Hoey Investments, Inc holds a concentrated book of 452 reported positions worth $758.7M as of Q2 2026 (disclosed Jul 27, 2026, a ~27-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings (one of 3 new listings in the book), a listing rather than a purchase; they opened Direxion Daily Mu Bull 2X Et and trimmed Meta Platforms Inc-Class A. Their largest long position is Nvidia Corp at 35% of the reported non-option book. They also disclosed $15.7M in call options (bullish), shown separately below and excluded from the non-option book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
98% mapped to company sectors
+6 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Hoey Investments, Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlueSpruce Investments, LP | 9 / 80 | $641.2M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $448.5M |
| Swiss Re Ltd | 55 / 80 | $1.1B |
| Prospect Hill Management, LLC | 11 / 80 | $246.6M |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Outlook Capital Management, LLC | 18 / 80 | $281.2M |
| Ketron Financial | 23 / 80 | $285.3M |
| Howard Hughes Medical Institute | 16 / 80 | $391.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Hoey Investments, Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $268.0M | 1.34M | 35.3% | ▲+0.3% Added · +4K sh | |
| 2 | Amazon Com Inc COM | $145.6M | 610.7K | 19.2% | ▲+0.8% Added · +5K sh | |
| 3 | Meta Platforms Inc CL A | $57.6M | 102.3K | 7.6% | ▼−20% Reduced · −25K sh | |
| 4 | Microsoft Corp COM | $39.8M | 106.7K | 5.2% | ▼−4.6% Reduced · −5K sh | |
| 5 | Apple Inc COM | $23.1M | 79.8K | 3.0% | ▲+5.9% Added · +4K sh | |
| 6 | Micron Technology Inc COM | $20.8M | 18.0K | 2.7% | ▲+594% Added · +15K sh | |
| 7 | Broadcom Inc COM | $19.8M | 52.3K | 2.6% | ▼−5.8% Reduced · −3K sh | |
| 8 | Palantir Technologies Inc CL A | $15.4M | 132.1K | 2.0% | ▼−17% Reduced · −28K sh | |
| 9 | Goldman Sachs Group Inc COM | $14.0M | 13.9K | 1.8% | ▲+13% Added · +2K sh | |
| 10 | Alphabet Inc CAP STK CL A | $13.9M | 39.0K | 1.8% | ▲+16% Added · +5K sh | |
| 11 | Ge Aerospace COM NEW | $12.5M | 33.5K | 1.7% | ▼−2.8% Reduced · −984 sh | |
| 12 | Ge Vernova Inc COM | $11.3M | 9.6K | 1.5% | ▲+2.2% Added · +204 sh | |
| 13 | Morgan Stanley COM NEW | $10.3M | 49.2K | 1.4% | ▲+4.6% Added · +2K sh | |
| 14 | Wells Fargo & Co COM | $10.1M | 122.0K | 1.3% | ▼−11% Reduced · −15K sh | |
| 15 | JPMorgan Chase & Co COM | $9.6M | 29.4K | 1.3% | ▼−0.9% Reduced · −276 sh | |
| 16 | Bank Of Amer Corp COM | $6.4M | 111.6K | 0.8% | ▼−13% Reduced · −16K sh | |
| 17 | Arm Holdings PLC SPONSORED ADS | $4.9M | 13.9K | 0.7% | ▲+112% Added · +7K sh | |
| 18 | Walmart Inc COM | $4.4M | 38.5K | 0.6% | ▼−16% Reduced · −7K sh | |
| 19 | Marvell Technology Inc COM | $3.2M | 10.8K | 0.4% | ▲20× Added · +10K sh | |
| 20 | Graniteshares ETF TR 2X LONG NVDA ETF | $2.7M | 90.8K | 0.4% | ▲+105% Added · +47K sh | |
| 21 | Dell Technologies Inc CL C | $2.3M | 5.2K | 0.3% | ▲+425% Added · +4K sh | |
| 22 | Commercial Metals Co COM | $2.2M | 35.3K | 0.3% | ▼−13% Reduced · −5K sh | |
| 23 | Astera Labs Inc COM | $2.1M | 4.4K | 0.3% | ▼−14% Reduced · −711 sh | |
| 24 | Lowes Cos Inc COM | $2.0M | 9.0K | 0.3% | ▲+1.9% Added · +173 sh | |
| 25 | Ishares TR ISHARES BIOTECH | $2.0M | 10.5K | 0.3% | ▲+27% Added · +2K sh | |
| 26 | International Business Machs COM | $1.9M | 6.7K | 0.2% | ▼−28% Reduced · −3K sh | |
| 27 | Ishares Silver TR ISHARES | $1.9M | 34.8K | 0.2% | ▼−25% Reduced · −11K sh | |
| 28 | Berkshire Hathaway Inc Del CL B NEW | $1.8M | 3.6K | 0.2% | ▼−54% Reduced · −4K sh | |
| 29 | Amgen Inc COM | $1.8M | 4.9K | 0.2% | ▼−5.3% Reduced · −274 sh | |
| 30 | Direxion Shares ETF Trust DLY MU BULL 2X | $1.6M | 1.6K | 0.2% | ▲New New position | |
| 31 | Crowdstrike Hldgs Inc CL A | $1.6M | 2.1K | 0.2% | ▲+78% Added · +940 sh | |
| 32 | Cummins Inc COM | $1.6M | 2.3K | 0.2% | ▼−10% Reduced · −258 sh | |
| 33 | Corning Inc COM | $1.5M | 6.0K | 0.2% | ▲+69% Added · +2K sh | |
| 34 | Taiwan Semiconductor Manufac SPONSORED ADS | $1.5M | 3.1K | 0.2% | ▲+47% Added · +988 sh | |
| 35 | Boeing Co COM | $1.4M | 6.5K | 0.2% | ▲+7.0% Added · +424 sh | |
| 36 | Tesla Inc COM | $1.3M | 3.2K | 0.2% | ▼−0.8% Reduced · −27 sh | |
| 37 | Emerson Elec Co COM | $1.3M | 8.9K | 0.2% | ▲+3.0% Added · +258 sh | |
| 38 | Schwab Strategic TR US LCAP VA ETF | $1.3M | 35.9K | 0.2% | ▼−4.1% Reduced · −2K sh | |
| 39 | RTX Corporation COM | $1.2M | 6.2K | 0.2% | ▼~0% Reduced · −3 sh | |
| 40 | Vaneck ETF Trust URANI NUCLE ETF | $1.2M | 10.1K | 0.2% | ▲+1.7% Added · +165 sh | |
| 41 | Lam Research Corp COM NEW | $1.1M | 2.5K | 0.1% | ▲+8.0% Added · +185 sh | |
| 42 | Abbvie Inc COM | $1.1M | 4.3K | 0.1% | ▲+11% Added · +408 sh | |
| 43 | Advanced Micro Devices Inc COM | $1.1M | 1.8K | 0.1% | ▲+5.2% Added · +91 sh | |
| 44 | Kinder Morgan Inc Del COM | $995K | 31.1K | 0.1% | ▼−3.4% Reduced · −1K sh | |
| 45 | United STS Commodity Index F CM REP COPP FD | $956K | 25.4K | 0.1% | ▼−9.3% Reduced · −3K sh | |
| 46 | Alphabet Inc CAP STK CL C | $948K | 2.7K | 0.1% | ▲+883% Added · +2K sh | |
| 47 | Lockheed Martin Corp COM | $802K | 1.6K | 0.1% | ▲+5.3% Added · +80 sh | |
| 48 | Servicenow Inc COM | $744K | 7.5K | 0.1% | ▼−15% Reduced · −1K sh | |
| 49 | PNC Finl Svcs Group Inc COM | $744K | 3.0K | 0.1% | —Held | |
| 50 | Caterpillar Inc COM | $723K | 679 | 0.1% | ▲+26% Added · +141 sh |
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Use Arkolith to show HOEY INVESTMENTS, INC's latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | NVIDIA CORPNVDA | $8.8M | 44K |
| CALL · bullish | AMAZON.COM INCAMZN | $4.8M | 20K |
| CALL · bullish | MICRON TECHNOLOGY INCMU | $1.3M | 1K |
| CALL · bullish | ARM HOLDINGS PLC-ADRARM | $674K | 2K |
| CALL · bullish | TAIWAN SEMICONDUCTOR-SP ADRTSM | $143K | 300 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the non-option book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 27d | 458 | $774.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 29d | 420 | $693.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 28, 2026 | 28d | 430 | $751.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 44d | 414 | $751.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 14, 2025 | 14d | 419 | $682.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 16, 2025 | 16d | 381 | $512.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 43d | 374 | $594.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 28, 2024 | 28d | 397 | $534.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.