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 4 of 19

Sort by:

464287234

EEM|464287234

Shares:6.0K

Value:$263.6K

% of Portfolio:0.3% ($263.6K/$103.8M)

HOME DEPOT, INC.

HD|437076102

Shares:708

Value:$259.5K

% of Portfolio:0.3% ($259.5K/$103.8M)

464287200

IVV|464287200

Shares:460

Value:$258.5K

% of Portfolio:0.2% ($258.5K/$103.8M)

PFIZER INC

PFE|717081103

Shares:9.5K

Value:$240.2K

% of Portfolio:0.2% ($240.2K/$103.8M)

46438F101

Shares:5.1K

Value:$238.5K

% of Portfolio:0.2% ($238.5K/$103.8M)

CHOICEONE FINANCIAL SERVICES INC

COFS|170386106

Shares:8.2K

Value:$236.9K

% of Portfolio:0.2% ($236.9K/$103.8M)

NETFLIX INC

NFLX|64110L106

Shares:239

Value:$222.9K

% of Portfolio:0.2% ($222.9K/$103.8M)

922908363

VOO|922908363

Shares:384

Value:$197.3K

% of Portfolio:0.2% ($197.3K/$103.8M)

Cheniere Energy, Inc.

LNG|16411R208

Shares:850

Value:$196.7K

% of Portfolio:0.2% ($196.7K/$103.8M)

Alphabet Inc.

GOOGL|02079K305

Shares:1.3K

Value:$196.1K

% of Portfolio:0.2% ($196.1K/$103.8M)

BlackRock, Inc.

BLK|09290D101

Shares:204

Value:$193.1K

% of Portfolio:0.2% ($193.1K/$103.8M)

DOW INC.

DOW|260557103

Shares:5.3K

Value:$185.6K

% of Portfolio:0.2% ($185.6K/$103.8M)

QUALCOMM INC/DE

QCOM|747525103

Shares:1.2K

Value:$184.6K

% of Portfolio:0.2% ($184.6K/$103.8M)

Broadcom Inc.

AVGO|11135F101

Shares:—

Value:$167.4K

% of Portfolio:0.2% ($167.4K/$103.8M)

922908744

VTV|922908744

Shares:955

Value:$165.0K

% of Portfolio:0.2% ($165.0K/$103.8M)

KKR & Co. Inc.

KKR|48251W104

Shares:1.4K

Value:$163.4K

% of Portfolio:0.2% ($163.4K/$103.8M)

911718104

Shares:5.2K

Value:$162.7K

% of Portfolio:0.2% ($162.7K/$103.8M)

LAM RESEARCH CORP

LRCX|512807306

Shares:2.2K

Value:$162.1K

% of Portfolio:0.2% ($162.1K/$103.8M)

DANAHER CORP /DE/

DHR|235851102

Shares:762

Value:$156.2K

% of Portfolio:0.2% ($156.2K/$103.8M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:3.2K

Value:$144.7K

% of Portfolio:0.1% ($144.7K/$103.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(EEMcusip464287234)	6.0K	QoQ -21.98% (-1.7K) YoY -56.84% (-7.9K)	All Managers (Combined)	$263.6K	0.3% ($263.6K/$103.8M)	QoQ -18.48% (-$59.8K) YoY -54.09% (-$310.6K)
HOME DEPOT, INC.(HDcusip437076102)	708	QoQ +16.25% (+99) YoY -58.37% (-993)	All Managers (Combined)	$259.5K	0.3% ($259.5K/$103.8M)	QoQ +9.53% (+$22.6K) YoY -60.23% (-$393.0K)
(IVVcusip464287200)	460	QoQ NEW(+460) YoY NEW(+460)	All Managers (Combined)	$258.5K	0.2% ($258.5K/$103.8M)	QoQ NEW(+$258.5K) YoY NEW(+$258.5K)
PFIZER INC(PFEcusip717081103)	9.5K	QoQ +0.56% (-53) YoY -21.33% (-2.6K)	All Managers (Combined)	$240.2K	0.2% ($240.2K/$103.8M)	QoQ -3.94% (-$9.9K) YoY -28.17% (-$94.2K)
(cusip46438F101)✕	5.1K	QoQ +10.88% (-500) YoY NEW(+5.1K)	All Managers (Combined)	$238.5K	0.2% ($238.5K/$103.8M)	QoQ -2.16% (-$5.3K) YoY NEW(+$238.5K)
CHOICEONE FINANCIAL SERVICES INC(COFScusip170386106)	8.2K	QoQ NEW(+8.2K) YoY NEW(+8.2K)	All Managers (Combined)	$236.9K	0.2% ($236.9K/$103.8M)	QoQ NEW(+$236.9K) YoY NEW(+$236.9K)
NETFLIX INC(NFLXcusip64110L106)	239	QoQ -86.25% (-1.5K) YoY -40.25% (-161)	All Managers (Combined)	$222.9K	0.2% ($222.9K/$103.8M)	QoQ -85.62% (-$1.3M) YoY -8.25% (-$20.1K)
(VOOcusip922908363)	384	QoQ +12700.00% (+381) YoY -74.48% (-1.1K)	All Managers (Combined)	$197.3K	0.2% ($197.3K/$103.8M)	QoQ +12104.20% (+$195.7K) YoY -72.71% (-$526.0K)
Cheniere Energy, Inc.(LNGcusip16411R208)	850	QoQ -15.00% (-150) YoY +136.11% (+490)	All Managers (Combined)	$196.7K	0.2% ($196.7K/$103.8M)	QoQ -8.46% (-$18.2K) YoY +238.76% (+$138.6K)
Alphabet Inc.(GOOGLcusip02079K305)	1.3K	QoQ -24.52% (-412) YoY +805.71% (+1.1K)	All Managers (Combined)	$196.1K	0.2% ($196.1K/$103.8M)	QoQ -38.34% (-$121.9K) YoY +827.94% (+$175.0K)
BlackRock, Inc.(BLKcusip09290D101)	204	QoQ -3.77% (-8) YoY NEW(+204)	All Managers (Combined)	$193.1K	0.2% ($193.1K/$103.8M)	QoQ -11.15% (-$24.2K) YoY NEW(+$193.1K)
DOW INC.(DOWcusip260557103)	5.3K	QoQ -8.69% (-506) YoY -32.67% (-2.6K)	All Managers (Combined)	$185.6K	0.2% ($185.6K/$103.8M)	QoQ -20.54% (-$48.0K) YoY -59.41% (-$271.7K)
QUALCOMM INC/DE(QCOMcusip747525103)	1.2K	QoQ 0.00% (-0) YoY -25.24% (-406)	All Managers (Combined)	$184.6K	0.2% ($184.6K/$103.8M)	QoQ 0.00% (-$12) YoY -32.17% (-$87.6K)
Broadcom Inc.(AVGOcusip11135F101)	—	QoQ - YoY -	All Managers (Combined)	$167.4K	0.2% ($167.4K/$103.8M)	QoQ -98.35% (-$10.0M) YoY -96.44% (-$4.5M)
(VTVcusip922908744)	955	QoQ +91.00% (+455) YoY -61.32% (-1.5K)	All Managers (Combined)	$165.0K	0.2% ($165.0K/$103.8M)	QoQ +94.88% (+$80.3K) YoY -58.97% (-$237.1K)
KKR & Co. Inc.(KKRcusip48251W104)	1.4K	QoQ 0.00% (-0) YoY -9.94% (-156)	All Managers (Combined)	$163.4K	0.2% ($163.4K/$103.8M)	QoQ -21.83% (-$45.6K) YoY +3.51% (-$5.5K)
(cusip911718104)✕	5.2K	QoQ 0.00% (+0) YoY +415.00% (+4.2K)	All Managers (Combined)	$162.7K	0.2% ($162.7K/$103.8M)	QoQ +25.59% (+$33.2K) YoY +547.85% (+$137.6K)
LAM RESEARCH CORP(LRCXcusip512807306)	2.2K	QoQ -46.00% (-1.9K) YoY NEW(+2.2K)	All Managers (Combined)	$162.1K	0.2% ($162.1K/$103.8M)	QoQ -45.65% (-$136.2K) YoY NEW(+$162.1K)
DANAHER CORP /DE/(DHRcusip235851102)	762	QoQ -7.18% (-59) YoY -43.84% (-595)	All Managers (Combined)	$156.2K	0.2% ($156.2K/$103.8M)	QoQ -17.11% (-$32.3K) YoY -53.90% (-$182.7K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	3.2K	QoQ -13.54% (-500) YoY -52.30% (-3.5K)	All Managers (Combined)	$144.7K	0.1% ($144.7K/$103.8M)	QoQ -1.93% (-$2.9K) YoY -48.44% (-$136.0K)