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 18 of 19

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BTCS Inc.

BTCS|05581M404

Shares:204

Value:$306

% of Portfolio:0.0% ($306/$103.8M)

Serve Robotics Inc. /DE/

SERV|81758H106

Shares:48

Value:$276

% of Portfolio:0.0% ($276/$103.8M)

EBAY INC

EBAY|278642103

Shares:4

Value:$271

% of Portfolio:0.0% ($271/$103.8M)

COHERENT CORP.

COHR|19247G107

Shares:4

Value:$260

% of Portfolio:0.0% ($260/$103.8M)

Warner Bros. Discovery, Inc.

WBD|934423104

Shares:24

Value:$258

% of Portfolio:0.0% ($258/$103.8M)

Luminar Technologies, Inc./DE

LAZR|550424303

Shares:46

Value:$248

% of Portfolio:0.0% ($248/$103.8M)

38964R203

Shares:13

Value:$224

% of Portfolio:0.0% ($224/$103.8M)

LEGGETT & PLATT INC

LEG|524660107

Shares:28

Value:$222

% of Portfolio:0.0% ($222/$103.8M)

COCA COLA CO

KO|191216100

Shares:3

Value:$215

% of Portfolio:0.0% ($215/$103.8M)

433921103

Shares:144

Value:$209

% of Portfolio:0.0% ($209/$103.8M)

STARBUCKS CORP

SBUX|855244109

Shares:2

Value:$197

% of Portfolio:0.0% ($197/$103.8M)

Fortrea Holdings Inc.

FTRE|34965K107

Shares:21

Value:$159

% of Portfolio:0.0% ($159/$103.8M)

MANNKIND CORP

MNKD|56400P706

Shares:30

Value:$151

% of Portfolio:0.0% ($151/$103.8M)

00901B105

AIM|00901B105

Shares:1.0K

Value:$123

% of Portfolio:0.0% ($123/$103.8M)

92206C409

Shares:1

Value:$111

% of Portfolio:0.0% ($111/$103.8M)

37954Y715

Shares:3

Value:$86

% of Portfolio:0.0% ($86/$103.8M)

Under Armour, Inc.

UA|904311206

Shares:14

Value:$84

% of Portfolio:0.0% ($84/$103.8M)

464287226

Shares:1

Value:$77

% of Portfolio:0.0% ($77/$103.8M)

464288513

Shares:1

Value:$53

% of Portfolio:0.0% ($53/$103.8M)

46434V613

Shares:1

Value:$47

% of Portfolio:0.0% ($47/$103.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BTCS Inc.(BTCScusip05581M404)	204	QoQ 0.00% (-0) YoY +3980.00% (+199)	All Managers (Combined)	$306	0.0% ($306/$103.8M)	QoQ -39.28% (-$198) YoY +3300.00% (+$297)
Serve Robotics Inc. /DE/(SERVcusip81758H106)	48	QoQ 0.00% (-0) YoY NEW(+48)	All Managers (Combined)	$276	0.0% ($276/$103.8M)	QoQ -57.40% (-$372) YoY NEW(+$276)
EBAY INC(EBAYcusip278642103)	4	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$271	0.0% ($271/$103.8M)	QoQ +9.27% (+$23) YoY +27.83% (+$59)
COHERENT CORP.(COHRcusip19247G107)	4	QoQ 0.00% (-0) YoY -99.65% (-1.1K)	All Managers (Combined)	$260	0.0% ($260/$103.8M)	QoQ -31.39% (-$119) YoY -99.62% (-$69.5K)
Warner Bros. Discovery, Inc.(WBDcusip934423104)	24	QoQ 0.00% (+0) YoY NEW(+24)	All Managers (Combined)	$258	0.0% ($258/$103.8M)	QoQ +1.57% (+$4) YoY NEW(+$258)
Luminar Technologies, Inc./DE(LAZRcusip550424303)	46	QoQ 0.00% (+0) YoY NEW(+46)	All Managers (Combined)	$248	0.0% ($248/$103.8M)	QoQ 0.00% (+$0) YoY NEW(+$248)
(cusip38964R203)✕	13	QoQ 0.00% (-0) YoY NEW(+13)	All Managers (Combined)	$224	0.0% ($224/$103.8M)	QoQ -45.36% (-$186) YoY NEW(+$224)
LEGGETT & PLATT INC(LEGcusip524660107)	28	QoQ 0.00% (-0) YoY NEW(+28)	All Managers (Combined)	$222	0.0% ($222/$103.8M)	QoQ -17.47% (-$47) YoY NEW(+$222)
COCA COLA CO(KOcusip191216100)	3	QoQ -99.51% (-610) YoY NEW(+3)	All Managers (Combined)	$215	0.0% ($215/$103.8M)	QoQ -99.43% (-$38.0K) YoY NEW(+$215)
(cusip433921103)✕	144	QoQ 0.00% (-0) YoY NEW(+144)	All Managers (Combined)	$209	0.0% ($209/$103.8M)	QoQ -49.14% (-$202) YoY NEW(+$209)
STARBUCKS CORP(SBUXcusip855244109)	2	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$197	0.0% ($197/$103.8M)	QoQ +7.65% (+$14) YoY +7.65% (+$14)
Fortrea Holdings Inc.(FTREcusip34965K107)	21	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$159	0.0% ($159/$103.8M)	QoQ -59.43% (-$233) YoY -81.13% (-$684)
MANNKIND CORP(MNKDcusip56400P706)	30	QoQ 0.00% (-0) YoY NEW(+30)	All Managers (Combined)	$151	0.0% ($151/$103.8M)	QoQ -21.76% (-$42) YoY NEW(+$151)
(AIMcusip00901B105)	1.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$123	0.0% ($123/$103.8M)	QoQ -37.87% (-$75) YoY -73.88% (-$348)
(cusip92206C409)✕	1	QoQ 0.00% (+0) YoY -50.00% (-1)	All Managers (Combined)	$111	0.0% ($111/$103.8M)	QoQ +1.83% (+$2) YoY -26.00% (-$39)
(cusip37954Y715)✕	3	QoQ NEW(+3) YoY NEW(+3)	All Managers (Combined)	$86	0.0% ($86/$103.8M)	QoQ NEW(+$86) YoY NEW(+$86)
Under Armour, Inc.(UAcusip904311206)	14	QoQ +7.69% (-1) YoY -91.41% (-149)	All Managers (Combined)	$84	0.0% ($84/$103.8M)	QoQ -13.40% (-$13) YoY -92.78% (-$1.1K)
(cusip464287226)✕	1	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$77	0.0% ($77/$103.8M)	QoQ +2.66% (+$2) YoY +4.05% (+$3)
(cusip464288513)✕	1	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$53	0.0% ($53/$103.8M)	QoQ +1.92% (+$1) YoY +8.16% (+$4)
(cusip46434V613)✕	1	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$47	0.0% ($47/$103.8M)	QoQ +2.17% (+$1) YoY +2.17% (+$1)