HOEY INVESTMENTS, INC
All 13F Filings
- Location
- Coatesville, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 774,335
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/27/2026 | 458 | 774,335 | 13F-HR | HOEY INVESTMENTS, INC |
| Q1 2026 | 4/28/2026 | 420 | 693,363 | 13F-HR | HOEY INVESTMENTS, INC |
| Q4 2025 | 1/28/2026 | 423 | 751,062 | 13F-HR | HOEY INVESTMENTS, INC |
| Q3 2025 | 11/13/2025 | 414 | 751,654 | 13F-HR | HOEY INVESTMENTS, INC |
| Q2 2025 | 7/14/2025 | 412 | 682,268 | 13F-HR | HOEY INVESTMENTS, INC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
15.66 K
(2.0% of total reported value)
· QoQ Δ:
-122
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 742.2 K | 97.8% | 81.53 K | 0 | 81.53 K |
| ETFs | 16.45 K | 2.2% | 0 | 438 | -438 |
| Debt | 8 | 0.0% | 8 | 0 | 8 |
| Other | 3 | 0.0% | 1 | 0 | 1 |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
774,335
Holdings
458
QoQ value change ($000)
80,972
(11.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.