StockDriftsStockDriftsTop 50 Hoey Investments INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 35.32% | 1.34M | $268.0M | +0.31%(+4.09K) | $35.36(+539.31%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 19.19% | 610.7K | $145.6M | +0.82%(+4.98K) | $135.49(+93.77%) | 2026-06-30 | |
| META | META PLATFORMS INC | 7.59% | 102.3K | $57.6M | -19.90%(-25.41K) | $401.65(+44.48%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 5.25% | 106.7K | $39.8M | -4.62%(-5.17K) | $226.32(+114.77%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.04% | 79.8K | $23.1M | +5.88%(+4.43K) | $131.21(+132.75%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 2.74% | 18.0K | $20.8M | +593.77%(+15.44K) | $664.75(+52.66%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.61% | 52.3K | $19.8M | -5.81%(-3.23K) | $208.95(+88.44%) | 2026-06-30 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 2.03% | 132.1K | $15.4M | -17.43%(-27.89K) | $70.91(+145.17%) | 2026-06-30 | |
| GS | GOLDMAN SACHS GROUP INC | 1.85% | 13.9K | $14.0M | +13.40%(+1.64K) | $656.11(+59.64%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.84% | 39.0K | $13.9M | +16.11%(+5.41K) | $251.57(+37.02%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +32.08% | +130.40% | +17.84% | +127.22% |
| Top 20 Holdings Unweighted | +27.31% | +106.34% | +13.62% | +89.38% |
Hoey Investments INC reports $774.34M in US-listed equity holdings across 453 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (35.3%), AMZN (19.2%) and META (7.6%). The top 20 holdings account for 91.41% of reported assets. Its disclosed equity book has returned +130.40% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Hoey Investments INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1799544). View Hoey Investments INC’s 13F filings on SEC