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
+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
NVDA icon
1
NVIDIA
NVDA
$5.42T
$213M 31.29%
1,351,175
+17,306
+1% +$2.18M
AMZN icon
2
Amazon
AMZN
$2.96T
$132M 19.36%
601,962
+16,373
+3% +$3.24M
META icon
3
Meta Platforms (Facebook)
META
$1.51T
$98.9M 14.49%
133,964
+10,290
+8% +$6.36M
MSFT icon
4
Microsoft
MSFT
$3.71T
$60.1M 8.81%
120,829
+7,869
+7% +$3.42M
PLTR icon
5
Palantir
PLTR
$413B
$18.7M 2.75%
137,400
-2,610
-2% -$306K
AAPL icon
6
Apple
AAPL
$4.57T
$15.1M 2.22%
73,811
-12,898
-15% -$2.6M
AVGO icon
7
Broadcom
AVGO
$2.04T
$13.6M 2%
49,511
-3,506
-7% -$761K
WFC icon
8
Wells Fargo
WFC
$264B
$11.5M 1.69%
143,958
-8,270
-5% -$596K
NVDA icon
9
CALL
NVIDIA
NVDA
$5.42T
– –
0
– –
JPM icon
10
JPMorgan Chase
JPM
$950B
$8.79M 1.29%
30,331
-2,847
-9% -$727K
GE icon
11
GE Aerospace
GE
$384B
$8.35M 1.22%
32,438
+3,185
+11% +$699K
BAC icon
12
Bank of America
BAC
$442B
$6.35M 0.93%
134,247
-5,047
-4% -$212K
UBER icon
13
Uber
UBER
$153B
$6.23M 0.91%
66,731
-2,314
-3% -$190K
GS icon
14
Goldman Sachs
GS
$303B
$5.44M 0.8%
7,689
+635
+9% +$368K
BRK.B icon
15
Berkshire Hathaway Class B
BRK.B
$1.13T
$5.26M 0.77%
10,838
+5,453
+101% +$2.77M
WMT icon
16
Walmart Inc
WMT
$890B
$5.1M 0.75%
52,154
-8,416
-14% -$802K
MS icon
17
Morgan Stanley
MS
$340B
$5.08M 0.74%
36,065
+8,814
+32% +$1.08M
GEV icon
18
GE Vernova
GEV
$264B
$3.68M 0.54%
6,958
+148
+2% +$61.6K
NOW icon
19
ServiceNow
NOW
$129B
$2.99M 0.44%
14,555
-545
-4% -$103K
NVDL icon
20
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$4.05B
$2.58M 0.38%
109,968
+2,715
+3% +$42.4K
ARM icon
21
Arm
ARM
$302B
$2.46M 0.36%
15,206
+9,341
+159% +$1.16M
LOW icon
22
Lowe's Companies
LOW
$125B
$2.04M 0.3%
9,190
-341
-4% -$76.1K
AMZN icon
23
CALL
Amazon
AMZN
$2.96T
– –
0
– –
CRWV
24
CoreWeave
CRWV
$49.5B
$1.69M 0.25%
+10,375
New +$957K
AMGN icon
25
Amgen
AMGN
$222B
$1.49M 0.22%
5,330
-1,717
-24% -$486K
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 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.