HOEY INVESTMENTS, INC

Q2 2026 13F-HR Holdings

Location
Coatesville, PA
Holdings as of
6/30/2026
Date filed
7/27/2026
Form type
13F-HR
Num holdings
458
Total value ($000)
$774,335
Net value change ($000)
+80,972 (11.7%)
New positions
63
Sold out positions
26
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 35,119 15.1%
MU 19,943 2271.4%
AMZN 19,403 15.4%
GOOGL 4,277 44.3%
AAPL 3,963 20.7%
ARM 3,948 396.4%
GS 3,675 35.6%
MRVL 3,165 5861.1%
GEV 3,076 37.5%
GE 2,738 27.9%
Top Reduces (Value $000, Stocks/ETFs)
META -15,443 -21.1%
PLTR -7,992 -34.1%
UBER -3,237 -97.1%
BRK-B -1,985 -52.3%
NFLX -1,702 -100.0%
MSFT -1,611 -3.9%
WMT -1,319 -23.2%
SLV -1,288 -40.9%
AGQ -1,087 -100.0%
WFC -814 -7.5%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 15,658 (2.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type