We are live on ! Find out more
HI

Hoey Investments Portfolio holdings

AUM $774M
1-Year Est. Return 27.34%
This Fund
S&P 500
This Quarter Est. Return
+12.05%
1 Year Est. Return
+27.34%
3 Year Est. Return
+199.62%
5 Year Est. Return
+274.89%
10 Year Est. Return
–
AUM
$595M
AUM Growth
+$60.5M
Cap. Flow
+$19.1M
Cap. Flow %
3.21%
Top 10 Hldgs %
86.16%
Holding
462
New
64
Increased
60
Reduced
98
Closed
91

Top Buys

Rank Stock Value
1
PLTR icon
Palantir
PLTR
+$9.66M
2
NVDA icon
NVIDIA
NVDA
+$8.51M
3
META icon
Meta Platforms (Facebook)
META
+$7.38M
4
AVGO icon
Broadcom
AVGO
+$7.3M
5
AMZN icon
Amazon
AMZN
+$4.38M

Top Sells

Rank Stock Value
1
PANW icon
Palo Alto Networks
PANW
+$10.7M
2
CRWD icon
CrowdStrike
CRWD
+$7.92M
3
MSFT icon
Microsoft
MSFT
+$3.92M
4
AMD icon
Advanced Micro Devices
AMD
+$3.48M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.29M

Sector Composition

Rank Sector Weight
1 Technology 50.37%
2 Consumer Discretionary 22.65%
3 Communication Services 12.15%
4 Financials 6.6%
5 Industrials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DNA icon
326
Ginkgo Bioworks
DNA
$521M
$639 ﹤0.01%
65
-935
-94% -$8.01K
HOG icon
327
Harley-Davidson
HOG
$2.71B
$603 ﹤0.01%
20
– –
TTD icon
328
Trade Desk
TTD
$6.49B
$588 ﹤0.01%
+5
New +$619
BTCS icon
329
BTCS Inc
BTCS
$55.3M
$504 ﹤0.01%
204
-5
-2% -$12
DNB
330
DELISTED
Dun & Bradstreet
DNB
$499 ﹤0.01%
40
– –
BLOK icon
331
Amplify Blockchain Technology ETF
BLOK
$1.07B
$476 ﹤0.01%
11
– –
GEHC icon
332
GE HealthCare
GEHC
$32.4B
$470 ﹤0.01%
6
– –
LAC
333
Lithium Americas
LAC
$1.17B
$446 ﹤0.01%
+150
New +$520
PINS icon
334
Pinterest
PINS
$13.4B
$435 ﹤0.01%
15
-95
-86% -$2.99K
HIVE
335
HIVE Digital Technologies
HIVE
$777M
$411 ﹤0.01%
144
– –
ETH
336
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.75B
$410 ﹤0.01%
+13
New +$377
FTRE icon
337
Fortrea Holdings
FTRE
$1.75B
$392 ﹤0.01%
21
– –
COHR icon
338
Coherent
COHR
$74.2B
$379 ﹤0.01%
4
-496
-99% -$49.6K
STM icon
339
STMicroelectronics
STM
$50B
$375 ﹤0.01%
15
– –
VOOV icon
340
Vanguard S&P 500 Value ETF
VOOV
$6.74B
$370 ﹤0.01%
+2
New +$384
QYLD icon
341
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.27B
$365 ﹤0.01%
20
– –
VOD icon
342
Vodafone
VOD
$37.4B
$357 ﹤0.01%
42
– –
LEG icon
343
Leggett & Platt
LEG
$1.31B
$269 ﹤0.01%
28
– –
WBD icon
344
Warner Bros
WBD
$67.1B
$254 ﹤0.01%
24
– –
EBAY icon
345
eBay
EBAY
$49.8B
$248 ﹤0.01%
4
– –
LAZR
346
DELISTED
Luminar Technologies
LAZR
$248 ﹤0.01%
46
-1
-2% -$11
AIM
347
AIM ImmunoTech
AIM
$7.91M
$198 ﹤0.01%
10
– –
MNKD icon
348
MannKind Corp
MNKD
$1.32B
$193 ﹤0.01%
+30
New +$201
SBUX icon
349
Starbucks
SBUX
$120B
$183 ﹤0.01%
2
– –
VCSH icon
350
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$109 ﹤0.01%
1
– –
12 13
14
15 16

Similar funds

PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
BPIM
Brant Point Investment Management New York $776M AUM 41.18% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
PGA
Pilgrim Global Advisors Reno, Nevada $772M AUM 51.79% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
WI
Wahed Invest New York $770M AUM 37.1% 1-Year Est. Return
LA
Lifeworks Advisors Grand Rapids, Michigan $779M AUM 21.25% 1-Year Est. Return

Hoey Investments's Q4 2024 Portfolio in Review

As of Q4 2024, Hoey Investments held 462 positions worth $595M, up 11% from $534M the previous quarter. Its ten largest holdings account for 86% of the portfolio.

Hoey Investments deployed $19.1M of net new capital in Q4 2024, opening 64 new positions and adding to 60 existing holdings. Its largest new stake was GSK: 13,379 shares worth $452K.

By sector, the portfolio is most concentrated in Technology at 50% of assets, down from 53% a quarter earlier, followed by Consumer Discretionary and Communication Services.

On the sell side, the largest reduction was Palo Alto Networks, an estimated $10.7M trimmed.

  • Hoey Investments's largest Q4 2024 buy was GSK: 13,379 shares worth $452K.
  • Hoey Investments added most to Palantir in Q4 2024, an estimated $9.66M increase.
  • Hoey Investments's biggest Q4 2024 reduction was Palo Alto Networks, cutting an estimated $10.7M.
  • Hoey Investments fully exited BlackRock Enhanced Equity Dividend Trust in Q4 2024, selling an estimated $612K.
  • Hoey Investments's ten largest holdings make up 86% of its $595M portfolio in Q4 2024.
  • Hoey Investments opened 64 new positions and closed 91 in Q4 2024.
  • Hoey Investments's portfolio value rose 11% quarter-over-quarter to $595M.

Based on Hoey Investments's 13F filing for Q4 2024, filed 12 Feb 2025.