Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
HOEY INVESTMENTS, INC (CIK 1799544) reported $693.4M across 404 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($241.2M, 34.79%), AMZN ($129.9M, 18.74%), META ($73.1M, 10.54%), MSFT ($41.4M, 5.97%), PLTR ($26.9M, 3.88%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $241.2M | 34.79% | 1.4M | Added |
| 2 | AMZN | AMAZON COM INC | $129.9M | 18.74% | 623,751 | Added |
| 3 | META | META PLATFORMS INC | $73.1M | 10.54% | 127,688 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $41.4M | 5.97% | 111,911 | Trimmed |
| 5 | PLTR | PALANTIR TECHNOLOGIES INC | $26.9M | 3.88% | 184,016 | Added |
| 6 | AAPL | APPLE INC | $19.1M | 2.76% | 75,353 | Trimmed |
| 7 | AVGO | BROADCOM INC | $17.2M | 2.48% | 55,575 | Added |
| 8 | WFC | WELLS FARGO & CO | $10.9M | 1.57% | 136,917 | Trimmed |
| 9 | GS | GOLDMAN SACHS GROUP INC | $10.3M | 1.49% | 12,214 | Added |
| 10 | GE | GE AEROSPACE | $9.8M | 1.41% | 34,528 | Added |
| 11 | GOOGL | ALPHABET INC | $9.7M | 1.39% | 33,578 | Added |
| 12 | JPM | JPMORGAN CHASE & CO | $8.7M | 1.26% | 29,697 | Trimmed |
| 13 | GEV | GE VERNOVA INC | $8.2M | 1.18% | 9,391 | Added |
| 14 | MS | MORGAN STANLEY | $7.7M | 1.12% | 47,031 | Added |
| 15 | BAC | BANK AMERICA CORP | $6.2M | 0.90% | 127,665 | Trimmed |
| 16 | WMT | WALMART INC | $5.7M | 0.82% | 45,737 | Trimmed |
| 17 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.8M | 0.55% | 7,926 | Trimmed |
| 18 | UBER | UBER TECHNOLOGIES INC | $3.3M | 0.48% | 46,340 | Trimmed |
| 19 | NVDL | GRANITESHARES ETF TR | $3.2M | 0.46% | 44,234 | Added |
| 20 | SLV | ISHARES SILVER TR | $3.1M | 0.45% | 46,184 | Added |
| 21 | CMC | COMMERCIAL METALS CO | $2.5M | 0.36% | 40,380 | Added |
| 22 | IBM | INTERNATIONAL BUSINESS MACHS | $2.2M | 0.32% | 9,201 | Added |
| 23 | LOW | LOWES COS INC | $2.1M | 0.30% | 8,875 | Trimmed |
| 24 | AMGN | AMGEN INC | $1.8M | 0.26% | 5,202 | Added |
| 25 | NFLX | NETFLIX INC. | $1.7M | 0.25% | 17,706 | Added |
Source: SEC Form 13F filings · as of 2026-03-31