13F Insight
DOSSIER · 13F-HR · Q1 2026

HOEY INVESTMENTS, INC

$693M in tracked AUM across 420 positions as of Q1 2026.

HI
CIK 0001799544 · last filed Mar 31, 2026
Total AUM
$693M
as of Q1 2026
Holdings
420
—
positions
Whale Score
66
66
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

HOEY INVESTMENTS, INC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$241M1.4M34.8%02
AMZN
AMAZON COM INC
$130M624K18.7%03
META
META PLATFORMS INC
$73M128K10.5%04
MSFT
MICROSOFT CORP
$41M112K6.0%05
PLTR
PALANTIR TECHNOLOGIES INC
$27M184K3.9%06
AAPL
APPLE INC
$19M75K2.8%07
AVGO
BROADCOM INC
$17M56K2.5%08
WFC
WELLS FARGO & CO
$11M137K1.6%09
GS
GOLDMAN SACHS GROUP INC
$10M12K1.5%10
GE
GE AEROSPACE
$10M35K1.4%

Filing history

2026Q1Mar 31
$693M▼ 7.7%
420 positionsView →2025Q4Dec 31
$751M▼ 0.1%
430 positionsView →2025Q3Sep 30
$752M▲ 10.2%
414 positionsView →2025Q2Jun 30
$682M▲ 33.2%
419 positionsLocked2025Q1Mar 31
$512M▼ 13.9%
381 positionsLocked2024Q4Dec 31
$595M▲ 11.3%
374 positionsLocked2024Q3Sep 30
$534M— 0.0%
397 positionsLocked2024Q2Jun 30
$534M▲ 17.1%
397 positionsLocked2024Q1Mar 31
$456M▲ 27.8%
348 positionsLocked2023Q4Dec 31
$357M▲ 18.4%
348 positionsLocked2023Q3Sep 30
$302M▼ 1.7%
352 positionsLocked2023Q2Jun 30
$307M▲ 19.8%
345 positionsLocked
Showing 12 of 26