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 90.10% of Hoffman, Alan N Investment Management's stock portfolio.
- Added to shares of these 4 stocks: MGK, VRTX, NIO, NVDA.
- Started 1 new stock position in VRTX.
- Reduced shares in these 7 stocks: MSFT, AAPL, AMZN, COST, GOOGL, SPY, QQQ.
- Hoffman, Alan N Investment Management was a net buyer of stock by $3.3M.
- Hoffman, Alan N Investment Management has $169M in assets under management (AUM), dropping by 11.64%.
- Central Index Key (CIK): 0001848530
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Portfolio Holdings for Hoffman, Alan N Investment Management
Hoffman, Alan N Investment Management holds 14 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 52.6 | $89M | 308k | 289.36 |
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| Amazon (AMZN) | 14.7 | $25M | 104k | 238.34 |
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| Microsoft Corporation (MSFT) | 10.2 | $17M | -6% | 46k | 373.02 |
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| Alphabet Cap Stk Cl A (GOOGL) | 8.1 | $14M | 38k | 357.37 |
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| Costco Wholesale Corporation (COST) | 4.6 | $7.8M | 8.3k | 935.47 |
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| Vanguard World Mega Grwth Ind (MGK) | 3.5 | $5.9M | +420% | 67k | 87.91 |
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| Alphabet Cap Stk Cl C (GOOG) | 3.1 | $5.2M | 15k | 353.33 |
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| NVIDIA Corporation (NVDA) | 1.6 | $2.7M | 13k | 200.09 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $962k | 1.3k | 736.40 |
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| Nio Spon Ads (NIO) | 0.3 | $552k | +43% | 109k | 5.06 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $528k | 707.00 | 746.77 |
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| Spdr Series Trust St Str Sp Div (SDY) | 0.2 | $376k | 2.5k | 152.18 |
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| Ishares Tr Select Divid Etf (DVY) | 0.2 | $334k | 2.1k | 156.30 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $219k | NEW | 440.00 | 496.73 |
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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 2026 Q2 filed July 9, 2026
- Hoffman, Alan N Investment Management 2026 Q1 filed April 7, 2026
- 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