Hoey-Investments

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ALAB",
  "JAZZ",
  "GDX",
  null,
  "NLY",
  null,
  "ARW",
  null,
  "DNB",
  "LYFT",
  null,
  "SPR",
  "ARM",
  "MU",
  null,
  "FNDF",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "BABA",
  "ALL",
  "GOOGL",
  null,
  "ASML",
  "T",
  "BLK",
  null,
  "ENR",
  null,
  "CAT",
  "AVGO",
  null,
  "LOW",
  "DNA",
  "BLW",
  "COF",
  "CMI",
  "LEG",
  "LMND",
  "USA",
  "DUK",
  "DEA",
  "ETJ",
  "PTY",
  "ROKU",
  "EBAY",
  "RXRX",
  "QS",
  "PLL",
  "SERV",
  "TDS",
  null,
  null,
  "ALLO",
  "AIM",
  "HON",
  "BLDP",
  "HD",
  "HPQ",
  "CRVO",
  "AZN",
  "MCD",
  null,
  null,
  "QCOM",
  null,
  null,
  null,
  "HSBC",
  "PDT",
  null,
  "HMC",
  "ITW",
  "AMAT",
  "RIVN",
  "EMR",
  "BKNG",
  "ICE",
  "META",
  "LPSN",
  "MNKD",
  "HEFA",
  null,
  "IVW",
  null,
  "PFIS",
  null,
  null,
  null,
  "TMCI",
  null,
  "LAC.TO",
  "IOVA",
  null,
  null,
  null,
  null,
  null,
  "KGC",
  "KMI",
  "LRCX",
  null,
  null,
  null,
  "JHI",
  "TLRY",
  "MRVL",
  "MA",
  null,
  "MDT",
  "APA",
  "MSFT",
  "MDLZ",
  "MS",
  "ENPH",
  "EQT",
  "FCNCA",
  null,
  null,
  "FIS",
  "FTV",
  "GE",
  "NTRS",
  null,
  "ODFL",
  null,
  "EMN",
  "HSY",
  "DG",
  "IJR",
  "EFG",
  "KKR",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  null,
  null,
  null,
  "EEM",
  null,
  "PANW",
  "PYPL",
  "PEP",
  null,
  "PGR",
  "IEMG",
  null,
  "IVV",
  "DOW",
  "AAPL",
  "SPY",
  "HLN",
  "NVDA",
  "GS",
  "HPE",
  "INTC",
  "OGN",
  "GEHC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "MGA",
  "AMGN",
  "MSTR",
  "PPG",
  null,
  "ROK",
  "IEFA",
  "SCHX",
  "NOW",
  "SHOP",
  "SPG",
  "O",
  "ROST",
  "RTX",
  "SPDW",
  "GLD",
  "BP",
  null,
  "IBM",
  "SYK",
  "SBUX",
  "TKO",
  "TXN",
  "TGT",
  "TMO",
  "TDG",
  "UBER",
  "UL",
  "UNM",
  "BIV",
  "VNQ",
  "VO",
  "LAZR",
  "PCH",
  "VXF",
  "SLQT",
  "SCHW",
  "MNST",
  "SIVR",
  "VCIT",
  null,
  "VIG",
  "AGD",
  "TSCO",
  "BTCS",
  "SRM",
  "WY",
  "SNY",
  "TSM",
  "GSK",
  null,
  "GFI",
  null,
  "DD",
  "VRTX",
  null,
  "EA",
  "QLYS",
  "PVH",
  "VOYA",
  "GM",
  "APTV",
  "AMD",
  "VFC",
  "FI",
  "IP",
  "DLTR",
  "AEP",
  "COFS",
  "DYAI",
  "FTRE",
  null,
  null,
  "IFF",
  null,
  "UA",
  "NVO",
  "AMZN",
  "SCHB",
  "HCA",
  "PLUG",
  "HOG",
  null,
  null,
  "KD",
  null,
  null,
  null,
  "RGA",
  "VUG",
  "VEA",
  "VGK",
  "VNQI",
  null,
  "BND",
  "VBR",
  "BSV",
  "VB",
  "VOO",
  "VLTO",
  "VTV",
  "VTRS",
  "WBD",
  null,
  "WMT",
  "WFC",
  "WPM",
  null,
  "WPC",
  "IUSG",
  "SOLV",
  "FOXA",
  "ET",
  "SCHG",
  "SCHF",
  "LVS",
  "EIX",
  "NSC",
  "LUMN",
  "LH",
  null,
  "PPL",
  "OTIS",
  "PSX",
  "TWST",
  "SCI",
  "ORI",
  "SEE",
  null,
  "GEV",
  "DGRO",
  "MCK",
  "NTAP",
  "PZZA",
  "NUE",
  "KMB",
  "LULU",
  "ADP",
  "AVTR",
  "AXTA",
  "BAC",
  "BBWI",
  "BRK-B",
  "BH",
  "BBY",
  "BE",
  "BA",
  null,
  "BMY",
  "BDN",
  "CDNS",
  "CCL",
  "CSL",
  "CBRE",
  "CVX",
  "LNG",
  "CIEN",
  "CSCO",
  "C",
  "KO",
  "COHR",
  "COIN",
  "CMCSA",
  "CTSH",
  "CMC",
  "COP",
  "CEG",
  "COST",
  "GLW",
  "CTVA",
  "CRSP",
  "CRWD",
  "CVS",
  "DHR",
  "DELL",
  "DE",
  "DVN",
  "RSP",
  "ADI",
  "VOD",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "EPD",
  "DIS",
  "ELV",
  "ETN",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PH",
  "AWK",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-16
Total Holdings: 369
Total Value: 103789190
Accession Number: 0001799544-25-000002
Form Type: 13F-HR
CIK: hoey-investments
Manager Name: Hoey-Investments

Data Enrichment

83% identified

306 identified63 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

369 positions • $103.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 16 of 19

Sort by:

Alibaba Group Holding Ltd

BABA|01609W102

Shares:14

Value:$1.9K

% of Portfolio:0.0% ($1.9K/$103.8M)

DOLLAR GENERAL CORP

DG|256677105

Shares:21

Value:$1.8K

% of Portfolio:0.0% ($1.8K/$103.8M)

HERSHEY CO

HSY|427866108

Shares:10

Value:$1.7K

% of Portfolio:0.0% ($1.7K/$103.8M)

46137V282

Shares:50

Value:$1.7K

% of Portfolio:0.0% ($1.7K/$103.8M)

SelectQuote, Inc.

SLQT|816307300

Shares:500

Value:$1.7K

% of Portfolio:0.0% ($1.7K/$103.8M)

922908751

VB|922908751

Shares:7

Value:$1.6K

% of Portfolio:0.0% ($1.6K/$103.8M)

Jazz Pharmaceuticals plc

JAZZ|G50871105

Shares:12

Value:$1.5K

% of Portfolio:0.0% ($1.5K/$103.8M)

Voya Financial, Inc.

VOYA|929089100

Shares:20

Value:$1.4K

% of Portfolio:0.0% ($1.4K/$103.8M)

922908611

VBR|922908611

Shares:7

Value:$1.3K

% of Portfolio:0.0% ($1.3K/$103.8M)

69374H741

Shares:44

Value:$1.3K

% of Portfolio:0.0% ($1.3K/$103.8M)

922908553

VNQ|922908553

Shares:14

Value:$1.3K

% of Portfolio:0.0% ($1.3K/$103.8M)

NUCOR CORP

NUE|670346105

Shares:10

Value:$1.2K

% of Portfolio:0.0% ($1.2K/$103.8M)

922042676

VNQI|922042676

Shares:28

Value:$1.1K

% of Portfolio:0.0% ($1.1K/$103.8M)

ROKU, INC

ROKU|77543R102

Shares:16

Value:$1.1K

% of Portfolio:0.0% ($1.1K/$103.8M)

HONDA MOTOR CO LTD

HMC|438128308

Shares:37

Value:$1.0K

% of Portfolio:0.0% ($1.0K/$103.8M)

Haleon plc

HLN|405552100

Shares:85

Value:$875

% of Portfolio:0.0% ($875/$103.8M)

ANNALY CAPITAL MANAGEMENT INC

NLY|035710839

Shares:41

Value:$833

% of Portfolio:0.0% ($833/$103.8M)

INTERNATIONAL FLAVORS & FRAGRANCES INC

IFF|459506101

Shares:10

Value:$777

% of Portfolio:0.0% ($777/$103.8M)

78463X889

SPDW|78463X889

Shares:21

Value:$765

% of Portfolio:0.0% ($765/$103.8M)

Kyndryl Holdings, Inc.

KD|50155Q100

Shares:24

Value:$754

% of Portfolio:0.0% ($754/$103.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Alibaba Group Holding Ltd(BABAcusip01609W102)	14	QoQ NEW(+14) YoY -17.64% (-3)	All Managers (Combined)	$1.9K	0.0% ($1.9K/$103.8M)	QoQ NEW(+$1.9K) YoY +50.44% (-$621)
DOLLAR GENERAL CORP(DGcusip256677105)	21	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$1.8K	0.0% ($1.8K/$103.8M)	QoQ +15.94% (+$254) YoY -43.65% (-$1.4K)
HERSHEY CO(HSYcusip427866108)	10	QoQ 0.00% (+0) YoY NEW(+10)	All Managers (Combined)	$1.7K	0.0% ($1.7K/$103.8M)	QoQ +1.00% (+$17) YoY NEW(+$1.7K)
(cusip46137V282)✕	50	QoQ NEW(+50) YoY NEW(+50)	All Managers (Combined)	$1.7K	0.0% ($1.7K/$103.8M)	QoQ NEW(+$1.7K) YoY NEW(+$1.7K)
SelectQuote, Inc.(SLQTcusip816307300)	500	QoQ NEW(+500) YoY NEW(+500)	All Managers (Combined)	$1.7K	0.0% ($1.7K/$103.8M)	QoQ NEW(+$1.7K) YoY NEW(+$1.7K)
(VBcusip922908751)	7	QoQ NEW(+7) YoY NEW(+7)	All Managers (Combined)	$1.6K	0.0% ($1.6K/$103.8M)	QoQ NEW(+$1.6K) YoY NEW(+$1.6K)
Jazz Pharmaceuticals plc(JAZZcusipG50871105)	12	QoQ 0.00% (+0) YoY -90.00% (-108)	All Managers (Combined)	$1.5K	0.0% ($1.5K/$103.8M)	QoQ +0.81% (+$12) YoY -89.68% (-$13.0K)
Voya Financial, Inc.(VOYAcusip929089100)	20	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.4K	0.0% ($1.4K/$103.8M)	QoQ -1.52% (-$21) YoY -8.31% (-$123)
(VBRcusip922908611)	7	QoQ NEW(+7) YoY NEW(+7)	All Managers (Combined)	$1.3K	0.0% ($1.3K/$103.8M)	QoQ NEW(+$1.3K) YoY NEW(+$1.3K)
(cusip69374H741)✕	44	QoQ 0.00% (-0) YoY NEW(+44)	All Managers (Combined)	$1.3K	0.0% ($1.3K/$103.8M)	QoQ -2.12% (-$28) YoY NEW(+$1.3K)
(VNQcusip922908553)	14	QoQ NEW(+14) YoY NEW(+14)	All Managers (Combined)	$1.3K	0.0% ($1.3K/$103.8M)	QoQ NEW(+$1.3K) YoY NEW(+$1.3K)
NUCOR CORP(NUEcusip670346105)	10	QoQ 0.00% (+0) YoY NEW(+10)	All Managers (Combined)	$1.2K	0.0% ($1.2K/$103.8M)	QoQ +3.08% (+$36) YoY NEW(+$1.2K)
(VNQIcusip922042676)	28	QoQ NEW(+28) YoY NEW(+28)	All Managers (Combined)	$1.1K	0.0% ($1.1K/$103.8M)	QoQ NEW(+$1.1K) YoY NEW(+$1.1K)
ROKU, INC(ROKUcusip77543R102)	16	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.1K	0.0% ($1.1K/$103.8M)	QoQ -5.21% (-$62) YoY +8.14% (+$85)
HONDA MOTOR CO LTD(HMCcusip438128308)	37	QoQ 0.00% (-0) YoY NEW(+37)	All Managers (Combined)	$1.0K	0.0% ($1.0K/$103.8M)	QoQ -5.01% (-$53) YoY NEW(+$1.0K)
Haleon plc(HLNcusip405552100)	85	QoQ 0.00% (+0) YoY +165.62% (+53)	All Managers (Combined)	$875	0.0% ($875/$103.8M)	QoQ +7.89% (+$64) YoY +221.69% (+$603)
ANNALY CAPITAL MANAGEMENT INC(NLYcusip035710839)	41	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$833	0.0% ($833/$103.8M)	QoQ +10.91% (+$82) YoY +3.09% (+$25)
INTERNATIONAL FLAVORS & FRAGRANCES INC(IFFcusip459506101)	10	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$777	0.0% ($777/$103.8M)	QoQ -8.15% (-$69) YoY -9.65% (-$83)
(SPDWcusip78463X889)	21	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$765	0.0% ($765/$103.8M)	QoQ +6.69% (+$48) YoY +1.59% (+$12)
Kyndryl Holdings, Inc.(KDcusip50155Q100)	24	QoQ 0.00% (-0) YoY -81.10% (-103)	All Managers (Combined)	$754	0.0% ($754/$103.8M)	QoQ -9.26% (-$77) YoY -72.72% (-$2.0K)