Hoffman, Alan N Investment Management as of Sept. 30, 2025
Portfolio Holdings for Hoffman, Alan N Investment Management
Hoffman, Alan N Investment Management holds 15 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 45.4 | $104M | 408k | 254.63 | |
| Amazon (AMZN) | 21.8 | $50M | 228k | 219.57 | |
| Microsoft Corporation (MSFT) | 16.8 | $39M | 74k | 517.95 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.8 | $16M | 64k | 243.10 | |
| Costco Wholesale Corporation (COST) | 4.7 | $11M | 12k | 925.63 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $4.1M | 17k | 243.55 | |
| NVIDIA Corporation (NVDA) | 1.0 | $2.3M | 13k | 186.58 | |
| Vanguard World Mega Grwth Ind (MGK) | 0.6 | $1.4M | 3.5k | 402.42 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $839k | 1.4k | 600.37 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $475k | 713.00 | 666.18 | |
| Meta Platforms Cl A (META) | 0.2 | $348k | 474.00 | 734.38 | |
| Spdr Series Trust S&p Divid Etf (SDY) | 0.2 | $346k | 2.5k | 140.05 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $303k | 2.1k | 142.10 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $279k | 790.00 | 352.75 | |
| Nio Spon Ads (NIO) | 0.0 | $91k | 12k | 7.62 |
