Equal-WT
WhaleScore 2.0
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Hoey Investments is based out of Coatesville. Hoey Investments is a large advisory firm with 510 clients and discretionary assets under management (AUM) of $635,527,528 (Form ADV from 2025-03-21). Their last reported 13F filing for Q2 2025 included $682,267,494 in managed 13F securities
and a top 10 holdings concentration of 85.21%. Hoey Investments's largest holding is NVIDIA Corp with shares held of 1,351,175. Whalewisdom has at least 26 13F filings
Business Description
Hoey Investments, Inc. ("Hoey" or the "Advisor") is an independently owned SEC-registered advisor founded in January 2008, with its office in Coatesville, Pennsylvania. The firm was established by Francis Hoey, who is the majority owner, President, and firm Principal.
Hoey Investments provides investment advisory services on a discretionary basis to various clients, including individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. They also offer financial planning and related consulting services upon request. Their investment advisory services encompass asset allocation, asset selection, and regular portfolio monitoring, tailored to each client's individual goals, objectives, time horizon, and risk tolerance.
Investment Strategy
Hoey Investments utilizes Long Term Purchases, where securities are held for at least a year, and Short Term Purchases, where securities are held for less than a year. These are fundamental investment strategies.
Longer term investment strategies require a longer investment time period to potentially develop. Shorter term investment strategies require a shorter investment time period to potentially develop but may incur higher transactional costs due to more frequent trading compared to longer-term strategies.
Owners
- HOEY, FRANCIS, JAMES - PRINCIPAL AND CHIEF COMPLIANCE OFFICER Click on the Ownership/Private Fund Data tab for more details.
Known Email Addresses
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Other Contact Information
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2025-06-30
Top Buys (13F)
| Name | % Change |
|---|---|
| NVDA NVIDIA Corp | 3.06% |
| META Meta Platforms Inc | 0.57% |
| MSFT Microsoft Corporatio | 0.53% |
| NVDA NVIDIA Corp (CALL) | 0.41% |
| CRWV CoreWeave Inc. | 0.25% |
2025-06-30
Top Sells (13F)
| Name | % Change |
|---|---|
| AAPL Apple Inc | 1.54% |
| WFC Wells Fargo & Co | 0.44% |
| JPM JPMorgan Chase & Co. | 0.3% |
| WMT Walmart Inc | 0.29% |
| AMGN Amgen, Inc | 0.21% |
2025-06-30
13F Holdings Summary
| Name | $ Change |
|---|---|
| NVDA NVIDIA Corp | 31.29% |
| AMZN Amazon.com Inc | 19.36% |
| META Meta Platforms Inc | 14.49% |
| MSFT Microsoft Corporatio | 8.81% |
| PLTR Palantir Technologie | 2.75% |
2025-06-30
13F Activity
| Market Value | $0.68b, Prior: $0.51b |
| Inflows (Outflows) as % of Total MV | +3.4195% |
| New Purchases | 53 stocks |
| Added To | 55 stocks |
| Sold out of | 15 stocks |
| Reduced holdings in | 71 stocks |
| Top 10 Holdings % | 85.21% |
| Turnover %[1] | 15.96% |
| Turnover Alt %[2] | 1.68% |
| Time Held Top 20 | 7.2 quarters |
| Time Held Top 10 | 8.6 quarters |
| Time Held All | 9.67 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2025-06-30
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2025-06-30
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2025-06-30