Hoey Investments, Inc.

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 28, 2024), Hoey Investments, Inc. reported 389 stock positions worth $522.9 million. Its top holding was Nvidia (NVDA) at 30.5% of the portfolio, followed by Amazon.com (AMZN, 21.1%) and Microsoft (MSFT, 12.3%). Compared with Q2 2024, it added to 1 and reduced 2. The biggest buy was Ginkgo Bioworks (DNA, shares +3900%) and the biggest sale Broadcom (AVGO, shares −90%).

Most Recent 13F
Q2 2026
Location
COATESVILLE, PA
CIK
0001799544
Portfolio Value
$522.9M (Q3 2024)
SEC Filing
0001799544-24-000008 ↗ filed Oct 28, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $448.8M Q1 2024 Q2 2024: $522.9M Q2 2024 Q3 2024: $522.9M $522.9M Q3 2024 Q4 2024: $587.7M Q4 2024 Q1 2025: $504.8M Q1 2025 Q2 2025: $668.1M Q2 2025 Q3 2025: $739.2M Q3 2025 Q4 2025: $736.7M Q4 2025 Q1 2026: $677.6M Q1 2026 Q2 2026: $758.7M Q2 2026

Holdings 389 stocks · $522.9M
NVDA Nvidia Corp. 30.47% 1,289,732 $159.3M No change
AMZN Amazon.com Inc. 21.09% 570,673 $110.3M No change
MSFT Microsoft Corp. 12.28% 143,727 $64.2M No change
META Meta Platforms Inc. Class A 10.30% 106,853 $53.9M No change
AAPL Apple Inc. 3.14% 77,922 $16.4M No change
PANW Palo Alto Networks Inc. 1.88% 28,923 $9.8M No change
CRWD CrowdStrike Holdings Inc. Class A 1.76% 23,962 $9.2M No change
WFC Wells Fargo & Co. 1.63% 143,596 $8.5M No change
AVGO Broadcom Inc. 1.34% 4,365 $7.0M Reduce -90.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.17% 153,476 $6.1M No change
JPM JPMorgan Chase & Co. 1.00% 25,879 $5.2M No change
UBER Uber Technologies Inc. 0.97% 69,963 $5.1M No change
GE General Electric filed as GE AEROSPACE 0.96% 31,611 $5.0M No change
AMD Advanced Micro Devices 0.79% 25,457 $4.1M No change
GOOGL Alphabet Inc. Class A 0.51% 14,755 $2.7M No change
LOW Lowe's Cos Inc. 0.50% 11,763 $2.6M No change
AMGN Amgen Inc. 0.47% 7,833 $2.4M No change
NOW ServiceNow Inc. 0.41% 2,742 $2.2M No change
WMT Walmart Inc. 0.40% 31,239 $2.1M No change
SOXL Direx Dail Semi Bu 3X Et-Usd 0.40% 38,000 $2.1M No change
MRK Merck & Co. Inc. 0.37% 15,722 $1.9M No change
MS Morgan Stanley 0.37% 19,669 $1.9M No change
EMR Emerson Electric Co. 0.31% 14,921 $1.6M No change
GEV GE Vernova Inc. 0.27% 8,196 $1.4M No change
GS Goldman Sachs Group Inc. 0.24% 2,791 $1.3M No change
BRK.B Berkshire Hathaway Inc. Class B 0.24% 3,096 $1.3M No change
CMC Commercial Metals Co. 0.24% 22,777 $1.3M No change
AMZU Dire DLY Amzn Bul 2X ETF-Usd 0.23% 31,771 $1.2M No change
HCA HCA Healthcare Inc. 0.22% 3,602 $1.2M No change
NFLX Netflix Inc. 0.22% 1,689 $1.1M No change
NVDL Granitesh 2X LNG Nvda ETF 0.20% 14,673 $1.0M No change
PEP Pepsico Inc. 0.18% 5,788 $955K No change
SCHV Schwab US Large-Cap Value 0.17% 12,241 $907K No change
MRVL Marvell Technology Inc. 0.17% 12,955 $906K No change
KMI Kinder Morgan Inc. 0.17% 45,226 $899K No change
LMT Lockheed Martin Corp. 0.15% 1,721 $804K No change
CVX Chevron Corp. 0.15% 4,998 $782K No change
HON Honeywell International Inc. 0.14% 3,400 $726K No change
TSLA Tesla Inc. 0.14% 3,639 $720K No change
ZTS Zoetis Inc. 0.13% 3,785 $656K No change
DD Dupont DE Nemours Inc. 0.12% 8,099 $652K No change
TMO Thermo Fisher Scientific Inc. 0.12% 1,123 $621K No change
BDJ BlackRock Enhanced Eqty DVD 0.12% 74,904 $612K No change
ROK Rockwell Automation Inc. 0.12% 2,223 $612K No change
VIG Vanguard Dividend Apprec ETF 0.12% 3,314 $605K No change
ABBV Abbvie Inc. 0.11% 3,384 $580K No change
RTX RTX Corp. 0.11% 5,730 $575K No change
SCHG Schwab US Large-Cap Growth 0.11% 5,670 $572K No change
EEM iShares MSCI Emerging Market 0.11% 13,115 $559K No change
GM General Motors Co. 0.10% 11,161 $519K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.09% 3,089 $496K No change
LULU Lululemon Athletica Inc. 0.09% 1,624 $485K No change
ADP Automatic Data Processing 0.09% 2,000 $477K No change
XOM Exxon Mobil Corp. 0.09% 3,880 $447K No change
SLV iShares Silver Trust 0.08% 16,631 $442K No change
ALL Allstate Corp. 0.08% 2,760 $441K No change
DOW Dow Inc. 0.08% 7,772 $412K No change
SMCI Super Micro Computer Inc. 0.08% 494 $405K No change
ENPH Enphase Energy Inc. 0.08% 4,038 $403K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.08% 724 $394K No change
COST Costco Wholesale Corp. 0.07% 443 $377K No change
DHR Danaher Corp. 0.06% 1,308 $327K No change
QCOM Qualcomm Inc. 0.06% 1,608 $320K No change
HUM Humana Inc. 0.06% 840 $314K No change
ALAB Astera Labs Inc. 0.06% 5,087 $308K No change
LLY Eli Lilly & Co. 0.06% 333 $301K No change
CAT Caterpillar Inc. 0.06% 902 $300K No change
ARM Arm Holdings PLC-ADR 0.06% 1,820 $298K No change
JNJ Johnson & Johnson 0.06% 2,033 $297K No change
PFE Pfizer Inc. 0.06% 10,280 $288K No change
BKNG Booking Holdings Inc. 0.05% 70 $277K No change
PLTR Palantir Technologies Inc. Class A 0.05% 10,887 $276K No change
AFRM Affirm Holdings Inc. 0.05% 9,083 $274K No change
MCD McDonald's Corp. 0.05% 1,068 $272K No change
CPER United States Copper Index 0.04% 8,550 $233K No change
APP AppLovin Corp. Class A 0.04% 2,300 $191K No change
XBGYX BlackRock Enh Intl DVD TR 0.04% 34,116 $190K No change
BLK BlackRock Finance Inc. 0.04% 234 $184K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.03% 994 $172K No change
HD Home Depot Inc. 0.03% 499 $172K No change
INVESTMENT MANAGERS SER TR I 0.03% 5,500 $168K No change
KKR KKR & Co. Inc. 0.03% 1,569 $165K No change
TGT Target Corp. 0.03% 1,090 $161K No change
LYFT LYFT Inc. Class A 0.03% 11,360 $160K No change
MSTR Strategy Inc. filed as MICROSTRATEGY INC 0.03% 115 $158K Reduce -90.0%
DE Deere & Co. 0.03% 419 $157K No change
NOC Northrop Grumman Corp. 0.03% 352 $153K No change
TQQQ Proshares Ultrapro QQQ 0.03% 2,000 $148K No change
VZ Verizon Communications Inc. 0.03% 3,571 $147K No change
NEE Nextera Energy Inc. 0.03% 2,041 $145K No change
CMCSA Comcast Corp. Class A 0.02% 3,050 $119K No change
FNCB FNCB Bancorp Inc. 0.02% 16,929 $114K No change
ADBE Adobe Inc. 0.02% 196 $109K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.02% 1,078 $107K No change
GFI Gold Fields Ltd.-Spons ADR 0.02% 6,700 $100K No change
DVN Devon Energy Corp. 0.02% 2,099 $99K No change
KGC Kinross Gold Corp. 0.02% 11,250 $94K No change
AMAT Applied Materials Inc. 0.02% 393 $93K No change
CSCO Cisco Systems Inc. 0.02% 1,751 $83K No change
PROSHARES TR 0.02% 10,000 $83K No change

Show all 389 holdings

Options reported separately and not counted above: AMZN calls ($5.9M), NVDA calls ($3.1M), CRWD calls ($1.1M), PLTR calls ($507K), META calls ($504K), SMCI calls ($246K), ALAB calls ($103K).

Lines left out (1) · $37 — a value with no share or principal amount
SecurityClassSharesValue
VCIT Vanguard Int-Term Corporate INT-TERM CORP0$37

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: $522.9M.

Portfolio Sells Q2 2024 → Q3 2024
AVGO Broadcom Inc. Reduce -90.0% 1.34% 0.00
MSTR Strategy Inc. Reduce -90.0% 0.03% 0.00

Portfolio Buys Q2 2024 → Q3 2024
DNA Ginkgo Bioworks Holdings Inc. Add +3900.0% 0.00% 0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 451$758.7MNVDA, AMZN, META, MSFT, AAPL
Q1 2026 414$677.6MNVDA, AMZN, META, MSFT, PLTR
Q4 2025 414$736.7MNVDA, AMZN, META, MSFT, PLTR
Q3 2025 406$739.2MNVDA, AMZN, META, MSFT, PLTR
Q2 2025 403$668.1MNVDA, AMZN, META, MSFT, PLTR
Q1 2025 368$504.8MNVDA, AMZN, META, MSFT, AAPL
Q4 2024 361$587.7MNVDA, AMZN, META, MSFT, AAPL
Q3 2024 389$522.9MNVDA, AMZN, MSFT, META, AAPL
Q2 2024 389$522.9MNVDA, AMZN, MSFT, META, AAPL
Q1 2024 339$448.8MNVDA, AMZN, MSFT, META, AAPL