Hoey Investments, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 14, 2025), Hoey Investments, Inc. reported 403 stock positions worth $668.1 million. Its top holding was Nvidia (NVDA) at 32.0% of the portfolio, followed by Amazon.com (AMZN, 19.8%) and Meta Platforms Class A (META, 14.8%). Compared with Q1 2025, it opened 50 new positions, sold out of 16, added to 52 and reduced 69. The biggest buy was Nvidia (NVDA, shares +1%) and the biggest sale Apple (AAPL, shares −15%).
- Most Recent 13F
- Q2 2026
- Location
- COATESVILLE, PA
- CIK
- 0001799544
- Portfolio Value
- $668.1M (Q2 2025)
- SEC Filing
- 0001799544-25-000004 ↗ filed Jul 14, 2025
Holdings Value
Holdings 403 stocks · $668.1M
| NVDA Nvidia Corp. | 31.95% | 1,351,175 | $213.5M | Add +1.3% |
| AMZN Amazon.com Inc. | 19.77% | 601,962 | $132.1M | Add +2.8% |
| META Meta Platforms Inc. Class A | 14.80% | 133,964 | $98.9M | Add +8.3% |
| MSFT Microsoft Corp. | 9.00% | 120,829 | $60.1M | Add +7.0% |
| PLTR Palantir Technologies Inc. Class A | 2.80% | 137,400 | $18.7M | Reduce -1.9% |
| AAPL Apple Inc. | 2.27% | 73,811 | $15.1M | Reduce -14.9% |
| AVGO Broadcom Inc. | 2.04% | 49,511 | $13.6M | Reduce -6.6% |
| WFC Wells Fargo & Co. | 1.73% | 143,958 | $11.5M | Reduce -5.4% |
| JPM JPMorgan Chase & Co. | 1.32% | 30,331 | $8.8M | Reduce -8.6% |
| GE General Electric filed as GE AEROSPACE | 1.25% | 32,438 | $8.3M | Add +10.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.95% | 134,247 | $6.4M | Reduce -3.6% |
| UBER Uber Technologies Inc. | 0.93% | 66,731 | $6.2M | Reduce -3.4% |
| GS Goldman Sachs Group Inc. | 0.81% | 7,689 | $5.4M | Add +9.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.79% | 10,838 | $5.3M | Add +101.3% |
| WMT Walmart Inc. | 0.76% | 52,154 | $5.1M | Reduce -13.9% |
| MS Morgan Stanley | 0.76% | 36,065 | $5.1M | Add +32.3% |
| GEV GE Vernova Inc. | 0.55% | 6,958 | $3.7M | Add +2.2% |
| NOW ServiceNow Inc. | 0.45% | 2,911 | $3.0M | Reduce -3.6% |
| NVDL Granitesh 2X LNG Nvda ETF | 0.39% | 36,656 | $2.6M | Add +2.5% |
| ARM Arm Holdings PLC-ADR | 0.37% | 15,206 | $2.5M | Add +159.3% |
| LOW Lowe's Cos Inc. | 0.31% | 9,190 | $2.0M | Reduce -3.6% |
| CRWV Coreweave Inc. Class A | 0.25% | 10,375 | $1.7M | New |
| AMGN Amgen Inc. | 0.22% | 5,330 | $1.5M | Reduce -24.4% |
| CMC Commercial Metals Co. | 0.22% | 30,296 | $1.5M | Add +17.4% |
| EMR Emerson Electric Co. | 0.21% | 10,495 | $1.4M | Add +5.5% |
| NFLX Netflix Inc. | 0.16% | 800 | $1.1M | Add +234.7% |
| KMI Kinder Morgan Inc. | 0.16% | 35,736 | $1.1M | Reduce -1.8% |
| BA The Boeing Co. | 0.16% | 4,963 | $1.0M | Add +49.9% |
| HD Home Depot Inc. | 0.14% | 2,568 | $942K | Add +262.7% |
| SCHV Schwab US Large-Cap Value | 0.14% | 33,371 | $923K | Add +0.6% |
| RTX RTX Corp. | 0.14% | 6,268 | $915K | Reduce -15.9% |
| TSLA Tesla Inc. | 0.13% | 2,702 | $858K | Add +25.6% |
| LMT Lockheed Martin Corp. | 0.12% | 1,742 | $807K | Reduce -5.4% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.10% | 1,650 | $667K | Add +10.0% |
| SCHG Schwab US Large-Cap Growth | 0.10% | 21,888 | $639K | Add +0.1% |
| PEP Pepsico Inc. | 0.09% | 4,744 | $626K | Reduce -0.6% |
| ADP Automatic Data Processing | 0.09% | 2,000 | $617K | No change |
| CLS Celestica Inc. | 0.09% | 3,750 | $585K | New |
| BKNG Booking Holdings Inc. | 0.09% | 100 | $579K | Add +42.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.09% | 1,926 | $568K | No change |
| AMZU Dire DLY Amzn Bul 2X ETF-Usd | 0.08% | 15,106 | $554K | Reduce -0.5% |
| ALAB Astera Labs Inc. | 0.08% | 6,121 | $553K | Add +22.4% |
| ROK Rockwell Automation Inc. | 0.08% | 1,588 | $527K | Reduce -5.0% |
| HON Honeywell International Inc. | 0.08% | 2,200 | $512K | No change |
| IUSG iShares Core S&P U.S. Growth | 0.07% | 3,000 | $451K | No change |
| SLV iShares Silver Trust | 0.07% | 13,354 | $438K | Reduce -41.0% |
| NOC Northrop Grumman Corp. | 0.06% | 853 | $426K | Reduce -3.5% |
| DD Dupont DE Nemours Inc. | 0.06% | 6,185 | $424K | Reduce -7.8% |
| TMO Thermo Fisher Scientific Inc. | 0.06% | 1,021 | $414K | Add +11.3% |
| ABBV Abbvie Inc. | 0.06% | 2,167 | $402K | Reduce -46.8% |
| ZTS Zoetis Inc. | 0.06% | 2,570 | $401K | Reduce -9.3% |
| COST Costco Wholesale Corp. | 0.06% | 397 | $393K | Reduce -0.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.06% | 1,658 | $376K | No change |
| NLR Vaneck Urani & Nuclr ETF-Usd | 0.06% | 3,320 | $369K | Reduce -34.8% |
| ALL Allstate Corp. | 0.05% | 1,798 | $362K | Reduce -6.7% |
| PHYS Sprott Physical Gold Trust | 0.05% | 14,000 | $355K | New |
| LNG Cheniere Energy Inc. | 0.05% | 1,450 | $353K | Add +70.6% |
| GM General Motors Co. | 0.05% | 7,061 | $347K | Reduce -2.2% |
| JNJ Johnson & Johnson | 0.05% | 2,233 | $341K | Reduce -18.7% |
| MA Mastercard Inc. Class A | 0.05% | 600 | $337K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.05% | 650 | $331K | Add +160.0% |
| GSK GSK PLC-Spon ADR | 0.05% | 8,407 | $323K | Reduce -37.2% |
| MCD McDonald's Corp. | 0.05% | 1,068 | $312K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.05% | 5,095 | $312K | No change |
| EEM iShares MSCI Emerging Market | 0.04% | 6,042 | $291K | Add +0.2% |
| IVV iShares Core S&P 500 ETF | 0.04% | 460 | $286K | No change |
| CVX Chevron Corp. | 0.04% | 1,984 | $284K | Reduce -8.9% |
| CMI Cummins Inc. | 0.04% | 864 | $283K | Reduce -38.4% |
| PNC PNC Financial Services Group | 0.04% | 1,500 | $280K | New |
| BITO Proshares Bitcoin ETF-Usd | 0.04% | 12,624 | $272K | Reduce -21.7% |
| LULU Lululemon Athletica Inc. | 0.04% | 1,107 | $263K | Reduce -15.5% |
| XOM Exxon Mobil Corp. | 0.04% | 2,432 | $262K | Reduce -5.5% |
| GOOGL Alphabet Inc. Class A | 0.04% | 1,468 | $259K | Add +15.8% |
| PFE Pfizer Inc. | 0.03% | 9,279 | $225K | Reduce -2.1% |
| LRCX Lam Research Corp. | 0.03% | 2,230 | $217K | No change |
| BLK BlackRock Inc. | 0.03% | 203 | $213K | Reduce -0.5% |
| SOXL Direx Dail Semi Bu 3X Et-Usd | 0.03% | 8,202 | $206K | Reduce -67.7% |
| KKR KKR & Co. Inc. | 0.03% | 1,408 | $187K | Reduce -0.3% |
| VOO Vanguard S&P 500 ETF | 0.03% | 319 | $181K | Reduce -16.9% |
| QCOM Qualcomm Inc. | 0.03% | 1,102 | $176K | Reduce -8.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.03% | 944 | $167K | Reduce -1.1% |
| FCX Freeport-McMoran Inc. | 0.02% | 3,800 | $165K | New |
| CPER United States Copper Index | 0.02% | 5,150 | $163K | No change |
| CAT Caterpillar Inc. | 0.02% | 393 | $153K | Reduce -65.6% |
| CEG Constellation Energy | 0.02% | 466 | $150K | Reduce -12.7% |
| PANW Palo Alto Networks Inc. | 0.02% | 704 | $144K | No change |
| VXF Vanguard Extended Market ETF | 0.02% | 736 | $142K | No change |
| VZ Verizon Communications Inc. | 0.02% | 3,191 | $138K | No change |
| GIB Cgi Inc. | 0.02% | 1,317 | $138K | Add +71.0% |
| SYK Stryker Corp. | 0.02% | 348 | $138K | No change |
| DHR Danaher Corp. | 0.02% | 693 | $137K | Reduce -9.1% |
| AMD Advanced Micro Devices | 0.02% | 937 | $133K | Add +12.9% |
| DOW Dow Inc. | 0.02% | 4,979 | $132K | Reduce -6.3% |
| PFIS Peoples Financial Services | 0.02% | 2,471 | $122K | No change |
| CSCO Cisco Systems Inc. | 0.02% | 1,719 | $119K | No change |
| COIN Coinbase Global Inc. Class A | 0.02% | 312 | $109K | No change |
| DGRO iShares Core Dividend Growth | 0.02% | 1,653 | $106K | No change |
| CMCSA Comcast Corp. Class A | 0.02% | 2,942 | $105K | No change |
| SCHF Schwab Intl Equity ETF | 0.02% | 4,671 | $103K | Add +67.2% |
| BSV Vanguard Short-Term Bond ETF | 0.01% | 1,259 | $99K | Reduce -19.8% |
Options reported separately and not counted above: NVDA calls ($9.0M), AMZN calls ($1.8M), META calls ($1.2M), CRWV calls ($995K), PLTR calls ($682K), AVGO calls ($276K), CLS calls ($156K), MSTR calls ($121K).
Lines left out (1) · $40 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| VCIT Vanguard Int-Term Corporate | INT-TERM CORP | 0 | $40 |
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: $668.1M.
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -14.9% | 2.27% | −1.55 |
| WFC Wells Fargo & Co. | Reduce -5.4% | 1.73% | −0.44 |
| JPM JPMorgan Chase & Co. | Reduce -8.6% | 1.32% | −0.30 |
| WMT Walmart Inc. | Reduce -13.9% | 0.76% | −0.29 |
| AMGN Amgen Inc. | Reduce -24.4% | 0.22% | −0.21 |
| BAC Bank of America Corp. | Reduce -3.6% | 0.95% | −0.20 |
| MU Micron Technology Inc. | Sold out | 0.00% | −0.16 |
| LOW Lowe's Cos Inc. | Reduce -3.6% | 0.31% | −0.14 |
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −0.13 |
| ABBV Abbvie Inc. | Reduce -46.8% | 0.06% | −0.11 |
| SLV iShares Silver Trust | Reduce -41.0% | 0.07% | −0.07 |
| UBER Uber Technologies Inc. | Reduce -3.4% | 0.93% | −0.06 |
| RTX RTX Corp. | Reduce -15.9% | 0.14% | −0.06 |
| GSK GSK PLC-Spon ADR | Reduce -37.2% | 0.05% | −0.05 |
| CAT Caterpillar Inc. | Reduce -65.6% | 0.02% | −0.05 |
| SOXL Direx Dail Semi Bu 3X Et-Usd | Reduce -67.7% | 0.03% | −0.05 |
| KMI Kinder Morgan Inc. | Reduce -1.8% | 0.16% | −0.05 |
| PEP Pepsico Inc. | Reduce -0.6% | 0.09% | −0.05 |
| COFS Choiceone Financial SVCS Inc. | Reduce -98.4% | 0.00% | −0.05 |
| CMI Cummins Inc. | Reduce -38.4% | 0.04% | −0.04 |
| LMT Lockheed Martin Corp. | Reduce -5.4% | 0.12% | −0.04 |
| JNJ Johnson & Johnson | Reduce -18.7% | 0.05% | −0.04 |
| DD Dupont DE Nemours Inc. | Reduce -7.8% | 0.06% | −0.04 |
| LULU Lululemon Athletica Inc. | Reduce -15.5% | 0.04% | −0.03 |
| ZTS Zoetis Inc. | Reduce -9.3% | 0.06% | −0.03 |
| CVX Chevron Corp. | Reduce -8.9% | 0.04% | −0.03 |
| NOW ServiceNow Inc. | Reduce -3.6% | 0.45% | −0.03 |
| NOC Northrop Grumman Corp. | Reduce -3.5% | 0.06% | −0.03 |
| ALL Allstate Corp. | Reduce -6.7% | 0.05% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -5.5% | 0.04% | −0.02 |
| NLR Vaneck Urani & Nuclr ETF-Usd | Reduce -34.8% | 0.06% | −0.02 |
| BITO Proshares Bitcoin ETF-Usd | Reduce -21.7% | 0.04% | −0.02 |
| DOW Dow Inc. | Reduce -6.3% | 0.02% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -0.3% | 0.06% | −0.02 |
| GM General Motors Co. | Reduce -2.2% | 0.05% | −0.02 |
| PFE Pfizer Inc. | Reduce -2.1% | 0.03% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -16.9% | 0.03% | −0.01 |
| DHR Danaher Corp. | Reduce -9.1% | 0.02% | −0.01 |
| QCOM Qualcomm Inc. | Reduce -8.3% | 0.03% | −0.01 |
| BSV Vanguard Short-Term Bond ETF | Reduce -19.8% | 0.01% | −0.01 |
| TQQQ Proshares Ultrapro QQQ | Sold out | 0.00% | −0.01 |
| KR Kroger Co. | Reduce -52.2% | 0.01% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.1% | 0.03% | −0.01 |
| AMZU Dire DLY Amzn Bul 2X ETF-Usd | Reduce -0.5% | 0.08% | −0.01 |
| IAU iShares Gold Trust | Reduce -76.7% | 0.00% | −0.01 |
| BDN Brandywine Realty Trust | Reduce -33.3% | 0.01% | −0.01 |
| ROK Rockwell Automation Inc. | Reduce -5.0% | 0.08% | −0.01 |
| BLK BlackRock Inc. | Reduce -0.5% | 0.03% | −0.01 |
| SNY Sanofi-ADR | Reduce -87.4% | 0.00% | −0.01 |
| SHOP Shopify Inc. Class A | Reduce -30.1% | 0.01% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +1.3% | 31.95% | +3.31 |
| META Meta Platforms Inc. Class A | Add +8.3% | 14.80% | +0.68 |
| MSFT Microsoft Corp. | Add +7.0% | 9.00% | +0.60 |
| CRWV Coreweave Inc. Class A | New | 0.25% | +0.25 |
| ARM Arm Holdings PLC-ADR | Add +159.3% | 0.37% | +0.24 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +101.3% | 0.79% | +0.22 |
| GEV GE Vernova Inc. | Add +2.2% | 0.55% | +0.14 |
| MS Morgan Stanley | Add +32.3% | 0.76% | +0.13 |
| NVDL Granitesh 2X LNG Nvda ETF | Add +2.5% | 0.39% | +0.12 |
| NFLX Netflix Inc. | Add +234.7% | 0.16% | +0.12 |
| GE General Electric | Add +10.9% | 1.25% | +0.09 |
| HD Home Depot Inc. | Add +262.7% | 0.14% | +0.09 |
| CLS Celestica Inc. | New | 0.09% | +0.09 |
| PHYS Sprott Physical Gold Trust | New | 0.05% | +0.05 |
| GS Goldman Sachs Group Inc. | Add +9.0% | 0.81% | +0.05 |
| BA The Boeing Co. | Add +49.9% | 0.16% | +0.04 |
| PNC PNC Financial Services Group | New | 0.04% | +0.04 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +160.0% | 0.05% | +0.03 |
| FCX Freeport-McMoran Inc. | New | 0.02% | +0.02 |
| ALAB Astera Labs Inc. | Add +22.4% | 0.08% | +0.02 |
| BKNG Booking Holdings Inc. | Add +42.9% | 0.09% | +0.02 |
| TSLA Tesla Inc. | Add +25.6% | 0.13% | +0.02 |
| MSTR Strategy Inc. | Add +10.0% | 0.10% | +0.01 |
| LNG Cheniere Energy Inc. | Add +70.6% | 0.05% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | New | 0.01% | +0.01 |
| FNDX Schwab Fndmntl US LRG Co. ETF | New | 0.01% | +0.01 |
| SCHX Schwab US Large-Cap ETF | Add +1845.0% | 0.01% | +0.01 |
| EPD Enterprise Products Partners | Add +266.7% | 0.01% | +0.01 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | New | 0.01% | +0.01 |
| SCHI Schwab 5-10 Year Corporate B | New | 0.01% | +0.01 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +985.0% | 0.01% | +0.01 |
| BABA Alibaba Group Holding-SP ADR | Add +2935.7% | 0.01% | +0.01 |
| WEC WEC Energy Group Inc. | New | 0.01% | +0.01 |
| IEMG iShares Core MSCI Emerging | Add +155.9% | 0.01% | +0.01 |
| FNDA Schwab Fndmntl US SM Co. ETF | New | 0.01% | +0.01 |
| STZ Constellation Brands Inc. Class A | New | 0.01% | +0.01 |
| SMBS Schwab MBS ETF | New | 0.01% | +0.01 |
| SCHR Schwab Intermediate-Term US | New | 0.01% | +0.01 |
| GIB Cgi Inc. | Add +71.0% | 0.02% | +0.01 |
| APP AppLovin Corp. Class A | New | 0.01% | +0.01 |
| SCHE Schwab Emrg Mrkts Eqty ETF | New | 0.01% | +0.01 |
| SANA Sana Biotechnology Inc. | New | 0.00% | +0.00 |
| QFIN Qfin Holdings Inc.-ADR | New | 0.00% | +0.00 |
| VICI Vici Properties Inc. | New | 0.00% | +0.00 |
| BNY Bank of New York Mellon Corp. | New | 0.00% | +0.00 |
| SCHF Schwab Intl Equity ETF | Add +67.2% | 0.02% | +0.00 |
| SCHA Schwab US Small-Cap ETF | New | 0.00% | +0.00 |
| VLO Valero Energy Corp. | New | 0.00% | +0.00 |
| METU Direx DLY Meta Bul 2X ETF-US | New | 0.00% | +0.00 |
| AMD Advanced Micro Devices | Add +12.9% | 0.02% | +0.00 |
Options Activity Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | call | Add +32.1% | 56,800 | $9.0M |
| AMZN Amazon.com Inc. | call | Add +6.5% | 8,200 | $1.8M |
| META Meta Platforms Inc. Class A | call | Add +100.0% | 1,600 | $1.2M |
| CRWV Coreweave Inc. Class A | call | New | 6,100 | $995K |
| PLTR Palantir Technologies Inc. Class A | call | Reduce -23.1% | 5,000 | $682K |
| CLS Celestica Inc. | call | New | 1,000 | $156K |
| MSTR Strategy Inc. | call | New | 300 | $121K |
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 |