Hoffman, Alan N Investment Management as of June 30, 2025
Portfolio Holdings for Hoffman, Alan N Investment Management
Hoffman, Alan N Investment Management holds 14 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 41.4 | $84M | 410k | 205.17 | |
| Amazon (AMZN) | 24.8 | $50M | 229k | 219.39 | |
| Microsoft Corporation (MSFT) | 18.2 | $37M | 74k | 497.41 | |
| Costco Wholesale Corporation (COST) | 5.6 | $11M | 12k | 989.94 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.6 | $11M | 65k | 176.23 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $3.0M | 17k | 177.39 | |
| NVIDIA Corporation (NVDA) | 1.0 | $2.0M | 13k | 157.99 | |
| Vanguard World Mega Grwth Ind (MGK) | 0.6 | $1.3M | 3.5k | 366.17 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $771k | 1.4k | 551.64 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $495k | 801.00 | 617.85 | |
| Meta Platforms Cl A (META) | 0.2 | $350k | 474.00 | 738.09 | |
| Spdr Series Trust S&p Divid Etf (SDY) | 0.2 | $335k | 2.5k | 135.73 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $306k | 790.00 | 386.88 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $283k | 2.1k | 132.81 |
