Evid Invest
Holders — by stockHoldings — by fund

HOEY INVESTMENTS, INC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1799544

$774.3M

disclosed book value

453

positions

34.6%

largest position share

Positions, as of 2026-06-30

top 100 of 453 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1NVDANVIDIA CORPORATION1.3M$268.0M34.6%
2AMZNAMAZON COM INC610,735$145.6M18.8%
3METAMETA PLATFORMS INC102,276$57.6M7.4%
4MSFTMICROSOFT CORP106,736$39.8M5.1%
5AAPLAPPLE INC79,787$23.1M3%
6MUMICRON TECHNOLOGY INC18,038$20.8M2.7%
7AVGOBROADCOM INC52,347$19.8M2.6%
8PLTRPALANTIR TECHNOLOGIES INC132,122$15.4M2%
9GSGOLDMAN SACHS GROUP INC13,851$14.0M1.8%
10GOOGLALPHABET INC38,987$13.9M1.8%
11GEGE AEROSPACE33,544$12.5M1.6%
12GEVGE VERNOVA INC9,595$11.3M1.5%
13MSMORGAN STANLEY49,186$10.3M1.3%
14WFCWELLS FARGO & CO122,048$10.1M1.3%
15JPMJPMORGAN CHASE & CO29,421$9.6M1.2%
16NVDANVIDIA CORPORATIONCALL44,000$8.8M1.1%
17BACBANK OF AMER CORP111,641$6.4M0.8%
18ARMARM HOLDINGS PLC13,944$4.9M0.6%
19AMZNAMAZON COM INCCALL20,000$4.8M0.6%
20WMTWALMART INC38,537$4.4M0.6%
21MRVLMARVELL TECHNOLOGY INC10,805$3.2M0.4%
22NVDLGRANITESHARES ETF TR90,753$2.7M0.3%
23DELLDELL TECHNOLOGIES INC5,248$2.3M0.3%
24CMCCOMMERCIAL METALS CO35,290$2.2M0.3%
25ALABASTERA LABS INC4,406$2.1M0.3%
26LOWLOWES COS INC9,048$2.0M0.3%
27IBBISHARES TR10,486$2.0M0.3%
28IBMINTERNATIONAL BUSINESS MACHS6,662$1.9M0.2%
29SLVISHARES SILVER TR34,775$1.9M0.2%
30BRK/BBERKSHIRE HATHAWAY INC DEL3,623$1.8M0.2%
31AMGNAMGEN INC4,928$1.8M0.2%
32DIREXION SHARES ETF TRUST1,563$1.6M0.2%
33CRWDCROWDSTRIKE HLDGS INC2,142$1.6M0.2%
34CMICUMMINS INC2,261$1.6M0.2%
35GLWCORNING INC6,020$1.5M0.2%
36TSMTAIWAN SEMICONDUCTOR MANUFAC3,077$1.5M0.2%
37BABOEING CO6,495$1.4M0.2%
38TSLATESLA INC3,172$1.3M0.2%
39MUMICRON TECHNOLOGY INCCALL1,100$1.3M0.2%
40EMREMERSON ELEC CO8,852$1.3M0.2%
41SCHVSCHWAB STRATEGIC TR35,920$1.3M0.2%
42RTXRTX CORPORATION6,205$1.2M0.2%
43NLRVANECK ETF TRUST10,099$1.2M0.2%
44LRCXLAM RESEARCH CORP2,505$1.1M0.1%
45ABBVABBVIE INC4,275$1.1M0.1%
46AMDADVANCED MICRO DEVICES INC1,828$1.1M0.1%
47KMIKINDER MORGAN INC DEL31,108$994,5230.1%
48UNITED STS COMMODITY INDEX F25,350$956,4560.1%
49GOOGALPHABET INC2,683$947,9850.1%
50LMTLOCKHEED MARTIN CORP1,575$802,4000.1%
51NOWSERVICENOW INC7,496$744,2030.1%
52PNCPNC FINL SVCS GROUP INC3,020$743,5850.1%
53CATCATERPILLAR INC679$723,0680.1%
54SCHGSCHWAB STRATEGIC TR21,088$713,6090.1%
55ARMARM HOLDINGS PLCCALL1,900$673,6830.1%
56ROKROCKWELL AUTOMATION INC1,354$670,3390.1%
57PEPPEPSICO INC4,515$611,3310.1%
58JNJJOHNSON & JOHNSON2,250$571,4330.1%
59DIREXION SHARES ETF TRUST16,883$560,8540.1%
60GMGENERAL MTRS CO6,319$487,0690.1%
61IUSGISHARES TR2,500$470,2250.1%
62ADPAUTOMATIC DATA PROCESSING IN2,000$447,9000.1%
63HDHOME DEPOT INC1,260$444,3770.1%
64THEMES ETF TR11,265$444,0670.1%
65TMOTHERMO FISHER SCIENTIFIC INC874$438,1890.1%
66QQNITY ELECTRONICS INC2,683$438,1610.1%
67SEAGATE TECHNOLOGY HLDNGS PL442$426,5300.1%
68NOCNORTHROP GRUMMAN CORP808$411,5230.1%
69CVXCHEVRON CORPORATION2,230$369,7250%
70EEMISHARES TR5,250$359,1360%
71MAMASTERCARD INCORPORATED696$357,4660%
72CLSCELESTICA INC960$350,2080%
73IVVISHARES TR460$344,4900%
74EXMOCEXXON MOBIL CORP2,497$341,3900%
75GLDSPDR GOLD TR905$333,3840%
76PHYSSPROTT ASSET MANAGEMENT LP11,000$331,8700%
77AMATAPPLIED MATLS INC450$325,3500%
78FCXFREEPORT MCMORAN INC4,800$301,8720%
79ALLALLSTATE CORP1,200$285,5280%
80COSTCOSTCO WHOLESALE CORPORATION299$279,7060%
81GSKGSK PLC4,897$256,7010%
82HONEYWELL INTL INC1,107$247,7460%
83HONEYWELL AEROSPACE INC1,106$244,5150%
84QCOMQUALCOMM INC1,247$230,4340%
85DUPONT DE NEMOURS INC1,698$230,3170%
86LNGCHENIERE ENERGY INC950$227,0600%
87LLYELI LILLY & CO187$224,2940%
88PANWPALO ALTO NETWORKS INC637$217,2300%
89WDCWESTERN DIGITAL CORP340$217,1650%
90SPGSIMON PPTY GROUP INC NEW875$195,6940%
91CSCOCISCO SYS INC1,589$186,6440%
92VZVERIZON COMMUNICATIONS INC4,162$176,2200%
93NEBIUS GROUP N.V.600$165,7020%
94PEOPLES FINL SVCS CORP2,471$164,0010%
95CEGCONSTELLATION ENERGY CORP587$145,7940%
96ZTSZOETIS INC2,013$144,6550%
97TSMTAIWAN SEMICONDUCTOR MANUFACCALL300$143,2710%
98PFEPFIZER INC5,827$140,3150%
99TJXTJX COS INC NEW920$139,3800%
100DIREXION SHARES ETF TRUST175$136,7370%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.