HOEY INVESTMENTS, INC

Q3 2026 13F-HR Holdings

Location
Coatesville, PA
Holdings as of
9/30/2026
Date filed
10/28/2026
Form type
13F-HR
Num holdings
457
Total value ($000)
$850,842
Net value change ($000)
+76,507 (9.9%)
New positions
20
Sold out positions
21
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 36,517 13.6%
META 15,232 26.4%
MSFT 11,460 28.8%
PLTR 9,959 64.6%
MU 5,757 27.6%
AAPL 4,316 18.7%
AMZN 2,466 1.7%
MUU 2,033 124.0%
CRWD 1,256 76.8%
DELL 1,041 46.0%
Top Reduces (Value $000, Stocks/ETFs)
GEV -2,322 -20.6%
GE -2,059 -16.4%
IBM -1,832 -97.8%
ARM -1,757 -35.5%
AVGO -1,658 -8.4%
GLW -1,461 -95.0%
GS -1,056 -7.5%
WFC -786 -7.8%
MS -774 -7.5%
ALAB -560 -26.3%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 17,221 (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