Filed: 4/29/2026ACC: 0001799544-26-000002
📋 What this filing means
HOEY INVESTMENTS, INC filed this quarterly 13F‑HR report disclosing 420 equity positions with a total reported market value of $693.36M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
420
Positions
$693.36M
Total AUM (reported)
3.80M
Total Shares
Allocation by class
COM$525.67M75.8%
CL A$97.68M14.1%
COM NEW$18.57M2.7%
CALL$15.78M2.3%
CAP STK CL A$9.66M1.4%
CL B NEW$3.80M0.5%
2X LONG NVDA DAI$3.21M0.5%
Portfolio Concentration
Top 3$432.07M62.3%
4–10$132.19M19.1%
11–25$80.07M11.5%
Rest$49.04M7.1%
Top 3 weight
62.3%
Top 10 weight
81.4%
Voting Authority Distribution
Total shares with voting rights: 3.80M
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
3.80M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole420
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings420
Rows:
NVIDIA CORPORATION
SOLEShares1.34M
TypeSH
Market value$232.86M
33.58%
Sole
0.00
Shared
0.00
None
1.34M
AMAZON COM INC
SOLEShares605.75K
TypeSH
Market value$126.16M
18.20%
Sole
0.00
Shared
0.00
None
605.75K
META PLATFORMS INC
SOLEShares127.69K
TypeSH
Market value$73.05M
10.54%
Sole
0.00
Shared
0.00
None
127.69K
MICROSOFT CORP
SOLEShares111.91K
TypeSH
Market value$41.43M
5.97%
Sole
0.00
Shared
0.00
None
111.91K
PALANTIR TECHNOLOGIES INC
SOLEShares160.02K
TypeSH
Market value$23.41M
3.38%
Sole
0.00
Shared
0.00
None
160.02K
APPLE INC
SOLEShares75.35K
TypeSH
Market value$19.12M
2.76%
Sole
0.00
Shared
0.00
None
75.35K
BROADCOM INC
SOLEShares55.58K
TypeSH
Market value$17.20M
2.48%
Sole
0.00
Shared
0.00
None
55.58K
WELLS FARGO & CO
SOLEShares136.92K
TypeSH
Market value$10.90M
1.57%
Sole
0.00
Shared
0.00
None
136.92K
GOLDMAN SACHS GROUP INC
SOLEShares12.21K
TypeSH
Market value$10.33M
1.49%
Sole
0.00
Shared
0.00
None
12.21K
GE AEROSPACE
SOLEShares34.53K
TypeSH
Market value$9.80M
1.41%
Sole
0.00
Shared
0.00
None
34.53K
ALPHABET INC
SOLEShares33.58K
TypeSH
Market value$9.66M
1.39%
Sole
0.00
Shared
0.00
None
33.58K
JPMORGAN CHASE & CO
SOLEShares29.70K
TypeSH
Market value$8.74M
1.26%
Sole
0.00
Shared
0.00
None
29.70K
NVIDIA CORPORATION
SOLEShares48K
TypePRN
Market value$8.37M
1.21%
Sole
0.00
Shared
0.00
None
48K
GE VERNOVA INC
SOLEShares9.39K
TypeSH
Market value$8.20M
1.18%
Sole
0.00
Shared
0.00
None
9.39K
MORGAN STANLEY
SOLEShares47.03K
TypeSH
Market value$7.74M
1.12%
Sole
0.00
Shared
0.00
None
47.03K
BANK AMERICA CORP
SOLEShares127.67K
TypeSH
Market value$6.22M
0.90%
Sole
0.00
Shared
0.00
None
127.67K
WALMART INC
SOLEShares45.74K
TypeSH
Market value$5.68M
0.82%
Sole
0.00
Shared
0.00
None
45.74K
BERKSHIRE HATHAWAY INC DEL
SOLEShares7.93K
TypeSH
Market value$3.80M
0.55%
Sole
0.00
Shared
0.00
None
7.93K
AMAZON COM INC
SOLEShares18K
TypePRN
Market value$3.75M
0.54%
Sole
0.00
Shared
0.00
None
18K
PALANTIR TECHNOLOGIES INC
SOLEShares24K
TypePRN
Market value$3.51M
0.51%
Sole
0.00
Shared
0.00
None
24K
UBER TECHNOLOGIES INC
SOLEShares46.34K
TypeSH
Market value$3.33M
0.48%
Sole
0.00
Shared
0.00
None
46.34K
GRANITESHARES ETF TR
SOLEShares44.23K
TypeSH
Market value$3.21M
0.46%
Sole
0.00
Shared
0.00
None
44.23K
ISHARES SILVER TR
SOLEShares46.18K
TypeSH
Market value$3.15M
0.45%
Sole
0.00
Shared
0.00
None
46.18K
COMMERCIAL METALS CO
SOLEShares40.38K
TypeSH
Market value$2.48M
0.36%
Sole
0.00
Shared
0.00
None
40.38K
INTERNATIONAL BUSINESS MACHS
SOLEShares9.20K
TypeSH
Market value$2.23M
0.32%
Sole
0.00
Shared
0.00
None
9.20K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 1.34M | SH | $232.86M 33.58% | 0.00 | 0.00 | 1.34M |
AMAZON COM INCSOLE | COM | 605.75K | SH | $126.16M 18.20% | 0.00 | 0.00 | 605.75K |
META PLATFORMS INCSOLE | CL A | 127.69K | SH | $73.05M 10.54% | 0.00 | 0.00 | 127.69K |
MICROSOFT CORPSOLE | COM | 111.91K | SH | $41.43M 5.97% | 0.00 | 0.00 | 111.91K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 160.02K | SH | $23.41M 3.38% | 0.00 | 0.00 | 160.02K |
APPLE INCSOLE | COM | 75.35K | SH | $19.12M 2.76% | 0.00 | 0.00 | 75.35K |
BROADCOM INCSOLE | COM | 55.58K | SH | $17.20M 2.48% | 0.00 | 0.00 | 55.58K |
WELLS FARGO & COSOLE | COM | 136.92K | SH | $10.90M 1.57% | 0.00 | 0.00 | 136.92K |
GOLDMAN SACHS GROUP INCSOLE | COM | 12.21K | SH | $10.33M 1.49% | 0.00 | 0.00 | 12.21K |
GE AEROSPACESOLE | COM NEW | 34.53K | SH | $9.80M 1.41% | 0.00 | 0.00 | 34.53K |
ALPHABET INCSOLE | CAP STK CL A | 33.58K | SH | $9.66M 1.39% | 0.00 | 0.00 | 33.58K |
JPMORGAN CHASE & COSOLE | COM | 29.70K | SH | $8.74M 1.26% | 0.00 | 0.00 | 29.70K |
NVIDIA CORPORATIONSOLE | CALL | 48K | PRN | $8.37M 1.21% | 0.00 | 0.00 | 48K |
GE VERNOVA INCSOLE | COM | 9.39K | SH | $8.20M 1.18% | 0.00 | 0.00 | 9.39K |
MORGAN STANLEYSOLE | COM NEW | 47.03K | SH | $7.74M 1.12% | 0.00 | 0.00 | 47.03K |
BANK AMERICA CORPSOLE | COM | 127.67K | SH | $6.22M 0.90% | 0.00 | 0.00 | 127.67K |
WALMART INCSOLE | COM | 45.74K | SH | $5.68M 0.82% | 0.00 | 0.00 | 45.74K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 7.93K | SH | $3.80M 0.55% | 0.00 | 0.00 | 7.93K |
AMAZON COM INCSOLE | CALL | 18K | PRN | $3.75M 0.54% | 0.00 | 0.00 | 18K |
PALANTIR TECHNOLOGIES INCSOLE | CALL | 24K | PRN | $3.51M 0.51% | 0.00 | 0.00 | 24K |
UBER TECHNOLOGIES INCSOLE | COM | 46.34K | SH | $3.33M 0.48% | 0.00 | 0.00 | 46.34K |
GRANITESHARES ETF TRSOLE | 2X LONG NVDA DAI | 44.23K | SH | $3.21M 0.46% | 0.00 | 0.00 | 44.23K |
ISHARES SILVER TRSOLE | ISHARES | 46.18K | SH | $3.15M 0.45% | 0.00 | 0.00 | 46.18K |
COMMERCIAL METALS COSOLE | COM | 40.38K | SH | $2.48M 0.36% | 0.00 | 0.00 | 40.38K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 9.20K | SH | $2.23M 0.32% | 0.00 | 0.00 | 9.20K |
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