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Portfolio (Quarterly) Guide ↗

HOEY INVESTMENTS, INC

· CIK 0001799544
13F Portfolio $774M AUM 458 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 458 New
Page 11 of 23  ·  458 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 RYN RAYONIER INC Real Estate 1,131.0 $24K 0.00% NEW $21.28 -0.4%
202 HFXI NEW YORK LIFE INVESTMENTS ET 629.0 $24K 0.00% NEW $38.09 +0.4%
203 MSCI MSCI INC Financial Services 42.0 $24K 0.00% NEW $560.05 +0.6%
204 MAR MARRIOTT INTL INC NEW Consumer Cyclical 62.0 $23K 0.00% NEW $370.60 -3.8%
205 MCK MCKESSON CORP Healthcare 30.0 $23K 0.00% NEW $755.60 +13.7%
206 NUE NUCOR CORP Basic Materials 101.0 $22K 0.00% NEW $222.75 +9.4%
207 ABNB AIRBNB INC Consumer Cyclical 153.0 $22K 0.00% NEW $143.10 +30.9%
208 XSMO INVESCO EXCHANGE TRADED FD T 233.0 $22K 0.00% NEW $93.63 -8.1%
209 SCHC SCHWAB STRATEGIC TR 450.0 $22K 0.00% NEW $48.12 +6.5%
210 XLE SELECT SECTOR SPDR TR 400.0 $21K 0.00% NEW $53.11 +19.8%
211 CMPS COMPASS PATHWAYS PLC Healthcare 1,500.0 $21K 0.00% NEW $14.15 -5.8%
212 CSL CARLISLE COS INC Industrials 58.0 $21K 0.00% NEW $362.76 +1.4%
213 GWW WW GRAINGER INC Industrials 15.0 $20K 0.00% NEW $1360.40 -3.5%
214 PEY INVESCO EXCHANGE TRADED FD T 868.0 $20K 0.00% NEW $23.18 +8.6%
215 ENPH ENPHASE ENERGY INC Energy 408.0 $20K 0.00% NEW $49.24 -21.6%
216 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 10,000.0 $19K 0.00% NEW $1.92 -9.4%
217 ETN EATON CORP PLC Industrials 45.0 $19K 0.00% NEW $426.13 -1.6%
218 PLTU DIREXION SHARES ETF TRUST 760.0 $19K 0.00% NEW $25.20 +113.7%
219 LUV SOUTHWEST AIRLS CO Industrials 372.0 $19K 0.00% NEW $51.42 -21.5%
220 IDXX IDEXX LABS INC Healthcare 36.0 $19K 0.00% NEW $526.44 +5.8%
Page 11 of 23  ·  458 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 55.7%
Consumer Cyclical 20.3%
Communication Services 9.7%
Financial Services 7.6%
Industrials 2.9%
Utilities 1.6%
Healthcare 0.7%
Consumer Defensive 0.7%
Basic Materials 0.4%
Energy 0.3%