Filed: 1/28/2026ACC: 0001799544-26-000001
📋 What this filing means
HOEY INVESTMENTS, INC filed this quarterly 13F‑HR report disclosing 423 equity positions with a total reported market value of $751.06M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
423
Positions
$751.06M
Total AUM (reported)
3.71M
Total Shares
Allocation by class
COM$570.49M76.0%
CL A$113.76M15.1%
COM NEW$19.52M2.6%
CALL$14.33M1.9%
CAP STK CL A$8.51M1.1%
CL B NEW$5.32M0.7%
2X LONG NVDA DAI$3.46M0.5%
Portfolio Concentration
Top 3$469.94M62.6%
4–10$156.66M20.9%
11–25$78.28M10.4%
Rest$46.19M6.1%
Top 3 weight
62.6%
Top 10 weight
83.4%
Voting Authority Distribution
Total shares with voting rights: 3.71M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.71M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole423
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings423
Rows:
NVIDIA CORPORATION
SOLEShares1.31M
TypeSH
Market value$243.83M
32.47%
Sole
0.00
Shared
0.00
None
1.31M
AMAZON COM INC
SOLEShares598.87K
TypeSH
Market value$138.23M
18.40%
Sole
0.00
Shared
0.00
None
598.87K
META PLATFORMS INC
SOLEShares133.12K
TypeSH
Market value$87.87M
11.70%
Sole
0.00
Shared
0.00
None
133.12K
MICROSOFT CORP
SOLEShares121.17K
TypeSH
Market value$58.60M
7.80%
Sole
0.00
Shared
0.00
None
121.17K
PALANTIR TECHNOLOGIES INC
SOLEShares139.64K
TypeSH
Market value$24.82M
3.30%
Sole
0.00
Shared
0.00
None
139.64K
APPLE INC
SOLEShares75.89K
TypeSH
Market value$20.63M
2.75%
Sole
0.00
Shared
0.00
None
75.89K
BROADCOM INC
SOLEShares53.96K
TypeSH
Market value$18.67M
2.49%
Sole
0.00
Shared
0.00
None
53.96K
WELLS FARGO CO NEW
SOLEShares142.19K
TypeSH
Market value$13.25M
1.76%
Sole
0.00
Shared
0.00
None
142.19K
GE AEROSPACE
SOLEShares34.12K
TypeSH
Market value$10.51M
1.40%
Sole
0.00
Shared
0.00
None
34.12K
JPMORGAN CHASE & CO.
SOLEShares31.58K
TypeSH
Market value$10.18M
1.35%
Sole
0.00
Shared
0.00
None
31.58K
GOLDMAN SACHS GROUP INC
SOLEShares10.36K
TypeSH
Market value$9.11M
1.21%
Sole
0.00
Shared
0.00
None
10.36K
ALPHABET INC
SOLEShares27.19K
TypeSH
Market value$8.51M
1.13%
Sole
0.00
Shared
0.00
None
27.19K
NVIDIA CORPORATION
SOLEShares44.50K
TypePRN
Market value$8.30M
1.11%
Sole
0.00
Shared
0.00
None
44.50K
MORGAN STANLEY
SOLEShares45.85K
TypeSH
Market value$8.14M
1.08%
Sole
0.00
Shared
0.00
None
45.85K
BANK AMERICA CORP
SOLEShares129.93K
TypeSH
Market value$7.15M
0.95%
Sole
0.00
Shared
0.00
None
129.93K
GE VERNOVA INC
SOLEShares9.13K
TypeSH
Market value$5.97M
0.79%
Sole
0.00
Shared
0.00
None
9.13K
WALMART INC
SOLEShares51.03K
TypeSH
Market value$5.68M
0.76%
Sole
0.00
Shared
0.00
None
51.03K
BERKSHIRE HATHAWAY INC DEL
SOLEShares10.57K
TypeSH
Market value$5.32M
0.71%
Sole
0.00
Shared
0.00
None
10.57K
UBER TECHNOLOGIES INC
SOLEShares56.49K
TypeSH
Market value$4.62M
0.61%
Sole
0.00
Shared
0.00
None
56.49K
GRANITESHARES ETF TR
SOLEShares39.30K
TypeSH
Market value$3.46M
0.46%
Sole
0.00
Shared
0.00
None
39.30K
COMMERCIAL METALS CO
SOLEShares40.09K
TypeSH
Market value$2.77M
0.37%
Sole
0.00
Shared
0.00
None
40.09K
AMAZON COM INC
SOLEShares11.50K
TypePRN
Market value$2.65M
0.35%
Sole
0.00
Shared
0.00
None
11.50K
ISHARES SILVER TR
SOLEShares35.70K
TypeSH
Market value$2.30M
0.31%
Sole
0.00
Shared
0.00
None
35.70K
PALANTIR TECHNOLOGIES INC
SOLEShares12.10K
TypePRN
Market value$2.15M
0.29%
Sole
0.00
Shared
0.00
None
12.10K
LOWES COS INC
SOLEShares8.91K
TypeSH
Market value$2.15M
0.29%
Sole
0.00
Shared
0.00
None
8.91K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 1.31M | SH | $243.83M 32.47% | 0.00 | 0.00 | 1.31M |
AMAZON COM INCSOLE | COM | 598.87K | SH | $138.23M 18.40% | 0.00 | 0.00 | 598.87K |
META PLATFORMS INCSOLE | CL A | 133.12K | SH | $87.87M 11.70% | 0.00 | 0.00 | 133.12K |
MICROSOFT CORPSOLE | COM | 121.17K | SH | $58.60M 7.80% | 0.00 | 0.00 | 121.17K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 139.64K | SH | $24.82M 3.30% | 0.00 | 0.00 | 139.64K |
APPLE INCSOLE | COM | 75.89K | SH | $20.63M 2.75% | 0.00 | 0.00 | 75.89K |
BROADCOM INCSOLE | COM | 53.96K | SH | $18.67M 2.49% | 0.00 | 0.00 | 53.96K |
WELLS FARGO CO NEWSOLE | COM | 142.19K | SH | $13.25M 1.76% | 0.00 | 0.00 | 142.19K |
GE AEROSPACESOLE | COM NEW | 34.12K | SH | $10.51M 1.40% | 0.00 | 0.00 | 34.12K |
JPMORGAN CHASE & CO.SOLE | COM | 31.58K | SH | $10.18M 1.35% | 0.00 | 0.00 | 31.58K |
GOLDMAN SACHS GROUP INCSOLE | COM | 10.36K | SH | $9.11M 1.21% | 0.00 | 0.00 | 10.36K |
ALPHABET INCSOLE | CAP STK CL A | 27.19K | SH | $8.51M 1.13% | 0.00 | 0.00 | 27.19K |
NVIDIA CORPORATIONSOLE | CALL | 44.50K | PRN | $8.30M 1.11% | 0.00 | 0.00 | 44.50K |
MORGAN STANLEYSOLE | COM NEW | 45.85K | SH | $8.14M 1.08% | 0.00 | 0.00 | 45.85K |
BANK AMERICA CORPSOLE | COM | 129.93K | SH | $7.15M 0.95% | 0.00 | 0.00 | 129.93K |
GE VERNOVA INCSOLE | COM | 9.13K | SH | $5.97M 0.79% | 0.00 | 0.00 | 9.13K |
WALMART INCSOLE | COM | 51.03K | SH | $5.68M 0.76% | 0.00 | 0.00 | 51.03K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 10.57K | SH | $5.32M 0.71% | 0.00 | 0.00 | 10.57K |
UBER TECHNOLOGIES INCSOLE | COM | 56.49K | SH | $4.62M 0.61% | 0.00 | 0.00 | 56.49K |
GRANITESHARES ETF TRSOLE | 2X LONG NVDA DAI | 39.30K | SH | $3.46M 0.46% | 0.00 | 0.00 | 39.30K |
COMMERCIAL METALS COSOLE | COM | 40.09K | SH | $2.77M 0.37% | 0.00 | 0.00 | 40.09K |
AMAZON COM INCSOLE | CALL | 11.50K | PRN | $2.65M 0.35% | 0.00 | 0.00 | 11.50K |
ISHARES SILVER TRSOLE | ISHARES | 35.70K | SH | $2.30M 0.31% | 0.00 | 0.00 | 35.70K |
PALANTIR TECHNOLOGIES INCSOLE | CALL | 12.10K | PRN | $2.15M 0.29% | 0.00 | 0.00 | 12.10K |
LOWES COS INCSOLE | COM | 8.91K | SH | $2.15M 0.29% | 0.00 | 0.00 | 8.91K |
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