Hoffman, Alan N Investment Management
Latest statistics and disclosures from Hoffman, Alan N Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, AMZN, MSFT, GOOGL, COST, and represent 91.53% of Hoffman, Alan N Investment Management's stock portfolio.
- Added to shares of these 2 stocks: MGK, NVDA.
- Reduced shares in these 8 stocks: AMZN (-$27M), AAPL (-$19M), MSFT (-$11M), GOOGL (-$7.8M), COST, GOOG, QQQ, SPY.
- Hoffman, Alan N Investment Management was a net seller of stock by $-64M.
- Hoffman, Alan N Investment Management has $177M in assets under management (AUM), dropping by -22.60%.
- Central Index Key (CIK): 0001848530
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Portfolio Holdings for Hoffman, Alan N Investment Management
Hoffman, Alan N Investment Management holds 15 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 51.7 | $92M | -17% | 338k | 271.86 |
|
| Amazon (AMZN) | 14.5 | $26M | -51% | 111k | 230.82 |
|
| Microsoft Corporation (MSFT) | 14.2 | $25M | -29% | 52k | 483.62 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 6.9 | $12M | -39% | 39k | 313.00 |
|
| Costco Wholesale Corporation (COST) | 4.2 | $7.4M | -25% | 8.6k | 862.34 |
|
| Vanguard World Mega Grwth Ind (MGK) | 2.9 | $5.2M | +258% | 13k | 412.77 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.7 | $4.9M | -7% | 16k | 313.80 |
|
| NVIDIA Corporation (NVDA) | 1.3 | $2.4M | 13k | 186.50 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $804k | -6% | 1.3k | 614.31 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $486k | 712.00 | 681.92 |
|
|
| Spdr Series Trust State Street Spd (SDY) | 0.2 | $344k | 2.5k | 139.16 |
|
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| Meta Platforms Cl A (META) | 0.2 | $313k | 474.00 | 660.09 |
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| Ishares Tr Select Divid Etf (DVY) | 0.2 | $301k | 2.1k | 141.14 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $277k | 790.00 | 349.99 |
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| Nio Spon Ads (NIO) | 0.0 | $61k | 12k | 5.10 |
|
Past Filings by Hoffman, Alan N Investment Management
SEC 13F filings are viewable for Hoffman, Alan N Investment Management going back to 2020
- Hoffman, Alan N Investment Management 2025 Q4 filed Jan. 6, 2026
- Hoffman, Alan N Investment Management 2025 Q3 filed Oct. 8, 2025
- Hoffman, Alan N Investment Management 2025 Q2 filed Aug. 1, 2025
- Hoffman, Alan N Investment Management 2025 Q1 filed April 9, 2025
- Hoffman, Alan N Investment Management 2024 Q4 filed Jan. 14, 2025
- Hoffman, Alan N Investment Management 2024 Q3 filed Oct. 7, 2024
- Hoffman, Alan N Investment Management 2024 Q2 filed July 31, 2024
- Hoffman, Alan N Investment Management 2024 Q1 filed April 10, 2024
- Hoffman, Alan N Investment Management 2023 Q4 filed Jan. 5, 2024
- Hoffman, Alan N Investment Management 2023 Q3 filed Oct. 10, 2023
- Hoffman, Alan N Investment Management 2023 Q2 filed July 6, 2023
- Hoffman, Alan N Investment Management 2023 Q1 filed April 11, 2023
- Hoffman, Alan N Investment Management 2022 Q4 filed Jan. 10, 2023
- Hoffman, Alan N Investment Management 2022 Q3 filed Oct. 11, 2022
- Hoffman, Alan N Investment Management 2022 Q2 filed July 7, 2022
- Hoffman, Alan N Investment Management 2022 Q1 filed April 12, 2022