Hoey Investments
COATESVILLE, PAfiles as HOEY INVESTMENTS, INC
$759m in 452 US stocks at the end of 30 June 2026. The top 10 are 81.5% of the money. It changed about 8.8% of the portfolio this quarter.
Value
$759m
Stocks
452
Top 10 share
81.5%
Turnover
8.8%
What changed this quarter
New
Bought for the first time this quarter.
- Direxion Shares ETF TrustMUU0.2% of the fund
- Themes ETF TRARMG<0.1% of the fund
- Seagate Technology HoldingsSTX<0.1% of the fund
- Honeywell InternationalHON<0.1% of the fund
- Honeywell AerospaceHONA<0.1% of the fund
- DuPont de NemoursDD<0.1% of the fund
- Western DigitalWDC<0.1% of the fund
- TJX CompaniesTJX<0.1% of the fund
- TeradyneTER<0.1% of the fund
- Spotify TechnologySPOT<0.1% of the fund
- SandiskSNDK<0.1% of the fund
- Direxion Shares ETF TrustMETU<0.1% of the fund
- Macy'sM<0.1% of the fund
- Space Exploration TechnologiesSPCX<0.1% of the fund
- Cerebras SystemsCBRS<0.1% of the fund
- BlackRock Enhanced Equity Dividend TrustBDJ<0.1% of the fund
- IonQIONQ<0.1% of the fund
- COMPASS PathwaysCMPS<0.1% of the fund
- Novartis AGNVS<0.1% of the fund
- CytokineticsCYTK<0.1% of the fund
- Bloom EnergyBE<0.1% of the fund
- CoreWeaveCRWV<0.1% of the fund
- Schwab Strategic TRSCHD<0.1% of the fund
- CarnivalCCL<0.1% of the fund
- Spdr Series TrustSPBO<0.1% of the fund
Added
Bought more of a stock they already held.
- AppleAAPL3.0% of the fund+6%
- Micron TechnologyMU2.7% of the fund+594%
- Goldman Sachs GroupGS1.8% of the fund+13%
- AlphabetGOOGL1.8% of the fund+16%
- GE VernovaGEV1.5% of the fund+2%
- Morgan StanleyMS1.4% of the fund+5%
- ARM HoldingsARM0.7% of the fund+112%
- Marvell TechnologyMRVL0.4% of the fund+1868%
- Dell TechnologiesDELL0.3% of the fund+425%
- Ishares TRIBB0.3% of the fund+27%
- CrowdStrike HoldingsCRWD0.2% of the fund+78%
- CorningGLW0.2% of the fund+69%
- Taiwan Semiconductor ManufacturingTSM0.2% of the fund+47%
- BoeingBA0.2% of the fund+7%
- Emerson ElectricEMR0.2% of the fund+3%
- Lam ResearchLRCX0.1% of the fund+8%
- AbbVieABBV0.1% of the fund+11%
- Advanced Micro DevicesAMD0.1% of the fund+5%
- AlphabetGOOG0.1% of the fund+883%
- Lockheed MartinLMT0.1% of the fund+5%
- CaterpillarCAT<0.1% of the fund+26%
- Home DepotHD<0.1% of the fund+22%
- QualcommQCOM<0.1% of the fund+13%
- Cheniere EnergyLNG<0.1% of the fund+90%
- Eli LillyLLY<0.1% of the fund+13%
Cut
Sold some of their stake.
- Meta PlatformsMETA7.6% of the fund-20%
- MicrosoftMSFT5.2% of the fund-5%
- BroadcomAVGO2.6% of the fund-6%
- Palantir TechnologiesPLTR2.0% of the fund-17%
- General ElectricGE1.7% of the fund-3%
- Wells Fargo & CompanyWFC1.3% of the fund-11%
- Bank of AmericaBAC0.8% of the fund-13%
- WalmartWMT0.6% of the fund-16%
- Graniteshares ETF TRNVDL0.4% of the fund-32%
- Commercial MetalsCMC0.3% of the fund-13%
- Astera LabsALAB0.3% of the fund-14%
- International Business MachinesIBM0.2% of the fund-28%
- Ishares Silver TRSLV0.2% of the fund-25%
- Berkshire HathawayBRK-B0.2% of the fund-54%
- AmgenAMGN0.2% of the fund-5%
- CumminsCMI0.2% of the fund-10%
- Schwab Strategic TRSCHV0.2% of the fund-4%
- Kinder MorganKMI0.1% of the fund-3%
- United STS Commodity Index FCPER0.1% of the fund-9%
- ServiceNowNOW<0.1% of the fund-15%
- Schwab Strategic TRSCHG<0.1% of the fund-5%
- Johnson & JohnsonJNJ<0.1% of the fund-9%
- Direxion Shares ETF TrustAMZU<0.1% of the fund-13%
- ChevronCVX<0.1% of the fund-12%
- CelesticaCLS<0.1% of the fund-29%
Sold out
Sold their entire stake.
- NetflixNFLX-100%
- Proshares TR IIAGQ-100%
- Honeywell InternationalHON-100%
- Spdr Series TrustSPYM-100%
- DuPont de NemoursDD-100%
- Archer-Daniels-MidlandADM-100%
- TargetTGT-100%
- CGIGIB-100%
- Ishares TRIEFA-100%
- HalliburtonHAL-100%
- Vici PropertiesVICI-100%
- Vanguard Index FDSVTI-100%
- AccentureACN-100%
- Delta Air LinesDAL-100%
- ElasticESTC-100%
- Spdr Series TrustSPTS-100%
- Carnival-100%
- Ishares TRIWD-100%
- Sealed Air Corp New-100%
- Clear SecureYOU-100%
- Fidelity Covington TrustFMDE-100%
- Ishares TRHYG-100%
- International Flavors & FragrancesIFF-100%
- Alaska Air GroupALK-100%
- Vanguard Intl Equity Index FVNQI-100%
Holdings
- ARM HoldingsARM
- Share
- 0.7%
- Value
- $5m
- Shares
- 13,944
+112%
- Graniteshares ETF TRNVDL
- Share
- 0.4%
- Value
- $3m
- Shares
- 90,753
-32%
- Ishares TRIBB
- Share
- 0.3%
- Value
- $2m
- Shares
- 10,486
+27%
- Ishares Silver TRSLV
- Share
- 0.2%
- Value
- $2m
- Shares
- 34,775
-25%
- Direxion Shares ETF TrustMUU
- Share
- 0.2%
- Value
- $2m
- Shares
- 1,563
New
- Schwab Strategic TRSCHV
- Share
- 0.2%
- Value
- $1m
- Shares
- 35,920
-4%
- Vaneck ETF TrustNLR
- Share
- 0.2%
- Value
- $1m
- Shares
- 10,099
Held
- United STS Commodity Index FCPER
- Share
- 0.1%
- Value
- $956,456
- Shares
- 25,350
-9%
- Schwab Strategic TRSCHG
- Share
- <0.1%
- Value
- $713,609
- Shares
- 21,088
-5%
- Direxion Shares ETF TrustAMZU
- Share
- <0.1%
- Value
- $560,854
- Shares
- 16,883
-13%
- Ishares TRIUSG
- Share
- <0.1%
- Value
- $470,225
- Shares
- 2,500
Held
- Themes ETF TRARMG
- Share
- <0.1%
- Value
- $444,067
- Shares
- 11,265
New
- Ishares TREEM
- Share
- <0.1%
- Value
- $359,136
- Shares
- 5,250
Held
- Ishares TRIVV
- Share
- <0.1%
- Value
- $344,490
- Shares
- 460
Held
- Spdr Gold TRGLD
- Share
- <0.1%
- Value
- $333,384
- Shares
- 905
-10%
- Sprott Asset Management LPPHYS
- Share
- <0.1%
- Value
- $331,870
- Shares
- 11,000
Held
- GSKGSK
- Share
- <0.1%
- Value
- $256,701
- Shares
- 4,897
Held
- Honeywell AerospaceHONA
- Share
- <0.1%
- Value
- $244,515
- Shares
- 1,106
New
- Direxion Shares ETF TrustKORU
- Share
- <0.1%
- Value
- $136,737
- Shares
- 175
+17%
- Kinross GoldKGC
- Share
- <0.1%
- Value
- $132,863
- Shares
- 5,625
Held
- Schwab Strategic TRSCHF
- Share
- <0.1%
- Value
- $132,087
- Shares
- 4,768
Held
- Ishares TRDGRO
- Share
- <0.1%
- Value
- $125,281
- Shares
- 1,653
Held
- Ishares TRIVW
- Share
- <0.1%
- Value
- $118,964
- Shares
- 865
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| NvidiaNVDA | 35.3% | $268m | 1,339,274 | Held |
| Amazon.comAMZN | 19.2% | $146m | 610,735 | Held |
| Meta PlatformsMETA | 7.6% | $58m | 102,276 | -20% |
| MicrosoftMSFT | 5.2% | $40m | 106,736 | -5% |
| AppleAAPL | 3.0% | $23m | 79,787 | +6% |
| Micron TechnologyMU | 2.7% | $21m | 18,038 | +594% |
| BroadcomAVGO | 2.6% | $20m | 52,347 | -6% |
| Palantir TechnologiesPLTR | 2.0% | $15m | 132,122 | -17% |
| Goldman Sachs GroupGS | 1.8% | $14m | 13,851 | +13% |
| AlphabetGOOGL | 1.8% | $14m | 38,987 | +16% |
| General ElectricGE | 1.7% | $13m | 33,544 | -3% |
| GE VernovaGEV | 1.5% | $11m | 9,595 | +2% |
| Morgan StanleyMS | 1.4% | $10m | 49,186 | +5% |
| Wells Fargo & CompanyWFC | 1.3% | $10m | 122,048 | -11% |
| JPMorgan ChaseJPM | 1.3% | $10m | 29,421 | Held |
| Bank of AmericaBAC | 0.8% | $6m | 111,641 | -13% |
| ARM HoldingsARM | 0.7% | $5m | 13,944 | +112% |
| WalmartWMT | 0.6% | $4m | 38,537 | -16% |
| Marvell TechnologyMRVL | 0.4% | $3m | 10,805 | +1868% |
| Graniteshares ETF TRNVDL | 0.4% | $3m | 90,753 | -32% |
| Dell TechnologiesDELL | 0.3% | $2m | 5,248 | +425% |
| Commercial MetalsCMC | 0.3% | $2m | 35,290 | -13% |
| Astera LabsALAB | 0.3% | $2m | 4,406 | -14% |
| Lowe's CompaniesLOW | 0.3% | $2m | 9,048 | Held |
| Ishares TRIBB | 0.3% | $2m | 10,486 | +27% |
| International Business MachinesIBM | 0.2% | $2m | 6,662 | -28% |
| Ishares Silver TRSLV | 0.2% | $2m | 34,775 | -25% |
| Berkshire HathawayBRK-B | 0.2% | $2m | 3,623 | -54% |
| AmgenAMGN | 0.2% | $2m | 4,928 | -5% |
| Direxion Shares ETF TrustMUU | 0.2% | $2m | 1,563 | New |
| CrowdStrike HoldingsCRWD | 0.2% | $2m | 2,142 | +78% |
| CumminsCMI | 0.2% | $2m | 2,261 | -10% |
| CorningGLW | 0.2% | $2m | 6,020 | +69% |
| Taiwan Semiconductor ManufacturingTSM | 0.2% | $1m | 3,077 | +47% |
| BoeingBA | 0.2% | $1m | 6,495 | +7% |
| TeslaTSLA | 0.2% | $1m | 3,172 | Held |
| Emerson ElectricEMR | 0.2% | $1m | 8,852 | +3% |
| Schwab Strategic TRSCHV | 0.2% | $1m | 35,920 | -4% |
| RTXRTX | 0.2% | $1m | 6,205 | Held |
| Vaneck ETF TrustNLR | 0.2% | $1m | 10,099 | Held |
| Lam ResearchLRCX | 0.1% | $1m | 2,505 | +8% |
| AbbVieABBV | 0.1% | $1m | 4,275 | +11% |
| Advanced Micro DevicesAMD | 0.1% | $1m | 1,828 | +5% |
| Kinder MorganKMI | 0.1% | $994,523 | 31,108 | -3% |
| United STS Commodity Index FCPER | 0.1% | $956,456 | 25,350 | -9% |
| AlphabetGOOG | 0.1% | $947,985 | 2,683 | +883% |
| Lockheed MartinLMT | 0.1% | $802,400 | 1,575 | +5% |
| ServiceNowNOW | <0.1% | $744,203 | 7,496 | -15% |
| PNC Financial Services GroupPNC | <0.1% | $743,585 | 3,020 | Held |
| CaterpillarCAT | <0.1% | $723,068 | 679 | +26% |
| Schwab Strategic TRSCHG | <0.1% | $713,609 | 21,088 | -5% |
| Rockwell AutomationROK | <0.1% | $670,339 | 1,354 | Held |
| PepsiCoPEP | <0.1% | $611,331 | 4,515 | Held |
| Johnson & JohnsonJNJ | <0.1% | $571,433 | 2,250 | -9% |
| Direxion Shares ETF TrustAMZU | <0.1% | $560,854 | 16,883 | -13% |
| General MotorsGM | <0.1% | $487,069 | 6,319 | Held |
| Ishares TRIUSG | <0.1% | $470,225 | 2,500 | Held |
| Automatic Data ProcessingADP | <0.1% | $447,900 | 2,000 | Held |
| Home DepotHD | <0.1% | $444,377 | 1,260 | +22% |
| Themes ETF TRARMG | <0.1% | $444,067 | 11,265 | New |
| Thermo Fisher ScientificTMO | <0.1% | $438,189 | 874 | Held |
| Qnity ElectronicsQ | <0.1% | $438,161 | 2,683 | Held |
| Seagate Technology HoldingsSTX | <0.1% | $426,530 | 442 | New |
| Northrop GrummanNOC | <0.1% | $411,523 | 808 | Held |
| ChevronCVX | <0.1% | $369,725 | 2,230 | -12% |
| Ishares TREEM | <0.1% | $359,136 | 5,250 | Held |
| MastercardMA | <0.1% | $357,466 | 696 | Held |
| CelesticaCLS | <0.1% | $350,208 | 960 | -29% |
| Ishares TRIVV | <0.1% | $344,490 | 460 | Held |
| ExxonMobil HoldingsXOM | <0.1% | $341,390 | 2,497 | -13% |
| Spdr Gold TRGLD | <0.1% | $333,384 | 905 | -10% |
| Sprott Asset Management LPPHYS | <0.1% | $331,870 | 11,000 | Held |
| Applied MaterialsAMAT | <0.1% | $325,350 | 450 | Held |
| Freeport-McMoRanFCX | <0.1% | $301,872 | 4,800 | Held |
| AllstateALL | <0.1% | $285,528 | 1,200 | -3% |
| Costco WholesaleCOST | <0.1% | $279,706 | 299 | -2% |
| GSKGSK | <0.1% | $256,701 | 4,897 | Held |
| Honeywell InternationalHON | <0.1% | $247,746 | 1,107 | New |
| Honeywell AerospaceHONA | <0.1% | $244,515 | 1,106 | New |
| QualcommQCOM | <0.1% | $230,434 | 1,247 | +13% |
| DuPont de NemoursDD | <0.1% | $230,317 | 1,698 | New |
| Cheniere EnergyLNG | <0.1% | $227,060 | 950 | +90% |
| Eli LillyLLY | <0.1% | $224,294 | 187 | +13% |
| Palo Alto NetworksPANW | <0.1% | $217,230 | 637 | +56% |
| Western DigitalWDC | <0.1% | $217,165 | 340 | New |
| Simon Property GroupSPG | <0.1% | $195,694 | 875 | +13% |
| Cisco SystemsCSCO | <0.1% | $186,644 | 1,589 | Held |
| Verizon CommunicationsVZ | <0.1% | $176,220 | 4,162 | +8% |
| Nebius GroupNBIS | <0.1% | $165,702 | 600 | +20% |
| Peoples Financial ServicesPFIS | <0.1% | $164,001 | 2,471 | Held |
| Constellation EnergyCEG | <0.1% | $145,794 | 587 | -14% |
| ZoetisZTS | <0.1% | $144,655 | 2,013 | -5% |
| PfizerPFE | <0.1% | $140,315 | 5,827 | -10% |
| TJX CompaniesTJX | <0.1% | $139,380 | 920 | New |
| Direxion Shares ETF TrustKORU | <0.1% | $136,737 | 175 | +17% |
| BlackRockBLK | <0.1% | $133,657 | 139 | -4% |
| Kinross GoldKGC | <0.1% | $132,863 | 5,625 | Held |
| Schwab Strategic TRSCHF | <0.1% | $132,087 | 4,768 | Held |
| Ishares TRDGRO | <0.1% | $125,281 | 1,653 | Held |
| Ishares TRIVW | <0.1% | $118,964 | 865 | Held |
Showing the largest 100 of 452.
Options (5)
- NvidiaNVDA
- Type
- Call
- Value
- $9m
- Contracts
- 44,000
- Amazon.comAMZN
- Type
- Call
- Value
- $5m
- Contracts
- 20,000
- Micron TechnologyMU
- Type
- Call
- Value
- $1m
- Contracts
- 1,100
- ARM HoldingsARM
- Type
- Call
- Value
- $673,683
- Contracts
- 1,900
- Taiwan Semiconductor ManufacturingTSM
- Type
- Call
- Value
- $143,271
- Contracts
- 300
| Company | Type | Value | Contracts |
|---|---|---|---|
| NvidiaNVDA | Call | $9m | 44,000 |
| Amazon.comAMZN | Call | $5m | 20,000 |
| Micron TechnologyMU | Call | $1m | 1,100 |
| ARM HoldingsARM | Call | $673,683 | 1,900 |
| Taiwan Semiconductor ManufacturingTSM | Call | $143,271 | 300 |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 13.6% since 30 June 2025.
Where the money is
Technology54.3%
Retail & consumer19.8%
Media & telecom9.6%
Financial services7.2%
Industrials4.4%
Everyday goods0.7%
Health care0.7%
Materials0.4%
Energy0.3%
Real estate0.1%
Utilities0.1%
Other2.4%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.