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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
CVX icon
76
Chevron
CVX
$366B
$307K 0.04%
1,976
-8
-0.4% -$1.24K
PNC icon
77
PNC Financial Services
PNC
$101B
$305K 0.04%
1,520
+20
+1% +$3.96K
LRCX icon
78
Lam Research
LRCX
$390B
$297K 0.04%
2,220
-10
-0.4% -$1.06K
AMD icon
79
Advanced Micro Devices
AMD
$789B
$281K 0.04%
1,738
+801
+85% +$129K
CRWD icon
80
CrowdStrike
CRWD
$218B
$271K 0.04%
2,208
-392
-15% -$44.6K
XOM icon
81
ExxonMobil
XOM
$634B
$270K 0.04%
2,398
-34
-1% -$3.78K
CPER icon
82
United States Copper Index Fund
CPER
$772M
$251K 0.03%
8,350
+3,200
+62% +$96.3K
BLK icon
83
Blackrock
BLK
$176B
$227K 0.03%
195
-8
-4% -$8.94K
PFE icon
84
Pfizer
PFE
$153B
$216K 0.03%
8,478
-801
-9% -$19.8K
BITU icon
85
ProShares Ultra Bitcoin ETF
BITU
$359M
$214K 0.03%
4,000
+2,500
+167% +$140K
GSK icon
86
GSK
GSK
$106B
$213K 0.03%
4,928
-3,479
-41% -$136K
FCX icon
87
Freeport-McMoran
FCX
$97.5B
$208K 0.03%
5,300
+1,500
+39% +$65.1K
CEG icon
88
Constellation Energy
CEG
$95.6B
$204K 0.03%
620
+154
+33% +$49.7K
CAT icon
89
Caterpillar
CAT
$387B
$188K 0.02%
393
– –
QCOM icon
90
Qualcomm
QCOM
$176B
$183K 0.02%
1,102
– –
KKR icon
91
KKR & Co
KKR
$92.3B
$183K 0.02%
1,408
– –
CRWV
92
CALL
CoreWeave
CRWV
$49.5B
– –
0
– –
VTV icon
93
Vanguard Morningstar Value ETF
VTV
$192B
$172K 0.02%
923
-21
-2% -$3.8K
GLD icon
94
SPDR Gold Trust
GLD
$142B
$149K 0.02%
420
+100
+31% +$31.9K
LULU icon
95
lululemon athletica
LULU
$14.6B
$149K 0.02%
838
-269
-24% -$53.9K
VZ icon
96
Verizon
VZ
$196B
$148K 0.02%
3,362
+171
+5% +$7.4K
PANW icon
97
Palo Alto Networks
PANW
$297B
$143K 0.02%
704
– –
GFI icon
98
Gold Fields
GFI
$36.5B
$141K 0.02%
3,350
– –
KGC icon
99
Kinross Gold
KGC
$32.8B
$140K 0.02%
5,625
– –
SYK icon
100
Stryker
SYK
$130B
$129K 0.02%
348
– –
2 3
4
5 6

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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.