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
+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
ROK icon
51
Rockwell Automation
ROK
$49B
$542K 0.07%
1,552
-36
-2% -$12.4K
AMZU icon
52
Direxion Daily AMZN Bull 2X ETF
AMZU
$338M
$532K 0.07%
15,306
+200
+1% +$7.62K
IUSG icon
53
iShares Core S&P US Growth ETF
IUSG
$33.9B
$494K 0.07%
3,000
– –
NOC icon
54
Northrop Grumman
NOC
$81.2B
$489K 0.07%
803
-50
-6% -$28.4K
APP icon
55
Applovin
APP
$116B
$485K 0.06%
675
+575
+575% +$265K
LNG icon
56
Cheniere Energy
LNG
$52.9B
$470K 0.06%
2,000
+550
+38% +$129K
JNJ icon
57
Johnson & Johnson
JNJ
$625B
$470K 0.06%
2,533
+300
+13% +$51.4K
HON icon
58
Honeywell
HON
$78B
$463K 0.06%
2,334
– –
DD icon
59
DuPont de Nemours
DD
$19.2B
$454K 0.06%
4,644
-283
-6% -$26.7K
TMO icon
60
Thermo Fisher Scientific
TMO
$220B
$453K 0.06%
934
-87
-9% -$40.5K
GM icon
61
General Motors
GM
$76.8B
$420K 0.06%
6,894
-167
-2% -$9.31K
PHYS icon
62
Sprott Physical Gold
PHYS
$15.7B
$415K 0.06%
14,000
– –
TSM icon
63
TSMC
TSM
$2.18T
$378K 0.05%
1,353
-305
-18% -$74.6K
ALL icon
64
Allstate
ALL
$67.5B
$370K 0.05%
1,723
-75
-4% -$15.1K
SOXL icon
65
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$23.9B
$365K 0.05%
10,466
+2,264
+28% +$63K
BABA icon
66
CALL
Alibaba
BABA
$308B
– –
0
– –
ZTS icon
67
Zoetis
ZTS
$30B
$353K 0.05%
2,411
-159
-6% -$24K
COST icon
68
Costco
COST
$420B
$349K 0.05%
377
-20
-5% -$19.2K
BITO icon
69
ProShares Bitcoin Strategy ETF
BITO
$1.47B
$347K 0.05%
17,624
+5,000
+40% +$104K
MA icon
70
Mastercard
MA
$493B
$341K 0.05%
600
– –
IBIT icon
71
iShares Bitcoin Trust
IBIT
$48.4B
$331K 0.04%
5,095
– –
AVGO icon
72
CALL
Broadcom
AVGO
$2.04T
– –
0
– –
MCD icon
73
McDonald's
MCD
$195B
$325K 0.04%
1,068
– –
EEM icon
74
iShares MSCI Emerging Markets ETF
EEM
$30B
$323K 0.04%
6,041
-1
-0% -$50
IVV icon
75
iShares Core S&P 500 ETF
IVV
$904B
$308K 0.04%
460
– –
1 2
3
4 5

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 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.