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Showing Q2 2024 data
HedgeTrack has imported Q4 2025 data overall, but HoyleCohen, LLC's latest available filing here is Q2 2024.
HoyleCohen, LLC
•CIK: 1559077•Filing: Q2 2024
**HoyleCohen, LLC** manages $1.3B across a diversified portfolio of 275 positions. The fund exhibits significant concentration in mega-cap technology names, notably holding AAPL at $126.0M and MSFT at $68.9M. Further top holdings include NVDA ($51.0M), GOOGL ($35.1M), and AVGO ($34.2M), indicating a strong conviction in established growth leaders. This structure suggests a core investment thesis focused on high-quality, market-leading technology and industrials.
Total AUM
$1.3B
QoQ Performance
+0.8%
Positions
218
Top 10 Concentration
35.1%
Latest Filing
Q2 2024
Top Holdings Allocation
AAPL
MSFT
AAPL9.5%
MSFT5.2%
NVDA3.9%
GOOGL2.7%
AVGO2.6%
BRK.B2.4%
AMZN2.3%
GOOGL2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other40.9%
Technology30.1%
Consumer6.9%
Healthcare5.3%
Financial5.1%
Industrial3.1%
Energy2.4%
ETF1.8%
🚪 Exited Positionssold since Q1 2024
+81 more exited positions
Changes from Q1 2024
NEW4 new positions
↑50 increased
↓131 decreased
Historical Filings
Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022