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 95.69% of Hoffman, Alan N Investment Management's stock portfolio.
  • Added to shares of these 8 stocks: NVDA, AMZN, AAPL, GOOGL, MGK, MSFT, SDY, SHOP.
  • Started 2 new stock positions in SDY, NVDA.
  • Reduced shares in these 4 stocks: , PYPL, COST, GOOG.
  • Sold out of its positions in PYPL, V.
  • Hoffman, Alan N Investment Management was a net seller of stock by $-621.796200.
  • Hoffman, Alan N Investment Management has $198k in assets under management (AUM), dropping by 16.04%.
  • Central Index Key (CIK): 0001848530

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Portfolio Holdings for Hoffman, Alan N Investment Management

Companies in the Hoffman, Alan N Investment Management portfolio as of the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 52.8 $105k 589k 0.18
Amazon (AMZN) 23.8 $47k 14k 3.34
Microsoft Corporation (MSFT) 11.4 $23k 67k 0.34
Alphabet Cap Stk Cl A (GOOGL) 4.5 $8.9k +4% 3.1k 2.91
Costco Wholesale Corporation (COST) 3.1 $6.2k 11k 0.57
Alphabet Cap Stk Cl C (GOOG) 2.1 $4.2k 1.5k 2.89
NVIDIA Corporation (NVDA) 0.7 $1.5k NEW 4.9k 0.30
Vanguard World Mega Grwth Ind (MGK) 0.6 $1.1k +47% 4.3k 0.26
Shopify Cl A (SHOP) 0.3 $621.008600 +52% 433.00 1.43
Adobe Systems Incorporated (ADBE) 0.2 $448.009000 790.00 0.57
Ishares Tr Select Divid Etf (DVY) 0.2 $360.124500 2.9k 0.12
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $335.920000 NEW 2.6k 0.13

Past Filings by Hoffman, Alan N Investment Management

SEC 13F filings are viewable for Hoffman, Alan N Investment Management going back to 2020