HOEY INVESTMENTS, INC
CIK: 0001799544Latest portfolio: $751.1M · Q4 2025
Holdings
416
Total Value
$751.1M
New Positions
31
Closed Positions
22
Top Holdings
View All 416 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 1,351,914 | $252.1M | 33.57% | -9,215 | Call |
| 2 | AMZNAMAZON COM INC | 610,372 | $140.9M | 18.76% | -2,597 | Call |
| 3 | METAMETA PLATFORMS INC | 133,420 | $88.1M | 11.73% | -3,440 | Call |
| 4 | MSFTMICROSOFT CORP | 121,165 | $58.6M | 7.80% | -424 | |
| 5 | PLTRPALANTIR TECHNOLOGIES INC | 151,744 | $27.0M | 3.59% | +9K | Call |
| 6 | AAPLAPPLE INC | 75,895 | $20.6M | 2.75% | +2K | |
| 7 | AVGOBROADCOM INC | 55,457 | $19.2M | 2.56% | +4K | Call |
| 8 | WFCWELLS FARGO CO NEW | 142,192 | $13.3M | 1.76% | -1,201 | |
| 9 | GEGE AEROSPACE | 34,117 | $10.5M | 1.40% | +287 | |
| 10 | JPMJPMORGAN CHASE & CO. | 31,581 | $10.2M | 1.35% | +579 | |
| 11 | GSGOLDMAN SACHS GROUP INC | 10,360 | $9.1M | 1.21% | +1K | |
| 12 | GOOGLALPHABET INC | 28,190 | $8.8M | 1.17% | NEW | Call |
| 13 | DWDMORGAN STANLEY | 45,852 | $8.1M | 1.08% | +5K | |
| 14 | BACBANK AMERICA CORP | 129,928 | $7.1M | 0.95% | -2,055 | |
| 15 | GEVGE VERNOVA INC | 9,135 | $6.0M | 0.79% | +1K | |
| 16 | WMTWALMART INC | 51,028 | $5.7M | 0.76% | +1K | |
| 17 | BRK/BBERKSHIRE HATHAWAY INC DEL | 10,574 | $5.3M | 0.71% | +418 | |
| 18 | UBERUBER TECHNOLOGIES INC | 56,491 | $4.6M | 0.61% | -4,748 | |
| 19 | NVDLGRANITESHARES ETF TR | 39,299 | $3.5M | 0.46% | -6,557 | |
| 20 | CMCCOMMERCIAL METALS CO | 40,086 | $2.8M | 0.37% | +3K | |
| 21 | SLVISHARES SILVER TR | 35,699 | $2.3M | 0.31% | +14K | |
| 22 | LOWLOWES COS INC | 8,912 | $2.1M | 0.29% | -75 | |
| 23 | AMGNAMGEN INC | 5,184 | $1.7M | 0.23% | +161 | |
| 24 | TSLATESLA INC | 3,602 | $1.6M | 0.22% | NEW | Call |
| 25 | NOWSERVICENOW INC | 9,876 | $1.5M | 0.20% | +7K |
Quarterly Changes
New Positions
Sector Breakdown
Financial Services0.0% ($1.3251101769105714e+233T)
Technology0.0% ($2.521315859726971e+135T)
Healthcare0.0% ($1.6968375315242732e+66T)
Industrials0.0% ($1.0509135013161167e+54T)
Consumer Cyclical0.0% ($1.4088521491619543e+53T)
Unknown0.0% ($8.139531546234227e+40T)
Basic Materials0.0% ($2.7743192261588275e+32T)
Communication Services0.0% ($8.806888236568768e+24T)
Energy0.0% ($9363212701168871424.0T)
Consumer Defensive0.0% ($568464728857343488.0T)
Utilities0.0% ($59703739253.5T)
Real Estate0.0% ($1065741302.8T)
Filing History
Fund Information
HOEY INVESTMENTS, INC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $751.1M across 416 holdings. The largest position is NVIDIA CORPORATION (NVDA), representing 33.6% of the portfolio. Compared to the previous quarter, the fund opened 36 new positions and closed 27 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.