DOSSIER · 13F-HR · Q3 2026

HOEY INVESTMENTS, INC

$851M in tracked AUM across 457 positions as of Q3 2026.

HI
CIK 0001799544 · last filed Sep 30, 2026
Total AUM
$851M
as of Q3 2026
Holdings
457
—
positions
Whale Score
68
68
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

HOEY INVESTMENTS, INC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$318M1.4M37.4%
02
AMZN
AMAZON COM INC
$149M598K17.5%
03
META
META PLATFORMS INC
$73M101K8.6%
04
MSFT
MICROSOFT CORP
$51M100K6.0%
05
AAPL
APPLE INC
$27M82K3.2%
06
MU
MICRON TECHNOLOGY INC
$27M25K3.2%
07
PLTR
PALANTIR TECHNOLOGIES INC
$26M141K3.1%
08
AVGO
BROADCOM INC
$18M52K2.1%
09
GOOGL
ALPHABET INC
$14M39K1.6%
10
GS
GOLDMAN SACHS GROUP INC
$13M14K1.5%

Filing history

2026Q3Sep 30
$851M▲ 9.9%
457 positionsView →
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 positionsLocked
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
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