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 6 of 19

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SHOPIFY INC.

SHOP|82509L107

Shares:830

Value:$79.2K

% of Portfolio:0.1% ($79.2K/$103.8M)

12532H104

Shares:770

Value:$76.9K

% of Portfolio:0.1% ($76.9K/$103.8M)

74347G192

Shares:2.0K

Value:$76.7K

% of Portfolio:0.1% ($76.7K/$103.8M)

CONOCOPHILLIPS

COP|20825C104

Shares:712

Value:$74.8K

% of Portfolio:0.1% ($74.8K/$103.8M)

46432F339

QUAL|46432F339

Shares:434

Value:$74.2K

% of Portfolio:0.1% ($74.2K/$103.8M)

GOLD FIELDS LTD

GFI|38059T106

Shares:3.4K

Value:$74.0K

% of Portfolio:0.1% ($74.0K/$103.8M)

DEVON ENERGY CORP/DE

DVN|25179M103

Shares:1.9K

Value:$72.7K

% of Portfolio:0.1% ($72.7K/$103.8M)

ADOBE INC.

ADBE|00724F101

Shares:189

Value:$72.5K

% of Portfolio:0.1% ($72.5K/$103.8M)

KROGER CO

KR|501044101

Shares:1.1K

Value:$71.7K

% of Portfolio:0.1% ($71.7K/$103.8M)

97717W547

Shares:870

Value:$71.5K

% of Portfolio:0.1% ($71.5K/$103.8M)

KINROSS GOLD CORP

KGC|496902404

Shares:5.6K

Value:$70.9K

% of Portfolio:0.1% ($70.9K/$103.8M)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:297

Value:$70.3K

% of Portfolio:0.1% ($70.3K/$103.8M)

464288877

Shares:1.2K

Value:$69.1K

% of Portfolio:0.1% ($69.1K/$103.8M)

CORNING INC /NY

GLW|219350105

Shares:1.5K

Value:$68.7K

% of Portfolio:0.1% ($68.7K/$103.8M)

46137V498

Shares:1.1K

Value:$67.8K

% of Portfolio:0.1% ($67.8K/$103.8M)

BRANDYWINE REALTY TRUST

BDN|105368203

Shares:15.0K

Value:$66.9K

% of Portfolio:0.1% ($66.9K/$103.8M)

46137V464

Shares:580

Value:$66.0K

% of Portfolio:0.1% ($66.0K/$103.8M)

922908736

VUG|922908736

Shares:177

Value:$65.6K

% of Portfolio:0.1% ($65.6K/$103.8M)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:446

Value:$64.7K

% of Portfolio:0.1% ($64.7K/$103.8M)

TELEPHONE & DATA SYSTEMS INC /DE/

TDS|879433829

Shares:1.7K

Value:$64.6K

% of Portfolio:0.1% ($64.6K/$103.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SHOPIFY INC.(SHOPcusip82509L107)	830	QoQ -40.28% (-560) YoY NEW(+830)	All Managers (Combined)	$79.2K	0.1% ($79.2K/$103.8M)	QoQ -46.38% (-$68.5K) YoY NEW(+$79.2K)
(cusip12532H104)✕	770	QoQ -15.38% (-140) YoY NEW(+770)	All Managers (Combined)	$76.9K	0.1% ($76.9K/$103.8M)	QoQ -22.72% (-$22.6K) YoY NEW(+$76.9K)
(cusip74347G192)✕	2.0K	QoQ 0.00% (+0) YoY NEW(+2.0K)	All Managers (Combined)	$76.7K	0.1% ($76.7K/$103.8M)	QoQ +23.12% (+$14.4K) YoY NEW(+$76.7K)
CONOCOPHILLIPS(COPcusip20825C104)	712	QoQ 0.00% (+0) YoY +469.60% (+587)	All Managers (Combined)	$74.8K	0.1% ($74.8K/$103.8M)	QoQ +5.89% (+$4.2K) YoY +369.98% (+$58.9K)
(QUALcusip46432F339)	434	QoQ NEW(+434) YoY NEW(+434)	All Managers (Combined)	$74.2K	0.1% ($74.2K/$103.8M)	QoQ NEW(+$74.2K) YoY NEW(+$74.2K)
GOLD FIELDS LTD(GFIcusip38059T106)	3.4K	QoQ 0.00% (+0) YoY -50.00% (-3.4K)	All Managers (Combined)	$74.0K	0.1% ($74.0K/$103.8M)	QoQ +67.34% (+$29.8K) YoY -30.49% (-$32.5K)
DEVON ENERGY CORP/DE(DVNcusip25179M103)	1.9K	QoQ 0.00% (+0) YoY -7.43% (-156)	All Managers (Combined)	$72.7K	0.1% ($72.7K/$103.8M)	QoQ +14.26% (+$9.1K) YoY -31.00% (-$32.7K)
ADOBE INC.(ADBEcusip00724F101)	189	QoQ -20.92% (-50) YoY -90.27% (-1.8K)	All Managers (Combined)	$72.5K	0.1% ($72.5K/$103.8M)	QoQ -31.79% (-$33.8K) YoY -92.61% (-$908.5K)
KROGER CO(KRcusip501044101)	1.1K	QoQ 0.00% (+0) YoY NEW(+1.1K)	All Managers (Combined)	$71.7K	0.1% ($71.7K/$103.8M)	QoQ +10.69% (+$6.9K) YoY NEW(+$71.7K)
(cusip97717W547)✕	870	QoQ NEW(+870) YoY NEW(+870)	All Managers (Combined)	$71.5K	0.1% ($71.5K/$103.8M)	QoQ NEW(+$71.5K) YoY NEW(+$71.5K)
KINROSS GOLD CORP(KGCcusip496902404)	5.6K	QoQ 0.00% (+0) YoY -50.00% (-5.6K)	All Managers (Combined)	$70.9K	0.1% ($70.9K/$103.8M)	QoQ +36.03% (+$18.8K) YoY +2.85% (-$2.0K)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	297	QoQ 0.00% (+0) YoY +1756.25% (+281)	All Managers (Combined)	$70.3K	0.1% ($70.3K/$103.8M)	QoQ +0.91% (+$639) YoY +1624.98% (+$66.3K)
(cusip464288877)✕	1.2K	QoQ +117200.00% (+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$69.1K	0.1% ($69.1K/$103.8M)	QoQ +130347.16% (+$69.1K) YoY NEW(+$69.1K)
CORNING INC /NY(GLWcusip219350105)	1.5K	QoQ -44.44% (-1.2K) YoY NEW(+1.5K)	All Managers (Combined)	$68.7K	0.1% ($68.7K/$103.8M)	QoQ -46.47% (-$59.6K) YoY NEW(+$68.7K)
(cusip46137V498)✕	1.1K	QoQ NEW(+1.1K) YoY NEW(+1.1K)	All Managers (Combined)	$67.8K	0.1% ($67.8K/$103.8M)	QoQ NEW(+$67.8K) YoY NEW(+$67.8K)
BRANDYWINE REALTY TRUST(BDNcusip105368203)	15.0K	QoQ -8.45% (-1.4K) YoY -8.45% (-1.4K)	All Managers (Combined)	$66.9K	0.1% ($66.9K/$103.8M)	QoQ -27.09% (-$24.9K) YoY -14.94% (-$11.8K)
(cusip46137V464)✕	580	QoQ NEW(+580) YoY NEW(+580)	All Managers (Combined)	$66.0K	0.1% ($66.0K/$103.8M)	QoQ NEW(+$66.0K) YoY NEW(+$66.0K)
(VUGcusip922908736)	177	QoQ NEW(+177) YoY NEW(+177)	All Managers (Combined)	$65.6K	0.1% ($65.6K/$103.8M)	QoQ NEW(+$65.6K) YoY NEW(+$65.6K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	446	QoQ 0.00% (-0) YoY +15.54% (-60)	All Managers (Combined)	$64.7K	0.1% ($64.7K/$103.8M)	QoQ -10.76% (-$7.8K) YoY -18.69% (-$14.9K)
TELEPHONE & DATA SYSTEMS INC /DE/(TDScusip879433829)	1.7K	QoQ -6.97% (-125) YoY -44.02% (-1.3K)	All Managers (Combined)	$64.6K	0.1% ($64.6K/$103.8M)	QoQ +5.65% (-$3.5K) YoY +35.35% (-$16.9K)