DOSSIER · 13F-HR · Q2 2026

HOEY INVESTMENTS, INC

$774M in tracked AUM across 458 positions as of Q2 2026.

HI
CIK 0001799544 · last filed Jun 30, 2026
Total AUM
$774M
as of Q2 2026
Holdings
458
positions
Whale Score
63
63
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

HOEY INVESTMENTS, INC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$277M1.4M35.7%
02
AMZN
AMAZON COM INC
$150M631K19.4%
03
META
META PLATFORMS INC
$58M102K7.4%
04
MSFT
MICROSOFT CORP
$40M107K5.1%
05
AAPL
APPLE INC
$23M80K3.0%
06
MU
MICRON TECHNOLOGY INC
$22M19K2.9%
07
AVGO
BROADCOM INC
$20M52K2.6%
08
PLTR
PALANTIR TECHNOLOGIES INC
$15M132K2.0%
09
GS
GOLDMAN SACHS GROUP INC
$14M14K1.8%
10
GOOGL
ALPHABET INC
$14M39K1.8%

Filing history

2026Q2Jun 30
$774M 11.7%
458 positionsView →
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 positionsLocked
2025Q1Mar 31
$512M 13.9%
381 positionsLocked
2024Q4Dec 31
$595M 11.3%
374 positionsLocked
2024Q3Sep 30
$534M 0.0%
397 positionsLocked
2024Q2Jun 30
$534M 17.1%
397 positionsLocked
2024Q1Mar 31
$456M 27.8%
348 positionsLocked
2023Q4Dec 31
$357M 18.4%
348 positionsLocked
2023Q3Sep 30
$302M 1.7%
352 positionsLocked
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