1y return+9.8%S&P 500 +20.9%
3y return+112.0%S&P 500 +68.5%
5y return+114.1%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $367 against $232 in the S&P 500.2
Hoey Investments, IncS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $268.0M | 35.3% | |
| AMZNAmazon Com Inc | $145.6M | 19.2% | |
| METAMeta Platforms Inc | $57.6M | 7.6% | −19.9% |
| MSFTMicrosoft Corp | $39.8M | 5.2% | −4.6% |
| AAPLApple Inc | $23.1M | 3.0% | +5.9% |
| MUMicron Technology Inc | $20.8M | 2.7% | +593.8% |
| AVGOBroadcom Inc | $19.8M | 2.6% | −5.8% |
| PLTRPalantir Technologies Inc | $15.4M | 2.0% | −17.4% |
| GSGoldman Sachs Group Inc | $14.0M | 1.8% | +13.4% |
| GOOGLAlphabet Inc | $13.9M | 1.8% | +16.1% |
| GEGe Aerospace | $12.5M | 1.7% | −2.8% |
| GEVGe Vernova Inc | $11.3M | 1.5% | +2.2% |
| MSMorgan Stanley | $10.3M | 1.4% | +4.6% |
| WFCWells Fargo & Co | $10.1M | 1.3% | −10.9% |
| JPMJpmorgan Chase & Co | $9.6M | 1.3% | |
| BACBank Of Amer Corp | $6.4M | 0.8% | −12.6% |
| ARMArm Holdings PLC | $4.9M | 0.7% | +111.8% |
| WMTWalmart Inc | $4.4M | 0.6% | −15.7% |
| MRVLMarvell Technology Inc | $3.2M | 0.4% | +1868.1% |
| NVDLGraniteshares Etf Tr | $2.7M | 0.4% | −31.6% |
| DELLDell Technologies Inc | $2.3M | 0.3% | +424.8% |
| CMCCommercial Metals Co | $2.2M | 0.3% | −12.6% |
| ALABAstera Labs Inc | $2.1M | 0.3% | −13.9% |
| LOWLowes Cos Inc | $2.0M | 0.3% | +1.9% |
| IBBIshares Tr | $2.0M | 0.3% | +26.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $268.0M |
| GEVGe Vernova Inc | June 30, 2024 | +585.0% | $11.3M |
| ARMArm Holdings PLC | September 30, 2023 | +562.5% | $4.9M |
| GLWCorning Inc | June 30, 2024 | +557.5% | $1.5M |
| TSMTaiwan Semiconductor Manufac | December 31, 2022 | +541.1% | $1.5M |
| AVGOBroadcom Inc | March 31, 2022 | +499.9% | $19.8M |
| CRWDCrowdstrike Hldgs Inc | September 30, 2020 | +455.7% | $1.6M |
| PLTRPalantir Technologies Inc | March 31, 2024 | +407.0% | $15.4M |
| GSGoldman Sachs Group Inc | September 30, 2020 | +403.3% | $14.0M |
| NVDLGraniteshares Etf Tr | March 31, 2023 | +279.5% | $2.7M |
Sold off last quarter
- NFLXNetflix Inc. was $1.7M
- AGQProshares Tr II was $1.1M
- Honeywell Intl IncCUSIP 438516106 was $500K
- SPYMSpdr Series Trust was $392K
- Dupont De Nemours IncCUSIP 26614N102 was $239K
- ADMArcher Daniels Midland Co was $109K
- TGTTarget Corp was $86K
- GIBCgi Inc was $56K
- IEFAIshares Tr was $48K
- HALHalliburton Co was $39K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.9% | +14.8% |
| March 31, 2026 | −9.2% | −4.6% |
| December 31, 2025 | −0.4% | +2.4% |
| September 30, 2025 | +9.5% | +7.8% |
| June 30, 2025 | +28.5% | +10.5% |
| March 31, 2025 | −11.1% | −4.6% |
| December 31, 2024 | +8.3% | +2.1% |
| September 30, 2024 | +0.5% | +5.4% |
| June 30, 2024 | +13.6% | +4.0% |
| March 31, 2024 | +23.8% | +10.0% |
| December 31, 2023 | +15.6% | +11.2% |
| September 30, 2023 | −4.4% | −3.6% |
| June 30, 2023 | +16.9% | +8.3% |
| March 31, 2023 | +18.8% | +7.0% |
| December 31, 2022 | −1.2% | +7.1% |
| September 30, 2022 | −4.3% | −5.3% |
| June 30, 2022 | −27.2% | −16.5% |
| March 31, 2022 | −6.8% | −4.9% |
| December 31, 2021 | +13.3% | +10.7% |
| September 30, 2021 | +0.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Hoey Investments, Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1799544&type=13F-HR&dateb=&owner=include&count=40CIK 1799544
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1799544/000179954426000004/Filed July 27, 2026 · accession 0001799544-26-000004