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 91.01% of Hoffman, Alan N Investment Management's stock portfolio.
- Added to shares of these 3 stocks: NIO, MGK, NVDA.
- Reduced shares in these 8 stocks: AAPL (-$7.1M), AMZN, MSFT, , , GOOG, GOOGL, COST.
- Sold out of its positions in ADBE, META.
- Hoffman, Alan N Investment Management was a net seller of stock by $-10M.
- Hoffman, Alan N Investment Management has $152M in assets under management (AUM), dropping by -14.48%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 51.8 | $79M | -8% | 310k | 253.79 |
|
| Amazon (AMZN) | 14.4 | $22M | -6% | 105k | 208.27 |
|
| Microsoft Corporation (MSFT) | 12.0 | $18M | -5% | 49k | 370.17 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 7.3 | $11M | 38k | 287.56 |
|
|
| Costco Wholesale Corporation (COST) | 5.5 | $8.4M | 8.4k | 996.43 |
|
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| Vanguard World Mega Grwth Ind (MGK) | 3.1 | $4.7M | +2% | 13k | 367.44 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.8 | $4.2M | -4% | 15k | 286.86 |
|
| NVIDIA Corporation (NVDA) | 1.5 | $2.3M | +3% | 13k | 174.40 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $756k | 1.3k | 577.18 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $463k | 712.00 | 650.34 |
|
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| Nio Spon Ads (NIO) | 0.3 | $457k | +531% | 76k | 6.03 |
|
| Spdr Series Trust State Street Spd (SDY) | 0.2 | $361k | 2.5k | 145.94 |
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| Ishares Tr Select Divid Etf (DVY) | 0.2 | $323k | 2.1k | 151.41 |
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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 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
- Hoffman, Alan N Investment Management 2022 Q2 filed July 7, 2022