Hoffman, Alan N Investment Management as of Dec. 31, 2025
Portfolio Holdings for Hoffman, Alan N Investment Management
Hoffman, Alan N Investment Management holds 15 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 51.7 | $92M | 338k | 271.86 | |
| Amazon (AMZN) | 14.5 | $26M | 111k | 230.82 | |
| Microsoft Corporation (MSFT) | 14.2 | $25M | 52k | 483.62 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.9 | $12M | 39k | 313.00 | |
| Costco Wholesale Corporation (COST) | 4.2 | $7.4M | 8.6k | 862.34 | |
| Vanguard World Mega Grwth Ind (MGK) | 2.9 | $5.2M | 13k | 412.77 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.7 | $4.9M | 16k | 313.80 | |
| NVIDIA Corporation (NVDA) | 1.3 | $2.4M | 13k | 186.50 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $804k | 1.3k | 614.31 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $486k | 712.00 | 681.92 | |
| Spdr Series Trust State Street Spd (SDY) | 0.2 | $344k | 2.5k | 139.16 | |
| Meta Platforms Cl A (META) | 0.2 | $313k | 474.00 | 660.09 | |
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $301k | 2.1k | 141.14 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $277k | 790.00 | 349.99 | |
| Nio Spon Ads (NIO) | 0.0 | $61k | 12k | 5.10 |
