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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$93.8B
$0 0.0% of portfolio
2
Q1 2024 Reduced 97.65%
$10.3B
$2,000 0.0% of portfolio
160
Q1 2023 New
$166B
$3,000 0.0% of portfolio
52
Q1 2023 New
$70.9B
$6,000 0.0% of portfolio
5
Q4 2024 New
$88.5B
$2,000 0.0% of portfolio
83
Q1 2023 New
$177B
$19,000 0.0% of portfolio
100
Q1 2024 New
$26B
$3,000 0.0% of portfolio
2
Q1 2023 New
$16.5B
$13,000 0.0% of portfolio
250
Q4 2024 New
$48.1B
$4,000 0.0% of portfolio
57
Q1 2023 New
$99.8B
$3,000 0.0% of portfolio
7
Q1 2023 New
$52.4B
$9,000 0.0% of portfolio
516
Q3 2023 Added 532.95%
$66.8B
$25,000 0.0% of portfolio
750
Q4 2024 Reduced 7.18%
$17.8B
$5,000 0.0% of portfolio
106
Q1 2023 New
$19B
$0 0.0% of portfolio
10
Q4 2021 Reduced 98.07%
$79.5B
$6,000 0.0% of portfolio
52
Q4 2024 Added 40.54%
$89.7B
$7,000 0.0% of portfolio
44
Q4 2024 Reduced 12.0%
$80.1B
$22,000 0.0% of portfolio
1,000
Q4 2024 Reduced 19.87%
$23.3B
$4,000 0.0% of portfolio
67
Q1 2023 New
$25B
$5,000 0.0% of portfolio
200
Q2 2024 Reduced 42.86%
$50.8B
$1,000 0.0% of portfolio
37
Q4 2024 New
$14.7B
$2,000 0.0% of portfolio
52
Q1 2023 New
$19.5B
$3,000 0.0% of portfolio
200
Q1 2024 Reduced 91.67%
$24.6B
$1,000 0.0% of portfolio
10
Q4 2024 New
$93.2B
$0 0.0% of portfolio
2
Q1 2025 Reduced 99.93%
$43.6B
$15,000 0.0% of portfolio
244
Q1 2023 Added 8.93%
$31.2B
$5,000 0.0% of portfolio
92
Q1 2023 New
$93.6B
$4,000 0.0% of portfolio
60
Q4 2024 Reduced 13.04%
$50.1B
$16,000 0.0% of portfolio
250
Q4 2024 Reduced 57.12%
$137B
$13,000 0.0% of portfolio
29
Q4 2024 Reduced 93.08%
$21.8B
$11,000 0.0% of portfolio
125
Q1 2025 Reduced 68.75%
$99.9B
$20,000 0.0% of portfolio
30
Q4 2022 Reduced 93.15%
$43.2B
$15,000 0.0% of portfolio
248
Q1 2025 Reduced 97.51%
$71.9B
$3,000 0.0% of portfolio
50
Q4 2022 Added 2.04%
$18.6B
$9,000 0.0% of portfolio
100
Q4 2024 New
$41.2B
$4,000 0.0% of portfolio
46
Q1 2023 New
$11.7B
$0 0.0% of portfolio
15
Q1 2025 New
$17B
$3,000 0.0% of portfolio
20
Q4 2024 New
$36.1B
$3,000 0.0% of portfolio
46
Q1 2023 New
$28.2B
$1,000 0.0% of portfolio
10
Q4 2024 New
$135B
$4,000 0.0% of portfolio
68
Q1 2025 Reduced 88.03%
$71.6B
$14,000 0.0% of portfolio
62
Q1 2025 Reduced 56.34%
$21.8B
$1,000 0.0% of portfolio
21
Q1 2023 New
$37B
$3,000 0.0% of portfolio
110
Q4 2024 Reduced 69.53%
$18.4B
$2,000 0.0% of portfolio
28
Q1 2023 New
$106B
$8,000 0.0% of portfolio
30
Q1 2023 Added 346.67%
$36.8B
$0 0.0% of portfolio
4
Q3 2023 New
$22.1B
$16,000 0.0% of portfolio
272
Q4 2024 New
$25.9B
$1,000 0.0% of portfolio
48
Q1 2023 New
$40.6B
$0 0.0% of portfolio
4
Q1 2025 Reduced 99.12%

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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