Hoey Investments, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 27, 2026), Hoey Investments, Inc. reported 451 stock positions worth $758.7 million. Its top holding was Nvidia (NVDA) at 35.3% of the portfolio, followed by Amazon.com (AMZN, 19.2%) and Meta Platforms Class A (META, 7.6%). Compared with Q1 2026, it opened 58 new positions, sold out of 23, added to 62 and reduced 97. The biggest buy was Micron Technology (MU, shares +594%) and the biggest sale Meta Platforms Class A (META, shares −20%).
- Most Recent 13F
- Q2 2026
- Location
- COATESVILLE, PA
- CIK
- 0001799544
- Portfolio Value
- $758.7M (Q2 2026)
- SEC Filing
- 0001799544-26-000004 ↗ filed Jul 27, 2026
Holdings Value
Holdings 451 stocks · $758.7M
| NVDA Nvidia Corp. | 35.32% | 1,339,274 | $268.0M | Add +0.3% |
| AMZN Amazon.com Inc. | 19.19% | 610,735 | $145.6M | Add +0.8% |
| META Meta Platforms Inc. Class A | 7.59% | 102,276 | $57.6M | Reduce -19.9% |
| MSFT Microsoft Corp. | 5.25% | 106,736 | $39.8M | Reduce -4.6% |
| AAPL Apple Inc. | 3.04% | 79,787 | $23.1M | Add +5.9% |
| MU Micron Technology Inc. | 2.74% | 18,038 | $20.8M | Add +593.8% |
| AVGO Broadcom Inc. | 2.61% | 52,347 | $19.8M | Reduce -5.8% |
| PLTR Palantir Technologies Inc. Class A | 2.03% | 132,122 | $15.4M | Reduce -17.4% |
| GS Goldman Sachs Group Inc. | 1.85% | 13,851 | $14.0M | Add +13.4% |
| GOOGL Alphabet Inc. Class A | 1.84% | 38,987 | $13.9M | Add +16.1% |
| GE General Electric filed as GE AEROSPACE | 1.65% | 33,544 | $12.5M | Reduce -2.9% |
| GEV GE Vernova Inc. | 1.49% | 9,595 | $11.3M | Add +2.2% |
| MS Morgan Stanley | 1.36% | 49,186 | $10.3M | Add +4.6% |
| WFC Wells Fargo & Co. | 1.33% | 122,048 | $10.1M | Reduce -10.9% |
| JPM JPMorgan Chase & Co. | 1.27% | 29,421 | $9.6M | Reduce -0.9% |
| BAC Bank of America Corp. | 0.84% | 111,641 | $6.4M | Reduce -12.6% |
| ARM Arm Holdings PLC-ADR | 0.65% | 13,944 | $4.9M | Add +111.8% |
| WMT Walmart Inc. | 0.58% | 38,537 | $4.4M | Reduce -15.7% |
| MRVL Marvell Technology Inc. | 0.42% | 10,805 | $3.2M | Add +1868.1% |
| NVDL Granitesh 2X LNG Nvda ETF | 0.36% | 90,753 | $2.7M | Reduce -31.6% |
| DELL Dell Technologies -C | 0.30% | 5,248 | $2.3M | Add +424.8% |
| CMC Commercial Metals Co. | 0.29% | 35,290 | $2.2M | Reduce -12.6% |
| ALAB Astera Labs Inc. | 0.28% | 4,406 | $2.1M | Reduce -13.9% |
| LOW Lowe's Cos Inc. | 0.26% | 9,048 | $2.0M | Add +1.9% |
| IBB iShares Biotechnology ETF | 0.26% | 10,486 | $2.0M | Add +26.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.25% | 6,662 | $1.9M | Reduce -27.6% |
| SLV iShares Silver Trust | 0.25% | 34,775 | $1.9M | Reduce -24.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.24% | 3,623 | $1.8M | Reduce -54.3% |
| AMGN Amgen Inc. | 0.24% | 4,928 | $1.8M | Reduce -5.3% |
| MUU Direxion Daily Mu Bull 2X Et | 0.22% | 1,563 | $1.6M | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.22% | 2,142 | $1.6M | Add +78.2% |
| CMI Cummins Inc. | 0.21% | 2,261 | $1.6M | Reduce -10.2% |
| GLW Corning Inc. | 0.20% | 6,020 | $1.5M | Add +69.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.19% | 3,077 | $1.5M | Add +47.3% |
| BA The Boeing Co. | 0.19% | 6,495 | $1.4M | Add +7.0% |
| TSLA Tesla Inc. | 0.18% | 3,172 | $1.3M | Reduce -0.8% |
| EMR Emerson Electric Co. | 0.17% | 8,852 | $1.3M | Add +3.0% |
| SCHV Schwab US Large-Cap Value | 0.16% | 35,920 | $1.3M | Reduce -4.1% |
| RTX RTX Corp. | 0.16% | 6,205 | $1.2M | Reduce -0.1% |
| NLR Vaneck Urani & Nuclr ETF-Usd | 0.15% | 10,099 | $1.2M | Add +1.7% |
| LRCX Lam Research Corp. | 0.14% | 2,505 | $1.1M | Add +8.0% |
| ABBV Abbvie Inc. | 0.14% | 4,275 | $1.1M | Add +10.6% |
| AMD Advanced Micro Devices | 0.14% | 1,828 | $1.1M | Add +5.2% |
| KMI Kinder Morgan Inc. | 0.13% | 31,108 | $995K | Reduce -3.4% |
| CPER United States Copper Index | 0.13% | 25,350 | $956K | Reduce -9.3% |
| GOOG Alphabet Inc. Class C | 0.13% | 2,683 | $948K | Add +882.8% |
| LMT Lockheed Martin Corp. | 0.11% | 1,575 | $802K | Add +5.3% |
| NOW ServiceNow Inc. | 0.10% | 7,496 | $744K | Reduce -14.9% |
| PNC PNC Financial Services Group | 0.10% | 3,020 | $744K | No change |
| CAT Caterpillar Inc. | 0.10% | 679 | $723K | Add +26.2% |
| SCHG Schwab US Large-Cap Growth | 0.09% | 21,088 | $714K | Reduce -5.2% |
| ROK Rockwell Automation Inc. | 0.09% | 1,354 | $670K | Reduce -1.5% |
| PEP Pepsico Inc. | 0.08% | 4,515 | $611K | No change |
| JNJ Johnson & Johnson | 0.08% | 2,250 | $571K | Reduce -9.4% |
| AMZU Dire DLY Amzn Bul 2X ETF-Usd | 0.07% | 16,883 | $561K | Reduce -13.0% |
| GM General Motors Co. | 0.06% | 6,319 | $487K | Reduce -1.1% |
| IUSG iShares Core S&P U.S. Growth | 0.06% | 2,500 | $470K | No change |
| ADP Automatic Data Processing | 0.06% | 2,000 | $448K | No change |
| HD Home Depot Inc. | 0.06% | 1,260 | $444K | Add +22.2% |
| ARMG Leverage Shares 2X Arm | 0.06% | 11,265 | $444K | New |
| TMO Thermo Fisher Scientific Inc. | 0.06% | 874 | $438K | Reduce -1.1% |
| Q Qnity Electronics Inc. | 0.06% | 2,683 | $438K | Reduce -1.5% |
| STX Seagate Technology Holdings | 0.06% | 442 | $427K | New |
| NOC Northrop Grumman Corp. | 0.05% | 808 | $412K | Add +1.3% |
| CVX Chevron Corp. | 0.05% | 2,230 | $370K | Reduce -11.7% |
| EEM iShares MSCI Emerging Market | 0.05% | 5,250 | $359K | Reduce -1.3% |
| MA Mastercard Inc. Class A | 0.05% | 696 | $357K | No change |
| CLS Celestica Inc. | 0.05% | 960 | $350K | Reduce -29.4% |
| IVV iShares Core S&P 500 ETF | 0.05% | 460 | $344K | No change |
| XOM Exxon Mobil Corp. | 0.04% | 2,497 | $341K | Reduce -12.6% |
| GLD SPDR Gold Shares | 0.04% | 905 | $333K | Reduce -9.5% |
| PHYS Sprott Physical Gold Trust | 0.04% | 11,000 | $332K | No change |
| AMAT Applied Materials Inc. | 0.04% | 450 | $325K | Add +0.9% |
| FCX Freeport-McMoran Inc. | 0.04% | 4,800 | $302K | No change |
| ALL Allstate Corp. | 0.04% | 1,200 | $286K | Reduce -3.4% |
| COST Costco Wholesale Corp. | 0.04% | 299 | $280K | Reduce -2.3% |
| GSK GSK PLC-Spon ADR | 0.03% | 4,897 | $257K | No change |
| HON Honeywell International Inc. | 0.03% | 1,107 | $248K | No change |
| HONA Honeywell Aerospace Inc. | 0.03% | 1,106 | $245K | No change |
| QCOM Qualcomm Inc. | 0.03% | 1,247 | $230K | Add +13.2% |
| DD Dupont DE Nemours Inc. | 0.03% | 1,698 | $230K | Reduce -2.4% |
| LNG Cheniere Energy Inc. | 0.03% | 950 | $227K | Add +90.0% |
| LLY Eli Lilly & Co. | 0.03% | 187 | $224K | Add +13.3% |
| PANW Palo Alto Networks Inc. | 0.03% | 637 | $217K | Add +55.8% |
| WDC Western Digital Corp. | 0.03% | 340 | $217K | New |
| SPG Simon Property Group Inc. | 0.03% | 875 | $196K | Add +12.9% |
| CSCO Cisco Systems Inc. | 0.02% | 1,589 | $187K | No change |
| VZ Verizon Communications Inc. | 0.02% | 4,162 | $176K | Add +7.8% |
| NBIS Nebius Group NV | 0.02% | 600 | $166K | Add +20.0% |
| PFIS Peoples Financial Services | 0.02% | 2,471 | $164K | No change |
| CEG Constellation Energy | 0.02% | 587 | $146K | Reduce -13.8% |
| ZTS Zoetis Inc. | 0.02% | 2,013 | $145K | Reduce -4.8% |
| PFE Pfizer Inc. | 0.02% | 5,827 | $140K | Reduce -9.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.02% | 920 | $139K | New |
| KORU Direxion DLY M SK Bull 3X-Ui | 0.02% | 175 | $137K | Add +16.7% |
| BLK BlackRock Inc. | 0.02% | 139 | $134K | Reduce -4.1% |
| KGC Kinross Gold Corp. | 0.02% | 5,625 | $133K | No change |
| SCHF Schwab Intl Equity ETF | 0.02% | 4,768 | $132K | Reduce -0.6% |
| DGRO iShares Core Dividend Growth | 0.02% | 1,653 | $125K | No change |
| IVW iShares S&P 500 Growth ETF | 0.02% | 865 | $119K | No change |
Options reported separately and not counted above: NVDA calls ($8.8M), AMZN calls ($4.8M), MU calls ($1.3M), ARM calls ($674K), TSM calls ($143K).
Other holdings (1): bonds, preferreds, convertibles and warrants · $3 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| GME.WS Gamestop Corp. | *W EXP 10/30/202 | 1 | $3 | No change |
Lines left out (1) · $41 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| VCIT Vanguard Int-Term Corporate | INT-TERM CORP | 0 | $41 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $758.7M.
Portfolio Sells Q1 2026 → Q2 2026
| META Meta Platforms Inc. Class A | Reduce -19.9% | 7.59% | −3.19 |
| PLTR Palantir Technologies Inc. Class A | Reduce -17.4% | 2.03% | −1.42 |
| MSFT Microsoft Corp. | Reduce -4.6% | 5.25% | −0.87 |
| UBER Uber Technologies Inc. | Reduce -97.1% | 0.01% | −0.48 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -54.3% | 0.24% | −0.32 |
| WFC Wells Fargo & Co. | Reduce -10.9% | 1.33% | −0.28 |
| WMT Walmart Inc. | Reduce -15.7% | 0.58% | −0.26 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.25 |
| SLV iShares Silver Trust | Reduce -24.7% | 0.25% | −0.22 |
| AGQ Proshares Ultra Silver | Sold out | 0.00% | −0.16 |
| NVDL Granitesh 2X LNG Nvda ETF | Reduce -31.6% | 0.36% | −0.12 |
| IBM Intl Business Machines Corp. | Reduce -27.6% | 0.25% | −0.08 |
| BAC Bank of America Corp. | Reduce -12.6% | 0.84% | −0.08 |
| CMC Commercial Metals Co. | Reduce -12.6% | 0.29% | −0.07 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Sold out | 0.00% | −0.06 |
| MCD McDonald's Corp. | Reduce -93.6% | 0.00% | −0.05 |
| NOW ServiceNow Inc. | Reduce -14.9% | 0.10% | −0.04 |
| AMGN Amgen Inc. | Reduce -5.3% | 0.24% | −0.03 |
| CVX Chevron Corp. | Reduce -11.7% | 0.05% | −0.03 |
| KMI Kinder Morgan Inc. | Reduce -3.4% | 0.13% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -12.6% | 0.04% | −0.03 |
| RTX RTX Corp. | Reduce -0.1% | 0.16% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -0.9% | 1.27% | −0.02 |
| GLD SPDR Gold Shares | Reduce -9.5% | 0.04% | −0.02 |
| IBIT iShares Bitcoin Trust ETF | Reduce -50.2% | 0.01% | −0.02 |
| ZTS Zoetis Inc. | Reduce -4.8% | 0.02% | −0.02 |
| ADM Archer-Daniels-Midland Co. | Sold out | 0.00% | −0.02 |
| CPER United States Copper Index | Reduce -9.3% | 0.13% | −0.02 |
| JNJ Johnson & Johnson | Reduce -9.4% | 0.08% | −0.01 |
| TGT Target Corp. | Sold out | 0.00% | −0.01 |
| PLTU Dire DLY PLTR Bul 2X ETF-Usd | Reduce -63.1% | 0.00% | −0.01 |
| CLS Celestica Inc. | Reduce -29.4% | 0.05% | −0.01 |
| DOW Dow Inc. | Reduce -4.2% | 0.01% | −0.01 |
| CEG Constellation Energy | Reduce -13.8% | 0.02% | −0.01 |
| GIB Cgi Inc. | Sold out | 0.00% | −0.01 |
| PFE Pfizer Inc. | Reduce -9.8% | 0.02% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -2.3% | 0.04% | −0.01 |
| BMNR Bitmine Immersion Technologi | Reduce -73.5% | 0.00% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Sold out | 0.00% | −0.01 |
| SIVR Abrdn Physical Silver Shares | Reduce -47.9% | 0.00% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.1% | 0.06% | −0.01 |
| CVS CVS Health Corp. | Reduce -67.7% | 0.00% | −0.01 |
| GM General Motors Co. | Reduce -1.1% | 0.06% | −0.01 |
| HAL Halliburton Co. | Sold out | 0.00% | −0.01 |
| SOLS Solstice Adv Materials Inc. | Reduce -91.1% | 0.00% | −0.01 |
| DD Dupont DE Nemours Inc. | Reduce -2.4% | 0.03% | −0.00 |
| LULU Lululemon Athletica Inc. | Reduce -1.1% | 0.01% | −0.00 |
| DUK Duke Energy Corp. | Reduce -40.0% | 0.01% | −0.00 |
| VICI Vici Properties Inc. | Sold out | 0.00% | −0.00 |
| KKR KKR & Co. Inc. | Reduce -9.3% | 0.02% | −0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| MU Micron Technology Inc. | Add +593.8% | 2.74% | +2.61 |
| NVDA Nvidia Corp. | Add +0.3% | 35.32% | +0.96 |
| AMZN Amazon.com Inc. | Add +0.8% | 19.19% | +0.57 |
| ARM Arm Holdings PLC-ADR | Add +111.8% | 0.65% | +0.50 |
| MRVL Marvell Technology Inc. | Add +1868.1% | 0.42% | +0.42 |
| GOOGL Alphabet Inc. Class A | Add +16.1% | 1.84% | +0.41 |
| GS Goldman Sachs Group Inc. | Add +13.4% | 1.85% | +0.32 |
| GEV GE Vernova Inc. | Add +2.2% | 1.49% | +0.28 |
| DELL Dell Technologies -C | Add +424.8% | 0.30% | +0.27 |
| AAPL Apple Inc. | Add +5.9% | 3.04% | +0.22 |
| MUU Direxion Daily Mu Bull 2X Et | New | 0.22% | +0.22 |
| MS Morgan Stanley | Add +4.6% | 1.36% | +0.21 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +78.2% | 0.22% | +0.15 |
| GLW Corning Inc. | Add +69.1% | 0.20% | +0.13 |
| GOOG Alphabet Inc. Class C | Add +882.8% | 0.13% | +0.11 |
| TSM Taiwan Semiconductor-SP ADR | Add +47.3% | 0.19% | +0.09 |
| AMD Advanced Micro Devices | Add +5.2% | 0.14% | +0.09 |
| LRCX Lam Research Corp. | Add +8.0% | 0.14% | +0.07 |
| ARMG Leverage Shares 2X Arm | New | 0.06% | +0.06 |
| IBB iShares Biotechnology ETF | Add +26.9% | 0.26% | +0.06 |
| STX Seagate Technology Holdings | New | 0.06% | +0.06 |
| CAT Caterpillar Inc. | Add +26.2% | 0.10% | +0.04 |
| WDC Western Digital Corp. | New | 0.03% | +0.03 |
| AMAT Applied Materials Inc. | Add +0.9% | 0.04% | +0.02 |
| PANW Palo Alto Networks Inc. | Add +55.8% | 0.03% | +0.02 |
| TJX TJX Companies Inc. | New | 0.02% | +0.02 |
| ABBV Abbvie Inc. | Add +10.6% | 0.14% | +0.02 |
| NBIS Nebius Group NV | Add +20.0% | 0.02% | +0.01 |
| TER Teradyne Inc. | New | 0.01% | +0.01 |
| KORU Direxion DLY M SK Bull 3X-Ui | Add +16.7% | 0.02% | +0.01 |
| QCOM Qualcomm Inc. | Add +13.2% | 0.03% | +0.01 |
| SPOT Spotify Technology SA | New | 0.01% | +0.01 |
| LNG Cheniere Energy Inc. | Add +90.0% | 0.03% | +0.01 |
| HD Home Depot Inc. | Add +22.2% | 0.06% | +0.01 |
| LLY Eli Lilly & Co. | Add +13.3% | 0.03% | +0.01 |
| BA The Boeing Co. | Add +7.0% | 0.19% | +0.01 |
| T AT&T Inc. | Add +272.7% | 0.01% | +0.01 |
| ASML ASML Holding NV-NY Reg SHS | Add +133.3% | 0.01% | +0.01 |
| SNDK Sandisk Corp. | New | 0.01% | +0.01 |
| METU Direx DLY Meta Bul 2X ETF-US | New | 0.01% | +0.01 |
| DE Deere & Co. | Add +469.2% | 0.01% | +0.01 |
| M Macy's Inc. | New | 0.00% | +0.00 |
| SPG Simon Property Group Inc. | Add +12.9% | 0.03% | +0.00 |
| SPCX Space Exploration Techn Class A | New | 0.00% | +0.00 |
| CBRS Cerebras Systems Inc. Class A | New | 0.00% | +0.00 |
| BDJ BlackRock Enhanced Eqty DVD | New | 0.00% | +0.00 |
| EIX Edison International | Add +215.1% | 0.01% | +0.00 |
| IONQ Ionq Inc. | New | 0.00% | +0.00 |
| CTVA Corteva Inc. | Add +123.0% | 0.01% | +0.00 |
| ORCL Oracle Corp. | Add +473.5% | 0.00% | +0.00 |
Options Activity Q1 2026 → Q2 2026
| NVDA Nvidia Corp. | call | Reduce -8.3% | 44,000 | $8.8M |
| AMZN Amazon.com Inc. | call | Add +11.1% | 20,000 | $4.8M |
| PLTR Palantir Technologies Inc. Class A | call | Sold out | 24,000 | $3.5Mbefore exit |
| MU Micron Technology Inc. | call | New | 1,100 | $1.3M |
| ARM Arm Holdings PLC-ADR | call | New | 1,900 | $674K |
| TSLA Tesla Inc. | call | Sold out | 400 | $149Kbefore exit |
| TSM Taiwan Semiconductor-SP ADR | call | New | 300 | $143K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 451 | $758.7M | NVDA, AMZN, META, MSFT, AAPL |
| Q1 2026 | 414 | $677.6M | NVDA, AMZN, META, MSFT, PLTR |
| Q4 2025 | 414 | $736.7M | NVDA, AMZN, META, MSFT, PLTR |
| Q3 2025 | 406 | $739.2M | NVDA, AMZN, META, MSFT, PLTR |
| Q2 2025 | 403 | $668.1M | NVDA, AMZN, META, MSFT, PLTR |
| Q1 2025 | 368 | $504.8M | NVDA, AMZN, META, MSFT, AAPL |
| Q4 2024 | 361 | $587.7M | NVDA, AMZN, META, MSFT, AAPL |
| Q3 2024 | 389 | $522.9M | NVDA, AMZN, MSFT, META, AAPL |
| Q2 2024 | 389 | $522.9M | NVDA, AMZN, MSFT, META, AAPL |
| Q1 2024 | 339 | $448.8M | NVDA, AMZN, MSFT, META, AAPL |