	35,915	-0.0%	$1.2M
RTXRtx Corporation	0.1%	0.2%	6,405	+3.2%	$1.2M
AMDAdvanced Micro Devices Inc	0.1%	0.1%	1,852	+1.3%	$1.1M
ABBVAbbvie Inc	0.1%	0.1%	4,275	+0.0%	$1.1M
CMICummins Inc	0.1%	0.2%	2,161	-4.4%	$1.1M
BABoeing Co	0.1%	0.2%	5,888	-9.3%	$1.1M
TSLATesla Inc	0.1%	0.2%	3,025	-4.6%	$1.1M
NLRVaneck ETF Trust	0.1%	0.2%	10,024	-0.7%	$1.0M
CPERUnited Sts Commodity Index F	0.1%	0.1%	23,850	-5.9%	$949K
NOWServicenow Inc	0.1%	0.1%	6,981	-6.9%	$936K
KMIKinder Morgan Inc Del	0.1%	0.1%	30,824	-0.9%	$929K
SOXLDirexion Shares ETF Trust	0.1%	—	6,145	—	$909K
LRCXLam Research Corp	0.1%	0.1%	2,705	+8.0%	$889K
LMTLockheed Martin Corp	0.1%	0.1%	1,554	-1.3%	$791K
SCHGSchwab Strategic Tr	0.1%	—	21,336	—	$767K
CATCaterpillar Inc	0.1%	0.1%	894	+31.7%	$725K
PNCPnc Finl Svcs Group Inc	0.1%	0.1%	3,020	+0.0%	$671K
JNJJohnson & Johnson	0.1%	—	2,312	—	$612K

What Hoey Investments, Inc bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +11.4% /yr; S&P 500 +20.1%
3 years: +28.3% /yr; S&P 500 +18.8%
5 years: +11.7% /yr; S&P 500 +9.3%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$833.6M	451
Q2 2026	$758.7M	453
Q1 2026	$677.6M	416
Q4 2025	$736.7M	415
Q3 2025	$739.2M	407
Q2 2025	$668.1M	404
Q1 2025	$504.8M	369
Q4 2024	$587.7M	362
Q3 2024	$522.9M	390
Q2 2024	$522.9M	390
Q1 2024	$448.8M	340
Q4 2023	$352.6M	342

Questions about Hoey Investments, Inc's portfolio

What stocks does Hoey Investments, Inc own?

Hoey Investments, Inc's latest 13F, for Q3 2026 and filed Oct 29, 2026, lists 451 positions worth $833.6M. The largest are Nvidia Corporation (NVDA) at 36.5%, Amazon Com Inc (AMZN) at 17.8%, Meta Platforms Inc (META) at 8.7%, Microsoft Corp (MSFT) at 6.2% and Apple Inc (AAPL) at 3.3%.

What did Hoey Investments, Inc buy last quarter?

In Q3 2026, Hoey Investments, Inc added Direxion Shares ETF Trust (MUU) (+6280.7% shares), Crowdstrike Hldgs Inc (CRWD) (+409.7% shares) and Micron Technology Inc (MU) (+38.3% shares), compared with its Q2 2026 filing.

What did Hoey Investments, Inc sell last quarter?

In Q3 2026, Hoey Investments, Inc cut from its top 50 International Business Machs (IBM), cut from its top 50 Corning Inc (GLW), cut from its top 50 Alphabet Inc (GOOG), Arm Holdings PLC (ARM) (-21.1% shares), Boeing Co (BA) (-9.3% shares) and Amgen Inc (AMGN) (-8.5% shares), compared with its Q2 2026 filing.

How has Hoey Investments, Inc's portfolio performed?

A portfolio copying Hoey Investments, Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +28.3% a year over the last 3 years, against +18.8% for the S&P 500. Over 1 year: +11.4% against +20.1%. Over 5 years: +11.7% a year against +9.3%.

When is Hoey Investments, Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. Hoey Investments, Inc's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Hoey Investments, Inc manage?

Hoey Investments, Inc reported $788.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $833.6M.