HOEY INVESTMENTS, INC

CIK 0001799544 · COATESVILLE, PA · Quarter end: 2026-06-30 · Filed on: 2026-07-27 · Open the SEC source

HOEY INVESTMENTS, INC reported 458 positions worth $774.3M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: NVDA (34.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$774.3M
2026 Q2
Positions
458
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
79.8%
Est. Net Flow (Q)
2026 Q2
10 / 458 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANVIDIA CORPORATIONSH$268.0M34.61%1,339,274
2AMZNAMAZON COM INCSH$145.6M18.80%610,735
3METAMETA PLATFORMS INCSH$57.6M7.44%102,276
4MSFTMICROSOFT CORPSH$39.8M5.14%106,736
5AAPLAPPLE INCSH$23.1M2.98%79,787
6MUMICRON TECHNOLOGY INCSH$20.8M2.69%18,038
7AVGOBROADCOM INCSH$19.8M2.55%52,347
8PLTRPALANTIR TECHNOLOGIES INCSH$15.4M1.99%132,122
9GSGOLDMAN SACHS GROUP INCSH$14.0M1.81%13,851
10GOOGLALPHABET INCSH$13.9M1.80%38,987

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does HOEY INVESTMENTS, INC hold as of Q2 2026?

HOEY INVESTMENTS, INC reported 458 positions worth $774.3M in its Q2 2026 13F filing. Largest positions: NVDA (34.6%), AMZN (18.8%), META (7.4%), MSFT (5.1%) and AAPL (3.0%).

What did HOEY INVESTMENTS, INC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did HOEY INVESTMENTS, INC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.