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 5 of 19

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STRYKER CORP

SYK|863667101

Shares:348

Value:$129.5K

% of Portfolio:0.1% ($129.5K/$103.8M)

922908652

VXF|922908652

Shares:736

Value:$126.8K

% of Portfolio:0.1% ($126.8K/$103.8M)

921937827

BSV|921937827

Shares:1.6K

Value:$122.8K

% of Portfolio:0.1% ($122.8K/$103.8M)

Palo Alto Networks Inc

PANW|697435105

Shares:704

Value:$120.1K

% of Portfolio:0.1% ($120.1K/$103.8M)

PEOPLES FINANCIAL SERVICES CORP.

PFIS|711040105

Shares:2.5K

Value:$109.9K

% of Portfolio:0.1% ($109.9K/$103.8M)

COMCAST CORP

CMCSA|20030N101

Shares:2.9K

Value:$108.6K

% of Portfolio:0.1% ($108.6K/$103.8M)

Constellation Energy Corp

CEG|21037T109

Shares:534

Value:$107.7K

% of Portfolio:0.1% ($107.7K/$103.8M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:1.7K

Value:$106.1K

% of Portfolio:0.1% ($106.1K/$103.8M)

46434V621

DGRO|46434V621

Shares:1.7K

Value:$102.1K

% of Portfolio:0.1% ($102.1K/$103.8M)

Medtronic plc

MDT|G5960L103

Shares:1.1K

Value:$99.9K

% of Portfolio:0.1% ($99.9K/$103.8M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:1.3K

Value:$95.3K

% of Portfolio:0.1% ($95.3K/$103.8M)

SPDR GOLD TRUST

GLD|78463V107

Shares:320

Value:$92.2K

% of Portfolio:0.1% ($92.2K/$103.8M)

TARGET CORP

TGT|87612E106

Shares:849

Value:$88.6K

% of Portfolio:0.1% ($88.6K/$103.8M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:250

Value:$88.1K

% of Portfolio:0.1% ($88.1K/$103.8M)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:350

Value:$86.8K

% of Portfolio:0.1% ($86.8K/$103.8M)

ELI LILLY & Co

LLY|532457108

Shares:105

Value:$86.7K

% of Portfolio:0.1% ($86.7K/$103.8M)

Unum Group

UNM|91529Y106

Shares:1.1K

Value:$85.5K

% of Portfolio:0.1% ($85.5K/$103.8M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:830

Value:$85.3K

% of Portfolio:0.1% ($85.3K/$103.8M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:145

Value:$81.1K

% of Portfolio:0.1% ($81.1K/$103.8M)

464287309

IVW|464287309

Shares:865

Value:$80.3K

% of Portfolio:0.1% ($80.3K/$103.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
STRYKER CORP(SYKcusip863667101)	348	QoQ 0.00% (+0) YoY NEW(+348)	All Managers (Combined)	$129.5K	0.1% ($129.5K/$103.8M)	QoQ +3.38% (+$4.2K) YoY NEW(+$129.5K)
(VXFcusip922908652)	736	QoQ NEW(+736) YoY NEW(+736)	All Managers (Combined)	$126.8K	0.1% ($126.8K/$103.8M)	QoQ NEW(+$126.8K) YoY NEW(+$126.8K)
(BSVcusip921937827)	1.6K	QoQ +156800.00% (+1.6K) YoY +156800.00% (+1.6K)	All Managers (Combined)	$122.8K	0.1% ($122.8K/$103.8M)	QoQ +250497.95% (+$122.7K) YoY +165836.48% (+$122.7K)
Palo Alto Networks Inc(PANWcusip697435105)	704	QoQ -36.00% (-396) YoY -97.82% (-31.7K)	All Managers (Combined)	$120.1K	0.1% ($120.1K/$103.8M)	QoQ -39.98% (-$80.0K) YoY -98.69% (-$9.1M)
PEOPLES FINANCIAL SERVICES CORP.(PFIScusip711040105)	2.5K	QoQ 0.00% (-0) YoY NEW(+2.5K)	All Managers (Combined)	$109.9K	0.1% ($109.9K/$103.8M)	QoQ -13.11% (-$16.6K) YoY NEW(+$109.9K)
COMCAST CORP(CMCSAcusip20030N101)	2.9K	QoQ 0.00% (-0) YoY -3.54% (-108)	All Managers (Combined)	$108.6K	0.1% ($108.6K/$103.8M)	QoQ -1.67% (-$1.9K) YoY -17.89% (-$23.7K)
Constellation Energy Corp(CEGcusip21037T109)	534	QoQ +142.72% (+314) YoY NEW(+534)	All Managers (Combined)	$107.7K	0.1% ($107.7K/$103.8M)	QoQ +118.76% (+$58.5K) YoY NEW(+$107.7K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	1.7K	QoQ 0.00% (+0) YoY -8.95% (-169)	All Managers (Combined)	$106.1K	0.1% ($106.1K/$103.8M)	QoQ +4.24% (+$4.3K) YoY +12.57% (-$11.8K)
(DGROcusip46434V621)	1.7K	QoQ 0.00% (+0) YoY NEW(+1.7K)	All Managers (Combined)	$102.1K	0.1% ($102.1K/$103.8M)	QoQ +0.71% (+$727) YoY NEW(+$102.1K)
Medtronic plc(MDTcusipG5960L103)	1.1K	QoQ 0.00% (+0) YoY -68.54% (-2.4K)	All Managers (Combined)	$99.9K	0.1% ($99.9K/$103.8M)	QoQ +12.49% (+$11.1K) YoY -67.56% (-$208.2K)
NEXTERA ENERGY INC(NEEcusip65339F101)	1.3K	QoQ -33.46% (-676) YoY -41.00% (-934)	All Managers (Combined)	$95.3K	0.1% ($95.3K/$103.8M)	QoQ -34.20% (-$49.5K) YoY -34.55% (-$50.3K)
SPDR GOLD TRUST(GLDcusip78463V107)	320	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$92.2K	0.1% ($92.2K/$103.8M)	QoQ +19.00% (+$14.7K) YoY +40.06% (+$26.4K)
TARGET CORP(TGTcusip87612E106)	849	QoQ -16.27% (-165) YoY -22.11% (-241)	All Managers (Combined)	$88.6K	0.1% ($88.6K/$103.8M)	QoQ -35.36% (-$48.5K) YoY -54.13% (-$104.6K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	250	QoQ +85.18% (+115) YoY -93.07% (-3.4K)	All Managers (Combined)	$88.1K	0.1% ($88.1K/$103.8M)	QoQ +90.82% (+$42.0K) YoY -92.38% (-$1.1M)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	350	QoQ 0.00% (-0) YoY +993.75% (+318)	All Managers (Combined)	$86.8K	0.1% ($86.8K/$103.8M)	QoQ -2.18% (-$1.9K) YoY +910.87% (+$78.2K)
ELI LILLY & Co(LLYcusip532457108)	105	QoQ 0.00% (+0) YoY +5.00% (+5)	All Managers (Combined)	$86.7K	0.1% ($86.7K/$103.8M)	QoQ +6.98% (+$5.7K) YoY +11.47% (+$8.9K)
Unum Group(UNMcusip91529Y106)	1.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$85.5K	0.1% ($85.5K/$103.8M)	QoQ +11.54% (+$8.9K) YoY +51.80% (+$29.2K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	830	QoQ -36.39% (-475) YoY -97.65% (-34.5K)	All Managers (Combined)	$85.3K	0.1% ($85.3K/$103.8M)	QoQ -45.90% (-$72.4K) YoY -98.66% (-$6.3M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	145	QoQ -38.81% (-92) YoY 0.00% (+0)	All Managers (Combined)	$81.1K	0.1% ($81.1K/$103.8M)	QoQ -41.60% (-$57.8K) YoY +6.94% (+$5.3K)
(IVWcusip464287309)	865	QoQ NEW(+865) YoY NEW(+865)	All Managers (Combined)	$80.3K	0.1% ($80.3K/$103.8M)	QoQ NEW(+$80.3K) YoY NEW(+$80.3K)