Long-term investor

Hoey Investments, Inc. @hoeyinvestmentsinc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001799544).

Record

  • Tracked since 2025-06-30 (434 days), 40 trades recorded
  • Returns: week n/a · month n/a · 90 days +10.1% · 6 months -0.2% · 1 year +9.2% · all +9.2%
  • Max drawdown -9.4% · Sharpe 0.21 · win rate 22% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • NVDA · 35.7% · long · since 2025-06-30
  • AMZN · 19.4% · long · since 2025-06-30
  • META · 7.4% · long · since 2025-06-30
  • MSFT · 5.1% · long · since 2025-06-30
  • AAPL · 3.0% · long · since 2025-06-30
  • MU · 2.9% · long · since 2025-09-30
  • AVGO · 2.6% · long · since 2025-06-30
  • PLTR · 2.0% · long · since 2025-06-30
  • GS · 1.8% · long · since 2025-06-30
  • GOOGL · 1.8% · long · since 2025-06-30
  • GE · 1.6% · long · since 2025-06-30
  • GEV · 1.5% · long · since 2025-06-30

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