HOEY INVESTMENTS, INC
•CIK: 1799544•Filing: Q4 2025
**HOEY INVESTMENTS, INC** manages $404M across a diversified portfolio of 415 positions. The fund exhibits significant concentration in mega-cap technology names, notably holding AMZN at $138.2M and MSFT at $58.6M. Further top holdings include PLTR ($24.8M), AAPL ($20.6M), and AVGO ($18.7M), indicating a strategic allocation toward growth technology leaders. The remaining portfolio breadth is anchored by established financial and industrial names such as WFC ($13.3M) and JPM ($10.2M).
Total AUM
$395.1M
QoQ Performance
-46.4%
Positions
338
Top 10 Concentration
79.2%
Latest Filing
Q4 2025
Top Holdings Allocation
AMZN
MSFT
PLTR
AAPL
AMZN35.0%
MSFT14.8%
PLTR6.3%
AAPL5.2%
AVGO4.7%
WFC3.4%
GE2.7%
JPM2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Consumer38.7%
Technology25.3%
Other19.0%
Financial11.6%
Industrial3.7%
Healthcare1.1%
Communication0.2%
Consumer Staples0.2%
🚪 Exited Positionssold since Q3 2025
+205 more exited positions
Changes from Q3 2025
NEW6 new positions
↑42 increased
↓52 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023