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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
+31.82%
1 Year Est. Return
+27.34%
3 Year Est. Return
+199.62%
5 Year Est. Return
+274.89%
10 Year Est. Return
–
AUM
$682M
AUM Growth
+$170M
Cap. Flow
+$16.2M
Cap. Flow %
2.37%
Top 10 Hldgs %
85.21%
Holding
427
New
50
Increased
52
Reduced
70
Closed
15

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$6.36M
2
MSFT icon
Microsoft
MSFT
+$3.42M
3
AMZN icon
Amazon
AMZN
+$3.24M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.77M
5
NVDA icon
NVIDIA
NVDA
+$2.18M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$2.6M
2
MU icon
Micron Technology
MU
+$809K
3
WMT icon
Walmart Inc
WMT
+$802K
4
AVGO icon
Broadcom
AVGO
+$761K
5
JPM icon
JPMorgan Chase
JPM
+$727K

Sector Composition

Rank Sector Weight
1 Technology 49.8%
2 Consumer Discretionary 20.17%
3 Communication Services 14.75%
4 Financials 6.5%
5 Industrials 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BITO icon
76
ProShares Bitcoin Strategy ETF
BITO
$1.45B
$272K 0.04%
12,624
-3,500
-22% -$72.2K
LULU icon
77
lululemon athletica
LULU
$14.6B
$263K 0.04%
1,107
-203
-15% -$55.9K
XOM icon
78
ExxonMobil
XOM
$634B
$262K 0.04%
2,432
-142
-6% -$15.2K
GOOGL icon
79
Alphabet (Google) Class A
GOOGL
$4.33T
$259K 0.04%
1,468
+200
+16% +$32.7K
PFE icon
80
Pfizer
PFE
$153B
$225K 0.03%
9,279
-202
-2% -$4.71K
LRCX icon
81
Lam Research
LRCX
$390B
$217K 0.03%
2,230
– –
BLK icon
82
Blackrock
BLK
$176B
$213K 0.03%
203
-1
-0.5% -$946
SOXL icon
83
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$23.8B
$206K 0.03%
8,202
-17,216
-68% -$277K
KKR icon
84
KKR & Co
KKR
$92.3B
$187K 0.03%
1,408
-5
-0.4% -$585
VOO icon
85
Vanguard S&P 500 ETF
VOO
$1.01T
$181K 0.03%
319
-65
-17% -$34.2K
QCOM icon
86
Qualcomm
QCOM
$176B
$176K 0.03%
1,102
-100
-8% -$14.7K
VTV icon
87
Vanguard Morningstar Value ETF
VTV
$191B
$167K 0.02%
944
-11
-1% -$1.86K
FCX icon
88
Freeport-McMoran
FCX
$97.5B
$165K 0.02%
+3,800
New +$144K
CPER icon
89
United States Copper Index Fund
CPER
$772M
$163K 0.02%
5,150
– –
CLS icon
90
CALL
Celestica
CLS
$36.5B
– –
0
– –
CAT icon
91
Caterpillar
CAT
$387B
$153K 0.02%
393
-750
-66% -$250K
CEG icon
92
Constellation Energy
CEG
$95.6B
$150K 0.02%
466
-68
-13% -$18K
PANW icon
93
Palo Alto Networks
PANW
$297B
$144K 0.02%
704
– –
VXF icon
94
Vanguard Extended Market ETF
VXF
$31.7B
$142K 0.02%
736
– –
VZ icon
95
Verizon
VZ
$196B
$138K 0.02%
3,191
– –
GIB icon
96
CGI
GIB
$15.5B
$138K 0.02%
1,317
+547
+71% +$57.7K
SYK icon
97
Stryker
SYK
$130B
$138K 0.02%
348
– –
DHR icon
98
Danaher
DHR
$144B
$137K 0.02%
693
-69
-9% -$13.4K
AMD icon
99
Advanced Micro Devices
AMD
$789B
$133K 0.02%
937
+107
+13% +$11.6K
DOW icon
100
Dow Inc
DOW
$21.2B
$132K 0.02%
4,979
-336
-6% -$9.77K
2 3
4
5 6

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BPIM
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PGA
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WI
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LA
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Hoey Investments's Q2 2025 Portfolio in Review

As of Q2 2025, Hoey Investments held 427 positions worth $682M, up 33% from $512M the previous quarter. Its ten largest holdings account for 85% of the portfolio.

Hoey Investments's Q2 2025 filing shows 50 new, 52 increased, 70 reduced and 15 closed positions. Its largest new stake was CoreWeave: 10,375 shares worth $1.69M. The largest sale was Apple, an estimated $2.6M.

By sector, the portfolio is most concentrated in Technology at 50% of assets, up from 47% a quarter earlier, followed by Consumer Discretionary and Communication Services.

  • Hoey Investments's largest Q2 2025 buy was CoreWeave: 10,375 shares worth $1.69M.
  • Hoey Investments added most to Meta Platforms (Facebook) in Q2 2025, an estimated $6.36M increase.
  • Hoey Investments's biggest Q2 2025 reduction was Apple, cutting an estimated $2.6M.
  • Hoey Investments fully exited Micron Technology in Q2 2025, selling an estimated $809K.
  • Hoey Investments's ten largest holdings make up 85% of its $682M portfolio in Q2 2025.
  • Hoey Investments opened 50 new positions and closed 15 in Q2 2025.
  • Hoey Investments's portfolio value rose 33% quarter-over-quarter to $682M.

Based on Hoey Investments's 13F filing for Q2 2025, filed 14 Jul 2025.