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HI

Hoey Investments Portfolio holdings

AUM $774M
1-Year Est. Return 27.34%
This Fund
S&P 500
This Quarter Est. Return
+10.82%
1 Year Est. Return
+27.34%
3 Year Est. Return
+199.62%
5 Year Est. Return
+274.89%
10 Year Est. Return
–
AUM
$752M
AUM Growth
+$69.4M
Cap. Flow
+$6.64M
Cap. Flow %
0.88%
Top 10 Hldgs %
84.37%
Holding
440
New
27
Increased
68
Reduced
61
Closed
24

Top Buys

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.71M
2
GS icon
Goldman Sachs
GS
+$1.19M
3
NVDL icon
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
+$772K
4
META icon
Meta Platforms (Facebook)
META
+$741K
5
MS icon
Morgan Stanley
MS
+$686K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$3.58M
2
AMZN icon
Amazon
AMZN
+$836K
3
UBER icon
Uber
UBER
+$514K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$330K
5
ARM icon
Arm
ARM
+$308K

Sector Composition

Rank Sector Weight
1 Technology 51.98%
2 Consumer Discretionary 18.34%
3 Communication Services 14.07%
4 Financials 6.6%
5 Industrials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ETH
376
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.71B
$510 ﹤0.01%
13
– –
VOD icon
377
Vodafone
VOD
$36.4B
$488 ﹤0.01%
42
– –
WBD icon
378
Warner Bros
WBD
$67.6B
$469 ﹤0.01%
24
– –
WBX
379
Wallbox
WBX
$82M
$447 ﹤0.01%
+100
New +$490
COHR icon
380
Coherent
COHR
$65.5B
$431 ﹤0.01%
4
– –
MRK icon
381
Merck
MRK
$323B
$420 ﹤0.01%
5
– –
HLN icon
382
Haleon
HLN
$43.7B
$413 ﹤0.01%
46
-39
-46% -$376
RR icon
383
Richtech Robotics
RR
$371M
$382 ﹤0.01%
+89
New +$234
ALLO icon
384
Allogene Therapeutics
ALLO
$714M
$372 ﹤0.01%
300
– –
EBAY icon
385
eBay
EBAY
$48.5B
$364 ﹤0.01%
4
– –
QYLD icon
386
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.27B
$341 ﹤0.01%
20
– –
LEG icon
387
Leggett & Platt
LEG
$1.28B
$249 ﹤0.01%
28
– –
KO icon
388
Coca-Cola
KO
$375B
$199 ﹤0.01%
3
– –
CMCL icon
389
Caledonia Mining Corp
CMCL
$432M
$182 ﹤0.01%
+5
New +$127
FTRE icon
390
Fortrea Holdings
FTRE
$1.79B
$177 ﹤0.01%
21
– –
SBUX icon
391
Starbucks
SBUX
$120B
$170 ﹤0.01%
2
– –
NEM icon
392
Newmont
NEM
$122B
$169 ﹤0.01%
+2
New +$139
MNKD icon
393
MannKind Corp
MNKD
$1.27B
$162 ﹤0.01%
30
– –
DRD
394
DRDGold
DRD
$2.05B
$138 ﹤0.01%
+5
New +$89
SCCO icon
395
Southern Copper
SCCO
$168B
$122 ﹤0.01%
+1
New +$98
BOIL icon
396
ProShares Ultra Bloomberg Natural Gas
BOIL
$427M
$120 ﹤0.01%
2
– –
VCSH icon
397
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$115 ﹤0.01%
1
– –
BOTZ icon
398
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.55B
$107 ﹤0.01%
3
– –
PINS icon
399
Pinterest
PINS
$13.7B
$97 ﹤0.01%
+3
New +$109
CMP icon
400
Compass Minerals
CMP
$1.14B
$96 ﹤0.01%
+5
New +$99
14 15
16
17 18

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SC
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BPIM
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PC
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PGA
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CCA
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WI
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LA
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Hoey Investments's Q3 2025 Portfolio in Review

As of Q3 2025, Hoey Investments held 440 positions worth $752M, up 10% from $682M the previous quarter. Its ten largest holdings account for 84% of the portfolio.

Hoey Investments's Q3 2025 filing shows 27 new, 68 increased, 61 reduced and 24 closed positions. Its largest new stake was Iron Mountain: 1,235 shares worth $126K. The largest sale was NVIDIA, an estimated $3.58M.

By sector, the portfolio is most concentrated in Technology at 52% of assets, up from 50% a quarter earlier, followed by Consumer Discretionary and Communication Services.

  • Hoey Investments's largest Q3 2025 buy was Iron Mountain: 1,235 shares worth $126K.
  • Hoey Investments added most to Alphabet (Google) Class A in Q3 2025, an estimated $3.71M increase.
  • Hoey Investments's biggest Q3 2025 reduction was NVIDIA, cutting an estimated $3.58M.
  • Hoey Investments fully exited Vanguard Extended Market ETF in Q3 2025, selling an estimated $142K.
  • Hoey Investments's ten largest holdings make up 84% of its $752M portfolio in Q3 2025.
  • Hoey Investments opened 27 new positions and closed 24 in Q3 2025.
  • Hoey Investments's portfolio value rose 10% quarter-over-quarter to $752M.

Based on Hoey Investments's 13F filing for Q3 2025, filed 13 Nov 2025.