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 19 of 19

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92206C870

VCIT|92206C870

Shares:0

Value:$39

% of Portfolio:0.0% ($39/$103.8M)

Lumen Technologies, Inc.

LUMN|550241103

Shares:9

Value:$36

% of Portfolio:0.0% ($36/$103.8M)

SRM Entertainment, Inc.

SRM|85237B101

Shares:74

Value:$31

% of Portfolio:0.0% ($31/$103.8M)

Piedmont Lithium Inc.

PLL|72016P105

Shares:4

Value:$26

% of Portfolio:0.0% ($26/$103.8M)

QuantumScape Corp

QS|74767V109

Shares:5

Value:$21

% of Portfolio:0.0% ($21/$103.8M)

05156X850

Shares:3

Value:$14

% of Portfolio:0.0% ($14/$103.8M)

86633R609

Shares:10

Value:$9

% of Portfolio:0.0% ($9/$103.8M)

LIVEPERSON INC

LPSN|538146101

Shares:10

Value:$8

% of Portfolio:0.0% ($8/$103.8M)

42227T105

Shares:1

Value:$1

% of Portfolio:0.0% ($1/$103.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VCITcusip92206C870)	0	QoQ -(+0) YoY -(+0)	All Managers (Combined)	$39	0.0% ($39/$103.8M)	QoQ +2.63% (+$1) YoY +8.33% (+$3)
Lumen Technologies, Inc.(LUMNcusip550241103)	9	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$36	0.0% ($36/$103.8M)	QoQ -25.00% (-$12) YoY +140.00% (+$21)
SRM Entertainment, Inc.(SRMcusip85237B101)	74	QoQ NEW(+74) YoY NEW(+74)	All Managers (Combined)	$31	0.0% ($31/$103.8M)	QoQ NEW(+$31) YoY NEW(+$31)
Piedmont Lithium Inc.(PLLcusip72016P105)	4	QoQ 0.00% (-0) YoY NEW(+4)	All Managers (Combined)	$26	0.0% ($26/$103.8M)	QoQ -25.71% (-$9) YoY NEW(+$26)
QuantumScape Corp(QScusip74767V109)	5	QoQ 0.00% (-0) YoY NEW(+5)	All Managers (Combined)	$21	0.0% ($21/$103.8M)	QoQ -19.23% (-$5) YoY NEW(+$21)
(cusip05156X850)✕	3	QoQ 0.00% (+0) YoY -25.00% (-1)	All Managers (Combined)	$14	0.0% ($14/$103.8M)	QoQ +7.69% (+$1) YoY -22.22% (-$4)
(cusip86633R609)✕	10	QoQ 0.00% (-0) YoY NEW(+10)	All Managers (Combined)	$9	0.0% ($9/$103.8M)	QoQ -57.14% (-$12) YoY NEW(+$9)
LIVEPERSON INC(LPSNcusip538146101)	10	QoQ 0.00% (-0) YoY NEW(+10)	All Managers (Combined)	$8	0.0% ($8/$103.8M)	QoQ -50.00% (-$8) YoY NEW(+$8)
(cusip42227T105)✕	1	QoQ NEW(+1) YoY NEW(+1)	All Managers (Combined)	$1	0.0% ($1/$103.8M)	QoQ NEW(+$1) YoY NEW(+$1)