Hoey Investments, Inc Portfolio Holdings

Hoey Investments, Inc

  • $505 Million
  • Q1 2025

Hoey Investments, Inc has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $505 Million distributed in 381 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $145M, Amazon Com Inc with a value of $111M, Meta Platforms, Inc. with a value of $71.3M, Microsoft Corp with a value of $42.4M, and Apple Inc. with a value of $19.3M.

Examining the 13F form we can see an decrease of $82.3M in the current position value, from $588M to 505M.

Hoey Investments, Inc is based out at Coatesville, PA

Below you can find more details about Hoey Investments, Inc portfolio as well as his latest detailed transactions.

Portfolio value $505 Million
Technology: $243 Million
Consumer Cyclical: $117 Million
Communication Services: $72.5 Million
Financial Services: $36.1 Million
Industrials: $12.4 Million
ETFs: $7.07 Million
Consumer Defensive: $6.65 Million
Healthcare: $5.36 Million
Other: $4.96 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$276B
$145 Million 28.6% of portfolio
1,333,869
Q1 2025 Reduced 1.3%
$1.86T
$111 Million 22.04% of portfolio
585,589
Q1 2025 Reduced 1.1%
$1.17T
$71.3 Million 14.1% of portfolio
123,674
Q1 2025 Added 3.55%
$2.89T
$42.4 Million 8.39% of portfolio
112,960
Q1 2025 Reduced 16.03%
$3.25T
$19.3 Million 3.81% of portfolio
86,709
Q1 2025 Reduced 8.83%
$182B
$11.8 Million 2.34% of portfolio
140,010
Q1 2025 Reduced 20.75%
$239B
$10.9 Million 2.16% of portfolio
152,228
Q1 2025 Reduced 6.73%
$72.2B
$8.88 Million 1.76% of portfolio
53,017
Q1 2025 Added 20.98%
$688B
$8.14 Million 1.61% of portfolio
33,178
Q1 2025 Reduced 8.84%
$203B
$5.85 Million 1.16% of portfolio
29,253
Q1 2025 Reduced 22.12%
$294B
$5.81 Million 1.15% of portfolio
139,294
Q1 2025 Reduced 12.89%
$257B
$5.32 Million 1.05% of portfolio
60,570
Q1 2025 Added 14.65%
$145B
$5.03 Million 1.0% of portfolio
69,045
Q1 2025 Added 4.2%
$172B
$3.85 Million 0.76% of portfolio
7,054
Q1 2025 Reduced 22.09%
$185B
$3.18 Million 0.63% of portfolio
27,251
Q1 2025 Reduced 11.98%
$687B
$2.87 Million 0.57% of portfolio
5,385
Q1 2025 Added 73.37%
$139B
$2.22 Million 0.44% of portfolio
9,531
Q1 2025 Reduced 12.86%
$157B
$2.2 Million 0.43% of portfolio
7,047
Q1 2025 Added 31.74%
$4.91B
$1.19 Million 0.23% of portfolio
25,809
Q1 2025 Added 3.67%
$59.7B
$1.09 Million 0.22% of portfolio
9,945
Q1 2025 Reduced 8.41%
$60.2B
$1.04 Million 0.21% of portfolio
36,406
Q1 2025 Reduced 1.19%
$190B
$986,000 0.2% of portfolio
7,450
Q1 2025 Added 18.56%
$317B
$852,000 0.17% of portfolio
4,070
Q1 2025 Added 3.83%
$125B
$822,000 0.16% of portfolio
1,842
Q1 2025 Reduced 20.05%
$77.2B
$809,000 0.16% of portfolio
9,311
Q1 2025 Added 22,609.76%
$202B
$715,000 0.14% of portfolio
4,771
Q1 2025 Reduced 11.27%
$125B
$611,000 0.12% of portfolio
2,000
Q4 2022 Reduced 33.33%
$94.9B
$564,000 0.11% of portfolio
3,312
Q1 2025 Added 116.47%
$797B
$557,000 0.11% of portfolio
2,151
Q1 2025 Added 131.04%
$30.5B
$501,000 0.1% of portfolio
6,712
Q1 2025 Reduced 4.33%
$2.91B
$432,000 0.09% of portfolio
1,500
Q4 2024 Added 1,204.35%
$82.5B
$452,000 0.09% of portfolio
884
Q1 2025 Reduced 20.65%
$26.9B
$431,000 0.09% of portfolio
1,671
Q1 2025 Reduced 4.19%
$70.6B
$466,000 0.09% of portfolio
2,833
Q1 2025 Reduced 8.79%
$214B
$478,000 0.09% of portfolio
1,926
Q4 2024 Added 93.76%
$40.7B
$439,000 0.09% of portfolio
1,403
Q1 2025 Reduced 1.89%
$404B
$455,000 0.09% of portfolio
2,746
Q1 2025 Added 13.8%
$135B
$465,000 0.09% of portfolio
2,200
Q4 2024 Reduced 35.29%
$176B
$456,000 0.09% of portfolio
917
Q1 2025 Reduced 5.46%
$52.8B
$398,000 0.08% of portfolio
1,926
Q1 2025 Reduced 9.62%
$157B
$376,000 0.07% of portfolio
1,143
Q1 2025 Reduced 47.88%
$265B
$364,000 0.07% of portfolio
2,177
Q1 2025 Reduced 5.84%
$433B
$376,000 0.07% of portfolio
398
Q1 2025 Reduced 47.14%
$64.1B
$339,000 0.07% of portfolio
7,223
Q1 2025 Reduced 15.13%
$233B
$333,000 0.07% of portfolio
1,068
Q1 2023 Reduced 3.46%
$31.8B
$370,000 0.07% of portfolio
1,310
Q1 2025 Reduced 2.53%
$181B
$322,000 0.06% of portfolio
70
Q1 2025 New
$431B
$306,000 0.06% of portfolio
2,574
Q1 2025 Reduced 8.01%
$489B
$328,000 0.06% of portfolio
600
Q4 2024 Added 1,100.0%

Summary

  • Portfolio
  • No. of Stocks 381
  • Current Value $505 Million
  • Prior Value $588 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 42 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 85 stocks
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