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 96.13% of Hoffman, Alan N Investment Management's stock portfolio.
- Added to shares of these 2 stocks: SPY, QQQ.
- Reduced shares in these 8 stocks: AMZN, AAPL, GOOGL, MSFT, COST, , MGK, GOOG.
- Sold out of its position in VRTX.
- Hoffman, Alan N Investment Management was a net seller of stock by $-3.7M.
- Hoffman, Alan N Investment Management has $222M in assets under management (AUM), dropping by 6.63%.
- Central Index Key (CIK): 0001848530
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Portfolio Holdings for Hoffman, Alan N Investment Management
Hoffman, Alan N Investment Management holds 13 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Apple (AAPL) | 47.2 | $105M | 418k | 250.42 |
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Amazon (AMZN) | 23.9 | $53M | 242k | 219.39 |
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Microsoft Corporation (MSFT) | 14.5 | $32M | 76k | 421.50 |
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Alphabet Cap Stk Cl A (GOOGL) | 5.8 | $13M | -5% | 68k | 189.30 |
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Costco Wholesale Corporation (COST) | 4.7 | $11M | -2% | 12k | 916.27 |
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Alphabet Cap Stk Cl C (GOOG) | 1.7 | $3.7M | 19k | 190.44 |
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NVIDIA Corporation (NVDA) | 0.7 | $1.5M | 11k | 134.29 |
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Vanguard World Mega Grwth Ind (MGK) | 0.6 | $1.2M | -7% | 3.6k | 343.41 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $716k | +4% | 1.4k | 511.23 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $507k | +12% | 865.00 | 586.08 |
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Adobe Systems Incorporated (ADBE) | 0.2 | $351k | 790.00 | 444.68 |
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Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $326k | 2.5k | 132.10 |
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Ishares Tr Select Divid Etf (DVY) | 0.1 | $280k | 2.1k | 131.29 |
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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 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
- Hoffman, Alan N Investment Management 2021 Q4 filed Jan. 12, 2022
- Hoffman, Alan N Investment Management 2021 Q3 filed Oct. 12, 2021
- Hoffman, Alan N Investment Management 2021 Q2 filed July 13, 2021
- Hoffman, Alan N Investment Management 2021 Q1 filed April 8, 2021