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Francis Hoey

@Hoey Investments, Inc

Latest period2024 - Q3ReportedManaged Assets$534.435MTotal holdings390
Assets growth rate0%Assets growth rate (2-Q avg)8.56%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Hoey Investments, Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 390 positions.

Assets under management

The assets under management (AUM) of Hoey Investments, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 534.435M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 8.56%. The portfolio is managed by Francis Hoey, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NVDANvidia Corporation
Recent Activity
30.4%
$162.422M↑ Call
1.315M shares@ $123.54 avg price
AMZNAmazon Com Inc
Recent Activity
21.75%
$116.196M↑ Call
601,273 shares@ $193.26 avg price
MSFTMicrosoft Corp
Recent Activity
12.02%
$64.239M
143,727 shares@ $446.95 avg price
METAMeta Platforms Inc
Recent Activity
10.18%
$54.382M↑ Call
107,853 shares@ $504.23 avg price
AAPLApple Inc
Recent Activity
3.08%
$16.412M
77,922 shares@ $210.63 avg price
CRWDCrowdstrike Hldgs Inc
Recent Activity
1.94%
$10.332M↑ Call
26,962 shares@ $383.2 avg price
PANWPalo Alto Networks Inc
Recent Activity
1.84%
$9.805M
28,923 shares@ $339.02 avg price
WFCWells Fargo Co New
Recent Activity
1.6%
$8.528M
143,596 shares@ $59.4 avg price
AVGOBroadcom Inc
Recent Activity
1.32%
$7.008M
4,365 shares@ $1605.54 avg price
BACBank America Corp
Recent Activity
1.15%
$6.104M
153,476 shares@ $39.78 avg price