HOEY INVESTMENTS, INC
CIK 0001799544 · COATESVILLE, PA · Quarter end: 2026-06-30 · Filed on: 2026-07-27 · Open the SEC source ↗
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
Top Holdings
NVDA
NVIDIA CORPORATION
34.6%
AMZN
AMAZON COM INC
18.8%
META
META PLATFORMS INC
7.4%
MSFT
MICROSOFT CORP
5.1%
AAPL
APPLE INC
3.0%
MU
MICRON TECHNOLOGY INC
2.7%
AVGO
BROADCOM INC
2.6%
PLTR
PALANTIR TECHNOLOGIES INC
2.0%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.