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HOEY INVESTMENTS, INC 13F portfolio summary

HOEY INVESTMENTS, INC of HOEY INVESTMENTS, INC has 457 current stock holdings with a reported portfolio value of $774.3M. The portfolio 1 year return is +11.12%. Top holdings include NVDA (34.61%), AMZN (18.80%), META (7.44%), MSFT (5.14%), AAPL (2.98%).

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HOEY INVESTMENTS, INC

HOEY INVESTMENTS, INC
Latest filing: 2026-06-30

HOEY INVESTMENTS, INC runs HOEY INVESTMENTS, INC and currently holds 457 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $774.34M. Their top holdings are NVDA, AMZN, META, MSFT, AAPL. The top five represent 69.0% of reported portfolio weight. HOEY INVESTMENTS, INC ranks #227 out of 1000 investors tracked by Alpha Score. In the most recent quarter, HOEY INVESTMENTS, INC initiated 3 new positions. They added to 36 existing positions. They trimmed 41 positions. Their current best-performing preview position is ALAB with returns of +340.71%.

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Top 5 Holdings
NVDA34.6%
AMZN18.8%
META7.4%
MSFT5.1%
AAPL3.0%
Top 5: 69.0%
Portfolio Returns
1 Year
+11.12%
#924/1000
3 Year
+115.29%
#190/1000
5 Year
+119.02%
#188/1000

Portfolio Value

$774.34M

Alpha Score

85.6

#227 of 1000

Holdings

457

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457 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
NVDA
NVIDIA CORPORATION
34.61%$38.60$214.76+456.37%
Added
+0.31%
AMZN
AMAZON COM INC
18.80%$141.21$258.63+83.15%
Added
+0.82%
META
META PLATFORMS INC
7.44%$441.38$549.90+24.59%
Trimmed
-19.90%
MSFT
MICROSOFT CORP
5.14%$237.48$483.24+103.49%
Trimmed
-4.62%
AAPL
APPLE INC
2.98%$140.31$309.35+120.48%
Added
+5.88%
MU
MICRON TECHNOLOGY INC
2.69%$1,028.72$966.78-6.02%
Added
+593.77%
AVGO
BROADCOM INC
2.55%$224.41$368.45+64.19%
Trimmed
-5.81%
PLTR
PALANTIR TECHNOLOGIES INC
1.99%$84.33$179.94+113.38%
Trimmed
-17.43%
GS
GOLDMAN SACHS GROUP INC
1.81%$694.55$1,039.41+49.65%
Added
+13.40%
GOOGL
ALPHABET INC
1.80%$278.27$344.82+23.92%
Added
+16.11%

Showing 1-10 of 457